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?
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.
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.