Email triggers can be defined and created directly from Customer Queries in RGP. If you're using the RGP+SendGrid HTML email integration, this allows you to create highly targeted email marketing campaigns for your members and potential members.
One basic example:
Let's say you wanted to email guests a membership sales promotion after they've visited your facility X number of times.
From Data Entry, go to:
- Manage --> Email System
- Click on the Customer Actions/Purchased Products tab.
- Click on the Add button and then select Customer Query
- Click OK
Set up the customer query. In the configuration shown below, we've set up a query that would trigger an automated email to be sent to all guests who have visited at least 3 times in the trailing month.
After reviewing the query, send a Test Email to ensure everything looks good.
1) Because triggers run every day, a customer could possibly receive a daily email as long as their 3 visits were within the trailing month window. Notice that there is an option to limit the frequency that a trigger can fire every X days for a customer (31 days in the example above).
2) Also, notice that customer query dates are relative dates based on the 'querydate' parameter.