The information below is correct at the time of writing 17/07/2024
Active Drips
Committee application received
Start when Person added to segment: z_Committee - Application Received
Drip is sent when all of the following criteria are met:
- Person Member Status contains Committee Membership application received
- Person Account Status does not equal Deceased
Allow drip campaign to be repeated: TRUE
Court Assistant application received
Start when Person added to segment: z_Court Assistant - Application Received
Drip is sent when all of the following criteria are met:
- Person Member Status contains Court Assistant application received
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
Allow drip campaign to be repeated: FALSE
Enquiry - New Membership
Start when Person added to segment: z_New Member Enquiries
Drip is sent when all of the following criteria are met:
- Person Member Status contains Initial Enquiry received
- Person Account Status does not equal Expired
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
Allow drip campaign to be repeated: TRUE
Enquiry - New Referral
Start when Person added to segment: z_New Member Referral
Drip is sent when all of the following criteria are met:
- Person Member Status contains Initial Referral received
- Person Account Status does not equal Expired
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
Allow drip campaign to be repeated: FALSE
Junior Warden application received
Start when Person added to segment: z_Junior Warden - Application Received
Drip is sent when all of the following criteria are met:
- Person Member Status contains Junior Warden application received
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
Allow drip campaign to be repeated: FALSE
Liveryman application approved
Start when Person added to segment: z_Liveryman - Application Approved
Drip is sent when all of the following criteria are met:
- Person Member Status contains Liveryman approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
Allow drip campaign to be repeated: FALSE
Liveryman application received
Start when Person added to segment: z_Liveryman - Application Received
Drip is sent when all of the following criteria are met:
- Person Member Status contains Liveryman application received
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
- Person Account Status does not equal Pending
- Person Account Status does not equal Expired
Allow drip campaign to be repeated: FALSE
Membership activation + donation
As soon as subscription is first made current, this email will be sent - one time only - only to those who have included the recommended donation.
Start when Person added to segment: z_All Members - First payment received + Donation
Drip is sent when all of the following criteria are met:
- Account Subscription Add-on equals DQ2Grq9V
- Account Subscription Add-on equals E9LdA59w
- Account Subscription Add-on equals Charitable monthly donation
- Account Subscription Add-on equals Charitable monthly donation (Overseas, Retired, Under 35s)
Allow drip campaign to be repeated: FALSE
Membership activation NO donation
As soon as subscription is first made current, this email will be sent - one time only.
Start when Person added to segment: z_All Members - First payment received (no donation)
Drip is sent when all of the following criteria are met:
- Account Subscription Add-on does not contain DQ2Grq9V
- Account Subscription Add-on does not contain E9LdA59w
- Person Account Status does not equal Deceased
- Account Subscription Add-on does not equal Charitable monthly donation
- Account Subscription Add-on does not equal Charitable monthly donation (Overseas, Retired, Under 35s)
- Person Account Status equals Current
Allow drip campaign to be repeated: FALSE
New Application Autoresponse
Start when Person added to segment: z_Accounts Pending Application Approval
Drip is sent when all of the following criteria are met:
- Person Member Status contains Initial Application received
- Person Account Status does not equal Deceased
Allow drip campaign to be repeated: FALSE
Subscription Renewal Reminder (Card Payment)
Start when Person added to segment: Subscription Renewal Reminder (Yearly by card)
Drip is sent when all of the following criteria are met:
- Account Subscription Plan Term equals Yearly
- Account Direct Debt Payment does not equal True
- Account Subscription Plan Renewal Days Until equals 14
- Account Subscription Plan Family does not equal Honorary Members
- Person Account Status does not equal Deceased
- Person Account Status does not equal Expired
- Person Account Status does not equal Resigned
- Person Deceased does not equal True
Allow drip campaign to be repeated: TRUE
Subscription Renewal Reminder (Direct Debit)
Start when Person added to segment: Subscription Renewal Reminder (Yearly by DD)
Match all of the following criteria:
- Account Subscription Plan Term equals Yearly
- Account Direct Debt Payment equals True
- Account Subscription Plan Renewal Days Until equals 14
- Account Subscription Plan Family does not equal Honorary Members
- Person Account Status does not equal Deceased
- Person Account Status does not equal Expired
- Person Account Status does not equal Resigned
- Person Deceased does not equal True
Allow drip campaign to be repeated: TRUE
Volunteering application received
Drip is sent when all of the following criteria are met:
Start when Person added to segment: z_Volunteering application received
- Person Member Status contains Volunteering application received
- Person Account Status does not equal Deceased
- Person Account Status does not equal Expired
- Person Account Status does not equal Resigned
- Person Account Status does not equal Pending
Allow drip campaign to be repeated: TRUE
Welcome email - Associate 26-35 application approved
Start when Person added to segment: z_Associate 26-35 years
Match all of the following criteria:
