Notify Contact Owner When Email is Opened Multiple Times

[LINCScott]

We often send a broad email campaign to our database.  It's common to see 1-2-3-4 opens of the same email. But sometimes, there are 6+ opens of that email, making me wonder if the prospect is sharing the email with coworkers.

How might I send a Slack message or email to the Contact Owner when this happens? Or drop a meeting invitation?  Is there a contact field that might be sensitive to this?

I've read several other posts on this, but none quite fit this use case.

[Aakar · Accepted solution]

Hi @LINCScott 

Whenever you send an email blast, please create a list of contacts who opened that particular email (You can easily create the list using the available filters such as email name, open, etc.).

After that, create a workflow, and enroll that contacts list into the workflow. In the workflow, set a notification email for the contact owner. It means that whoever opens that email will be added to the list. As soon as they are added to the list, they will enroll in the workflow. And that workflow will send the notification email to contact owners. After that, they can follow up with the leads with the appropriate method. 

Thanks @kvlschaefer , for the tag.

[Aakar · Accepted solution]

Hi @LINCScott 

Whenever you send an email blast, please create a list of contacts who opened that particular email (You can easily create the list using the available filters such as email name, open, etc.).

After that, create a workflow, and enroll that contacts list into the workflow. In the workflow, set a notification email for the contact owner. It means that whoever opens that email will be added to the list. As soon as they are added to the list, they will enroll in the workflow. And that workflow will send the notification email to contact owners. After that, they can follow up with the leads with the appropriate method. 

Thanks @kvlschaefer , for the tag.

[cbparker328]

Hey @Aakar, is it possible to create a similar workflow based on Sales Email Opens? 

This would be really helpful rather than having to cruise around the activity feed. It would also be helpful to have the # of emails opened next to the email in our inboxes as well.

Hope you can help!

Thanks,

Cal

[cbparker328]

Hey @Aakar I know this has been solved, but my question is a little different. Are there any plans to show the number of open in the inbox interface similar to what Outreach, Salesloft, Mixmax, etc do? 

[LHargarten]

+1 to this - @Aakar I have the same problem/ask as cbparker - I need to run reports on sales emails, not marketing emails, but have not found a way to do so. Is this possible/is there a workaround? 

Alternatively - is this on the roadmap at all?

[LHargarten]

To clarify - need to run reports on sales emails being openeed multiple times** 

[LINCScott]

Thank you, Aakar. I APPRECIATE that you replied. However, your solution will tell me who opened the email ONCE.  But let's say I want to be notified only when the email is opened by a Contact five or more times. Is there a field where I can build a workflow for that circumstance?

[Aakar]

You can do that @LINCScott  I'd suggest creating a list with the following filters (see screenshot) and then enrolling it in the workflow.

[LINCScott]

Aakar, thanks for hanging in there with me to think this through.  As I understand it, though, your proposed solution will trigger when any five emails are opened.  I want to trigger when the SAME EMAIL is opened five or more times.  Is that doable?

[Aakar · Accepted solution]

Hi, @LINCScott There's no way to define the SAME email. That's why I used AND logic with the email name, which is not optimal but works. We can narrow it down by adding the Last marketing email open date. Does this help?

[InventAnalytics]

Hello Aakar,

Can you verify if this option is still possible?  When I try to create a list, I'm unable to add the "Marketing emails opened" filter.  I contacted Support and was told "Upon taking a look at the community post and your panel, I can see the property "Marketing emails opened" it is available in your panel, but it can only be used to measure reports activities, meaning that you can create singles reports using that property, but I'm afraid the same property is not available while creating lists".  Could settings have changed since you posted your solution?

[Aakar]

Hello @InventAnalytics 

I can still see "Marketing emails opened" in my portal.

You've to choose contact properties. You will find "Marketing emails opened" inside your contact properties. I'd suggest checking your contact object for this property.

Thanks.

[kvlschaefer]

Hi @LINCScott,

Thanks for reaching out to the Community!

I would like to add our subject matter experts to this conversation to see if they have any recommendations.

Hi @Josh, @Aakar, @MandyDROS, @Dan1 - What would you advise for @LINCScott in this case?

Thank you!

Best,

Kristen