Stop emails in a workflow if staff interacts with client

[VLavinBitetti]

We have several workflows that send out automated email messaging to sales prospects after they fill out a form. If a staff member reaches out to them first we want these automations to not send, or at least delay for a set amount of time. 

How can we set this up? 

[danmoyle]

@VLavinBitetti would setting up goals in your workflow work? 

You could base it on a Contact Property like "recent sales email open date" [is known]. Then if the Contact opens an email from sales (a 1:1 email), they meet the goal and they're removed from the workflow.

[VLavinBitetti]

That will work for our contact based workflows; any idea for deal based? 

[danmoyle · Accepted solution]

In a Deal workflow, you could build a branch that checks if the contact associated has opened a recent sales emails, and build a branch instead of a goal.