Action Email

The Send Email action allows you to have an email sent to a contact automatically on the basis of some action being taken by them. The action can be:

• Following a link in an email
• On submitting a survey

Contents 1 Examples of Actions 2 Action Types 2.1 Action on a Link 2.2 Action on Survey Submission 3 Creating an Action 4 Monitoring Your Actions 5 Related Topics

Examples of Actions

• A contact has demonstrated an interest in a topic by clicking a link in your email. For anyone who clicked a link with an associated Action, you could automatically send more information about that topic in the next few days.
• The contact has downloaded a PDF. You could automatically send an email following up on its usefulness
• You might want to send a thank you email following a survey submission.
• If you are using double opt-in on registration this is the way to send the confirmation email.
• When a recipient submits a form, create a whole chain of triggered emails to go at set intervals.

Action Types

Action on a Link

• With the email on screen, go to Link Management.
• Take the Edit option next to the link you wish to place the Action on.
• Proceed to Creating an Action (below)

Action on Survey Submission

• In Survey Management, take the Edit link on your survey.
• Click the Survey Actions section header to open your Survey Actions section.
• Proceed to Creating an Action (below).

Creating an Action

1. Take the Send Email option from the options shown in the above screenshot.
2. Select from the drop-down list the email that you want to have sent.
3. Enter the time delay that should be applied, or set the message to be sent without a delay.
4. Click on Submit to save the settings.

Monitoring Your Actions

When you create a Send Email action, Etelligent creates a Send Order for it with the Date & Time value set to the date and time that the Action was created. As the View Send Orders page displays Send Orders in descending Date & Time order, the Send Order for your Action will slowly slip down through the pages as Send Orders from Emails as well as other Send Email Actions are created.

To keep track of it go to the View Send Orders as soon as you have created it (so that the Send Order is likely to be on the first page) and make a note of the Send Order ID and Date & Time value. Then you will be able to keep a check on it.

To help identify them, the View Send Orders page shows the Filter value as "ACTION SEND" for Send Email actions.

Related Topics

Triggered Emails | Emails | Link Management | Alert Email | Modify Contact Information