After sending an email marketing campaign in LeadMaster you now have the ability to tag the records of people who either opened your email or clicked on a link in the email with a marketing activity so that those records will show up in search results.
You’ve always had the ability to see who opened your email and who clicked on the links with the E-marketing reports.
E-Marketing Reports - Opens & Clicks, Over Time, By Email Address, Unopened
Now using workflow automation you can identify those prospects in 3 easy steps.
Step 1: Click on Administration, Click on Automation and Workflow Management, Click Add Workflow Process, give your workflow a name and select – Applies When: An email recipient clicks on a link in an email message, click Save.
Email-Marketing-Automation - Create an automation for an open or click
Step 2: Click Add Action and select ‘Add an Activity’ and click next.
Email-Marketing-Automation- Add an Action and select Add an Activity
Step 3: Select the marketing activity and if you’d like the marketing status and click submit.
Email-Marketing-Automation- add a marketing activity & optionally a marketing status
That’s all there is to it – a few clicks and you’re all set. Now you can search on opens and clicks.
