add task to those who opened my last email

[ZGuler]

Hi,

I want to add a task (phone call) only to those who opened my last email. I can't find an option to select from the leads lists under "Opened" or "Clicked" tabs etc. Any advice?

[ZGuler]

Thanks guys,

I'm a sales development rep. and wish to see an "urgent call task" is created automatically (that won't get lost among other call tasks) in case of a clicking on the links in my email.

But I'd also like to get notification or a call task created if my email opened 3 or more times.

Looking forward,

[BérangèreL]

Hi @ZGuler,

Thank you for reaching out to the Community!

Just to make sure I understand, are you trying to create tasks for your account users when one of your contacts opens an email, is that right?
Also, are you referring to sales or marketing emails, please?

I'd like to share these 2 similar posts I found for you:

- You can check out the solution from @danmoyle that might be relevant: "Workflow that creates tasks based on email opened and or page views" 

@danmoyle do you have any other recommendations to help @ZGuler, please?

Thanks in advance!

Have a great day!
Bérangère

[danmoyle · Accepted solution]

@ZGuler I would echo the questions @BérangèreL asked. Sales email or marketing - and when do you want the task created? If it's just in general after an email is sent out, that's a little different than as soon as it's opened. 

I'd also caution against simply using "opens" as your metric, as HubSpot and others warn that privacy changes in recent years have affected open rates.

I might instead use something like "clicked a CTA" or link clicks, then create a workflow based on those that assigns a task.