Lists, Lead Scoring & Workflows

NBraden
Teilnehmer/-in

Workflow Branches Based on Email Clicks

Hi all,

 

I'm trying to create a workflow that sends a series of follow up emails when someone submits a form, and there are branches in the workflow that send contacts down different paths depending on if a specific link was clicked in one of the emails. This workflow works fine the first time, but someone could reasonably submit this form twice. When a contact submits the form a second time they'll enter the workflow and even if they didn't click a link in the email this time it was sent, the workflow will see they've clicked a link at somepoint and send them down the path acting like they click an email.

 

Does anyone know any workarounds for this? Filtering based on when the email was clicked is tough because I can't use reletive dates (i.e. I have to say 4/6/2023 and cannot say "last 7 days").

 

Thanks

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4 Antworten
karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Workflow Branches Based on Email Clicks

Hi @NBraden,

 

This sounds like your workflow should have two paths - one for contacts that enter it for the first time, one for contacts that go through for a second, third etc time.

 

You can easily adjust for this by adding a branch at the very beginning, checking whether the contact has completed the same workflow. If so, you would send them down branch that does not rely on the email clicks.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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NBraden
Teilnehmer/-in

Workflow Branches Based on Email Clicks

Hi,

 

Thanks for the reply. The people who submitted the form twice would still be sent a series of emails that would stop once they click a link in that email. I supposed we could do that branch at the start and then create follow up emails for the first time they enter the workflow, emails for the second time, etc. and base the braches on if they clicked the email in those specific paths.

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karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Workflow Branches Based on Email Clicks

@NBraden exactly, if you want to treat these interactions separately, you would have to clone the emails in each path / branch so you can reference them individually and the click of an email in path one doesn't affect the other paths.

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
NBraden
Teilnehmer/-in

Workflow Branches Based on Email Clicks

Hi, This is the route I ended up taking. Thanks for the help!

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