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TChappell5
Participant

Workflow for follow up

SOLVE

Is there a way to utilize a workflow so if a user sends an email along with tracking that will add a Task to their to-do list to follow up if that email has not been opened in x amount of days?  I can see how to add the email open as a trigger for a workflow, but not how to say "if NOT opened after 5 days" add this Task.  Thanks!

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

Workflow for follow up

SOLVE

Hi @TChappell5,

 

This is easiest done using workflow goals. You would simply enroll contacts when the email was sent, then add a delay for 5 days, then add the task.

 

Additionally, you would set up a workflow goal for "Recent sales email open date is less than 1 day ago". https://knowledge.hubspot.com/workflows/use-goals-in-contact-based-workflows

 

A sales email open would remove the contact from the workflow immediately, meaning they wouldn't see the delay through to the end and to the task creation.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
AToutant
Participant

Workflow for follow up

SOLVE

can this be done for sequences also? if someone clicked on a link in a sequence that went to a document link, or a webpage blog, for example, can we get an automatic list of people who did this - or a task created to follow up?

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow for follow up

SOLVE

Hi @TChappell5,

 

This is easiest done using workflow goals. You would simply enroll contacts when the email was sent, then add a delay for 5 days, then add the task.

 

Additionally, you would set up a workflow goal for "Recent sales email open date is less than 1 day ago". https://knowledge.hubspot.com/workflows/use-goals-in-contact-based-workflows

 

A sales email open would remove the contact from the workflow immediately, meaning they wouldn't see the delay through to the end and to the task creation.

 

Best regards!

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.

0 Upvotes