Trigger - Email Events
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
| 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.
