Send a follow-up email based on the email activity of the person
In a Flow, you might want to re-send an email if a person fails to opens or clicks the first time. This guide will show you how to set up such Flow.
In the example below, we're sending a welcome email ("Encharge Onboarding - Welcome email for Trial users").
Then, we wait for 1 day and check the person's activity related to the welcome email.
Then, we send two more emails. One for people that have clicked the welcome email, and the other for people that have not opened the welcome email.
Step 1: Choose a trigger
Start with a trigger for the Flow. This can be an Entered Segment or any other trigger.
Step 2: Add the first email
Connect the trigger to a Send Email step, and select the first email you'd like to send. In our example, the email is called "Encharge Onboarding - Welcome email for Trial users".
Step 3: Add a Wait step
We want to wait for 1 day and then send a follow-up email (or re-send the same email) to all people that have not opened the email "Encharge Onboarding - Welcome email for Trial users".
For this, we are going to add a Wait step and connect it "On delivered":
Note that the Wait step is critical in this scenario, as it allows time for people to interact with the email before we check their activity. If you skip this step, the email activity check will happen instantly after the email is delivered not allowing enough time for people to open or click on the email, which would lead to no people (or all of the people) proceeding to the next steps.
Step 4: Add Check Email Activity step
Next, we have to add a Check Email Activity filter step. This step allows us to check the email activity of the person in the Flow and send follow-up emails based on that activity — i.e., if they have opened/not opened, clicked/not clicked, etc. the first email.
In the configuration of this step, you must select the first email, in our case, "Encharge Onboarding - Welcome email for Trial users", as we want to check activity related to this email.
Step 5: Add the follow-up email(s)
Next, you want to decide what follow-up emails you want to send. In my case, I want to send 2 emails:
- "Onboarding Personal Welcome" to people that have clicked my first welcome email ("Encharge Onboarding - Welcome email for Trial users".)
- And resend the first email ("Encharge Onboarding - Welcome email for Trial users") to people that have not opened it.
I'm going to drag two more Send Email steps and configure the steps with the emails.
For the second step, where I'm re-sending the same email, I'm going to make sure to select the "People can receive more than once" option. Otherwise, the email will not be sent since by default people can receive the same email just once.
Step 6: Connect the Check Email Activity step
Last, I'm going to connect the Check Email Activity step with the two Send Email Steps. To do that I'm going to drag the link from the step:
For the step on the left I'm going to use Prooced on "Clicked", and the one on the right I'll use "Not opened".
That way, if a person has clicked on the first welcome email they will receive my "Onboarding Personal Welcome" email, and for those that have not opened my welcome email I'm going to re-send the welcome email.