- Person Member Status contains Associate 26-35 years Membership approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
Allow drip campaign to be repeated: FALSE
Welcome email - Associate Student application approved
Start when Person added to segment: z_Associate Student
Match all of the following criteria:
- Person Member Status contains Associate Students Membership approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
Allow drip campaign to be repeated: FALSE
Welcome email - Associate Under 25 Non Student application approved
Non student members under the age of 26
Start when Person added to segment: z_Associate Member <25 years Non Students
Drip is sent when all of the following criteria are met:
- Person Member Status contains Associate Under 25 Non Students Membership approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
Allow drip campaign to be repeated: FALSE
Welcome email - Full Membership application approved
Start when Person added to segment: z_Full Members
Match all of the following criteria:
- Person Member Status contains Member - Full approved
- Person Member Status does not contain Associate 26-35 years Membership approved
- Person Member Status does not contain Associate Students Membership approved
- Person Member Status does not contain Associate Under 25 Non Students Membership approved
- Person Member Status does not contain Honorary Member (Mansion House Scholar) approved
- Person Member Status does not contain Honorary Membership (1 year) approved (Lombard)
- Person Member Status does not contain Member from Overseas approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
Allow drip campaign to be repeated: FALSE
Welcome email - Lombard prize honorary membership
Start when Person added to segment: z_Honorary Membership - 1 year (Lombard)
Match all of the following criteria:
- Person Member Status contains Honorary Membership (1 year) approved (Lombard)
- Person Account Status does not equal Expired
- Person Account Status does not equal Resigned
- Person Account Status does not equal Deceased
Allow drip campaign to be repeated: FALSE
Welcome email - Mansion House Scholar
Start when Person added to segment: z_Honorary Member - Mansion House Scholar
Match all of the following criteria:
- Person Member Status contains Honorary Member (Mansion House Scholar) approved
- Person Account Status does not equal Deceased
Allow drip campaign to be repeated: FALSE
Welcome email - Overseas Membership application approved
Start when Person added to segment: z_Overseas Members
Match all of the following criteria:
- Person Member Status contains Member from Overseas approved
- Person Account Status does not equal Expired
- Person Member Status does not contain Associate 26-35 years Membership approved
- Person Member Status does not contain Associate Students Membership approved
- Person Member Status does not contain Associate Under 25 Non Students Membership approved
- Person Member Status does not contain Honorary Member (Mansion House Scholar) approved
- Person Member Status does not contain Honorary Membership (1 year) approved (Lombard)
- Person Member Status does not contain Member - Full approved
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
Allow drip campaign to be repeated: FALSE
Welcome email - Retired members
Start when Person added to segment: z_Retired Member
Match all of the following criteria:
- Person Member Status contains Retired Membership approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
Allow drip campaign to be repeated: FALSE
Currently Unused Segments
z_Committee Members
Members who are on any one of the seven WCIB committees.
Drip is sent when all of the following criteria are met:
- Person Member Status contains Committee Membership approved
- Person Account Status does not equal Deceased
z_Court Assistant - Application approved
Drip is sent when all of the following criteria are met:
- Person Member Status contains Court Assistant approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
z_Honorary Freeman - Lifetime
Drip is sent when all of the following criteria are met:
- Person Member Status contains Honorary Freeman (lifetime) Membership approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
z_Initial Application Declined
Drip is sent when all of the following criteria are met:
- Person Member Status equals Application Declined
- Person Account Status does not equal Deceased
z_Junior Warden - Application Approved
Drip is sent when all of the following criteria are met:
- Person Member Status contains Junior Warden approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
z_Master - Approved
Drip is sent when all of the following criteria are met:
- Person Member Status contains Master approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
z_Middle Warden - Approved
Drip is sent when all of the following criteria are met:
- Person Member Status contains Middle Warden approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
z_Past Master
Drip is sent when all of the following criteria are met:
- Person Member Status contains Past Master
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
z_Retired Bankers Club Members
Drip is sent when all of the following criteria are met:
- Person Member Status contains Retired Bankers Club Membership approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
z_Retired Member Life Membership
Drip is sent when all of the following criteria are met:
- Person Member Status contains Retired Member - Life Membership approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned
z_Senior Warden - Approved
Drip is sent when all of the following criteria are met:
- Person Member Status contains Senior Warden approved
- Person Account Status does not equal Expired
- Person Account Status does not equal Pending
- Person Account Status does not equal Deceased
- Person Account Status does not equal Resigned