Automation Conditions – If Email Open/Click

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.

LeadSquared Automations

Then, click Add process. Under Conditions, click If Email Open/Click.

LeadSquared Automations

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.

LeadSquared Automations

Then, add different outcomes if the email is opened/if the email link is clicked. Once you’re done, Save and Publish the automation.

Note: When setting up this automation, we recommend adding a Wait condition of six hours or so. This ensures the lead has sufficient time to engage with the email.

LeadSquared Automations

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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Resham Kapoor
Resham Kapoor
4 months ago

How many is the card limit for automation? I mean how many total cards in 1 automation can be used?

Vir Singh
Admin
Reply to  Resham Kapoor
4 months ago

Hi Resham,
The card limit per automation is 50. You can use sub-automations to work around this limit. For more information on limits, see Access Limits of LeadSquared Features. Hope this helps!