Tag engaged customers after email click

Track customer engagement from email clicks

Before you begin

Not sure where to use this template? Check out Get started with workflow templates library

About this template

Automatically tag customers who click links in your emails. This helps identify engaged subscribers for targeted marketing campaigns.

Step-by-step guide to set up this template

1

Trigger – New customer sign up

This trigger activates the workflow when a user submits a Notify me form on your store (not during checkout).

📝 Learn more about triggers: Understanding workflow triggers

2

Action – Send email

Send a promotional email to the customer. Make sure the email contains at least one CTA link.

1. Enter the email subject.

2. Select the email template that you have prepared in advance.

If you don’t have an email template yet, check out Create an email template

Read more about the variables you can use in email: Available variables in email templates

⚠️ Without CTA links in your email, the “Email clicked” event cannot be detected.

3

Action – Wait

Wait for 2 hours to give the customer time to open and interact with the email.

📝 Learn more about actions: Understanding workflow actions

4

Condition - An event occured: Email clicked

Set the event to Email clicked, and select the email template from the first Send email action. Check whether the customer clicked a link in the email.

📝 Learn more about conditions: Workflow condition: An event occurred

5

Action – Add customer tags

Add a tag engaged to the customer.

📝 Learn more about variables: Understanding personalization variables in email templates

If the customer does not click the email, the workflow ends without any changes since no action is added in the False branch.

By tagging customers who click promotional emails, this workflow helps you quickly identify engaged users and take action based on their interest.

🌟 Pro Tip:

• Always include CTA links in your email content

• Use clear and compelling CTAs to increase click rates

• The engaged tag can be reused in other workflows or audience segments

Common use cases

The Tag engaged customers after email click workflow template is commonly used when:

• You want to identify customers who interact with your promotional emails.

• You want to automatically tag customers based on email engagement.

• You want to segment engaged and non-engaged customers for future campaigns.

• You want to trigger follow-up workflows only for customers who show interest.

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