Multi-step automations
Hi Ben and everyone. I'm new to Sendy and so far have found it to be very intuitive, so thank you Ben.
I am a travel and tour operator. We have been sending client emails in a haphazard way. Some come right from me, others we've been sending from Mailchimp. The whole thing has become a mess and too much work so I would like to automate it as much as possible. Our customer now flow is basically in two phases: pre-travel and post travel, and now we would like to add a third phase past client.
Can someone who has created multi-step automations in Sendy please point me in the right direction so I can set up the following:
Pre-travel dip starts once a client has made their first payment.
- Thank you email also sends the client some docs they need to fill-out scan and return to us.
- About 60 days before departure date we start sending a drip campaign of 6 emails to help the client prepare for travel and to answer the most frequently asked questions.
- on departure date the client moves into the post-travel drip campaign
Post-travel starts the day after the client returns home
- A welcome back email asking for feedback
- Continuing reminder emails until the client actually provides the feedback
- Personal follow-up based on feedback (really only if there is a complaint)
- If there is no complaint occasional emails asking them to please leave 5 star review on Google Reviews or on Facebook Reviews
- Once the client leaves 5-star review client moves to ex-traveler list
Ex-Traveler
Once monthly typical newsletter
Comments
In my opinion this has to be done with the Sendy API + Google Sheets and creating a list in Sendy for each purpose.
You then need a Python program to go over the google sheet and add people to the corresponding list in Sendy via the API.
Not difficult at all to do, but tedious.