Website Workflow Similar to Abandoned Cart

[alexagatiss]

Where can I find more information about setting up an "abandoned cart" type email through HubSpot when people view pages. We don't have shopping available on the website, but just hoping to send an email acknowledging the content they were looking at. Can someone point me to where I can find the steps to implement this- I'm guessing it would be a workflow? 

I get confused because I know that there is a list of unknown users with companies listed who have viewed the website. At the same time, if we have a contact name in HubSpot, HubSpot also tracks that as well, but it's somewhere different / a different property / stored somewhere different?

[karstenkoehler · Accepted solution]

Hi @alexagatiss,

Website visitors (companies) are not associated with an email address, so these are handled a bit different than actual contacts. If someone has accepted cookies and previously submitted a form or clicked through a marketing email, yes, you can filter for that.

To do so, in a contact-based workflow, add enrollment criteria: When filter criteria is met > Page views

You can then add a delay (at least a few minutes, I would say), then send an automated marketing email.

Keep in mind with such a workflow that it might be considered intrusive. Not only do a lot of users not realize they're being tracked (and pointing it out to them by sending an email immedialy can be a negative aha-moment for them), sending it immediately or every time they do something, might be too much.

Best regards

[Upvise · Accepted solution]

Hi @alexagatiss 

You’re on the right track — you can build an “abandoned content” email flow using Workflows + Website Page Views in HubSpot. Here’s how to piece it together:

1. Known Visitors Only

This works only if the visitor is a known contact (cookie + filled out a form before). HubSpot can’t email unknown visitors, even if you see their company in Traffic Analytics > Prospects.

2. Trigger a Workflow: Page View

Use a contact-based workflow triggered by:

• Contact has viewed URL containing [your-page-slug]

(Found under “Website activity” in enrollment triggers)

3. Add Delay (Optional)

To avoid being creepy-fast:

• Add a delay of e.g. 30 min – 1 hour after the page view

4. Send Follow-Up Email

Build a simple marketing email that:

• Acknowledges the content

• Adds value (link to related blog, guide, etc.)

• Encourages next step (demo, contact us, etc.)

5. Refinements

You can make it more advanced by:

• Checking if they didn’t view another “conversion” page after (e.g. thank you page)

• Enrolling based on category (e.g. URL contains /product-x/)

• Scoring engagement over multiple views

Known vs Unknown Visitors

Here’s the confusion sorted:

• Known visitor = Appears in the CRM (contact record), has cookied session, email known → you can send them emails & track activity

• Unknown visitor = Shows up in Traffic Analytics > Prospects (via reverse IP lookup) → no email, no contact record, no automation possible

You can use the company info from Prospects for sales outreach, but not automated emails.

Let me know what your use case is (product pages, whitepapers, pricing?) and I can help with a workflow recipe.

[karstenkoehler · Accepted solution]

Hi @alexagatiss,

Website visitors (companies) are not associated with an email address, so these are handled a bit different than actual contacts. If someone has accepted cookies and previously submitted a form or clicked through a marketing email, yes, you can filter for that.

To do so, in a contact-based workflow, add enrollment criteria: When filter criteria is met > Page views

You can then add a delay (at least a few minutes, I would say), then send an automated marketing email.

Keep in mind with such a workflow that it might be considered intrusive. Not only do a lot of users not realize they're being tracked (and pointing it out to them by sending an email immedialy can be a negative aha-moment for them), sending it immediately or every time they do something, might be too much.

Best regards