I have created a workflow that has a branch based on filter critera so that when a recipient of an email has clicked on a specific link, it is structured to send internal email notification to the contact owner alerting them that a customer has clicked on a specific link.
The email went out just fine, and we can see links have been clicked, but the notifications have not been sent.
There is not a delay in this first branch, so the alert should have been immidiately sent.
Thank you,
@CGiggy If you have the criteria set in a branch, you would need a delay for it to successfully trigger the internal notification, otherwise it will run through the workflow and assume that the user didn’t click the email.
Can you share a screenshot of your initial workflow triggers and how the branch is structured for further review? (please black out any sensitive data as needed)
That might be it. I have shared the shot of the first branch which flows directly into the branch without hesitation.
Here is what follows at the Clicked trigger
Two additional options that would send if someone clicked on a link
Here is the screen of the First Group in the Branch. The other links are built in the same fashion.
Hi @CGiggy,
I an confirm what @Jnix284 said, that’s the exact reason why your notifications aren’t being sent.
You would either have to delay for a specific amount of time after the send, before the branch or delay until a click or open happens.
The latter could look like this:
If you choose this option, be aware that only the first link click will be the deciding one.
If you delay for a certain amount of time, e.g. 3 days, HubSpot will then check, out of all clicks and opens which will happened until then, which branch criteria are the first ones to be true, and send that notification. Could be the first link clicked, the last or something in between.
Let me know if you have any follow-up questions!
Thank you for the additional information @CGiggy, based on how you’ve built the workflow, as @karstenkoehler has confirmed, not having a delay is what is causing the branches to be skipped.