marketing emails do not display content in activity feed

Marketing & Content Hub Email Marketing Tool
1

We use highly personalized marketing emails to confirm the details of a contact’s form submission. When sending the email via workflow automation the content of the email is not displayed in the record. Our form submissions are hybrids of the woo e-commerce platform on top of Wordpress using formidable forms and the hubspot form API. In order to get some of the product details from the submission we must shortcode the product details into a single form field connected to a property in hubspot called product interest. This product interest property updates in hubspot but is not picked up by the HubSpot API interaction with Formidable forms and thus we do not have the full information the sales rep needs when looking at the contact record activity feed FORM SUBMISSION. As a work-around I have the workflow create an unassigned task that mirrors the content sent to the contact in the marketing email. As the record of authority, we need hubspot to display the content sent to contacts, not a link to the template use to send the content. Please advise how we can get a record of content of the marketing email sent via workflow automations.

2

Hi @BruceProck,

Thank you for reaching out to the Community!

The option to show the content of a marketing email on a record’s timeline is not an available feature at the moment, but I have found a feature request with a similar use case in our Ideas forum.

We use the Ideas forum to collect ideas on how we can improve the product for our customers. Product pays particular attention to the top voted ideas & takes them into consideration along with other feedback channels, it would therefore be great if you can give the idea an upvote.

I also wanted to tag in a couple of subject matter experts to see if they have any suggestions or a workaround they can think of:

hi @Kevin-C, @Phil_Vallender, @MandyDROS, any ideas? Thank you!

Cheers
Mia, Community Team

3

Hi - was there any feedback from the SME’s on how we can surface auto emails in the Activity log, to show that they have gone out?

This would be very beneficial as an audit log, reminding agents when auto notifications have been sent out.

Thanks,

Jon.