Use The Email Activity Filter Node In Workflows

The Email Activity filter node filters a workflow based on whether or not a contact opened, clicked on, converted from, or was sent emails.

About this task

Emails can be targeted either by email message, delivery, or delivery group. You can also use this node to filter based on campaign.

Email Activity Filter Node

For example, you could use the Email Activity node to filter contacts based on whether or not they opened a message that was in a delivery you sent.

To use the Email Activity filter node:

Procedure

  1. Create a new workflow or edit an existing workflow.
    To create a new workflow, go to Automation > Workflows and click Create New Workflow.
    Note: If you created a new workflow, make sure you name it by clicking the pencil icon above the Node Palette.
  2. Drag the Email Activity filter node on to the workflow canvas.
  3. Click the following text in the Email Activity filter node: was sent.
  4. Select the email action that a contact must perform in order to be sent down the YES path. You can select:
    • Was Sent
    • Opened
    • Clicked
    • Converted From
  5. Click Done.
  6. Click the following text in the Email Activity filter node: an email.
  7. Click on either:
    • Show Messages to target emails regardless of which delivery they belong to.
    • Show Deliveries to target a single delivery.
    • Show Delivery Group to target a specific delivery group.
    • Show Campaign to target a campaign. If you have not enabled Campaigns you will not see this option.
  8. Click on the name of a message, delivery, delivery group, or campaign.

    If you select a message, contacts will be sent down the YES path if they perform the action selected above on any deliveries made using the message. If you select a delivery group, contacts will be sent down the YES path if they perform the action selected above on any deliveries added to the delivery group. Etc.

  9. Click Done.
  10. Click the following text in the Email Activity filter node: 3 hours.
  11. Select the time frame a contact has to complete the action on the message, delivery, or delivery group before they are sent down the NO path. You can choose X number of:
    • Hours
    • Days
    • Weeks
    • Months
  12. Add a numerical value in the input.

    This numerical value corresponds to the time frame selected in the previous step.

  13. Click Done.