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CoPilot, trigger emails based on which link is clicked
We are trying to setup separate email campaigns for customers based on what link they click in an email. The links would either lead to more self-service styled or more human assistance. Is this something that is possible in CoPilot currently?
Best answer by dan_ahrens
Hi Sarah, you could use our Inline Survey functionality to ask a single question survey that is then used to determine what subsequent action is taken - either an email directing them to self help resources or a CTA to their CSM noting that the customer needs personal help.
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Did you consider using a survey?
Hi Diane! Could you elaborate on how surveys can help us? Are you hinting towards directly asking customers what kind of service they would prefer? We are trying to attain this data without sending out yet another survey. Thanks!
+2Hi Sarah, you could use our Inline Survey functionality to ask a single question survey that is then used to determine what subsequent action is taken - either an email directing them to self help resources or a CTA to their CSM noting that the customer needs personal help.
VP of Customer Success at Forcepoint
1 person likes this
I would echo the inline survey question option. It's by far the cleanest, and gives you pretty good flexibility in how you present it in the template.
I should add that this would need to be an Advanced Outreach then, which is a portion of CoPilot. That is the only way to do inline questions as of this writing.
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