Hi Everyone,
I’m setting up a workflow that includes three emails, scheduled to send once per week.
Trigger: The workflow begins when Email 1 is sent.
Once Email 1 is sent, I want to track the following engagement metrics: Clicks, Opens, Bounces, and Emails Not Delivered. These statuses should then be updated in a Salesforce campaign.
- Contacts who receive the email but do not open or click will be placed into a Delay Step with a specific date, after which they will be sent Email 2. The same will be done for Email 3.
Talking about the Clicks/Opens/Bounces/Emails Not Delivered, currently, there is a 3-day delay before these metrics sync to Salesforce. Ideally, we’d like this to happen in real time (as soon as an email is opened, clicked, or bounced, and track it for the 7-day period) so that BDRs can immediately follow up with MQLs.
Our CSM suggested adding a “Delay until event occurs” step. I’d like to have an eye on what I did and eventual clarification on how to structure this workflow, in case I did not do it properly, so that the steps are properly branched, as follows:
- Delay until event occurs: Email is opened → sync status to ‘Opened’ in Salesforce
- Delay until event occurs: Email is clicked → sync status to ‘Clicked’ in Salesforce
- Delay until event occurs: Email bounces → sync status to ‘Bounced’ in Salesforce
Thanks in advance for your help!
In this screenshot, I am showing the Delay + Branch steps right after Email 3 is sent, so there won’t be another step if the Event Criterias are not met.
