I have a published form (“Quiz Checklist Signup”) with a working simple workflow attached (trigger: form submission). I also have a separate, published automated marketing email ready to attach. When I click “Details” on the workflow’s “Send email” action to select which email to send, the side panel never opens or populates — no content appears, even after waiting 60+ seconds, refreshing the page, and testing in a completely fresh incognito browser session (same result both times, on two separate days). Business impact: this is blocking a working lead-capture and follow-up email system for my small business — I have no way to automatically deliver a promised resource to people who sign up through this form, so I’ve had to build a temporary workaround outside HubSpot instead. Has anyone else encountered this specific bug, or found a workaround for the Details panel not loading on a form’s simple workflow email action?
Hi @RobertScerbak,
Would you be able to share screenshots of the assets you have created? A common mistake is that the automated email is not published (sounds like you have that sorted) or that the email is created as a regular email, not an automated one - or that the email is not even a marketing email. All things that your reply suggests are not the case.
Screenshots would help with identifying the cause efficiently.
Alternatively, if you are on a paid subscription, HubSpot support can quickly check what’s going on.
Best regards
Karsten, thanks for the quick response. i am new to Hubspot. I will send you screenshots to support my dilemma. In short I have created a landing page for an app that has a self contained quiz inside the landing page for vistors. when they take the quiz, it asks for their email. once they submit the answers to the quiz, i send them a checklist response. this is the scenario. my plan is to use hubspot to capture the email lists of the quiz takers and then immediately send them the checklist promised them for takin g the quiz, I followed all of the hubspot instructions for two days in a regular browser and an incognito browser. Yesterday, the panel would appear on the left intermittenly. (sometimes it worked an sometimes {like now}), doesn’t appear. i was told to follow these 8 steps and i have several times yet no result. Thanks for your consideration to this matter. i hope you may have a suggestion that resolves my dilemma so i can get this quiz out into the marketplace and use hubspot as it was built and intended to send out the responses to the email list as it build in Hubspot.Go to Forms → Quiz Checklist Signup → Edit.
- Click “Review and update” (top right).
- Click the blue link “Send a follow-up email after form submission.”
- On the Automation screen, click “Details” on the “Send email” box.
- Wait a full 30 seconds without clicking anything else — let it fully load, even if nothing visibly changes at first.
- If a left panel appears with a “Choose an email” dropdown, select your published checklist email.
- Confirm the “Changes needed” warning clears.
- Toggle the workflow to On, then click Update.
Karsten, when i tried to send you screen shots, this messaging functionality in hubspot didn’t allow it. i got bumped twice with a message no “media” files allowed? Please try to respond with the additional info i was able to provide in my first response? Regards, Robert 9737141128