Ability to email active lists: non-marketing

If you have certain tiers of sales or service hub..

I would suggest doing these emails in a sequence within Sales Hub (so it will be coming from the CS person who has that account or the head of CS.. depending on the sender). That is how our CS teams create emails/templates quickly to engage/support their customers. You can also do this automatically by enrolling them in a workflow and then enrolling them in the sequence.

We do this for:

  • Introing to their CS person x amount of days after signing up
  • Telling them of certain risk behaviors within our software that is pinged (via the API/Private app)

Want to chat more on how we utilize HubSpot for CS/service things? DM me or connect with me on LinkedIn