Unlocking the Power of Automation Triggers in MyVideo.Email

Automation triggers let you turn recipient behavior into the next best follow-up automatically.
Instead of guessing when to follow up, your system responds based on what the prospect actually does.

Why This Matters #

With trigger-based automation, you can:

• Follow up faster
• Personalize timing and message
• Reduce manual task load
• Improve reply and meeting rates

The Core Engagement Signals #

For a sales follow-up video email, these are your key trigger points:

1. Email opened or not opened
2. Link/snippet clicked or not clicked
3. Video watched (none/partial/full)
4. CTA clicked or not clicked
5. Reply received or not received

Each signal can trigger a different path in your CRM automation.

Example Automation Playbook: Sales Follow-Up Video #

Stage 1: After Send (0–24 hours) #

If not opened #

• Trigger: No open after 24 hours
• Action:
  • Send a new subject line variation
  • Add task: “Manual nudge call/text”
  • Tag: No Open – First Attempt

If opened but not clicked #

• Trigger: Opened, no click after 24 hours
• Action:
  • Send short text-only follow-up
  • Reframe value proposition in 1–2 lines
  • Tag: Opened – No Click

If clicked but no video watch #

• Trigger: Clicked, no watch
• Action:
  • Send “quick summary” email with 2 bullet takeaways
  • Ask a low-friction question
  • Tag: Clicked – No Watch

Stage 2: Video Engagement (24–72 hours) #

If watched, but didn’t watch all of the video #

• Trigger: Video watch
• Action:
  • Send a shorter replacement video (20–30 sec)
  • Lead with strongest value point immediately
  • Tag: Low Watch

If watched 100% #

• Trigger: Video completed
• Action:
  • Immediate “ready to move forward?” message
  • Route to owner/rep for fast personal follow-up
  • Tag: Video Complete

Stage 3: CTA Behavior #

If CTA clicked #

• Trigger: CTA clicked
• Action:
  • Mark as high intent
  • Move lifecycle stage forward
  • Create immediate follow-up task
  • Tag: CTA Clicked

If CTA not clicked (after high watch) #

• Trigger: High watch + no CTA click after 24h
• Action:
  • Send alternate CTA (lower friction)
  • Example: “Want me to send a 3-point plan instead?”
  • Tag: High Watch – No CTA

Stage 4: Reply Behavior #

If replied #

• Trigger: Reply received
• Action:
  • Stop nurture sequence
  • Assign owner follow-up immediately
  • Set status to active conversation
  • Tag: Replied

If no reply after multiple touches #

• Trigger: No reply after X days/steps
• Action:
  • Enter long-term nurture sequence
  • Lower follow-up frequency
  • Rotate message angle
  • Tag: Nurture – Long Term

Recommended Trigger Priority #

When multiple signals happen, prioritize in this order:

1. Reply
2. CTA click
3. High video watch
4. Click
5. Open
6. No engagement

This prevents conflicting automations and keeps outreach human.

Practical Guardrails #

• Use delays to avoid over-messaging
• Stop sequence on reply or meeting booked
• Keep one clear goal per automation branch
• Review conversion rates monthly and refine thresholds

Bottom Line #

Automation triggers let you run smarter sales follow-up:
the right message, to the right person, at the right time, based on real behavior.