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Campaign Trigger - an email is send out

Jan Lesanovsky

Can we have a trigger in a campaign when an email is sent out to a specific contact? Currently we have an option to trigger automation when an email is opened or an email link is clicked, but not when an email is sent. It would be really nice to have it.

Thanks for considering it

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Thanks for your feature request! 

What is the use case for this new trigger? We find that the similar setting in creating Groups is almost never used (Emails Received > Contains > [Name of Email]), as people prefer to go to the Messages library and click on the number "Sent" to see the contacts it was sent to. You could do that to Tag the contacts, and then have a Campaign trigger that acts on the tag added, and perhaps people are doing that currently. 

 

Frank Hagan
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Hi Frank, the use case is when I send someone manually an email and I want to follow up with the contact/deal I sent the email to in the next let's say 2 days, I want to task to be triggered. Instead of making a note - hey, call to this person 2 days later. But this is not something I can currently do, or is it?

Groups would not help me either, I would still need to do it manually and I would not see the date when the specific email was sent.

 

Thanks

Jan Lesanovsky 0 votes
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If it's a library email, you could create a campaign to both send the email and do the follow up. So instead of selecting the contact and going through the "Send Email" action to select the email and send it you would select the contact and "Add to Campaign" instead. 

We'll keep this request open, though, because that may not work for all situations, and we'll see if others also want the new trigger. 

Frank Hagan 0 votes
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Thank you Frank, yes I agree that this could be a way, but it makes things unnecessarily complicated and with a couple of these, it could easily clutter the system as it is linked to other campaigns in this specific case.

Jan Lesanovsky 0 votes
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