**With Papo (https://papo.global/), you can set up a Flow that monitors email opens and automatically triggers a WhatsApp message as soon as the contact opens the message. The platform combines the Flows module with Email Marketing open tracking, allowing you to create a smart multichannel follow-up without leaving the CRM.**

## Setup summary

| Step | What you do in Papo |
| :--- | :--- |
| 1. Create the Flow | Start a new flow in the Flows module, with the entry trigger of your choice |
| 2. Add the email | Insert an email sending block with the content of your communication |
| 3. Define the condition | Add a condition based on the email open (an event tracked by the platform) |
| 4. Configure WhatsApp | In the "opened" branch, insert a WhatsApp sending block using an approved Message Template (HSM) |
| 5. Activate and monitor | Activate the Flow and track the automatic sends in the contact's history |

## How the Flow with email open works

Papo's Flows module lets you build automated journeys with multiple channels and conditions. When you send an email through the platform, the system automatically records the open (as long as the recipient allows pixel tracking). That information is available as an event that can be used as a condition inside a Flow.

This way, you can create a sequence that:

1. Sends a marketing or transactional email to a contact.
2. Waits for a period or, more precisely, checks whether the email was opened.
3. If the open is detected, it triggers a WhatsApp message with complementary content (e.g., a special offer, a reminder, a scheduling link).
4. Optionally, it can also define an alternative path for those who did not open (e.g., resend the email or wait longer).

The WhatsApp message sent in this flow must respect the channel's rules: if the conversation is outside the 24-hour window, you are required to use a Message Template (HSM) approved by Meta. Papo automatically syncs approved templates and makes them available in the Flow.

## Step-by-step to build the Flow

### 1. Plan the goal and the content

Before creating the Flow, define:

- **Goal**: what action do you expect from the contact after opening the email? (e.g., book a demo, redeem a coupon, confirm attendance).
- **Audience**: who will enter the flow (leads from a list, contacts with a specific tag, etc.).
- **Email content**: subject, body and call to action.
- **WhatsApp content**: a short, direct message that complements the email. If you are going to use an HSM, prepare the template with the necessary variables.

### 2. Create the Flow in the Flows module

Go to the **Flows** module in the Papo panel and create a new flow. It will start as an inactive draft.

- Define the **entry trigger**: it can be the manual enrollment of contacts, the addition of a tag, the movement of a card in the Kanban, or an integration via API.
- Add an **email sending** block. Select the email inbox configured in your account, enter the subject and the body of the message. You can use variables such as the contact's name.
- After the email block, insert a **condition**. Choose the option that checks whether the email was opened (the platform shows this option when the Email Marketing module is active and tracking is enabled).
- In the **"Yes"** branch (email opened), add a **WhatsApp sending** block. Select the approved Message Template you want to use, fill in the variables and define the WhatsApp Cloud API inbox.
- Optionally, in the **"No"** branch, you can schedule a resend of the email or an additional wait.

### 3. Activate and enroll contacts

Review the flow, save it and activate it. Then enroll the contacts that should go through this journey. You can do this manually from the contact's profile or in bulk, by selecting a list or segment.

Once it is activated, whenever a contact enters the Flow and opens the email, the WhatsApp message will be triggered automatically.

## Who this automation is useful for

- **Sales**: leads who opened a proposal by email receive an immediate follow-up on WhatsApp, increasing the chance of conversion.
- **Marketing**: launch campaigns in which the email presents the product and WhatsApp delivers an exclusive coupon to those who showed interest.
- **Events and webinars**: after the invitation is sent by email, a WhatsApp reminder is sent only to those who opened the message, optimizing engagement.
- **E-commerce**: abandoned cart: the email reminds them of the items and, if opened, WhatsApp offers a discount or support to complete the purchase.

## Frequently asked questions

### Do I need an approved Message Template for WhatsApp?
Yes, if the conversation is outside the 24-hour window. Inside the window, you can send a regular text message. Papo recommends keeping approved templates to ensure the follow-up is not blocked.

### How does Papo know that the email was opened?
The platform automatically inserts a tracking pixel into the emails sent through the Email Marketing module. When the recipient opens the message and the images are loaded, the open is recorded and becomes available as a condition in the Flow.

### Can I use this automation with any email inbox?
Yes, as long as the email inbox is configured in Papo and the Email Marketing module is active. Open tracking works for all email inboxes added to the platform.

### What happens if the contact does not open the email?
You can set up an alternative path in the Flow, such as waiting another 2 days and resending the email, or simply ending the flow. The open condition lets you handle both scenarios.

### Is it possible to send the WhatsApp message only to those who opened and also clicked a link?
Yes. The Flows module accepts multiple conditions. You can combine the open with a click on a specific link, refining the trigger even further.

### Does this Flow consume WhatsApp credits?
Yes. Every WhatsApp message sent, whether via HSM or within the 24-hour window, consumes the credits of your WhatsApp Cloud API account, in accordance with Meta's policy.

## Read also

- [How to create a follow-up cadence combining WhatsApp and email in Papo](/hc/papo/articles/how-to-create-follow-up-cadence-combining-whatsapp-and-email-in-papo)
- [How to use the Papo API to send WhatsApp message templates (HSM)](/hc/papo/articles/how-to-use-papo-api-send-whatsapp-message-templates-hsm)

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