How do I branch an automation by how the contact engages with an e-mail?
"Didn't click within 3 days → send another e-mail" is an e-mail track. In ClickMax you build it on the Send e-mail step itself. Turn on Wait for engagement and set a time limit, and the step gets two outputs. Clicked the e-mail is for contacts who interact within the time limit, and the automation moves on through it right away. No engagement in N days is for contacts who did not interact by the end of the time limit.
Role: any member with edit access to the workspace.
Before you start
- An automation in edit mode with a Send e-mail step that has a sender, subject and content. See how to create the content.
Steps
- Click the e-mail step to open its panel.
- Turn on Wait for engagement.
- In Wait up to, enter the time limit in hours or days. The default is 3 days.
- In What counts as engagement, choose:
- Clicking a link (recommended). Works in every e-mail app.
- Opening or clicking. Automatic opens by bots and antivirus software do not count.
- On the canvas, connect both outputs of the step: Clicked the e-mail (or Opened or clicked) and No engagement in N days. You can only activate the automation once both are connected.
Only engagement with this e-mail, sent by this step, for this execution counts. A click on an e-mail from another automation, from a broadcast or from an earlier pass through the same step does not end the wait.
To turn the wait off, disable Wait for engagement. The step goes back to a single output and keeps the connection that went to Clicked the e-mail.
Related
If it did not work
- A contact who opened the e-mail went down "No engagement": about 3 in 10 contacts (Apple Mail, iCloud and Hotmail) never report that they opened an e-mail, because the provider opens the message on the contact's behalf. For them, only clicks count. That is why Clicking a link is the recommended option.
- The contact has no valid e-mail address or has unsubscribed: the e-mail is not sent, and the automation moves on through No engagement right away, without waiting for the time limit.
- I can't activate the automation: check that both outputs of the e-mail step are connected to a step.