I am trying to figure out a way in a campaign sequence to test for a Contacts tag or field value (doesn’t matter which) and only after it changes to meet a certain value, to then move the Contact forward through the sequence.
Testing of the tag/field value should be continuous, cycling maybe once an hour for up to one day before the sequence gives up and exits.
Does anyone have a neat campaign solution they have used to achieve something similar?
Taking your looping / condition testing campaign principle and building it out for a real-life scenario, added in some extra tests and steps, but everything works exactly how I need it to, I am so grateful for your help.
Here is a screenshot of the final looping campaign module I built, that tests for a tag value every hour (is their email confirmed) then exits the loop after 1 day if the contact has not confirmed their email. Basically after 1 day I give up on them.
There is a good reason I am not just using the standard email confirmation (double opt-in) module for this test which I will explain later on when I have a chance to create a Loom Video, likely this weekend when I have time.
For clarity I setup dedicated internal use looping tags to start, stop, flag & exit the campaign loop.
Here is the screenshot (updated to match the video)
If you are truly interested (!) you must like figuring out campaigns… then here is the rest of this campaign design so you can see how the loop logic fits in. It’s so large I had split the screen shots into part 1 & 2.
We are running multiple free offer campaigns so much of the logic branch testing is to accommodate if contacts have entered into another campaign and not duplicate actions.
Could this be simpler? Very likely but I am somewhat of a novice at Infusionsoft only having moved over a few months ago so am still learning about campaign design.
Just a small adjustment on this solution, if you apply it across multiple campaigns as I did.
You will need to use unique Start-Loop & End-Loop Tag names for each campaign, such as Start-Loop-1, End-Loop-1, Start-Loop-2, End-Loop-2… otherwise the application of the Start-Loop or End-Loop tag in one campaign fires off the ending sequence in all the other campaigns.