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"Workflows to create an activity based on an Email Click" in ClickDimensions Help - comment added by Rhys Saraceni

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Hi Chad

You can set up a workflow that runs when an email event record is created, checks to see if the email event type is "click", then creates a record (such as a Phone Call activity). However, setting up the workflow will run it against every email event generated, which may have a negative impact on your CRM performance if you are sending a large volume of emails.

You could also set up a workflow that runs when a sent email record is created and checks to see if the value of the clicks field is > 0. This would reduce the volume of workflow jobs to an extent, but would remove the possibility of checking which specific link was clicked.


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