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Workflow Action based on Email Event Clicked/Opened

Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or clicks an…

2 min read447 words5 explained imagesUpdated Thu, 23 Apr at 3:54 AM
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On this page
  1. Video Walkthrough
  2. Step-by-Step: Add the Email Event Trigger
  3. Select the Initial Trigger and Search "Email"
  4. Select Email Events from the Dropdown
  5. Click Add Filters
  6. Pick Email Events → Event
  7. Choose Clicked or Opened
  8. Frequently Asked Questions
Workflows & Automation

How To Add an Email Event Trigger (Clicked / Opened) to a Workflow

Trigger workflows the moment a contact opens or clicks an email. This guide walks through adding an Email Events trigger, filtering by event type, and using it to power smarter follow-ups.

Video Walkthrough

Video 1 Open in a new tab

Step-by-Step: Add the Email Event Trigger

Follow the five steps below to wire an Email Events trigger into any workflow so it fires on every Open or Click.

1Select the Initial Trigger and Search "Email"

Open your workflow, click Add New Trigger, and search email to surface the email-related trigger options.

Select the Initial Trigger and Search "Email" (image 1 of 5) What this shows Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or… What this shows Illustrates the "Select the Initial Trigger and Search "Email"" section of "Workflow Action based on Email Event Clicked/Opened". This screenshot appears in the "Select the Initial Trigger and Search "Email"" section of "Workflow Action based on Email Event Clicked/Opened". For context, this section explains: Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or clicks an email. This guide walks through adding an Email Events trigger, filtering by event type, and using it to power smarter follow-ups. Table of Contents…. This part of the guide covers 3 fields, listed below. Image 1 of 5
Fields in this part of the guide 1 Video Walkthrough2 Step-by-Step: Add the Email Event Trigger3 Frequently Asked Questions
Buttons and menus referenced Email EventsOpenClickAdd New TriggeremailAdd FiltersEventOpen and Click events are enabledOpenedClickedCampaign NameSource
All 3 steps in this procedure
  1. 1 Video Walkthrough
  2. 2 Step-by-Step: Add the Email Event Trigger
  3. 3 Frequently Asked Questions

2Select Email Events from the Dropdown

Choose Email Events from the dropdown list — this is the trigger type that listens for opens, clicks, bounces, and other engagement signals.

Select Email Events from the Dropdown (image 2 of 5) What this shows Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or… What this shows Illustrates the "Select Email Events from the Dropdown" section of "Workflow Action based on Email Event Clicked/Opened". This screenshot appears in the "Select Email Events from the Dropdown" section of "Workflow Action based on Email Event Clicked/Opened". For context, this section explains: Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or clicks an email. This guide walks through adding an Email Events trigger, filtering by event type, and using it to power smarter follow-ups. Table of Contents…. This part of the guide covers 3 fields, listed below. Image 2 of 5
Fields in this part of the guide 1 Video Walkthrough2 Step-by-Step: Add the Email Event Trigger3 Frequently Asked Questions
Buttons and menus referenced Email EventsOpenClickAdd New TriggeremailAdd FiltersEventOpen and Click events are enabledOpenedClickedCampaign NameSource
All 3 steps in this procedure
  1. 1 Video Walkthrough
  2. 2 Step-by-Step: Add the Email Event Trigger
  3. 3 Frequently Asked Questions

3Click Add Filters

Click Add Filters to narrow down exactly which events you want the trigger to respond to.

