Stopping Automated Sequence When a Prospect Responds

Chris Clegg
Chris Clegg Member Posts: 10
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edited July 2022 in Workflow Automation #1

We're taking a serious look at Mailigen to automate our lead nurturing and prospecting work.  One thing I'm hung up on is ending a auto-sequence if someone responds.

For example, let's say I have three email automation planned for lost customers (i.e., those whom we havne't worked with in 2 years or more).  I want one of the CTAs to be "reply if you have any questions or would like to connect."  Is it possible for me to automatically end the future emails in that sequence if someone replies?

Klenty is an email tool that provides this feature. Not sure if it's possible with Mailigen without a Zap or similar automation tool... wondering if others have tackled this diferently.

Regards,

Chris

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  • Janis Rozenblats
    Janis Rozenblats Posts: 169 PIPEDRIVE TEAM
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    edited February 2022 #2

    @Chris Clegg great question. We will get back to you with best solution. 

  • Janis Rozenblats
    Janis Rozenblats Posts: 169 PIPEDRIVE TEAM
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    edited December 2020 #3
    Janis Rozenblats said:

    @Chris Clegg great question. We will get back to you with best solution. 

    @Chris Clegg unfortunately there is no out of the box solution. Still looking at ways to solve it with a workaround. 

  • John Shelburne
    John Shelburne Member Posts: 41
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    edited February 2022 #4

    CTA is Call To Action right?

  • Chris Clegg
    Chris Clegg Member Posts: 10
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    edited October 2020 #5
    Janis Rozenblats said:

    @Chris Clegg great question. We will get back to you with best solution. 

    @Janis Rozenblats thanks!  I really appreciate your time and assistance.

  • Chris Clegg
    Chris Clegg Member Posts: 10
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    edited September 2020 #6
    John Shelburne said:

    CTA is Call To Action right?

    Hi, @John Shelburne  - Yes.  CTA = Call to Action in my post.  Do you have a similar problem?

  • John Shelburne
    John Shelburne Member Posts: 41
    First Comment
    edited September 2020 #7

    I am looking at automation for emails and it makes sense to have a conversion metric of "Replied" to quit the automation.

  • Janis Rozenblats
    Janis Rozenblats Posts: 169 PIPEDRIVE TEAM
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    edited December 2020 #8
    Janis Rozenblats said:

    @Chris Clegg great question. We will get back to you with best solution. 

    Did some more digging. Unfortunately we don't have yet an API endpoint to check if email was replied to. A workaround for this is manual process. Where a custom field is used on Pipedrive side. Which is then synced to Mailigen and is used as a condition in the automation flow. E.g. "Customer engaged" field can be set to YES and that then stops automation. 
    Changes to the API might take a while, but we've placed it in the new feature request list. 

  • Tim Jones_23598
    Tim Jones_23598 Member Posts: 11
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    edited May 2022 #9

    Any updates on this team?!

  • Tim Jones_23598
    Tim Jones_23598 Member Posts: 11
    First Anniversary First Comment Photogenic
    edited May 2022 #10

    Any updates on this team?!

  • Tim Jones_23598
    Tim Jones_23598 Member Posts: 11
    First Anniversary First Comment Photogenic
    edited May 2022 #11

    Any updates on this team?!

    This would be a great feature!

  • Tim Jones_23598
    Tim Jones_23598 Member Posts: 11
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    edited May 2022 #12

    Any updates on this team?!

    This would be a great feature!

  • Stef
    Stef Member Posts: 2
    First Comment
    #13

    There is a way to do this already.

    1) Ensure that your email is synced to pipedrive (where you will receive the reply)

    2) Create "a last email received" filter, to today.

    3) In your workflow, remove people if they are in the filtered list

  • coluccini
    coluccini Member Posts: 1
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    #14

    Hi @Stef!

    I'm trying to do this, but I'm not sure how to accomplish the last step as I don't find an action for removing people from the workflow. Can you explain it a little bit more in detail, please? 🙏

    Thanks!

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