Funnels new user assign list

  • Resolved smarti9

    (@smarti9)


    3 months, 1 week ago

    Hi,

    I am currently using another CRM plugin and am trying out yours with a view to switching. Is this possible and how. I have a custom login/registration widget on site which assigns users 3 different roles on selection. I want to create a funnel that waits 1 minute before assigning a new user registration to 1 of 3 lists list, it works this way in my other crm. Is this possible and how with your plugin?

    • This topic was modified 3 months, 1 week ago by smarti9.
    • This topic was modified 3 months, 1 week ago by smarti9.
    • This topic was modified 3 months, 1 week ago by smarti9.
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  • Plugin Author Adrian Tobey

    (@trainingbusinesspros)

    Hi!

    I guess it depends on what you mean by “Lists.” For most segmentation in Groundhogg we use tags. So you can easily assign a tag depending on the role of the user if that’s your intention.

    You can create saved searches (similar to dynamic lists) as well which could be based on tags and other criteria like custom fields.

    Be aware that all of our WordPress User funnel integrations are part of our Advanced Features add-on. So in order to leverage user creation, or user created within a funnel you will have to either purchase that add-on or any of our plans as it’s included in all of them.

    ?? Merry Christmas!

    Thread Starter smarti9

    (@smarti9)

    I was going to get conditional logic plugin for assigning new registration to 1 of 3 tags I think it will work then. I have the funnel working on registration and assigning to tag I just need a few if then statements. And I will be getting AWS SES plugin also. Glad I looked at your solution again and realised you can purchase individual plugins, pro plan is a bit past my budget at the moment.

    • This reply was modified 3 months, 1 week ago by smarti9.
    • This reply was modified 3 months, 1 week ago by smarti9.
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