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CGiggy
Participant

Workflow not triggering internal email notification

SOLVE

I have created a workflow that has a branch based on filter critera so that when a recipient of an email has clicked on a specific link, it is structured to send internal email notification to the contact owner alerting them that a customer has clicked on a specific link. 
The email went out just fine, and we can see links have been clicked, but the notifications have not been sent. 

There is not a delay in this first branch, so the alert should have been immidiately sent.

Thank you,

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow not triggering internal email notification

SOLVE

Hi @CGiggy,

 

I an confirm what @Jnix284 said, that's the exact reason why your notifications aren't being sent.

 

You would either have to delay for a specific amount of time after the send, before the branch or delay until a click or open happens.

 

The latter could look like this:

 

karstenkoehler_0-1706589926661.png

 

If you choose this option, be aware that only the first link click will be the deciding one.

 

If you delay for a certain amount of time, e.g. 3 days, HubSpot will then check, out of all clicks and opens which will happened until then, which branch criteria are the first ones to be true, and send that notification. Could be the first link clicked, the last or something in between.

 

Let me know if you have any follow-up questions!

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.

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4 Replies 4
Jnix284
Hall of Famer

Workflow not triggering internal email notification

SOLVE

@CGiggy If you have the criteria set in a branch, you would need a delay for it to successfully trigger the internal notification, otherwise it will run through the workflow and assume that the user didn't click the email.

 

Can you share a screenshot of your initial workflow triggers and how the branch is structured for further review? (please black out any sensitive data as needed)

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
CGiggy
Participant

Workflow not triggering internal email notification

SOLVE

That might be it. I have shared the shot of the first branch which flows directly into the branch without hesitation.

CGiggy_0-1706577797844.png

Here is what follows at the Clicked trigger

CGiggy_0-1706577214267.png

Two additional options that would send if someone clicked on a link 

CGiggy_1-1706577292802.png

Here is the screen of the First Group in the Branch. The other links are built in the same fashion. 

CGiggy_2-1706577416095.png

 

 

Jnix284
Hall of Famer

Workflow not triggering internal email notification

SOLVE

Thank you for the additional information @CGiggy, based on how you've built the workflow, as @karstenkoehler has confirmed, not having a delay is what is causing the branches to be skipped.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow not triggering internal email notification

SOLVE

Hi @CGiggy,

 

I an confirm what @Jnix284 said, that's the exact reason why your notifications aren't being sent.

 

You would either have to delay for a specific amount of time after the send, before the branch or delay until a click or open happens.

 

The latter could look like this:

 

karstenkoehler_0-1706589926661.png

 

If you choose this option, be aware that only the first link click will be the deciding one.

 

If you delay for a certain amount of time, e.g. 3 days, HubSpot will then check, out of all clicks and opens which will happened until then, which branch criteria are the first ones to be true, and send that notification. Could be the first link clicked, the last or something in between.

 

Let me know if you have any follow-up questions!

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.