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I set up a flow that's triggered by a campaign email as well as an embedded form, and I'm not sure it's correct. I'm running tests, but I don't think it's working. Can someone help me please?

 

Hi @jvancampen 

Thank you for posting your question in the community, and I’d be happy to try and help!

To confirm, based on your screenshot, it looks like you’ve set up a segment (which I am assuming is your trigger for your flow), where you want to use either an embedded form submit or engagement with a recent email campaign to trigger someone into the flow. 

A couple of questions:

For the embedded form, did that subscribe contacts to a specific list with the source = Denver Gem Show 2023? If so, that might be a better option than the viewed page. 

Is it a requirement that the user clicked on a specific link or any link within the email they received?

Based on those questions, I have a couple of thoughts:

  • I would group the email engagement into one nested set of criteria and the form submit in another nested set of criteria.
  • If someone received a specific email “message = Join Us: Denver Gem Show 2023” then I would set the click (if the action of clicking is required to be entered into the flow) criteria to the same message, not a specific link. (My guess is the parameter of “URL =” is tripping you up a bit here. 
  • I would swap out the “viewed page” event to “Subscribed to a list” (if the contacts were actually added to a list when the opted in)

So, your segment criteria might look like:

  • What someone has done (or not done):
    • Subscribed to a list at least once over all time,
    • where “$source” = “Denver Gem Show 2023”
  • OR
  • What someone has done (or not done):
    • Clicked email at least once over all time,
    • where “message” = “Join Us: Denver Gem Show 2023”

I hope this helps! Let me know if you have any questions.

@In the Inbox 


Thank you so much for your reply! For now, to make it easier, I’m just going to direct the “action steps” in the email to the embedded form. That way, I can ensure everyone is using the same source as a point of entry instead of multiple places. 


Hi @jvancampen 

That sounds good! Pls let us know if you have any other questions.


@In the Inbox Can I set up this part under a flow filter if the trigger is “joined list”? So I could capture someone signing up through the form or someone signing up through an email with a “Click to confirm your reservation” button?

 

  • What someone has done (or not done):
    • Clicked email at least once over all time,
    • where “message” = “Join Us: Denver Gem Show 2023”

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