Hi community,
We have an idea of greeting our customers on a birthday by email. Does anyone know whether it is possible to automate this process via Front and how?
Thanks for any help.
Best answer by JohnW
View original
Userlevel 4
+5
Front is an Amazing Inbound Customer Operations Tool
Use MailChimp, etc. for Outbound Automation
Although Front is an amazing inbound Customer Operations Tool, it’s not designed for the type of outbound Birthday “campaign” you want to launch. An application like MailChimp, on the other hand, is purpose built for this type of use case. The following link will give you an idea of what an app like MailChimp can do: Create an Automated Birthday Email | Mailchimp
Thank you,
Userlevel 5
+8
You could do this within Front but you’d have to use the API or Zapier. You’d want to keep track of birthdays as a custom field for a contact and then send a message when the date matches their custom field (the matching logic would have to run in your app or on Zapier). As John mentioned, this isn’t out of the box functionality for Front, so if you didn’t want to mess with developing an integration for it, then an email campaign app would be your best bet.
Hi Javier,
Thank you for your answer!
I'm not very good at API development so I have some questions. This method custom field for a contact returns custom contact fields for one specific contact, right? how to make the system (via Zapier) execute daily tracking of the custom birthday field of all contacts in the Front?
Userlevel 5
+8
You’d want to set up a Zapier schedule trigger to run daily. At a high level, your Zap might look like:
- Runs daily at a specified time.
- List all contacts in Front (this will have to be a custom action set up based on the List contacts endpoint).
- Use Looping in Zapier to run through each contact to:
- Get the contact through Zap Front action
- Read the value of the custom field for birthday in the response.
- Use a Zap filter to determine if the birthday value is the same as the current date.
- If it is, send a message of your choice through Zap Front action
Reply
Login to the community
No account yet? Create an account
Use your Front credentials
Log in with Frontor
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.