Marketing Creatio
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

What happens after starting a trigger email

After a marketing campaign with a trigger email starts,  it will add contacts to the audiences from time to time. Each contact who is added to the audiences will be sent a trigger email shortly after they are added to the audiences.

The trigger emails are sent according to settings of the corresponding marketing campaign whenever it adds new recipients to the trigger email audiences.

The audience of an event-based trigger email is populated automatically ( e.g. when a visitor fills out a landing page form on your website). Each new contact in the audience warrants sending a new trigger email immediately.

If you set a trigger email to send periodically during the day, it will be sent in specific intervals to all new contacts in the audiences on the moment of sending the email. The trigger email starts when the corresponding campaign launches. For example, if the time interval is set to "30 minutes" and the campaign started at 13:07, the trigger email will be sent at 13:37, 14:07, etc.

If you set a trigger email to send at a specified time, it will be sent once a day to those contacts who are included in the email audience at the time of sending. For example, in the campaign you can specify that the sending starts at 12:00 p.m. You can set the email to start three days after a customer orders the trial version of your product (this is done through native campaign settings). As a result, the trigger emails will be sent daily, at 12:00 p.m. to those contacts who populated the landing page starting from 12:00 p.m.

After the trigger email starts, the information on the [Template] tab becomes non-editable. Also, it is not possible to edit the owner and the connected campaign or to run a split test.

Note

Unlike bulk emails, trigger emails cannot be stopped directly. You can stop a trigger email by stopping the corresponding campaign.

You can view a specific contact response to a trigger email on the contact page: the [History] tab —> the [Email - Bulk emails] detail —> the [Response] column. Read more in the “How to view a response to an email from a specific contact” block.

Trigger email sending progress

The sending progress can be analyzed on the [Email totals] tab. Here you can view the latest updates about email deliveries and recipient responses and analyze open and click dynamics.

The following information is available on the [Parameters] tab of a trigger email:

  • Date and time of starting and finishing the last sending.

  • Duration of sending, if the email is in the “Completed” status.

How to view a response to an email from a specific contact

You can view a specific contact response to an email on the contact page: the [History] tab —> the [Email - Bulk emails] detail —> the [Response] column. The [Email - Bulk emails] detail records contact’s responses to bulk and trigger emails. You can also view the marketing email responses on the bulk email page, read more in “Recipient individual responses”.

Fig. 1 Email responses of a specific contact

section_email_status_for_specific_user.png 

Note

We recommend displaying the [Category] column in the detail list. The column will specify the email category: bulk or trigger.

You can set up an advanced filter or a dynamic folder in the [Contacts] section through the [Email response (by column Contact)] column. By selecting a folder in the filter block of the [Contacts] section, you will obtain a list of contacts who have email responses.

Note

The number of days during which the final response is recorded for each contact is indicated in the ”Time period (days) to update email statistics” (MailingStatisticUpdatePeriod) system setting. After the specified time, the responses on the contact’s page, as well as on the [Audience] tab of the email page will not change.

To set up a dynamic folder:

1.Go to the [Contacts] section and add a new dynamic folder. Enter the folder name, for example, “Contacts with email responses”.

Note

The folder setup procedure is covered in the Folders article.

2.Set up the following filtering conditions (Fig. 2):

Fig. 2 Setting up filter conditions

section_email_responces_dynamic_group_setting.png 

3.Click the [Save] button.

Note

The [Audience] tab of the email page displays participant responses to marketing emails.

See also

How to create a trigger email

How to send a test email

The [Campaigns] section

Email analysis

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