Quick start
- Open your workflow and click Add New Trigger.
- Type “email” into the search bar to surface all email related options.
- Choose Email Events from the dropdown list. This is the specific trigger type that listens for opens, clicks, bounces, and other engagement signals.
Follow the detailed steps below to complete the setup.
You send out a massive broadcast to a list of 10,000 leads. The email is packed with value and includes a direct link to book a consultation. You sit back and watch the stats roll in. Hundreds of people are opening the message. Dozens are clicking the link.
But then nothing happens. They click, they look at your booking page, and they bounce. Because you do not know who clicked in real time, you miss the golden window to follow up. By the time you manually pull the click reports the next day, those warm leads have gone ice cold. You left money on the table simply because you were too slow.
You have to strike while the iron is hot. Triggering automated workflows the exact second a contact opens or clicks an email is the ultimate fix.
Ready to capture demand the moment it happens? Here is exactly how to build an email event trigger in 60 seconds:
Part 1: Select Your Initial Trigger
- Open your workflow and click Add New Trigger.
- Type “email” into the search bar to surface all email related options.
- Choose Email Events from the dropdown list. This is the specific trigger type that listens for opens, clicks, bounces, and other engagement signals.
Part 2: Filter for the Exact Action
- Click Add Filters to narrow down exactly which events you want the system to respond to.
- From the filter options, select Email Events and then choose Event to expose the list of available actions.
- Pick the specific action you want to fire the workflow. Choose Clicked or Opened.
Your trigger is now live. Any contact who performs that specific email event will drop into this workflow automatically. Just make sure Open and Click tracking are enabled for your sending domain so the system accurately captures that data.
Frequently Asked Questions
How do I select my Initial Trigger?
Open your workflow and click Add New Trigger. Type “email” into the search bar to surface all email related options. Choose Email Events from the dropdown list. This is the specific trigger type that listens for opens, clicks, bounces, and other engagement signals.
What should I know about filter for the Exact Action?
Click Add Filters to narrow down exactly which events you want the system to respond to. From the filter options, select Email Events and then choose Event to expose the list of available actions. Pick the specific action you want to fire the workflow. Choose Clicked or Opened. Your trigger is now live. Any contact who performs that specific email event will drop into this workflow automatically. Just make sure Open and Click tracking are enabled for your sending domain so the system accurately captures that data.
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