Click Add Filters (image 3 of 5) What this shows Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or… What this shows Illustrates the "Click Add Filters" section of "Workflow Action based on Email Event Clicked/Opened". This screenshot appears in the "Click Add Filters" section of "Workflow Action based on Email Event Clicked/Opened". For context, this section explains: Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or clicks an email. This guide walks through adding an Email Events trigger, filtering by event type, and using it to power smarter follow-ups. Table of Contents…. This part of the guide covers 3 fields, listed below. Image 3 of 5
Fields in this part of the guide 1 Video Walkthrough2 Step-by-Step: Add the Email Event Trigger3 Frequently Asked Questions
Buttons and menus referenced Email EventsOpenClickAdd New TriggeremailAdd FiltersEventOpen and Click events are enabledOpenedClickedCampaign NameSource
All 3 steps in this procedure
  1. 1 Video Walkthrough
  2. 2 Step-by-Step: Add the Email Event Trigger
  3. 3 Frequently Asked Questions

4Pick Email Events → Event

From the filter options, select Email Events, then choose Event to expose the list of available event types.

Pick Email Events → Event (image 4 of 5) What this shows Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or… What this shows Illustrates the "Pick Email Events → Event" section of "Workflow Action based on Email Event Clicked/Opened". This screenshot appears in the "Pick Email Events → Event" section of "Workflow Action based on Email Event Clicked/Opened". For context, this section explains: Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or clicks an email. This guide walks through adding an Email Events trigger, filtering by event type, and using it to power smarter follow-ups. Table of Contents…. This part of the guide covers 3 fields, listed below. Image 4 of 5
Fields in this part of the guide 1 Video Walkthrough2 Step-by-Step: Add the Email Event Trigger3 Frequently Asked Questions
Buttons and menus referenced Email EventsOpenClickAdd New TriggeremailAdd FiltersEventOpen and Click events are enabledOpenedClickedCampaign NameSource
All 3 steps in this procedure
  1. 1 Video Walkthrough
  2. 2 Step-by-Step: Add the Email Event Trigger
  3. 3 Frequently Asked Questions

5Choose Clicked or Opened

Pick the specific action you want the workflow to fire on:

Clicked Opened
Choose Clicked or Opened (image 5 of 5) What this shows Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or… What this shows Illustrates the "Choose Clicked or Opened" section of "Workflow Action based on Email Event Clicked/Opened". This screenshot appears in the "Choose Clicked or Opened" section of "Workflow Action based on Email Event Clicked/Opened". For context, this section explains: Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or clicks an email. This guide walks through adding an Email Events trigger, filtering by event type, and using it to power smarter follow-ups. Table of Contents…. This part of the guide covers 3 fields, listed below. Image 5 of 5
Fields in this part of the guide 1 Video Walkthrough2 Step-by-Step: Add the Email Event Trigger3 Frequently Asked Questions
Buttons and menus referenced Email EventsOpenClickAdd New TriggeremailAdd FiltersEventOpen and Click events are enabledOpenedClickedCampaign NameSource
All 3 steps in this procedure
  1. 1 Video Walkthrough
  2. 2 Step-by-Step: Add the Email Event Trigger
  3. 3 Frequently Asked Questions

Your new trigger is now live in your workflow!

Any contact who performs the selected email event will be enrolled into this workflow automatically.

Note on Tracking

For accurate tracking and a strong sender reputation, make sure Open and Click events are enabled for your sending domain. These events provide the engagement data that mailbox providers use to determine deliverability.

Frequently Asked Questions

Q: What's the difference between the Clicked and Opened events?

Opened fires when a recipient loads the tracking pixel in your email. Clicked fires when a recipient clicks any tracked link. Clicks are a stronger engagement signal than opens since they require deliberate action.

Q: Can I target an Email Event trigger to a specific campaign or workflow?

Yes. After adding the Event filter, layer additional filters like Campaign Name or Source so the trigger only fires for opens/clicks on the sends you care about.

Q: Why isn't my Email Event trigger firing?

The most common cause is that Open and Click tracking is disabled on your sending domain. Check your email service settings and re-enable tracking. Also confirm the workflow is published and the filter matches the actual event type and source name.

Q: Will bot-generated opens or clicks trigger my workflow?

If Bot Detection Prevention is enabled in your Business Profile, bot-driven opens and clicks are filtered out and will not trigger the workflow — keeping your automations honest.

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