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.
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:
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
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.
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.
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:
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