How to begin an automation when a one-to-one email is opened

Follow the steps below to trigger an automation to run when a contact or lead opens your one-to-one email.

  1. Go to “Automations” and click “New Automation.”

    Click_automations_click_new_automation.png

  2. Select “Start from Scratch” from the “Create a New Automation” modal and click “Create.”

    create_new_automation.png

  3. Select the “Opens/reads an email” trigger from the trigger modal.

    Opens_reads_email.png

  4. Select “When a contact opens a personal email.”

    When_a_contact_open_a_personal_email.png

  5. Choose “Runs once” or “Runs Multiple times.

    Trigger_once_once_or_multiple_times.png

  6. Click “Add Start.”

    Trigger_click_add_start.png

For more information on how to configure your start triggers, see this guide.

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