Frequent Email Alerts

Frequent Email Alerts

I am trying to create an alert for when a contact has opened an email in Marketing Automation more than a certain amount of times (in this case, 4). The alert would go to a salesperson and notify them that there is a "frequent email opener" and they should follow up with the contact/lead.

However, Zoho doesn't have a direct function for this. What I attempted to do was create a checkbox of "frequent email opener", copy and paste the frequent openers into an Excel sheet, and reupload them with the checkbox checked. Then, I created a Workflow rule where the checked box would trigger a follow up task. However, this isn't working because there are only two conditions to initially trigger everything: if a contact is updated/created, or if a contact is created. If triggered every time a contact is updated, then sales would get an alert every time an update is made in general and not just for the checkbox- if checked for "when a contact is created", existing contacts that are simply updated are not included.

Does anyone have any other ideas/ways around this? 


      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________