Post event follow up workflow

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

We will have a regular offline events. I will to create a workflow to event attendees after they attened:

1- one day after event: thank you email for attending

2- 30 days after event: send email to those not submited any cases with a free case offer

3- 90 days after event: send email to those not submitted any cases to remind them the free case offer.

end of workflow.

After each event, i will have the attendee list that i can upload to HS.

I am not sure how this could work if any one can give me an example that would be great.

2

Hi @GChen0,

After each event, upload your attendee list and use a property (like “Last Event Date”) to stamp the date of that event. Then, build a workflow that triggers off that date, using delay steps to space out the emails:

  • Day 1: Send thank-you email
  • Day 30: Add an if/then branch to check if they’ve submitted a case → if not, send free case offer
  • Day 90: Check again if they’ve submitted → if not, send reminder

Best,

Jess

3

Hi @GChen0,

This can be done nicely and easily both with regular emails and with workflows.

Here’s how you would set this up with workflows:

  1. Import your list
  2. Create contact-based workflow: Create workflows
  3. Enroll contacts based on ‘When filter criteria is met’ > find your import by list membership
  4. Add email 1
  5. Add a delay for a set amount of time: https://knowledge.hubspot.com/workflows/use-delays
  6. Add an AND/OR branch and filter for the free case offer form submission
    1. If they meet the branch criteria, the workflow ends in that left branch
    2. In the right branch, the “none met” one, you continue by adding email 2
  7. After email 2, add another delay, another branch (like step 6) and email 3

Give it a try and let me know if you have any follow-up questions. Feel free to share a screenshot of the workflow here for review.

Best regards

4

Hi @GChen0

This can be easily done by creating a workflow with branches and some criteria. I have attached the screenshot of what this workflow will look like

GRajput_0-1746025583643.png
GRajput_0-1746025583643.png1110×2791 194 KB

I hope this will help you out. Please mark it as Solution Accepted and upvote to help another Community member.
Thanks!

5

Thanks Gaurav.

Will try this!

G

6

@GChen0 just a friendly warning here, that workflow, as pictured might not do what you described as a requirement. The first branch is checking whether a contact arrives there before April 30th – if you turn on the workflow later, all contacts go down the right path, a dead end. There is no need for this step 1 and 2. The workflow can, as I described, start with step 3 immediately, assuming that you turn on the workflow when you want it turned on.