Nurture leads email marketing

Marketing & Content Hub Email Marketing Tool
1

Hi everyone,

I’m creating a workflow for lead nurturing, targeting contacts we’ve interacted with but didn’t convert. Here’s how the workflow is set up:

  1. Add contacts to a list.
  2. Set their marketing contact status.
  3. Send the first email.
  4. Wait 5 days to see if they submit a form.

Here’s the issue: After the 5-day wait, all leads are moving into the “Yes” branch, even if they haven’t submitted a form.

I’ve double-checked the setup, but it seems like the branching logic isn’t working as expected.

Does anyone have ideas or suggestions to fix this? I need the leads that didn’t engage to continue in the “No” branch of the workflow.

Note: I’m using the dealy where “event occurrence” and group one is “Has compeleted: Form Submission”

Thanks in advance for your help!

2

Hi @Sgram,

Can you please share a screenshot of your entire workflow (ideally) but (at the minimum) the branch criteria you’re referring to? The more detail the better, without screenshots, helping is going to be very difficult.

Best regards

PS. What’s ‘dealy’?

3

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Here are the screenshot I’m referring to, please let me know if you see a mistake.

4

Hi @Sgram,

What this is currently doing is letting contacts wait for up to an hour, unless they submit a form in the meantime – in which case they proceed immediately.

Then you’re checking whether they have ever submitted a form (but that branch is labeled as ‘Email opened’, misleadingly).

In another branch, you’re checking whether a sales email has bounced – and then the screenshots cuts off.

Please share a full screenshot of all branch criteria.

If contacts move down the first two branches, then either because they have ever submitted a form or their email has bounced or [criteria cut off].

Best regards

5

Here is the full branch criteria. How can I track the resubmission.

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6

@Sgram it looks like all contacts will go down the first branch if they have ever submitted a form and the second if a sales email bounces or the contacts unsubscribes / marks an email as spam. If neither is the case, they’ll go down the none met branch.

If that’s not what you want to achieve, what exactly is your goal?

7

The goal is once they recieve the email and if they resubmits the form it will go to interested branch. If the contact bounce, marks the email as spam or unsubscribe from communication, it should go to not interested branch and if they do neither of these things then it has to continue to not met branch to continue to get more emails.

8

@Sgram resubmission of a form cannot be filtered directly – you would need a separate custom number property and workflow that enrolls contacts every time they submit the form, then increases the value in that number property by 1.

Once you have that number property, you can filter in your branch whether the number in that property is 2 (which would correspond to a re-submission).

9

Would this work? I have refine the filter by date.

Because hubspot has a built in property for number of for submissions and for some contacts it has the value of 3 to 6.

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10

@Sgram from what you’ve told me: no. This filter could still hold true for the original form submission, not the resubmission. The HubSpot property for number of form submissions is not specific to this exact form, but all forms.

11

Thanks! @karstenkoehler