Workflow Trigger - Email Events

Modified on: Wed, 21 Aug, 2024 at 11:07 AM

TABLE OF CONTENTS

Overview
Trigger Name
Trigger Description
How to Configure
Example

Overview

The "Email Events" trigger initiates a workflow based on specific email-related events. This is useful for automating follow-up actions, notifications, and responses based on customer interactions with your emails.

Trigger Name

Email events

Trigger Description

The "Email Events" trigger activates a workflow whenever a specified email event occurs. Filters can be applied to specify conditions for the event, such as the type of email event or the workflow the email is part of.

How to Configure

Step-by-Step Guide

Navigate to Workflow Triggers: Access the automation or workflow settings in your platform.
Choose a Workflow Trigger: Select "Email Events" from the list of available triggers.
Name Your Trigger: Enter a descriptive name for the trigger, such as "Email Events."
Set Up Filters (Optional): Add filters to specify conditions for the trigger.

Configuration Table

Value	Description	Mandatory
Workflow Trigger	Select "Email Events" from the dropdown.	Yes
Workflow Trigger Name	Enter a name for your trigger, e.g., "Email Events."	Yes
Filters	Specify conditions to narrow down the trigger.	No

Filter Details

Filter Name	Description	Example Use Case
Event	Triggers based on specific email events such as "opened," "clicked," "bounced," "complained," or "unsubscribed."	Use this to trigger actions based on customer interactions with emails.
In workflow	Triggers when the email event occurs within a specified workflow.	Use this to ensure the trigger is activated only for email events within a specific workflow.

Event Filter Options

Event Option	Description
Bounced - mailgun only	Triggers when an email bounces (only for Mailgun).
Clicked	Triggers when a link in the email is clicked.
Complained (SPAM)	Triggers when a customer marks the email as spam.
Opened	Triggers when the email is opened.
Unsubscribed	Triggers when a customer unsubscribes from the email list.

Example

Follow-Up on Email Clicks

Scenario: A marketing team wants to automatically create an opportunity in the CRM when a customer clicks on a link in a proposal email, indicating interest.

Trigger Setup:

Trigger: Email Events
Name: Email Events
Filters:
- Event: Clicked
- In Workflow: Proposal Follow-Up

Workflow Actions:

Create Opportunity: Automatically create an opportunity in the CRM with details from the customer's interaction.
Internal Notification: Notify the sales team about the new opportunity.

Outcome: This automation ensures that positive interactions with proposal emails are promptly turned into opportunities, enabling the sales team to follow up efficiently and increase the chances of closing the deal.