Transactional Activity: send an email when a contact interacts with your transactional email

In this article, we will explain how to automatically send an email to contacts who open or click one of your transactional emails.

When a contact interacts with one of your transactional emails, you may want to send them another email to give them additional information on a certain process or ask for feedback.

Before you start

We advise you to create your email template before starting this procedure as you will be asked to choose or create a template in Step 2 below.

Select the Transactional Activity workflow

To select the Transactional Activity workflow:

  1. Go to Automations.
  2. Click Create an automation.
  3. Select the Transactional activity workflow.
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  4. Click Use this automation.

From now on, you will automatically be guided through 2 steps to create your Transactional Activity workflow.

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Step 1: Contact interacts with your email (entry point)

The entry point for the Transactional Activity workflow is Email Transactional Activity. Brevo automatically records when a contact opens or clicks one of your transactional emails. These statistics are available in the report of your transactional emails.

To add your entry point:

  1. Select the type of interaction:
    • Opened: send an email to contacts who simply opened your transactional email.
    • Clicked: send an email to contacts who opened your transactional email AND clicked one of the link inside of it.
  2. If you selected Opened, select the transactional email you want to track.
  3. If you selected Clicked, select the transactional email and the link(s) you want to track.
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  4. Click NEXT.

Step 2: Select the email you want to send to your contacts

The next step in the Transactional Activity workflow is to send an email. You will have to choose the email template you want to send to your contacts.

To select the email template you want to send to your contacts:

  1. Select an email template between:
  2. If necessary, select the following options:
    • I want to send a hidden copy of this email: select this option if you want to receive a copy of the welcome email every time a contact receives it. You can send a hidden copy of the email to specific recipients separated by commas or to contacts that contain a certain contact attribute.
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    • I want to choose when to send this email:
      • Send at the best time: we maximize the open rate by delivering your emails at the optimal time for each recipient over a 24 hour period.
        💡 Good to know
        This feature is available for Business and Enterprise plans.
      • Choose a specific time frame: you can choose when you want to send the email, for example any day of the week at 8 am.
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    • Use my event data to customize the email: select this option if you want to customize your email with a set of values generated from a previous step or from the entry point of your workflow.
      For example, if you inserted a placeholder for the contact's name in your email template, it will be automatically replaced by the actual contact's name at the time your email is sent.
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  3. Once you are done, click FINISH.

You can then update the workflow and add as many additional steps as possible (delay between the entry point and the sending of the email, conversion after a purchase, etc.).

Activate your workflow

Once you are done setting up your Marketing Activity workflow, you can activate it to test it and allow contacts to receive your welcome email.

To activate your workflow, click Status: Inactive and select Active.

Test your workflow (optional)

To make sure your workflow works well, you can test it yourself before activating it.

To test your workflow:

  1. Click Test the workflow.
  2. Enter the email address you want to test the workflow with.
  3. If you added a delay before the sending of your email, select Skip 'Wait For' steps.
  4. Click DONE.

You will receive the email in the next few minutes.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo expert partner.

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