How to trigger automations to run when a contact interacts with your one-to-one emails

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You can trigger your automation to run when a contact opens, replies to, or clicks a link in your one-to-one email. 

"Opens/Reads an email" trigger

When you select this trigger, you have the option to choose "1:1 email" as seen here:

contact_reads_an_email_trigger.jpg

Once selected, you can click the "Select email" dropdown to choose any one-to-one email or select a specific one-to-one email.

  • “Any” one-to-one email includes direct one-to-one emails sent from the Contacts overview page, a contact record, a deal record, and automated one-to-one emails
  • Emails listed by email name are automated one-to-one emails sent through the "Send a 1:1 email" automation action

Opens_trigger_options.jpg

When you’re done configuring the trigger, click the “Add Start” button.

 This trigger will trigger an automation only the first time the selected email is opened. This means if the contact opens the email a second time, the automation will not trigger (even if Runs “Multiple” is selected). It also means if a second recipient (the a CC’d or BCC’d recipient) opens the email, the automation will not re-trigger.

"Clicks a link in an email" trigger

 It is not possible to use this trigger with the following one-to-one emails:

  • Sent from the Contacts Overview page (with or without a connected email account)
  • Sent from a contact record (with or without a connected email account)
  • Sent from a deal record (without a connected email account)

When you select this trigger, you have the option to choose the "1:1 email" option. 

Once selected, click the "Select email" dropdown to choose a specific automated one-to-one email or “Any” one-to-one email for your trigger.

  • “Any” one-to-one email includes direct one-to-one emails sent from a deal record and automated one-to-one emails
  • Emails listed by email name are automated one-to-one emails sent through the "Send a 1:1 email" automation action 

Next, click the “Select link” dropdown and choose the link option you wish to use with your trigger.

  • “Any” link includes links contained in any one-to-one email
  • Links listed by the URL are links contained in automated one-to-one emails

Clicks_a_link_in_an_email_trigger.jpg

When you’re done configuring the trigger, click the “Add Start” button.

  This trigger will trigger an automation only the first time the selected link is clicked. This means if the contact opens the email a second time, the automation will not trigger (even if Runs “Multiple” is selected). It also means if a second recipient (the CC’d or BCC’d recipient) opens the email, the automation will not re-trigger.

"Replies to an email" trigger

When you select this trigger, you have the option to choose the "1:1 email" option.

Once selected, click the "Select email" dropdown to choose a specific automated one-to-one email or “Any” one-to-one email for your trigger.

  • “Any” one-to-one email includes direct one-to-one emails sent from the Contacts overview page, a contact record, a deal record, and automated one-to-one emails
  • Emails listed by email name are automated one-to-one emails sent through the "Send a 1:1 email" automation action

Trigger_options_replies_to_an_email.jpg

When you’re done configuring the trigger, click the “Add Start” button.

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