CRM

PJohns
Contributor

Automated emails to clients 60 days after last activity? Is it possible?

SOLVE

Hi,

 

Trying to see if / how its possible for HubSpot to help us with the following.

 

We want to send out a general email to our clients, who don't appear to have any activity with us for the last, say 60 days.

 

But the latest activity attributed to a company record. We have several contacts per company and the last time we emailed any of them could vary.

 

I can see there is a Last Activity Date property we could base this on?

But using either a marketing email or sequence as the action? Can't get my head around the workflow here.

 

Any help would be appreciated!

 

Paul

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automated emails to clients 60 days after last activity? Is it possible?

SOLVE

Hi @PJohns,

 

This could be set up using a company based workflow that enrolls companies 'When filter criteria is met' > 'Lact activity date is more than 60 days ago'. You would then ideally specify which associated contact, by association label, should receive the email.

 

However, I would challenge the overall process. Are you sure you want to automate a touchpoint with customers? This can very easily backfire if a touchpoint was simply not documented (unlogged email, unlogged inbound phone call, etc) and with a relationship as valuable as with a customer, I would probably rather consider creating a task for the record owner to check whether a sequence makes sense, for example. I would strongly recommend having a human quality gate before automatically sending communication that is potentially too generic.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automated emails to clients 60 days after last activity? Is it possible?

SOLVE

Hi @PJohns,

 

This could be set up using a company based workflow that enrolls companies 'When filter criteria is met' > 'Lact activity date is more than 60 days ago'. You would then ideally specify which associated contact, by association label, should receive the email.

 

However, I would challenge the overall process. Are you sure you want to automate a touchpoint with customers? This can very easily backfire if a touchpoint was simply not documented (unlogged email, unlogged inbound phone call, etc) and with a relationship as valuable as with a customer, I would probably rather consider creating a task for the record owner to check whether a sequence makes sense, for example. I would strongly recommend having a human quality gate before automatically sending communication that is potentially too generic.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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PJohns
Contributor

Automated emails to clients 60 days after last activity? Is it possible?

SOLVE

Hi Karsten,

 

Thanks for the quick reply. Let me see if I can work on that solution, most appreciated!

 

I am only going to be using this process on a very few 'clients' and totally appreciate what you are saying. I may even create a version of this that notifies a team member to check, view then manually call / email in each case.

 

Automations are great, but we need to keep the safety of a human element as you suggest!

 

Thanks again! 🙂

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