I’m trying to figure out the best way to handle one of our emails. After a user enters our program we will send out an email with 3 options.
What I would like to do is the following
If they click Option 1 add tag and send to form 1
or if Option 2 is clicked add tag and send to form 2
or if Option 3 is clicked add tag and stop automation
else if nothing is clicked wait 2 days and send a follow-up email
I could use the “wait until” option but I believe that the “if” condition of “any link clicked” would register the link and any “Goals” I create after would not be triggered by the specific link clicked. The other option I have is to just send them to the right forms after clicking the link and have the form submission trigger a new automation. This will work but it doesn’t feel efficient and if anything goes wrong and they don’t complete the form they are in limbo.
Is this the best way to go about it or are we missing something? Thanks in advance.
Hi @fedmap,
Welcome to the forum.
As you have realised, either option will work for you, so it might just come down to how you prefer to work. For instance, we have clients for whom we have created automations where all the stages/actions are kept within a single automation, and others where we have created separate automations based on choices made, as the automations would otherwise have become very long and confusing.
If you want to keep it all within a single automation, then I think you could achieve the desired result using the “Wait Until”, setting a condition using “Has clicked on link”, where you can then specify the name of the campaign and specific links. Simply add the Option 1 link as your first condition, and add a second condition “Or” condition for the Option 2 link.
Alternatively, you could use Goals to check which link they have clicked and jump them to another part of the automation.
I am not sure whether that has helped, but hope it has. If not, perhaps because I have misunderstood your question or you need more clarification, do please let me know.
