Below are some frequently used email automation segments. Use these examples as a guide to help customize and optimize your own email segmentation strategy.

Waiver Expires in X Days

• Condition #1: Customer Attribute Expires
  • Select your waiver/agreement toggle attribute
  • Equals
  • Relative Date: Add Days: X (looks ahead for the expiration date x days in the future)
    
    
• OPTIONAL: Only send if visited in last X months
  • Condition #2: Last Visit
    • Is After
    • Relative Date: Sub 3 Months

Need New Waiver (Customer Turning Age 18)

• Age = 18
• Waiver attribute is enabled. Change condition to DOES NOT satisfy.
• Last Visited (Optional) - Shown in this example to be included in this email segment, you need to have a last visit within the last 3 months. Below the segment shows what the Edit Relative Date expression looks like for this one.

New Sign Up: Still Missing Attachment - Send X Days After Sign Up If Still Missing a Submitted Attachment

Example Shown: 5 days after sign up

• Condition #1
  • Attachment Not expired and Validated OR Pending. (This will stop from sending a reminder if the customer submitted but it is still pending validation by your staff.)
    
    
• Condition #2
  • Contract/Enrollment - Select the plan that should be referenced.
  • Set Started to Relative date for Sub X days to Sub X days (This can be set the same day here, and it will look back that number of days IF you use Sub days + Start of day -Ssub days + End of day).  
    
    
• Condition #3
  • Contract/Enrollment - Exclude those that cancel this plan at the end of the month.
  • Ended, Relative Date: Start of Day to End of Month
    
    
• Condition #4
  • Contract/Enrollment Same Plan is active
  • Active, Relative Date: Start of Day to End of Day (to make sure active today and not looking at an old contract)

Notify of Expired Attachment - New Update Needed

Same as above without the attribute toggle expires condition

Customer can not upload proof until expired, so it can not send reminder early.

Set up Customer Segment with two groups - match All of the following.

• Group 1: matches all of the following
  • Condition #1 satisfies the following: Contract/Enrollment for Plan(s) applicable to. (What Enrollees should be checked)
    • Active: Relative Date.  Start of day - End of Day for that specific enrollment type
      
      
  • Condition #2: Does not Match: Contract/enrollment for same plans (Excludes upcoming cancels)
    • Ended: relative date Start of Date - End of MONTH. For that enrollment type

• Group 2: matches the following
  • Condition #1 satisfies.  Expires add 1 day - add 1 day (valid attachment expires in x time)
    
    
  • Condition #2 does not satisfy.  Same attachment, not expired and validated/pending, added within last x days.  Use sub days - end of day to look back though today. (exclude people that submitted an updated one one within the last x days)

Notify of Attachment Expiration OR Attribute Toggle Expiration

Customer can not upload proof until expired, so it can not send reminder early. This option is specific to organizations who are using a legacy tracking attribute for a requirement (such as a toggle that tracked student status) but now in Redpoint they are moving to an attachment model. You would use this if you do not yet want to flag existing members with the "old method". - Contact Redpoint for support!

• Overall match ALL the following
  
  
• Group 1 - all of the following
  • Condition #1 - all of the following. (has membership with requirement and is active today)
  • Condition #2 - does not match the following (has same plan as condition #1), does not have ended date between now and end of month
    
    
• Group 2 - ANY of the following (attachment OR attribute)
  • Condition #1 - satisfies the following (expired attachment relative date; add 1 day)
  • Condition #2 - satisfies the following (customer attribute expires; add one day)
• Condition 3 - does not match (attachment valid or pending not added in last 30 days).

First Time Day Pass User email, 18 and older