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Engagement Conditions: send subscribers on different automation pathways
Engagement Conditions: send subscribers on different automation pathways
Monique Clark avatar
Written by Monique Clark
Updated over a month ago

When creating automated journeys, you may want to ask subscribers questions - such as 'Would you like to receive our 5 week series on gut health?' - where if they select yes, they are sent the next series of emails. Here's how.

Automated Journeys can be used in countless ways to stay in touch with your marketing subscribers, and add value to their experience with your business.

Conditions can be used to ensure you are sending subscribers the content they care about.

In this article we're going to look at engagement conditions

What are engagement conditions?

Engagements are the ways in which a subscriber interacts with a marketing email you send them, such as:

  1. Opening the email (or not opening it)

  2. Clicking a link (or not clicking any link)

  3. Clicking a specific link (or not clicking it)

Conditions are used to send subscribers down different automated journey pathways.

Example 1: Asking subscribers to confirm they'd like to receive a series

When you are creating an automated journey, you'll see a plus button between your steps which allows you to add another step.

One such step is a Condition

Let's say you have an Email that sends to subscribers after attend their very first Nutrition appointment. This email might offer a friendly check in with the patient and ask them "Would you be interested in receiving a 5 week email series about Gut Health?"

You want them to be able to select Yes and then send them down the 5 week series pathway.

πŸ’Œ Here's what to do:

  1. In your first email, which is set to send after a patient attends their first Chiro appointment (you'll need to create a segment to do this) add a button to allow the subscribers to opt in:

  2. Now you need to link that button somewhere - a thank you page on your website is the best option. Enter the URL for your Thank you page into the button settings and save the email.

  3. Now you can add a step after this email and select Condition

  4. Next you'll want to configure your Condition. Select Journey Activity from the dropdown:

  5. Now select the Email step that contains your button:

  6. Now you can select Had a specific link clicked from the dropdown and finally, select the URL to your thank you page that you placed into the button earlier:

Hooray! Your condition works βœ… Now you can go ahead and add a delay, followed by your email series - in our case we'd add 5 emails, and 5 delays with 7 days between them all.

You can use this same method to achieve many things! It doesn't have to just be for those in your patient list. You can create custom lists of non-patients such as leads and create complex automations just like this for them too.


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