1. Feature Overview
On emails sent to your leads and opportunities using the Send Email action, the If Email Open/Click condition lets you set up Yes/No criteria based on the lead/opportunity’s engagement with the email.
2. Example Use Cases
- If the lead opens the email, then distribute the lead to your users.
- If the lead clicks on a link within the email, then add the lead to a list, or send them an offer.
- If the lead opens the email, notify the opportunity owner (user) by SMS/WhatsApp.
3. Set up If Email Open/Click
First, on any lead/opportunity trigger, add the Send Email action.
Then, click . Under Conditions, click If Email Open/Click.
On the If Email Open/Click pop-up, set the conditions based on email open and/or link click. To add more than one condition, click Add another condition. Once you’re done, click Save.
Then, add different outcomes if the email is opened/if the email link is clicked. Once you’re done, Save and Publish the automation.
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