TABLE OF CONTENTS
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
Filter Details
Event Filter Options
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.