How to send a weekly reminder for DEALS

CSmidt — Mon, 16 May 2022 17:56:55 GMT

Hello,

I am looking to find a way for the system to send a weekly reminder to users who have a deal in our system. I don't want to send 1 email per 1 deal (so lets say John has 50 deals and Bob has 2 deals - I want them both to just get one email). This would be a reminder email and would need to go out at the same time each Monday.

I've researched quite a bit and I'm not seeing this functionality. Can someone confirm that I am correct?

thank you.

Re: How to send a weekly reminder for DEALS

karstenkoehler — Tue, 17 May 2022 04:34:12 GMT

Hi @CSmidt,

The best way to achieve this would be a recurring report or dashboard email: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards

You would create a report/dashboard that includes the deals you want to highlight and schedule it to be send each Monday.

As far as I know, these can't be made dynamic to ownly show records owned by the recipient. You would either have to set up one report email per rep (I would use the new functionality to send a recurring email for one report only here) or send one dashboard that includes information for all recipients.

Let me know if you need assistance with creating the custom report.

Hope this helps!

topic Re: How to send a weekly reminder for DEALS in Sales Email

How to send a weekly reminder for DEALS

Re: How to send a weekly reminder for DEALS