Event Flows | Setting Up an Event Flow for Quotation Link Clicks

Event flows in Spotler SendPro allow you to automate follow-ups for email interactions such as opens, clicks, and bounces. This guide explains how to set up an event flow to notify your sales department when a client clicks on a quotation link in an email.

1. Set Up the Quotation Email Flow
2. Configure the Click Reporting Flow
3. Create the Event Flow
4. Implement JSON Data Templates
5. Test and Activate the Flow

Step 1 Set up the Quatation email flow

First you need to setup a regular flow for the message that you will send to your customer.

1. Create a new flow for sending the quotation email to the customer.
2. Ensure click tracking is enabled to monitor link clicks.
3. If you plan to use email data later in the process, enable message archiving.
4. Define the conditions for triggering the email (e.g., based on the subject or using a flow selector if an API source is involved).

Step 2 Configure the click reporting flow

Create a new flow to report when a customer clicks on the quotation link.

Ensure the flow contains:

• A flow selector to specify the triggering condition.
• A source setup by an administrator within your account.
• An email template for notifying the sales department.
• A Set Sender flow step to define the sender.
• A Rewrite Recipient flow step to direct the notification email to the sales department

Step 3 Create the Event Flow

Once this has been configured. You can setup your event flow. In this case you want to trigger this message when a clicked event has been received for the quotation link in the first email that is sent to your customer.

1. Define the event flow that triggers a notification email when a customer clicks on the quotation link.

2. Select the quotation email flow as the trigger source.

3. In the event conditions, specify that only clicks on the quotation link should trigger the flow.

4. Use the JSON Data Template to retrieve data from the original message. Example of the template below:

Step 4 Implement JSON Data Templates

To extract message details for follow-up actions, insert the following JSON Data Template:

<#if event??>
<#assign archive = fetchMessageArchive(event.message.id) />
</#if>
${toJson(.main)}

1. Place the template in the flow.
2. Add a Submit new message flow step after the template.
3. Select the appropriate triggered flow for the next action.
4. If needed, adjust the source settings under the Advanced tab.
   
   

Step 5 Test and Activate the Flow

Send a test email with the quotation link.

Click the link to verify that:

• The event is recorded
• The event flow triggers correctly
• The sales department receives the notification email
• Monitor the flow logs for any errors or misconfigurations
• Activate the event flow once testing is successful

Event flows can be utilized to follow up opens, clicks and bounces in almost any way you want. This allows you to follow up these event in a way that suits your organization.

Maybe you want to customize your bounce messages and notify more people than just the original sender. Perhaps you want to follow-up a bounced email with an SMS message to make sure important information gets to your recipient. Spotler SendPro offers you a tool to make this happen in the form of event flows.