Lists, Lead Scoring & Workflows

Sandy
Member

Workflow If/Then statement - Email link clicks

SOLVE

Hi community, 

 

I'm fairly new to Hubspot but I can't seem to find any documentation on this. I am creating a free trial email program where email 1 is a verification email, where clicking the link will verify the user's account. Based on them clicking that verify link, I would like to then trigger the send of Email 2 in this program. 

 

In my Workflow I want to use the "If/Then" branch, where if the Contact clicks that verify link in the email, they will be sent Email 2. My problem is that it doesn't look like I can reference the specific URL, this worries me because there will be another link in that same email which will link to a support article and obviously I don't want to send Email 2 if they haven't verified their account. 

 

Maybe I am missing something but how do I reference specific URLs in an email in my workflows (if user clicks link XYZ, then send this email).

 

Thanks!

 

Sandy 

0 Upvotes
1 Accepted solution
cbsembler
Solution
Academy Team
Academy Team

Workflow If/Then statement - Email link clicks

SOLVE

Hello @Sandy

 

When looking at using If/Then branches in your workflow to specify if a contact clicked a specific link in an email you will want to use the If/Then branch of Email > Contact Clicked a Link in Email > Contact Clicked Specific Link. 

 

I have included a screenshot of how this appears in the If/then branch as well as our documentation on If/then branches here

 

 Workflows___HubSpot.png

 

Please let me know if you have anymore questions. 

 

Best, 

Courtney Sembler 

Inbound Professor 

Courtney Sembler,
HubSpot Academy

View solution in original post

9 Replies 9
HThomas
Participant

Workflow If/Then statement - Email link clicks

SOLVE

Are these options tied to a specific tier in HS? Do they no longer exist? Can this be done in the current version?

TiphaineCuisset
Community Manager
Community Manager

Workflow If/Then statement - Email link clicks

SOLVE

Hi @HThomas 

 

Thank you for reaching out. 

 

To get access to workflows and send automated emails you need a Marketing Pro subscription, you will then be able to create an if/then branch and choose which link from the marketing email has been clicked 

 

Hope that helps.
Have a lovely day,
Tiphaine.


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JHagedooren
Participant

Workflow If/Then statement - Email link clicks

SOLVE

I'm trying this as well but I cant find the option of the clicked link anywhere

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Workflow If/Then statement - Email link clicks

SOLVE

Hi @JHagedooren 

 

Thank you for reaching out. Do you mean you can't find the option to create a if/then branch or to find the exact link in the email that was sent? I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this. 

 

Thank you!

Best

Tiphaine


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0 Upvotes
cbsembler
Solution
Academy Team
Academy Team

Workflow If/Then statement - Email link clicks

SOLVE

Hello @Sandy

 

When looking at using If/Then branches in your workflow to specify if a contact clicked a specific link in an email you will want to use the If/Then branch of Email > Contact Clicked a Link in Email > Contact Clicked Specific Link. 

 

I have included a screenshot of how this appears in the If/then branch as well as our documentation on If/then branches here

 

 Workflows___HubSpot.png

 

Please let me know if you have anymore questions. 

 

Best, 

Courtney Sembler 

Inbound Professor 

Courtney Sembler,
HubSpot Academy
CMorra
Participant

Workflow If/Then statement - Email link clicks

SOLVE

I think this is outdated?

0 Upvotes
AWahab4
Member

Workflow If/Then statement - Email link clicks

SOLVE

Hello Professor, 

 

This is helpful; one quick question.

My requirement is similar, but in our customer Journey, we have a Unique Link for each customer. 

Will setting up "Contact Clicked a link in Email" serve the purpose?

What I want is if a customer clicks a Link in Email at any stage, they should stop getting other upcoming emails in the User Journey & goes to a Difference Email Sequence/Journey.

Thanks.

0 Upvotes
adamjgarson
Participant

Workflow If/Then statement - Email link clicks

SOLVE

I see no such option within If/Then statements. Has this option changed?

cbsembler
Academy Team
Academy Team

Workflow If/Then statement - Email link clicks

SOLVE

Hello @adamjgarson

 

When opening a workflow you will want to select the + button and then from the side-bar on the right select if/then. I have included below what this looks like in a short video.  

 

Please let me know if you have any more questions. 

 

Best, 

Courtney Sembler 

 

If_Then_2.gif

Courtney Sembler,
HubSpot Academy
0 Upvotes