Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Triggering automation from an e-mail open

Tracking e-mail opens is directly impacted by the recipient's e-mail software, because tracking an open can only occur when an e-mail's HTML is loaded.

Not all e-mail software loads the full HTML automatically, so automating based on an e-mail open is not super reliable.

Despite this instability in the automation confidence, automating based on e-mail opens can still be leveraged by another legacy merge field hack.

Getting ready

We need to be logged in to Infusionsoft and inside a specific account. We also want to have a functional tag created for the e-mail open.

How to do it...

  1. Hover over the main navigation and in the Marketing column click on Settings.

  2. In the Marketing Settings menu to the left of the page, click on Automation Links.

  3. In the Automation Link section, click on the Create Link button. This will open a pop-up window:

  4. Give the new link a meaningful name:

  5. Scroll down the page and click on the green Save button:

  6. When the page reloads, click on...