CRM

sthoom
Member

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)

sthoom_1-1742012262338.png

Need some inputs 

What value should be given for Marketing email delivered is greater than ???

 

0 Upvotes
4 Replies 4
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Re: Automatic Reminder when I haven't responded to a customer's email

Hi @sthoom,

 

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
sthoom
Member

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

Thanks & Regards,

Sweta.

 

 

 

sthoom_0-1742242758849.png

 

0 Upvotes
DianaGomez
Community Manager
Community Manager

Re: Automatic Reminder when I haven't responded to a customer's email

Hi @sthoom,

 

Thank you for the details and the screenshot.I found your posts in threads that are over 4 years old, so I moved them to a new thread.

 

Let's check with some of our experts to see if they have any advice on achieving your objective.

 

Hello @Lucila-Andimol  , @JuanGomez0818@Gilempert@LautaroDelPlato  could you please take a look at this and let @sthoom  know if there's anything you would suggest?

 

Thank you!

Diana


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0 Upvotes
sthoom
Member

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)

sthoom_1-1742012262338.png

Need some inputs 

What value should be given for Marketing email delivered is greater than ???

 

0 Upvotes