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Customer experience | Sales, Customer Insights,...
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Send an email when user clicks confirm button on email

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Posted on by 25

User has to receive marketing email2 when user clicks confirm button which is on marketing email1. Is there a way to achieve this using a segment or any other way?

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  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Partner,

    We just need add a trigger tile after email 1 to monitor whether a specific link is clicked by recipient during a period, if clicked, send email 2.

    (The button should be attached with a link.)

    pastedimage1605165579380v1.png

    Regards,

    Clofly

  • Tez4 Profile Picture
    25 on at

    Thanks for your response.

    But what if the email1 is being sent through double opt-in and not through the customer journey.

    This is our specific case where we cannot capture the button click in the email through customer journey.

  • cloflyMao Profile Picture
    25,210 on at

    Hi Tez,

    After user clicked "I confirm" button of DOI email, his consent level field will be changed, or he will be added/removed from specific subscription list.

    Therefore, you could run 2 flows to send email 2:

    Flow 1: Trigger it on update of Contact entity and when consent level field of contact is changed, then perform "send email" action.

    Flow 2:  Please refer to the following tutorial to set up the second flow.

    https://crmtipoftheday.com/1362/trigger-power-automate-on-associate-disassociate/

    But it will always send email after field changing or contact joining/quitting a subscription list.

    If you are using marketing page as "Thank you" page, so another option is to create a segment to query contacts who visited the "Thank you" page and select a specific customer journey as filter.

    pastedimage1605260401045v2.png

    Because after recipient clicked the "I confirm" button, he will be redirected to the "Thank you" page.

    pastedimage1605260141349v1.png

    Finally, run another customer journey for the segment to send email 2, the email will be only sent one time.

    Regards,

    Clofly

  • Tez4 Profile Picture
    25 on at

    Thanks for your response Clofly.

    Is it possible to use suppression segment in this scenario, as you have mentioned when i trigger customer journey on thank you page visit or user added to subscription list , then this would lead to infinite emails.

    Also , if we use power automate flow as you have mentioned , will this also trigger multiple times whenever the thank you page is visited. Please clarify

  • cloflyMao Profile Picture
    25,210 on at

    Hi Tez,

    1. Only recurring journey will send email multiple time, if we take thank you page and custom journey as solution, then each contact will only receive email once, so suppression segment is not required to this scenario.

    (However, if a contact has received the email, then at next time he/she clicks confirmation button email won't be sent to this person again , because customer journey will only process each contact once.)

    2. If we use power automate, emails sent by flow are activities emails instead of marketing emails, it is equivalent to composing an email in Activities > Email(The flow will ask us to connect to our Outlook account.).

    Page visit has no impact on the process, the flow will only be triggered when contacts changed their consent level or add/quit a subscription list.

    Regards,

    Clofly

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