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How to build a ''Client added to lists'' automation
How to build a ''Client added to lists'' automation
Héctor F avatar
Written by Héctor F
Updated over 2 months ago

Video tutorial

You can create automations that automatically send a message to contacts who are added to a list (or removed from it).

It's possible to create custom flows based on user behavior and interaction, which enhances conversion rates and engagement.

NOTE: You will need to have connected a data source that works with lists (such as Klaviyo, OptiMonk, ActiveCampaign, etc.)

To create this automation, follow these steps:

1. Select the Audience and Trigger

  • Audience: Can be the entire audience or just a segment

  • Activation Event: We must select the connector that sends us the event and the event name: ''Customer created/updated''

  • Add filter: Select "Contact added to lists" and choose the list name

  • Cancellation Event: This would be any event that, if it occurs, would prevent the message from being sent
    In this example, we want to send the message whenever a contact is added to the list, so there is no cancellation event
    However, if, for instance, we want to send a message X days after being added to the list, only if the customer hasn't made a purchase, the cancellation event would be 'Order Placed', since we will not send the message if the customer completes a purchase


2. Configure the Message:

  • Wait time: The time we wait from when the contact is added to the list until the message is sent

  • Sender and Message Text

  • Multilingual Message (optional)



3. Delivery Settings

  • Activation Limit: It's possible to send the message every time the contact is added to the list or set a maximum number of messages (for example, a maximum of one message per day)

  • Send or Do not send this automation if another has been received in the last X hours/days

  • Whether to send to unsubscribed contacts

The automation must be activated and saved.

Every time a contact is added to the list, the automated message will be sent.

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