I love HubSpot. I often joke that I bleed orange. And I’ve used the vast majority of other platforms out there. But this one feature, this one thing, seriously makes me want to tear out my hair and claw at my eyeballs at least once a week.
This is a visual representation of what we want and need:
Beyond just rejoining if/then legs, allow us the ability to:
- Create template ‘Sequences’ that are smaller ‘sections’ used inside Workflows.
- Clone or copy sequences or sections of workflows so we don’t have to duplicate them step-by-step, one-by-one every time we need to use them
- Save and transfer Sequences (or even entire workflows) between portals like we can with assets inside the design manager
- Split workflow branches, run different sequences, then join them back together for a common sequence.
- Have contacts enter a workflow at any point, not just at the start, based on meeting a certain criteria or trigger
- Use Tags as a way of segmenting contacts and triggering workflows (i.e. if the ‘Attended June event’ tag is added, trigger this workflow OR if a tag is removed, end a workflow)
- Create a workflow trigger that is simply ‘is a new contact’
- Add a BCC or CC email address as part of the emails sent using workflow automation:
- Add more than one email address on an internal email by using contact properties that store email addresses (currently you can only add one, and if you want to add more than one, you need to type the emails in manually, which eliminates the ability to store email addresses centrally). See:
I want to add the rep email address AND the sales manager using contact properties that store an email address. If we manually type in the email addresses and someone leaves the organization, then we have to go back through multiple workflows and manually update all of them. Using a contact property, I can just update the one property and all of my workflows will be updated.
- Add a ‘Wait’ element where the campaign will pause until the contact takes a specific action or you collect certain information about them
- Add a ‘Split Test’ component that functions similar to an if/then branch that allows you to A/B test two sequences to see which one performs better
- Add a ‘Go To’ action where contacts can skip past multiple steps and enter further down the workflow
- Add an ‘Add note’ action where it will post a pre-written note to the timeline of a contact record
- Add or remove a contact from a Facebook Custom Audience
I was part of a demo on an early beta for the if/then rejoining almost a year ago now. I haven’t heard a peep about it since. I have been told by my CAM that the team designing it was diverted to something else and this has taken the backburner for now. Using HubSpot literally every single day across mutliple client platforms, I honestly cannot see one other feature that’s more important to be addressed than this one.
I HATE having to duplicate 19 steps in a workflow down another leg of an in/then branch simply because we can’t join them back together after a piece of logic. And stitching them together using mutliple workflows just further complicates what should be really freaking easy. And while I’m not a programmer, I can’t possibly see why this is so difficult to do. If you’re using HubSpot’s more advanced workflows, you’re on Pro and paying $800+/month. You have countless competitors that charge $40/month that DO provide this very simple workflow step.
There’s only one thing I hate more than having to duplicate work to accomplish a single task, and that’s having to go back afterwards and REDO work - i.e. the longer it takes to roll it out, the more workflows that will have to be overhauled and redesigned after it’s ready
Please.. HubSpot… PLEASE. For all the love of marketing automation in the world, PLEASE PRIORITIZE AND FAST TRACK THIS FEATURE. It is literally so frustrating that it sometimes ruins my whole day. And I’m not even exaggerating.
P.S. I see others saying it’s enough that they would move to a different platform. I won’t. I love HubSpot. But GRRRRRRR this feature!!!
CC: @bellawu