topic Re: Trigger automation on Email CTA click? in Lists, Lead Scoring & Workflows

Trigger automation on Email CTA click?

evelliQM — Wed, 30 Oct 2019 19:56:30 GMT

Hi, I'm trying to create automation to notify sales reps whenever a contact views one of our ebooks. We currently provide the download link (post form submission) through an email with a CTA. I'd like to be able to trigger automation whenever that CTA is clicked, but it seems like email CTAs are not recognized by lists/workflows?

Thanks!

Re: Trigger automation on Email CTA click?

Josh — Wed, 30 Oct 2019 20:52:04 GMT

Hi @evelliQM,

In the active list function, there is a criteria specific to Calls-to-Action. You should be able to add people to that list based on that criteria and then enroll them in the workflow using the list membership criteria.

Please let me know if you need some assistance with this. I'd be happy to help.

Josh

Re: Trigger automation on Email CTA click?

evelliQM — Wed, 30 Oct 2019 20:53:13 GMT

Hey Josh, I had tried that, but it doesn't register as clicked if the CTA was in an email.

Re: Trigger automation on Email CTA click?

Josh — Wed, 30 Oct 2019 20:57:54 GMT

Interesting. Does the link go directly to a PDF or to a landing page with the download link on it?

Also, is it possible to use the marketing email link click enrollment vs a CTA?

Re: Trigger automation on Email CTA click?

evelliQM — Wed, 30 Oct 2019 21:02:25 GMT

It goes directly to the pdf, which is hosted on the HubSpot network, which unfortunately doesn't register as a page view either, so I can't reference that... 😄

I could however create a landing page for the email to link out to, and include a Download Now CTA on that LP to trigger the automation. I think that's what I'll do, unless you have any other ideas. Thanks for leading me toward that thought!

Re: Trigger automation on Email CTA click?

Nynke_HM — Thu, 31 Oct 2019 14:49:37 GMT

Hi @evelliQM ,

In addition to the solution @Josh offered, you could use the 'Marketing email activity' criteria to filter anyone who clicks a link in one of your marketing emails.

This function should provide you with any link in the email, we use it a lot. For example in reminder emails when someone forgets to open the actual content offer after receiving a follow-up email.

As a list criteria it looks like this (I blurred some sensitive information from our customer) - you should use the option that is indicated by the orange arrow:

Hopefully this works for you too!

Kind regards,

Nynke

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Re: Trigger automation on Email CTA click?

MFrankJohnson — Thu, 31 Oct 2019 15:13:36 GMT

CTA clicks in emails don't always register immediately. In some cases, we've seen it take hours.

HubSpot Smart List Criteria: CTA Clicks (in email)