How do I created a workflow to remind my customers of an upcoming event?

Marketing & Content Hub Lists, Lead Scoring & Workflows
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1

Hi,

I am still new to this. I work for an attraction in NY and i want to automate an email sent to guests who have an upcoming visit 48 hours in advance. I am having issues starting it as I am not sure what the trigger should be. Any suggestions?

2

Hi @BDonelson3,

This depends on how exactly you are storing the event / visit information in HubSpot.

Assuming that there is a contact property “Visit date”, you could set up a workflow that enrolls contacts “When filter criteria is met” > “Visit date is less than 2 days from now”, then send an automated email.

The same would work if the visit has a custom object record, the record has a date property and if you create a custom object based workflow with the same enrollment / steps.

Let me know if you have follow up questions. If you can elaborate how contacts book their visit and how the date of the visit is stored, I can confirm / elaborate.

3

Thank you. This was helpful to get me started.

4

You’re on the right track. A common trigger is when a reservation or ticket status changes to “confirmed,” then add a 48-hour delay before the visit date. If your booking system allows webhooks or calendar-based triggers, automation becomes very smooth. Happy to share ideas if helpful.