Email Response or Meeting Scheduled filter

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

I’m trying to set a workflow for a marketing email that wentout. I have one set up for if they received the email but didn’t open it, but I also want to set up a filter for if they opened the email but didn’t click, respond, or schedule a meeting.

I have the filter for if they didn’t click (that was easy), but is there a way to add the “and” for no response and no meeting scheduled?

2

Hi @slane34,

Thanks for reaching out.

I want to tag in some thought leaders to see if they can assist with this.

Hi @GuyTaylor @dianalcont @Jaimee, do you have any suggestions?

Thanks!

Jess

3

Hi @slane34

If it’s a marketing email I don’t know of a way to pull information on the response part of your question unless you do activity date/last activity date.

That means 2 things:

>> the contact record would have had to been updated manually to include the response to the reply to email

>> AND it leaves a lot of room for error because we cannot differentiate what kind of activity was logged ¯\_(ツ)_/¯.

BUT for the scheduled a meeting, I would do:

Contact Property > Date of last meeting booked in meetings tool > more than X days ago (I would do the time from the last email send)

OR Date of last meeting booked in meetings tool is NOT between (and use the date of the email send and the date you plan on turning the workflow on)

Hope this helps! Let me know if you have questions or want to work something through it some more. Happy to brainstorm more ideas.

Thanks for the mention @JessicaH

Best,

Diana