Managing How Often Customers Enter a Campaign

When setting up a campaign, it's important to decide how often you want customers to enter it. You have full control over whether a customer should move through a campaign only once, multiple times based on their activity, or at fixed intervals.

You can set this when adding your trigger or edit it at any time. Simply click on the trigger, then click Frequency to manage your settings.

Customers Enter a Campaign Once

By default, your campaign will likely be set to a frequency of Once. Use this setting if you want a customer to go through the campaign a single time — even if they meet the trigger conditions again later.

Common examples of when you may want customers to enter a campaign only once:

A new subscriber
Attending their first class
A new student special
A one-time special offer

Customers Enter a Campaign Multiple Times

When allowing customers to enter a campaign more than once, you have two options:

Every Re-Match: customers re-enter after they stop matching and match again
Fixed Intervals: customers re-enter after a set amount of time if they still meet the conditions

Every Re-Match

Use Every Re-Match when you want customers to re-enter a campaign each time they match the trigger again. Customers must stop matching the trigger conditions and then match again in order to re-trigger the campaign.

You can also set a minimum time that must pass before they can re-enter, helping you avoid sending duplicate or overwhelming messages too quickly.

Common examples:

One registration remaining on a 10-class card
Pass is about to expire
Subscription is past due (see How Union Handles Past Due/Failed Payments)
Subscription is pending cancellation
Win-back campaigns where you want customers to re-trigger after becoming inactive again

Fixed Intervals

Use Fixed Intervals when you want customers to re-enter the campaign after a set amount of time, without needing to stop matching. Customers stay eligible as long as they continue to meet the trigger conditions when the interval ends.

The interval timer starts as soon as they first enter the campaign — not after any delays you add inside the workflow.