Workflow For If Same Marketing Email Opened More Than 3x

[alexagatiss]

How can I create a workflow that notifies a contact owner if their contact opened an email more that once?

[karstenkoehler · Accepted solution]

Hi @alexagatiss,

This is currently not possible (and if it was, I would argue that it's not necessarily a trustworthy indicator. While HubSpot tries to exclude bot opens, email clients will scan an email, pre-load it, users will click on it in their inbox without reading and move on directly to another email etc).

If you're looking for a strong indicator that someone has engaged with an email, I would filter by a click in that same email – or simply the broader filter for open, keeping in mind that it's not something to put too much weight on.

Best regards!

[MHolzer · Accepted solution]

Okay! So this is possible its just really hard and difficult...

First you need to decide on a trigger: something like every Email which has "XXX" in its name should be put into this workflow

Then you just take : Last activity date as a reenrollment trigger and filter down to the email you want to "track" by copying the for example email name into a custom property on the contact and filtering on this custom property. Then if you have the correct email you copy the record id of the email onto a custom contact property to have the email record id stored.

With this simple custom code, you can check the hs_Email_open_count of the email you saved on the contact: (just by "property to include in code" put the custom property where the record id of the email is saved

const hubspot = require('@hubspot/api-client');
const Access_Token = process.env.Access_Token;
const hubspotClient = new hubspot.Client({ accessToken: Access_Token });

exports.main = async (event) => {

//const emailId = event.object.objectId; // Die ID des benutzerdefinierten Objekts
const emailId = event.inputFields['the_record_id_of_the_Email'];
const properties = [
  "hs_email_open_count"
];
const propertiesWithHistory = [];
const associations = undefined;
const archived = false;
const idProperty = undefined;

try {
  const apiResponse = await hubspotClient.crm.objects.emails.basicApi.getById(emailId, properties, propertiesWithHistory, associations, archived, idProperty);
  console.log(JSON.stringify(apiResponse, null, 2));
} catch (e) {
  e.message === 'HTTP request failed'
    ? console.error(JSON.stringify(e.response, null, 2))
    : console.error(e)
}
};

then you just need to copy the output into a custom property on the contact or idk do it in the code itself

you should prob run this in two different workflows 
with 1. Workflow: should just be checking emails and see if they should copy the record id of the email onto the contact 

and 2. workflow should run something like on a daily schedule with a custom property filter where it only enrolls the contacts where the email open count is checked something like this

this would be a very budget/"easy" solution to do for this "impossible" task

if you have any questions feel free to reach out, bc this is more of like a thought design of how it can work! 🙂

[alexagatiss]

@MHolzer Thank you for this thoughtful description of how this would be done. We send out too many marketing emails to be making lots of custom properties on the contact for each email and it looks like this requires a lot of work. Regardless, thank you for your help and insight.

[karstenkoehler · Accepted solution]

Hi @alexagatiss,

This is currently not possible (and if it was, I would argue that it's not necessarily a trustworthy indicator. While HubSpot tries to exclude bot opens, email clients will scan an email, pre-load it, users will click on it in their inbox without reading and move on directly to another email etc).

If you're looking for a strong indicator that someone has engaged with an email, I would filter by a click in that same email – or simply the broader filter for open, keeping in mind that it's not something to put too much weight on.

Best regards!

[alexagatiss]

Hi @karstenkoehler , Thank you for your response. We do not get many clicks. I was thinking that we could create a threshold where after a certain number of opens the account rep gets notified so they know who is interested in what products / services. I will add this to the idea side.