Lists, Lead Scoring & Workflows

lstemley
参加者 | Diamond Partner
参加者 | Diamond Partner

Workflow Engagement for Opened/Clicked Emails

解決

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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Joe-Kelp
解決策
投稿者 | Solutions Partner
投稿者 | Solutions Partner

Workflow Engagement for Opened/Clicked Emails

解決

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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6件の返信
tomlake
参加者

Workflow Engagement for Opened/Clicked Emails

解決

Hi @lstemley , @OStrakaB , @Joe-Kelp , @AM8 

 

We also had this problem of not being able to utilize contacts with mulitlpe engagements from all/a group of marketing email. I wanted to introduce you to Segment Builder, a HubSpot Marketplace App that solves for this.

 

Segment Builder allows you to create "Segments" of engaged contacts from individual or all marketing emails, Campaigns, Subscription Type, or a combination. You can specify a percentage (e.g. top 10% of openers) or a threshold (e.g. at least 3 clicks) , and the segment will continuously sync to HubSpot as a List, making it workable with all other parts of HubSpot.

 

Please do try it out for free, and I would love to hear your feedback if you have any.

 

Happy segmenting

Tom from Segment Builder

tom@engagement-hub.com 

 

A List of SegmentsA List of Segments

 

0 いいね!
Joe-Kelp
解決策
投稿者 | Solutions Partner
投稿者 | Solutions Partner

Workflow Engagement for Opened/Clicked Emails

解決

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

OStrakaB
メンバー

Workflow Engagement for Opened/Clicked Emails

解決

Hey Joe, this is helpful! What I don't see is how to filter based on the subject line of a specific marketing e-mail. It sounds like you said this should be possible? 

0 いいね!
lstemley
参加者 | Diamond Partner
参加者 | Diamond Partner

Workflow Engagement for Opened/Clicked Emails

解決

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!

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Joe-Kelp
投稿者 | Solutions Partner
投稿者 | Solutions Partner

Workflow Engagement for Opened/Clicked Emails

解決

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 いいね!
AM8
トップ投稿者

Workflow Engagement for Opened/Clicked Emails

解決

@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 
#Did my post help answer your query? Help the Community by marking it as a solution.