Automatic email based on new subscription + PayPlans

MelanieB

Hi,
I want to send follow up emails to specific types of user so that after subscription (I use EasySocial with PayPlans) they are sent a series of emails spread out over a number of days from the time the subscribed.

I tried creating an automation using PayPlans . These are the steps I took.

Create a new Automation and call it follow up email 1
select "When the user subscribes" as the trigger
I select "Execute conditions on the subscriber triggering the automation"
Select PayPlans, then "In" then "Subscription plan 1"
I leave Subscription date and End date blank as not sure what they do.
I add 3 more PayPlans subscription using "Or"
Under Actions, I select my email and then set the time to 2 minutes into the future
Under Action targets, I leave it at the default of "Execute conditions on the subscriber triggering the automation"
I created a secind email as above that was exactly same (different email content) and set the time to go out 10 minutes after subscription.
I created a test registration but no emails are received. I did activate the automation. What am I doing wrong? Is there a better way to achieve this?

But it didn't fire off any emails.

My second attampt (after researching you docs and forums) was to:

Create a welcome email and a set of follow up emails (under Emails).
Create the following automation (the condition is an easySocial profile type called Agent):

Name : Add new Estate Agent to New Subscriber List
Description :
Triggers
The automation will be triggered:
On user creation
Conditions
This automation will be executed if the subscriber
In the profile Agent
Actions
The subscribers selected by this automation
Will be subscribed to the list Estate Agent New Subscription
Actions targets
This automation will be applied to one AcyMailing user

I create a second automation to then send the followup emails:

Information
Name : Follow up email for new Estate Agent subscriber
Description :
Triggers
The automation will be triggered:

On user creation
Conditions
This automation will be executed if the subscriber
In the profile Agent
Actions
The subscribers selected by this automation
Will be subscribed to the follow-up Estate Agent Follow Up 1
Actions targets
This automation will be applied to one AcyMailing user

However the user doesn't get subscribed to the list. I enabled the plugin for Joomla acymailing thinking this might be the issue but it still didn't add to the list.

Is there a step I am overlooking?

Kind regards

jvstratum

Hi,

There are a couple of things you should keep in mind.

1) If the email address of your new Agent is already present in Acymailing because they are already subscribed to some other list no new subscriber will be created and your Automation won't be triggered.

2) New subscribers are first created and only after that subscribed to a list. So if you use the trigger "On user creation" you can't add a condition that checks for a subscription to a list.

Since you're using the same trigger for both Automations you can combine the two automations into one by adding a AND condition to the Actions.

Actions:
Will be subscribed to your list AND will be subscribed to your follow up.

MelanieB

Hi,

many thanks for responding and also for the guidance - most helpful!

I finally got it to work. It didn't seem to like the EasySocial profile action so I reverted back to PayPlans. This time I set the status of when it should be triggered in the PayPlans plugin to any rather than activated and it worked.

I love what we can do with Acymailing, so much I am only now discovering.

Mel

jvstratum

I'm glad you got it working. enjoy your acymailing.

MelanieB

Just a heads up, incase others get stuck with this. I had to use the On user modify trigger as On user creation did not work. This is possibly why EaySocial didn't work too.

Hope that helps