When a contact interacts with one of your transactional emails, consider following up with additional information or requesting feedback. This is a great opportunity to show that you value their experience and are committed to building a stronger relationship with them.

Why send an email after a contact interacts with a transactional email?

Sending follow-up emails or requesting feedback after a contact interacts with transactional emails, like account activations or order confirmations, demonstrates your commitment to their experience. It shows that you want to build trust and loyalty beyond a single transaction.

Expand the following accordions to explore examples of transactional activity automations:

Select the pre-built automation

Brevo offers a pre-built automation that you can use to send a follow-up email to contacts who interact with one of your transactional emails.

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

You will now be automatically guided through a series of two steps to create your automation.

Step 1/2: Let contacts enter the automation when they interact with one of your transactional emails

The trigger for the automation is "Email opened". Brevo automatically records when a contact opens or clicks a link in one of your transactional emails, which allows you to use this data to automate follow-up emails. If needed, you can refine the trigger to target specific emails or add conditions, such as requiring the contact to click a specific link within the email. 

1. (Optional) Refine the "Email opened" trigger by applying Event filters. This way, you can which specific transactional email will trigger the automation.
   1. Under Email filters, click Add filter.
      
   2. Click Add filters and choose the conditions you want to apply to refine the trigger. For this example, we selected the condition Email name > is exactly > "Your Order is Confirmed! Here’s What Happens Next".
   3. Click Add filters.
      

2. (Optional) Restrict your automation to contacts who meet specific criteria by applying Contact filters. This gives you more control over which contacts can enter the automation. For example, you could set the automation to trigger only for contacts who not only opened the email but also clicked a link within it. 

   1. Under Contact filters, click Add filter.
      
   2. Click Add filters and choose the conditions you want to apply to control which contacts can enter the automation. For this example, we selected the condition Email > Link clicked in an email > Email name > is exactly > "Your Order is Confirmed! Here’s What Happens Next" and Link url > is exactly > "https://www.the-green-yoga.com/loyalty_program".
   3. Click Add filters.
      
3. Click Next.

Step 2/2: Send the follow-up email

You'll now design and configure the follow-up email that you'll send to contacts who interact with your transactional emails. To learn more about sending emails from an automation, check our dedicated article Send an email from an automation.

1. Preview and edit the default email template or choose a new one.
   
2. Design your email template by updating its content and adding any extra content or blocks as needed. To learn how to use the Drag & Drop editor, check our dedicated series of articles.
3. (Optional) Click Preview & test to verify personalized details, like the recipient's first name, and review the design and layout of your email template.
4. Once you're done, click Use this design in automation in the top bar of the email editor to save your email template and return to the automation editor.
5. Configure the settings of your email template:
   • Event data
   • Subject line and preview text
   • Sender email address and name
   • Additional settings, including email sending time, email copy, reply-to address, tags, attachment, profile update form, unsubscribe form, and more.
6. Click Save.

Activate the automation

Once everything is set up, you can activate the automation:

1. In the top bar of the editor, click Activate automation.

2. (Optional) Adjust the audience entry and exit conditions to control if contacts can re-enter the automation after exiting or determine specific events that cause them to immediately exit or restart the automation. To learn more, check our dedicated article Define and manage the audience entry and exit conditions for an automation.
   

3. Click Activate automation.

⏭️ What's next?

• Send an automated welcome email to new contacts
• Send an automated birthday or anniversary email
• Send automated winback emails to recover lost customers

🤔 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.