Skip to main content
Answered

How can I add a group of people to a Series after it has started?

  • September 20, 2021
  • 6 replies
  • 106 views

  • Connector
  • 6 replies

We've got 20 users who fit some particular criteria. We've created a new Serie for new users who meet the same criteria but haven't figured out how to add the original group of 20 to this Serie. Is this currently possible?

Best answer by Roy

Hello @tri​ ,

 

How about tagging these users for some new tag, then use the following tag as an entry rule in the Series.

 

Let me know if this is what you are looking for.

 

Best,

Roy

View original
Did this topic help you find an answer to your question?

6 replies

Forum|alt.badge.img+5
  • Expert User
  • 1152 replies
  • Answer
  • September 20, 2021

Hello @tri​ ,

 

How about tagging these users for some new tag, then use the following tag as an entry rule in the Series.

 

Let me know if this is what you are looking for.

 

Best,

Roy


  • Author
  • Connector
  • 6 replies
  • September 20, 2021

Yeh, I did try but it's not working. The thing is, the first trigger is to send an email when 'New lead via signup'. But these leads are already in our contact list. I've removed this rule and tagged people but they still don't enter the Serie.

 


Kevin Bendixen
Top Expert ✨
Forum|alt.badge.img+5

Could you add a screenshot of your filter? Maybe we can find a filter that is responsible for excluding the tags


  • Author
  • Connector
  • 6 replies
  • September 21, 2021

Sure please see below.

 

Screen Shot 2021-09-22 at 9.29.01 AM


  • Author
  • Connector
  • 6 replies
  • September 21, 2021

This is the list that intercom said would enter the Series

ie. 'If you set this Series live, they would enter it, as well as new people that start to match your rules.'

 

Screen Shot 2021-09-22 at 9.30.43 AM


Kevin Bendixen
Top Expert ✨
Forum|alt.badge.img+5

I guess it's because of the "when to send" trigger. The users you tag retroactively probably won't trigger as new leads. But you should still be able to add them to the audience like Roy suggested.


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings