Keep a credential recipient segment ready on a schedule
For recurring credential programs, let Notis periodically gather the recipient IDs you specify and create a Benchmark segment for your next email workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Segment from Contact IDs
Creates a contact segment from selected contacts.
Why this helps
Manually rebuilding a recipient audience each time you review credential activity can interrupt focused work and leave contacts out.
- Prepare a credential audience on a recurring schedule.
- Reduce repeated list-building work.
- Keep the workflow focused on records and contact IDs available to the connected apps.
Setup
Build it in a few focused steps.
- 1Connect Accredible and Benchmark email in the Notis portal.
- 2Create an automation and instruct Notis to find the credential recipients in scope and create a Benchmark segment from their Benchmark contact IDs.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one real set of recipient records and verify the resulting segment in Benchmark.
Questions about this workflow
Can this find all credential recipients automatically?
Only if the connected Accredible tools can return the relevant recipient records and the matching Benchmark contact IDs are available. The listed action requires contact IDs.
What does the schedule trigger do?
A recurring Notis schedule starts the workflow. Choose a cadence that fits how often you need to refresh the audience.
Does the workflow send a campaign?
No. The available action creates a Benchmark segment; it does not send a campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Benchmark email. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Benchmark email actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact From List
Removes a contact from a specific list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Email in Automation
Adds an email to an automation workflow.
Delete Contact List
Deletes a contact list.
Add Email to Archive
Adds an email campaign to the archive page.
Delete Email Campaign
Deletes an email campaign.
Add Email to Community
Publishes an email campaign in the public community.
Delete Linked Agency Account
Deletes a linked agency account.
Add/Remove Inbox Tests from Sub-Account
Adds or removes inbox testing credits from a sub-account.
Connect any two apps with Notis in the middle.
Accredible certificates and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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