we have courses a contact can roll in on our page.
We have them as custom objects in hubspot, too and when someone enrolles to them, we associate them to the object in hubspot.
can i use this as a workflow trigger?
For example, to send a reminder to them, when they not complete the course in 7 days?
It would be great to use the text infos from the course object, so we can build one workflow for multiple courses.
i have seen the suggestion to use a calculated property to count the amount of objects associated. but this would just allow a generic reminder ‘you have uncompleted courses’ or?
For example, to send a reminder to them, when they not complete the course in 7 days?
If that’s the idea / requirement, you would have to create a workflow based on your custom object (courses). Assuming that the course has a start date property, you would enroll courses when the start date is more than 7 days ago – and then add an action to send an automated email.
This would be one workflow that could work across all courses, no need to create one per workflow, as one as you keep the email generic enough. That email could however reference the start date and course name and would be far more beneficial to the recipient than, I would think, an unspecified content saying that there are open courses.
As its an online course, anyone can start the course when they want. So not really a start date based on the custom object = course.
Or would you suggest to create a new object for each single contact subscribes to a course?
So the custom object would be more of a combination of a contact and a course, basically it would be a course_enrollment object then, which might result in a huge amount of custom objects then?
For example, to send a reminder to them, when they not complete the course in 7 days?
Is this the date of the association? If so, then you would need a lot of custom properties to store the start dates per course.
Instead, yes, I would typically create a enrollment object where each learner gets a record per course. You could then easily send emails based on when they enrolled, when deadlines are due etc.
Yes, this will result in a large number of records, but I don’t see this as a bad thing.
when a user starts a course on the website, we associate the contact to the object via api - so it would be the association date - which woul be the event which would be great to use as a trigger (but not existing as i understand).
i also checked - there is no event created for that in an contacts overview. Custom Events seems to be a (relativly) new function on hubspot, would this be a usecase?
> how do you then currently know this, where is this information stored?
we would need to remove the association after the 7 days or have a completed event i guess and check in the workflow for that.
@eas my recommendation would still be to create a custom object for the interaction of a contact with a course – otherwise you will not be able to reliably send automated email communication based on a contact’s interaction with a course (enrollment, due dates, completion) once there is more than one course a person attends.