The Email Activity trigger allows you to add a contact to a Journey when they are sent, or interact with:
- any email; or
- a specific email.
Please note that this trigger does not send email. To send email please use the Send Email action.
How do I configure this trigger?
To configure the Email Activity trigger, first select whether you'd like to target activities from any email, or a specific email:
Next select the activity type:
When will this trigger fire?
This trigger will fire (i.e. add the contact to the Journey) immediately when the activity occurs.
"Sent", "Opened", "Unsubscribed" and "Bounced" activities are unique in the sense that they can only occur once per email. If an email is transactional each send is considered unique so each of these events can occur for each send.
"Clicked" activities are different in that each click of an individual link in an email is considered a unique activity. In other words, each independent link (including separate links to the same web page), if clicked, will add the contact to the Journey once; if a contact clicks on the same link twice, they will not enter the Journey again via this trigger. Please note that clicking an unsubscribe link will not cause this trigger to fire, i.e. it does not count as a click.
Example use cases
Record how many times a contact has performed an activity, and take action when they hit a specific amount
Add the necessary custom fields based on the activities you'd like to track (e.g. "Opens"), ensuring that you choose "whole number" as the field type. Then do the following:
You could then create a smart segment based on one or more of these fields, and add contacts that enter the segment to a Journey using the Smart Segment Trigger. For example, you could notify your team when a contact has exceeded 10 clicks:
Record the date a contact last performed a particular activity
Add the necessary custom fields based on the activities you'd like to record dates for (e.g. "Last opened"), ensuring that you choose "date" as the field type. Then do the following:
As demonstrated above, by inserting "--today--" into the Update Field action, the field will be updated with today's date.
You can then create date-based smart segments to find contacts that have performed an activity within a particular window; for example, contacts that have opened an email in the last 30 days:
Perform an action when a contact clicks a specific call to action
If you have more than one link in your email, but want to follow up people that click a specific call to action, you can select the specific email, but check if the contact has visited a particular page before taking the action. For example, if you wanted to add a Salesforce task, you could do the following: