CRM

YaakovS
Member

What determines which emails on a Company record are sent to?

SOLVE

Hi,

 

We are just beginning to explore what is possible in list-building.

We have contact lists that are dynamic.  We have not used Company properties.

Using filters to create a segmented list of companies is doable.

How can we set up different email fields on the Company to be sent an email when the list is used?

Example: 

Each Company has (a) Primary Contact Email and (b) Secondary Contact Email.

How can I send an email to each Primary Contact and Secondary Contact in my list of Companies?

Alternatively,

Let's say we identify a list of contacts in List #1.  (using Contact properties)

We identify a list of companies in List #2.  (using Company properties)

Is there a way to use an "associated company" property to connect contacts to companies so that we send an email to multiple contacts for each of the selected companies?

 

Thanks,

Yaakov

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

What determines which emails on a Company record are sent to?

SOLVE

Hi @YaakovS,

 

Great questions!

 

In HubSpot, email addresses are by default only stored on a contact level, not in company records. You wouldn't be able to set up email properties for a primary or secondary company email on a contact record. (You could store an email address in a single line text property, but you wouldn't be able to build a recipient list that way.)

 

For emails, you need a list of contacts. And yes, you can build a contact-based list and filter it by company properties. Just click "Create list" > "Contact-based" and find "Company properties" in the left sidebar.

 

You could now filter for contacts that are associated with a company from a certain industry, country/region, have a certain amount of associated contacts etc.

 

These can of course be combined with contact-level filters, e.g. contacts in decision-making roles only associated with companies from specific industries.

 

You can find a list of all company properties to filter by here: https://knowledge.hubspot.com/companies/hubspot-crm-default-company-properties

 

Hope this helps!

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.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

What determines which emails on a Company record are sent to?

SOLVE

Hi @YaakovS,

 

Great questions!

 

In HubSpot, email addresses are by default only stored on a contact level, not in company records. You wouldn't be able to set up email properties for a primary or secondary company email on a contact record. (You could store an email address in a single line text property, but you wouldn't be able to build a recipient list that way.)

 

For emails, you need a list of contacts. And yes, you can build a contact-based list and filter it by company properties. Just click "Create list" > "Contact-based" and find "Company properties" in the left sidebar.

 

You could now filter for contacts that are associated with a company from a certain industry, country/region, have a certain amount of associated contacts etc.

 

These can of course be combined with contact-level filters, e.g. contacts in decision-making roles only associated with companies from specific industries.

 

You can find a list of all company properties to filter by here: https://knowledge.hubspot.com/companies/hubspot-crm-default-company-properties

 

Hope this helps!

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.