Automation based on response history?

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I would like to know if there is a way to set up an automated workflow based on contact response history. 

For example, if I send an email campaign on Thursday, can I create an automation that sends a follow-up message one week later to folks who have or haven't (depending on the campaign) either opened or clicked on the message? 

I know this is an option for new contacts being added to a workflow (either through signup or API), but I was wondering if it is an option for existing contacts who receive an email campaign based on how/whether they respond to the message. 
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Posted 1 year ago

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Grey Stepp, Support Team Manager

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Hi there.  What you're looking for there is doable with what we call BRANCHING AUTOMATION.  

Check out this quick video I recorded that will show you what I mean:  http://recordit.co/DGK10VXrik

 


However, there is one caveat to this with regards to the example you've set up.  

In order to apply branching logic to a workflow, the initial mailing must be a mailing in a workflow.  It can't just be a regular send.  

That being said, what you really need to figure out is how to best TRIGGER the automation workflow to begin with.  

You have 2 options.  

1. Use a date-based workflow and import a spreadsheet with the start date into those contacts records.  
2. Similar but slightly different, you could use a field change trigger and use importing to apply the field change and trigger the workflow.  

Then, when setting up your workflow, you will have the initial mailing send as the first email in the workflow, then set up your branching from there.  

Let me know if you have any questions about this and I'll be happy to help! 

- Grey 
Thanks for getting back to me, Grey. How would the date-based workflow be set up to trigger a follow-up message to folks who haven't taken an action on the first email? Also, it doesn't seem like there's any way for a new message to be in a workflow, so is this even possible?

It seems like the best option for me will be to simply create a segment of folks who haven't taken action on the email and then manually send the follow-up to them. It would be helpful if you could establish an automated action to take place within the campaign itself based on response history. 
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Grey Stepp, Support Team Manager

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In answer to your first question, if you watch the video I sent in my last post, it shows how the Branching Logic in the workflow builder works.  It is literally what you're asking for, the ability to say, "did they open this" and choose different paths for whether folks did or did not open the first email.  

After you branch the workflow, you can add in as many mailings as you like, and even branch those off if you'd like.  Once a workflow is TRIGGERED, then after that you can build the workflow to send, wait, and branch however you'd like.  The key is the initial TRIGGER, which is why I suggested using the Date-based or Field Change Trigger.

I'm not quite sure what you mean by "doesn't seem like there's any way for a new message to be in a workflow".  The list of mailings that shows up when you're building the workflow includes drafts and recently sent mailings.  

I'm happy to help you get this set up if you'd like, just let me know what isn't making sense to you.  

- G