We are launching an engagement studio that is triggered by a lead with a certain source coming into Salesforce.
We plan to send 3 emails: Day 1 (new lead created); Email 2 = 2 days later and then Email 3 = 4 days after Email 2.
I originally wanted to update campaign member status for each email (3 separate campaigns) for when it was clicked or opened but the options in the engagement studio show the wait options. What is best practice to set this up so that I can still send emails on the days above without delay but capture the clicks/opens as campaign member status? @* Account Engagement(旧Pardot) 日本 *
First comment is forget about using opens for anything. It's not reliable anymore due to the changes in mail services and apple privacy. So all you want to track is clicks. A click is a trigger node (green hexagon), and you can trigger to watch for clicks in a specific email. So it has to be used after the given email was sent, where the trigger is "did this email get any clicks (or a specific link click) within this timeframe (wait 2 days or up to 2 days)." So in your case I would put the watch for clicks trigger for email 1 directly after email 1 is sent, with a wait for exactly 2 days to see if there are any clicks, and after that send email 2. What that does is if any clicks happen on email 1 within 2 days, the campaign status does not change until the full 2 days has elapsed and the second mail is sent. Then you put a trigger to watch for clicks on email 2 for 4 days before sending email 3 and after that you can watch for clicks on email 3 (that one you could use an 'up to' if you don't care about a specific wait time until the next step.
