topic Re: Creating a workflow for a scheduled email in Tips, Tricks & Best Practices

Creating a workflow for a scheduled email

tonynaldinho — Tue, 01 Aug 2023 14:02:40 GMT

Hello,

I've been struggling to create a workflow for an email we're scheduling for deployment. The email isn't being sent within a workflow (regular email, not automated).

The email has several links that, when clicked, assign users to specific campaign lists. I can't use the simple workflow within the email, and when I search for the email when creating a workflow it doesn't show up until after I deploy it.

I'd like to be able to schedule both the email and workflow at the same time; ideally, not having to embed the email within a workflow.

Any thoughts?

Re: Creating a workflow for a scheduled email

Ben_M — Tue, 01 Aug 2023 15:17:20 GMT

As email tracking is not always accurate you could just look for visits to those pages from that audience instead of waiting for clicks.

Re: Creating a workflow for a scheduled email

CHawkins — Mon, 14 Aug 2023 22:05:13 GMT

Currently working on the same thing and feeling the same frustration. I personally used URLs as the other commenter suggested.

This is unfortuantly not a perfect solution because I am using PDF links as well so I have been going back once the email is processing and updating those links.

Re: Creating a workflow for a scheduled email

karstenkoehler — Tue, 15 Aug 2023 04:24:52 GMT

Hi @tonynaldinho,

The best and simplest option is indeed to simply schedule the email as an automated email via workflow so that you can reference it in a later step of the workflow.

If that's not an option, as @Ben_M has pointed out, you could reference the view of the page. However, this would require the person to have accepted cookies for your website in their browser and is a little more prone to error.

Best regards!