New: Email reply/link click automations

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Nuno Oliveira
Nuno Oliveira Posts: 90 PIPEDRIVE TEAM
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edited April 2023 in What's New #1

Hello! Quick Automations PRO tip! 🤖

You can further automate your email engagement processes by checking if an email sent from Automations feature has been replied / link clicked after some time has passed.

Example

  • Every time a deal is created, send an email, if email s not replied after a week, send a follow up email


Start using it with ou templates!

Learn more here.

And soon we'll add more emails sequences capabilities that will help you time your follow-ups to perfection, so stay tuned!

Comments

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 163
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    Awesome ! 😁

    Do you know if it will be also possible with Campaigns and workflows ?

    Ex: Send an automated campaigns with workflows to a new lead and add the condition replied or not.

  • Graham Cox
    Graham Cox Member Posts: 157
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    Great feature, thanks.

  • Graham Cox
    Graham Cox Member Posts: 157
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    edited March 2023 #4
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    Can a condition be added to show if the email has been opened or not? It would be useful where it hasn't been opened, as I can send the email again a few days later with a different subject line etc.

  • esl
    esl Member Posts: 3
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    Looks great. Can't seem to find where this functionality is selected. Where is an "Instant Condition"?

  • Nuno Oliveira
    Nuno Oliveira Posts: 90 PIPEDRIVE TEAM
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    Hi @Lucas MAGNE ! Currently this is not possible, but we have this need captured in our backlog though.

  • Nuno Oliveira
    Nuno Oliveira Posts: 90 PIPEDRIVE TEAM
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    Thanks @Graham Cox_55849 !

    We have considered this option, however, since the opening status might not accurate (due to the nature of how that mechanism) we decided to not make available to avoid unintended communications that could hurt the reputation when engaging with prospects/customers.

  • Nuno Oliveira
    Nuno Oliveira Posts: 90 PIPEDRIVE TEAM
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    Thank you @esl ! Instant condition is the regular condition available at the moment. This example is from my personal account that has some future updates that will enable emails to be followed up as soon as it is replied (no need for delay step). I'll update the screenshot. Thank you for pointing it out.

  • esl
    esl Member Posts: 3
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    You are welcome. I can't find where you can select a Condition where an email has been replied to?

    I have an automation setup to send an automated campaign email. Then a delay. The next step would be the Condition to check for an email reply. However there is no email choice to select.


  • Nuno Oliveira
    Nuno Oliveira Posts: 90 PIPEDRIVE TEAM
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    edited March 2023 #10
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    Hi @esl, this is capability is available only with the Send email using templates action and not with the Send campaign action.


  • Graham Cox
    Graham Cox Member Posts: 157
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    edited April 2023 #11
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  • Leon_84508
    Leon_84508 Member Posts: 2
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    thanks for implementing this. It already makes email automations a bit better.


    Since it is not yet possible to send emails in automatically in the same threat, do you have any tool recommendations, that can help us automate email outreach and track response rates etc?


    Best

    Leon