I would like to create a Campaigns based upon combinations of criteria entered visitors who register on our website.
In brief, visitors can opt in to our mailing list by submitting a Quote/Report request related to various retirement products. We would like to schedule follow-up emails to be sent based upon 3 criteria provided by the visitor:
- Product Type
- Investment Amount
- State of Residince
Via API, profiles for visitors who submit these Quote/Reports are created in Infusionsoft and the above information is stored in Custom Fields; Tags are also generated for each of the 3 categories.
We would like to automate different emails to be sent based upon the combination of the 3 criteria.
Is there a way by which such a Campaign can be triggered via Tags?
I see how to add multiple Tags that function as OR (i.e., any one of the Tags). However, we would like to create an automation that requires AND (i.e., all of the tags).
If this cannot be done via Tags, is there another method to do this?
I will appreciate any help provided!