Marketer's Space: Email Workflow - Email action trigger

In our previous post on email automation workflows, we learned about the field update trigger.

In this post, we will explore the email action trigger.

This trigger initiates a workflow when a lead performs any of the following actions:

Opens the email
Clicks links in the email
Leaves the email unopened

When configuring a workflow, you can design the steps to be executed when a lead performs each action.

How to use the email action trigger

After you drag and drop the email action trigger on the canvas, select a relevant process for the workflow. Once you configure the process and the end-of-workflow actions, you can activate the workflow.

Let's see how this works in a scenario

Say you want to nurture leads and later move them to CRM. You can start sending emails targeting the lead's interest and preference. You can create a workflow with an email action trigger and define the actions to be executed when leads open an email, click the link, or when they do not open the email. A series of automated emails will be sent to nurture the leads based on their action, and once the leads are sales-ready, they can be pushed to CRM.

Click here to learn more about workflows.

We hope you found this post useful.

Regards,

Vivek Suresh

User Education | Zoho Campaigns

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