How to Create an Automation that Starts When Receive a Contact Webhook

Webhooks allow you to track opens and click-throughs in email campaigns you send.

Here is an example of a series using a webhook: you send an email campaign, for instance, a holiday promo. Subscribers open the messages and trigger the webhook that starts an automation flow. Subscribers receive a new message, open it, and after that, are moved to a different mailing list. 

Log in to your SendPulse account and go to "Automations" and click "Create new automation."

Create a new automation

Click "Apply" to confirm the changes after each step.

Specify the initial parameters of the new automation.

The "Days for sending" and "Time for sending" options determine the priority time for sending emails. So that the options work correctly, during the creation of email flow, in the "Email" blocks set the time of sending to "After N days."

For example, select the "Mo," "We," "Fr" checkboxes for the "Days for sending" option, and set the "Time for sending" option to 10:00 a.m. Then, during the creation of an email flow, set the time of sending to "After 3 days" in the "Email" blocks. Launch the flow. After sending an email is triggered, the service will wait for 3 days, and then send the email on the next day that meets the conditions specified in the automation options. That is, if sending the email is triggered on Wednesday at 2:00 p.m., the email will be sent next Monday at 10:00 a.m.

Automation options

Select "Contact webhook" as the flow start.

Contact webhook

Link a mailing list to the webhook. This mailing list will be automatically edited according to the subscribers' actions.

Mailing list selection

Drag the "Email" element to the editor field and link it to the flow start element. Choose a template and specify parameters for the message that will be sent to the subscribers to trigger further steps of the automation series.

Email settings

Link the "Condition" element to the email. In this example, "Open" will trigger moving subscribers to a different mailing list.

Condition settings

Add the last step of the automation, "Action." Set "Move subscriber" as the action and select a mailing list.

Action settings

Click "Save and launch" to save and launch the automation.

Launching the automation

*Refer to our Knowledge Base for more articles about the Automation360

Now set up a regular email campaign for the same mailing list you specified in the webhook so that subscribers open the messages and trigger the automation.

Open "Email" -"Create a campaign."

Creating a new campaign

Select the same mailing list you linked to the webhook earlier and specify missing data.

Information about the campaign

Click on "Next" and go to email template selection.

Email template selection

If you choose a premade template, add the email preheader, attachments and click on "Next" again.

Message content

If you proceed to edit a template, make the necessary changes and click "Save and continue."

Saving the campaign

Then add an email preheader, attachments, and click on "Next."

In the campaign parameters, select the "Enable automatic email flow based on a trigger action" option and the webhook trigger principle — opens or clicks. Link the automation flow you set up earlier.

Enabling automation flow

Click "Next."

Check the campaign parameters. Set up the sending time and click "Start."

Starting the campaign

Subscribers, when a subscriber receives and opens the email, the automation flow will start.

Clients who open the email will receive an automated email, and their actions with it (opens or clicks) will define the changes in the mailing list. In this example, those who open the automated email will be moved to a specific mailing list.

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