Lists, Lead Scoring & Workflows

lstemley
Participant | Diamond Partner
Participant | Diamond Partner

Workflow Engagement for Opened/Clicked Emails

SOLVE

Hello,

 

I'm setting up an enrollment trigger in a workflow that is currently based off of Activity Type, but I'm having trouble finding the type of engagement I'm looking for. I was hoping to find something along the lines of "contact has opened email" and same for clicked, but the only one I see that's remotely related is "email sent to contact". What I'm trying to do is enroll any contact who has opened or clicked any email, without listing every single email which you'd do in Marketing Emails. I'm also not sure if the options I'm looking for are pre-built or if I would need to create them.

 

Any info would be greatly appreciated, and thank you in advance!

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1 Accepted solution
Joe-Kelp
Solution
Contributor | Partner
Contributor | Partner

Workflow Engagement for Opened/Clicked Emails

SOLVE

Hey there, 

 

I believe what you are looking for is the "email information" under contact properties. You could use the "last marketing email open date " option or "last marketing email clicked date" option and set the filter to "is known" and that would enroll anyone that has opened or clicked and email from you. Or you could get more creative and use specific date ranges, or specific email names etc.

 

Workflow Enrollment example.png

 

I hope this helps. 

 

 

Joe Thompson, Marketing Manager, Kelp Hubspot Specialist

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4 Replies 4
Joe-Kelp
Solution
Contributor | Partner
Contributor | Partner

Workflow Engagement for Opened/Clicked Emails

SOLVE

Hey there, 

 

I believe what you are looking for is the "email information" under contact properties. You could use the "last marketing email open date " option or "last marketing email clicked date" option and set the filter to "is known" and that would enroll anyone that has opened or clicked and email from you. Or you could get more creative and use specific date ranges, or specific email names etc.

 

Workflow Enrollment example.png

 

I hope this helps. 

 

 

Joe Thompson, Marketing Manager, Kelp Hubspot Specialist

lstemley
Participant | Diamond Partner
Participant | Diamond Partner

Workflow Engagement for Opened/Clicked Emails

SOLVE

Hi @Joe-Kelp , I'll give the options in Email Information a try. I think that will work for what I'm trying to do. Thanks for the help!

0 Upvotes
Joe-Kelp
Contributor | Partner
Contributor | Partner

Workflow Engagement for Opened/Clicked Emails

SOLVE

Awesome!

 

If it works for ya. feel free to mark my post as a solution. 🙂

If not, let us know. there might be another way to make it work for you.

0 Upvotes
AM8
Top Contributor

Workflow Engagement for Opened/Clicked Emails

SOLVE

@lstemley: Great question! 
Currently, it doesn't look like the option exists to enroll any contact who has opened or clicked any email, without listing every single email which you'd do in Marketing Emails.

You should post this in the ideas forum on the community 

Hope this helps
Thank you.
-AM8 
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