Automations: Subscribing a new lead to MailerLite

BoothBook

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BoothBook allows our Pro Users to configure actions that will subscribe or unsubscribe a customer to an MailerLite group.


These could be a simple as a follow up email to a lead or booking or as complex as a full drip campaign setup in MailerLite where the customers list could change based on their customer journey in BoothBook.

1. Subscribing a lead to a Mailerlite Group 

To add a new Lead to a ActiveCampaign, you will first need to have a ActiveCampaign account and an audience you want to subscribe different leads or clients to. Go to https://www.mailerlite.com


You can read more about how to create groups in Mailerlite at: http://help.mailerlite.com/article/show/48133-what-is-the-difference-between-groups-and-segments

2. Create an Automation

Go to Configuration (gear) icon on the toolbar on the left, Automations and click Create Automation.

  • Turn on the automation with the switch in the corner.
  • Name the Automation.

3. Select a Trigger

Select the Trigger of When a new lead is created. That means anytime you add a lead or the customer checks a date with the lead widget it will trigger.

4. Configure the Schedule

  • Scroll down to the Schedule section.
  • Click Add a Schedule.
  • Set it for 30 Minutes After.
  • Choose the drop-down for Send Anytime.

Note: We give it a scheduled delay so that the conditions will be able to check and see if they have booked.

5. Add the Conditions

  • Scroll down to Conditions section.
  • Click Add a condition set.
  • Select Match any condition below.
  • Click the button for Add new condition.


From the drop-down select Lead converted to a booking and select False. This will stop the lead from going to MailerLite if they have become a booking/customer.

  • Optionally if you have your Event Types set up for leads (https://boothbook.freshdesk.com/a/solutions/articles/43000024647) you can sort your Leads into different lists/audiences and do different emails and drip campaigns.
  • You would click Add new condition
  • Select if Event Type is any of
  • Choose the event type you want to target.

6. Create the Action

7. What's Next?

Inside of MailerLite you should have already setup a campaign for that list.

You can now set up a drip campaign from there. 

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