Active – EqualTo – TRUE
AccountType – EqualTo – Customer
Commercial – EqualTo –
False (residential only)
True (commercial only)
Omit if you want to include residential AND commercial
Do Not Contact
(by mail, email, phone)** –
EqualTo – False
Use the proper DNC type depending on the campaign output
Phone/Email/Address** – NotBlank
Email – not blank //
Phone1 – not blank OR Phone2 – not blank OR Phone3 – not blank //
Address Line 1 – not blank
City – not blank
State – not blank
Zip – not blank
**Note – you may need to add these two filters into the CAMPAIGN section if using multiple types of outputs (a call campaign and an email campaign under the same drip campaign).
ORDER:LAST INVOICE DATE
Campaign Run Frequency
|Thank You||EqualTo||2 days||Daily|
|2 Week Follow-Up||EqualTo||14 days||Daily|
|3M Reminder||Between||2-3 Months||Monthly|
|6M Reminder||Between||6-7 Months||Monthly|
|9M Reminder||Between||9-10 Months||Monthly|
|12M Reminder||Between||12-13 Months||Monthly|
|18M Reminder||Between||18-19 Months||Monthly|
|24M Reminder||Between||24-25 Months||Monthly|
|26M Reminder||Between||36-37 Months||Monthly|
Additional CAMPAIGN Filters
CONTACT:BY THIS CAMPAIGN
Use this to make sure people aren’t receiving the same email multiples.
For example, for a TY email, the customer will receive an email 2 days after their last invoice.
- To make sure they don’t receive the email again using this filter, do the following:
- Contact:by this campaign – NotWithin – 7 days
This will ensure they do not receive another TY email in a week’s span.
This goes off of your item (products/services) groups.
You can use this instead of the LastInvoiceDate filter.
Use this filter to:
- Inform customers of the other services you do
- SERVICE:LAST XXXXXXX – Blank
- Reach out to customers who haven’t done a specific service with you in X amount of time
- SERVICE:LAST XXXXXXX – NotWithin – 12 Months