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Workflow Guide: Notification for Opened Emails
Get notified the moment a contact opens an email so you can follow up while engagement is highest.
Following Up At The Right Moment Instead of Guessing When A Lead Is Interested
Timing often plays a major role in successful sales and customer communication. When someone opens an email, it can indicate renewed interest, active engagement, or a willingness to take the next step in the customer journey.
BizStackPro allows businesses to monitor email engagement and automatically notify team members when contacts open important emails, creating opportunities for faster and more relevant follow-up.
Without engagement notifications, businesses may miss critical moments when prospects are actively reviewing offers, pricing information, onboarding instructions, or other high-value communications.
This guide explains how to create notifications for opened emails, how email engagement triggers work, and how to build more responsive communication workflows inside BizStackPro.
Before creating email open notifications, it helps to understand how email events, workflow triggers, internal notifications, contact engagement tracking, sales follow-up processes, and automation workflows work together inside BizStackPro.
What this workflow does
This workflow sends an internal email notification whenever a contact opens an email you sent from BizStackPro. It’s built using the Email Events trigger (filtered to Opened) and the Internal Notification action.
Why it matters: A fast follow-up right after an open can boost replies, booking rates, and conversions—especially for high-intent emails like pricing, proposals, or onboarding.
When to use open notifications
- Sales follow-up when a lead re-engages
- Proposal/pricing emails (high intent)
- Onboarding emails (ensure people are moving forward)
- Team visibility on important account activity
Heads up: Open tracking depends on tracking pixels and device/email client behavior. Treat opens as a signal—not a guarantee.
Step-by-step: Build the workflow
You’ll create a workflow that triggers on “Opened” email events and sends an internal email alert.
Step 1: Create or open a workflow
- Open your workflow builder.
- Create a new workflow (or open an existing workflow).
Step 2: Add the Email Events trigger (Opened)
- Add a trigger and select Email Events.
- Set the event filter to Opened.
- Optional: Choose the specific workflow/email you want to track to reduce alerts.
- Save the trigger.
Helpful tip
If you want fewer notifications, only track opens on your most important emails (pricing, booking, proposal, onboarding).
Step 3: Add the Internal Notification action (Email)
- Add an action and choose Internal Notification.
- Select Email as the notification type.
- Select the user(s) who should receive the alert (you, a rep, or a team inbox).
- Write the message and insert custom values so the alert is actionable.
- Save the action.
What to include in the alert
- Contact details: name + email
- Timestamp: when the open occurred
- Workflow context: which workflow/email triggered it
- Next step: “Call now”, “Send SMS follow-up”, “Assign task”
Example internal email:
“{{contact.first_name}} {{contact.last_name}} opened the Pricing Email at .
Next step: Send a quick check-in message.”
Step 4: Publish and test
- Save the workflow.
- Publish the workflow.
- Send a test email and open it to confirm the notification arrives.
Pro tips
- Send alerts to a shared inbox to coordinate follow-up across a team.
- Create separate workflows for different “high intent” emails.
- Pair the alert with a task action if you want a consistent follow-up process.
Example use case
A prospect opens a pricing email. Your sales rep gets an alert immediately and sends a short follow-up message: “Just checking in—happy to answer any questions about pricing or help you pick the right plan.”
Build workflows that respond to engagement
Open notifications are a simple way to tighten follow-up timing and improve outcomes—especially for high-intent emails.
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Frequently Asked Questions
How do I get notified when a contact opens an email?
Create a workflow using the Email Events trigger filtered for Opened, then add an Internal Notification action configured to send an email.
Can I track which workflow the email was sent from?
Yes. When configuring the Email Events trigger, you can specify the workflow in which the email event occurred.
What information can I include in the notification email?
You can include timestamps, contact details, workflow information, and other custom values available in BizStackPro.
Do I need to publish the workflow for notifications to work?
Yes. The workflow must be saved and published before email open notifications will be sent.
Follow up at the perfect time
When you know a contact just opened your email, you can respond while attention is highest—without guessing.
Faster follow-up. Better conversion timing.
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