Implementation of automated flows in HubSpot Pro account

[evs949]

Hello, I would like to ask if it would be possible to implement the following automation flows in a HubSpot Pro account, and what would be the most appropriate way to configure them:

After-sales flow: Send a survey after purchase and, if a negative rating is obtained, refer the contact to the support team.

Reactivation of inactive customers: Detect users who have not made purchases or shown activity in the last 90 days.

Reactivation of inactive leads: Identify subscribers who have not interacted on the website for 90 days.

Segmentation by product category: If a customer purchases products from a certain category, send them a series of related emails.

Follow-up by visit: When a user browses a specific category without making a purchase, activate a sequence of emails.

First purchase anniversary: Send communications to those who made their first purchase a year ago and have interacted in the last 180 days.

VIP customers: Identify contacts with multiple orders or a high purchase value to reward them with an email campaign.

To activate these flows, would it be necessary to create specific lists and ensure that contacts are marked as marketing contacts?

[karstenkoehler · Accepted solution]

Hi @evs949,

Happy ot help.

• After-sales flow:
  • Create a survey and configure it to be sent based on the deal close date: https://knowledge.hubspot.com/customer-feedback/create-a-custom-survey
  • Set up a survey-response-based workflow that notifies support team for negative sentiments: https://knowledge.hubspot.com/workflows/create-workflows
• Reactivation of inactive customers:
  • Create a list of contacts who have deal close date less than 90 days ago: https://knowledge.hubspot.com/lists/create-active-or-static-lists
  • Create a second list of contacts who are not on the first list AND with lifecycle stage = customer
• Reactivation of inactive leads: same logic as above, filter for the contact property 'Last seen'
• Segmentation by product category:
  • Set up a deal-based workflow that enrolls closed deals, branches by product, then add automated emails: https://knowledge.hubspot.com/marketing-email/create-automated-emails-to-use-in-workflows
• Follow-up by visit:
  • Set up a contact-based workflow that enrolls based on page views, then sends automated emails
• First purchase anniversary:
  • Create a contact-based workflow that enrolls contacts once (no re-enrollment) when they're associated to a won deal, delay for 365 days, send an automated email after
  • (not sure what you mean by "interacted in last 180 days")
• VIP customers:
  • You can use roll-up properties to count how many associated won deals there are for a contact or company: https://knowledge.hubspot.com/properties/create-calculation-properties
  • Once you have this property, build a list or filtered view for contacts / companies with a number greater than 5, 10 etc

Marketing contact status is relevant for all of the automations above that send automated emails, yes.

Please have a look at the linked documentation and let me know if you have any follow-up questions.

Best regards!

[karstenkoehler · Accepted solution]

Hi @evs949,

Happy ot help.

• After-sales flow:
  • Create a survey and configure it to be sent based on the deal close date: https://knowledge.hubspot.com/customer-feedback/create-a-custom-survey
  • Set up a survey-response-based workflow that notifies support team for negative sentiments: https://knowledge.hubspot.com/workflows/create-workflows
• Reactivation of inactive customers:
  • Create a list of contacts who have deal close date less than 90 days ago: https://knowledge.hubspot.com/lists/create-active-or-static-lists
  • Create a second list of contacts who are not on the first list AND with lifecycle stage = customer
• Reactivation of inactive leads: same logic as above, filter for the contact property 'Last seen'
• Segmentation by product category:
  • Set up a deal-based workflow that enrolls closed deals, branches by product, then add automated emails: https://knowledge.hubspot.com/marketing-email/create-automated-emails-to-use-in-workflows
• Follow-up by visit:
  • Set up a contact-based workflow that enrolls based on page views, then sends automated emails
• First purchase anniversary:
  • Create a contact-based workflow that enrolls contacts once (no re-enrollment) when they're associated to a won deal, delay for 365 days, send an automated email after
  • (not sure what you mean by "interacted in last 180 days")
• VIP customers:
  • You can use roll-up properties to count how many associated won deals there are for a contact or company: https://knowledge.hubspot.com/properties/create-calculation-properties
  • Once you have this property, build a list or filtered view for contacts / companies with a number greater than 5, 10 etc

Marketing contact status is relevant for all of the automations above that send automated emails, yes.

Please have a look at the linked documentation and let me know if you have any follow-up questions.

Best regards!

[evs949]

Thank you very much @karstenkoehler . And if I wanted to set up a workflow to send a first mail and after 5 days send another mail only to those users who have not purchased after this first mailing. closing date has not been updated in the last 5 days and the first mailing has been sent? Would this be ok configured?

[danmoyle · Accepted solution]

+1 to the resources from @karstenkoehler here, @evs949. The only thing I'd add for consideration is that you're likely looking at multi-hub usage here, but all at the Professional tier. When you talk about triggered surveys, Service Hub comes to mind. Post-sales needs, lists, and theother questions makes me think of Marketing Hub. So you're probably looking at Marketing + Service Hub Pro as a package. 

[Victor_Becerra]

Hi @evs949 
Thank you for reaching out to the Community!
I'd like to invite some community members who are subject matter experts to join this conversation.
@karstenkoehler @HFisher7 @danmoyle - Would you be able to share any insights on this? Your expertise would be greatly appreciated.
Best,
Victor