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Prepare a cohort campaign after credential issuance

Bring the cohort context and campaign brief together in a draft ready for review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Campaign

Creates an email campaign in draft unless configured to send it.

Why this helps

Starting a campaign from scratch after issuing credentials makes it easy to lose the audience context and delay useful follow-up.

  • Create a campaign draft associated with specified groups.
  • Use the cohort and campaign information included in the incoming request.
  • Leave campaign review in a deliberate step before sending.

Setup

Build it in a few focused steps.

  • 1Connect Accredible and ActiveTrail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for certificate follow-up campaigns.
  • 3Tell Notis to create an ActiveTrail campaign draft for the groups and campaign brief supplied in the request.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real cohort brief and review the resulting draft in ActiveTrail.

Questions about this workflow

Will this automation send the campaign?

The Create Campaign action creates a campaign in draft status unless is_sent is set to true. Ask Notis to create a draft and review it in ActiveTrail before sending.

Does the request need to include the certificate recipients?

Include the campaign's intended group or groups and the content or campaign details needed for the draft. Accredible trigger data is not available automatically.

Can I create an A/B test campaign?

The action supports regular, A/B split test, or E-commerce campaign configuration. Specify the intended campaign type in your instruction and provide the required details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Accredible certificates to ActiveTrail. A trigger fires from one place; an action lands in another.

Accredible certificates triggers

ActiveTrail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Group Member

Adds a contact to a group, creating the contact if needed.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Contact Growth

Retrieves daily statistics on subscribed and unsubscribed contact counts.

ActionInstant

Add Mailing List Member

Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.

ActionInstant

Create a New Group

Creates an empty contact group.

ActionInstant

Create Contact

Creates a new contact.

ActionInstant

Create Campaign

Creates an email campaign in draft unless configured to send it.

ActionInstant

Create Content Category

Creates a content category.

ActionInstant

Create Campaign for Contacts

Creates and sends an email campaign to selected contacts.

ActionInstant

Connect any two apps with Notis in the middle.

Accredible certificates and ActiveTrail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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