We are moving processes over to HubSpot and thought we should check with community on the best approach for this in HubSpot.
We a new member signs up we enterthem into an onboarding drip campaign which send them emails over the next few weeks introducing platform features, etc. What is the best way to manage this in HubSpot?
Our inital thought is to use a workflow. I am guessing we can enter the user into the workflow at signup and have it send emails as they work their way through the flow. Perhaps use wait’s of a week, etc. to space out emails. I am guessing we can tie these emails to a `subscription` to allow the user to opt-out of the emails (and perhaps remove them fromt he workflow).
Am I thinking about this the correct way, does this even make sense? I appreciate your feedback.
@brettski Thank you for reaching out, your thought process is aligned with best practice.
That strategy is an effective one if you know the cadence at which someone a user should receive the emails explaining the platform features.
To take things to the next level, you could automate emails to send based upon behavioral events (or lack of).
For example, if someone has signed up and not shown activity in X amount of time you could send them a high fidelity email offering a walkthrough or demo’ing your highest value platform features.
Main thing to consider is the user experience:
Are you offering something of value to the user?
Does the email help them discover new functions along the customer journey?
Are you sending your emails at the right time?
Is your content tailored towards that user’s personal experience?
Cool, thanks for the reply. How about getting them into the workflow? I was thinking about using a subscription, since it is needed for the emails anyhow and if they opt out, they really don’t need to be in the workflow any lonager. My thought process being, once the user completes their signup we’ll use the API to add them to Subscription Type that all the emails in the campaign are aligned to. I am assuming we can use “subscribe to a subscription” as a trigger (I still haven’t looked this up yet, it’s on my list). Seem plausable, is there a better approach with the HubSpot platform?
