Best answer

Send one-off email in Mailchimp/ClickSend on first GoTeamUp attendance

I want to create an automation between goteamup and Mailchimp/clicksend

After a new sign up attends their first session I want to email them and ask how they got on with their first session

the problem i have is i only want this to happen after the first session and not after every session they attend.

I have thought about a google sheets step with a count if and zap filter but my mind has hit a wall on how to set this up.

Any advice would be appreciated

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Best answer by Troy Tessalone 18 August 2021, 21:50

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Hi @JoeMcNee

I'd suggest logging the interactions in an Airtable Base.

2 Tables: Sessions, Contacts

You can link Contacts to Sessions

You can use a Count field to determine the number of linked Sessions for a Contact

You can configure an Airtable Table View to trigger a Zap.

The Airtable Table View would have a Filter where Sessions Count = 1.

Airtable: https://zapier.com/apps/airtable/integrations

Otherwise, you can do a similar thing in GSheets with 2 Tabs.

1 tab for the raw Session data

1 tab with formulas to count/sum the Sessions per Contact

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