Give your subscribers a fully personalized experience by automatically tracking changes in Custom Fields and sending users the most appropriate email campaign.
A good usage example for this recipe is to set a spending ceiling for your customers, which once exceeded, will take them to a new sub-segment of subscribers with specials perks. As soon as a subscriber qualifies for a custom field change to a certain value your automation will be triggered and can be used to send your customer a custom email campaign with an incentive to shop more.
If you have already found the Change in custom field recipe among the available options, and you are already familiar with how to navigate, edit and use Recipes, then let's go right ahead and see what this particular recipe constitutes of:
A. Overview
The trigger (1) most suited for this type of automation is called When a custom field value is changed to a specific value and fires up the automation when a value of one of your custom fields is changed to a specific value. The Wait for 0 minute(s) Control step, situated right after your trigger (2), can provide a useful interval between the time the custom field is changed and when the dispatch of the email campaign takes place, as defined by the Then send email campaign Action step (3).
B. Changing the Recipe
If you are already familiar with how to use Action steps and how to use Conditional / Control steps, you can use that knowledge to change parts of this recipe as you see fit. It's exactly like creating or editing one of your own automation designs: you can add steps, remove steps, or edit the steps already available to fit your design's needs.
You can also save your changes as a custom recipe, and use it at your leisure.
C. Using the Recipe
A recipe cannot be activated as it is. You first need to complete all the incomplete tasks found in the task list and transform the recipe into a fully functional automation workflow. The Change in custom field recipe only requires a few tweaks:
1. Click on the When a custom field value is changed to a specific value trigger.
2. Set the appropriate trigger options from the available fields.
This specific trigger has three parameters that you will need to set. You will have to define whether your automation will be triggered once or every time the custom field is changed, the custom field name, as well as the value to which the custom field needs to change in order to trigger your automation. Click on the Save button when you are done.
3. Click on the Wait for 0 minute(s) step.
4. Set the required time value and measurement unit, on the available fields.
5. Click on the Then send email campaign step.
6. Select the appropriate campaign options from the available drop-down menus.
This type of action requires that you define a Subject line, the "From" name, the Content as well as set an optional Emails per day cap so that a customer won't get more emails than you would want on the same day. Click on Save when you are done.
7. Don't forget to activate your automation by toggling the switch to Active.