Email workflow not showing links within email

SPointon2
Member

I'm trying to create a simple workflow that sends an email confirmation when a link is clicked in another email. I can't see the functionality anywhere to be able to select the email and the link I want to base the workflow from.

 

I used to do this easily when using hubspot a few years ago but now I can't figure it out. 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @SPointon2,

 

This is easiest done when creating a workflow from scratch:

  1. Create workflow
  2. Select "Emails, calls, & communication"
    karstenkoehler_0-1758720725149.png
  3. Select "Clicked link in marketing email"
  4. Click "Add criteria", then select "Email name" and "Original URL"

If you're looking for the old way to do things

  1. Select "Met filter criteria"
    karstenkoehler_1-1758720814966.png
  2. Select "Contact"
  3. Select "Marketing emails"
  4. Find email, click it and it should jump automatically to "Contact clicked a link in email" with the link dropdown
    karstenkoehler_2-1758720860698.png

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @SPointon2,

 

This is easiest done when creating a workflow from scratch:

  1. Create workflow
  2. Select "Emails, calls, & communication"
    karstenkoehler_0-1758720725149.png
  3. Select "Clicked link in marketing email"
  4. Click "Add criteria", then select "Email name" and "Original URL"

If you're looking for the old way to do things

  1. Select "Met filter criteria"
    karstenkoehler_1-1758720814966.png
  2. Select "Contact"
  3. Select "Marketing emails"
  4. Find email, click it and it should jump automatically to "Contact clicked a link in email" with the link dropdown
    karstenkoehler_2-1758720860698.png

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