Learn / Automations

How to follow up based on what somebody clicked

Somebody clicked a particular link, so tag them and send the thing that matches. The cheapest segmentation there is.

The workflow

1. 1Tag: "interested"
2. 2Delay: 1 day, held to 10:00 their time
3. 3Send email: no campaign chosen yet
4. 4Exit flow

Before you start

The cheapest segmentation there is. Somebody clicking a particular link has told you what they care about without filling in anything, which is better data than a preference centre because it is behaviour rather than intention. Tag it and send the matching thing.

You will need: the url to watch, one campaign.

How to set it up

1. 1Pick one link worth watching: a pricing page, a specific product, a particular article.
2. 2Choose the Follow up on an interest template and put that URL in the trigger.
3. 3Rename the tag from "interested" to something specific, so you can still read your tag list in six months.
4. 4Assign the follow-up campaign.
5. 5Activate.

What goes wrong

• Following up within the hour. They clicked a link and are reading the page; an email about it arriving while they are still on it is uncomfortable. A day is right.
• Watching every link. You end up with forty tags that mean nothing. Watch the two or three that indicate buying intent.