We are about to launch an email marketing/drip campaign against our contacts, and I am trying to figure out the best way to track contacts who reply to the emails.
I have set up Einstein Activity Capture, which is great- once connected with your email account it automatically logs emails sent to contacts, and their replies in the "Activities" section on the record. However, it seems that I can't report on this data or trigger workflows from it.
I am looking for a solution that will allow me to track which contacts reply to an email, and then trigger a workflow based on the newly added activity so that I can move it into a different marketing queue.
Does anyone know of a solution out there for this?
Thanks,
John
1 answer
Hi John,
Tasks don't trigger task-based workflow rules if they’re created automatically, such as by clicking the Send An Email button or by using the Email to Salesforce BCC address field. You might need to write apex for this.
Regards,
JM
