Re: Automatic Reminder when I haven't responded to a customer's email
Hello All,
Subject : Trying to send out a reminder email notification to a group of contacts who did not open the email communication in a workflow.
Scenario : 1. Created a workflow where on monthly bases we target our users with a email 2. Would like to send a reminder email notification to the same users group exculding the members who opened the email. 3. Created If/Then Branch in the workflow.
--Not sure what conditional value should be given in Branch. if the Email Status = Open ( Dont want to send a reminder nototfication) Else If the Email Status = unopened ( would like to send a reminder notofocation)
Need some inputs
What value should be given for Marketing email delivered is greater than ???
If the send and reminder are the only thing your workflow is doing, I'd tackle this differently:
Send email 1, delay, send email 2
Specify the email open as a workflow goal (by clicking into the enrolment criteria and navigating to the enrolment tab) which will eject the contacts immediately from the workflow when opening the email
If you want to do this with a branch, choose an AND/OR branch and filter for the email open (filter category is "Marketing emails" below Contact properties, not within Contact properties), then place the reminder under the none met branch.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Re: Automatic Reminder when I haven't responded to a customer's email
Hello Kohler,
Thanks you all for the replies.
I have impelemnted the same solution
Step 1: Based on our enrollement creteria the workflow will trigger
Step2: Send an intial email out to the audience.
Step 3: Waits for 7 days and a reminder email should go out to the audience who did not open the email in past 7 days and ignore the once who opned the email.
Test casesare always failing
Case 1: - When I try to test the workflow - with sample data.
I receive the first intial email, But dint not open the email. Idealy I need to receive a second email but its ending my wf.
Case 2: I receive the first intial email, opened the email. Idealy I need to not receive a second email but its ending my wf.
I can send my action logs if needed. Please help us.
Assuming its not collecting my Open and Click rates
Re: Automatic Reminder when I haven't responded to a customer's email
Hello All,
Subject : Trying to send out a reminder email notification to a group of contacts who did not open the email communication in a workflow.
Scenario : 1. Created a workflow where on monthly bases we target our users with a email 2. Would like to send a reminder email notification to the same users group exculding the members who opened the email. 3. Created If/Then Branch in the workflow.
--Not sure what conditional value should be given in Branch. if the Email Status = Open ( Dont want to send a reminder nototfication) Else If the Email Status = unopened ( would like to send a reminder notofocation)
Need some inputs
What value should be given for Marketing email delivered is greater than ???