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Create tasks based on engagement with certain topics (tags)

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Anonymous
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Create tasks based on engagement with certain topics (tags)

I was hoping to use tags to generate tasks based on interaction with programs with certain tags, but i'm not finding a way to do that... Basically say someone opens only emails that have the product tag, after they've opened 3 emails we want a task to deploy to sales, is something like that possible? We want sales to know what the person is interested in. If they open only our emails about industry updates and nothing to do with us we don't know want sales to call them... Any thoughts or suggestions on how to categorize emails better for this use? Thanks!

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Darrell_Alfons2
Level 10 - Champion Alumni

Re: Create tasks based on engagement with certain topics (tags)

Hey Katie,

I haven't done specifically this, but have a good idea about how you could do it.

You would need a naming convention for the emails. At the end of your normal naming convention, do _ProductA_ , and _ProductB_ etc.

Then you would need a new scoring field that increases upon those email opens. The trigger would activate on Opens Email, contains _ProductA_. Then the new scoring field would increase by 1.

Then you would have another smart campaign that triggers when that new scoring field hits 3, or whichever threshold you select. The flow step will be the create task step to deploy to sales.

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Darrell_Alfons2
Level 10 - Champion Alumni

Re: Create tasks based on engagement with certain topics (tags)

Hey Katie,

I haven't done specifically this, but have a good idea about how you could do it.

You would need a naming convention for the emails. At the end of your normal naming convention, do _ProductA_ , and _ProductB_ etc.

Then you would need a new scoring field that increases upon those email opens. The trigger would activate on Opens Email, contains _ProductA_. Then the new scoring field would increase by 1.

Then you would have another smart campaign that triggers when that new scoring field hits 3, or whichever threshold you select. The flow step will be the create task step to deploy to sales.

Josh_Hill13
Level 10 - Champion Alumni

Re: Create tasks based on engagement with certain topics (tags)

you can do some other things

Clicks Link in Email is XYZ on CONTAINS "Product Tag" at least 3 times, then do ABC.

You can do scoring, but not sure it's necessary based on the use case.

Anonymous
Not applicable

Re: Create tasks based on engagement with certain topics (tags)

Can you elaborate a little more on this josh?

SanfordWhiteman
Level 10 - Community Moderator

Re: Create tasks based on engagement with certain topics (tags)

Josh's talking​ about the trigger constraint "# of times," which can be used in place of a separate scoring setup.

Anonymous
Not applicable

Re: Create tasks based on engagement with certain topics (tags)

Ahhh, yeah, that sounds like a good option for this. Thanks everyone!