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πŸ“§ Email Marketing Trigger Types β€” Including Visitor Identified & Agent Follow-Up Emails

Explains the email marketing trigger types available on WithMe, how to create an automated email flow, and how to view who received your emails β€” with a focus on the Visitor Identified / Agent Follow-Up trigger.

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πŸ“§ Email Marketing Trigger Types on WithMe

WithMe's email marketing tools go beyond simple broadcasts β€” you can set up automated email flows that fire based on specific triggers. One of the most powerful (and often overlooked!) is the Visitor Identified trigger, which lets you follow up with people who visit your Hub automatically. 🎯


πŸ”„ Available Email Trigger Types

When you create a new email flow, you'll choose a trigger β€” the event that kicks off your automated email. Here are the core trigger types typically available:

  • New Subscriber β€” typically fires when someone subscribes to a membership or product

  • New Free Trial β€” typically fires when someone starts a free trial

  • Purchase β€” typically fires when someone buys a product

  • Visitor Identified / Agent Follow-Up β€” fires when a visitor to your Hub is recognised (typically via an existing email on file or a previous interaction) πŸ‘€

The exact trigger names may vary slightly depending on platform updates β€” look for the trigger type dropdown when creating a new flow.

WithMe platform screenshot

πŸ› οΈ How to Create an Email Sequence

Setting up an automated email flow takes just a few steps:

  1. Head to your Creator Dashboard β†’ Email Marketing.

  2. Look for a button to create a new flow (typically labelled Create Flow or shown as a + icon if you already have existing flows).

  3. Choose your trigger from the dropdown β€” for example, select Visitor Identified if you want to follow up with recognised Hub visitors.

  4. Write your email subject line and body. You can personalise the message with the recipient's name.

  5. Set any delay if you'd like the email to go out after a waiting period rather than immediately.

  6. Save and activate the flow using the toggle or activation button β€” it will now fire automatically whenever the trigger event occurs.


πŸ“¬ How to View Who Received Your Emails

Once a flow is active and sending, you can check exactly who has received each email:

  1. Go to Creator Dashboard β†’ Email Marketing.

  2. Click on the flow name you want to inspect.

  3. Look for a Recipients or Activity tab β€” this shows everyone the email was sent to, along with delivery status.

If your Visitor Identified flow is active, you should see recipients appearing here each time a recognised visitor triggers the email. This is the quickest way to confirm your emails are going out. βœ…


πŸ’‘ Tips & Troubleshooting

  • Emails sending but you can't find recipients? Make sure you're looking inside the specific flow (not the broadcast section). Click the flow name, then check for a Recipients or Activity tab.

  • Visitor Identified not firing? This trigger relies on the visitor being recognised β€” they need an email on file from a previous interaction (e.g. a past purchase, sign-up, or free trial).

  • Want to test? Visit your own Hub while logged in with a recognised email, then check the Activity tab to confirm the trigger fired.

Still not sure if things are working? Message us in the chat and we'll take a look for you! πŸ’¬

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