Automate Daily Marketing Email (newsletter)

[SJeremias]

i am not sure quite how to word this, but, here goes.

1) i created a form that collects email and models (can be one or many).
2)  I  have created matching automated marketing emails for each of the 10 models

3) i want to setup 1 WF, which i dont think i can do, where depending on which model the contact selects, will send the automated marketing email.  i realize i can achieve this with creating 10 seperate WF, but...is there a way to ideally check each branch so if they select model 1, send email, if they select model 4m send email and so forth.

[JWingate2 · Accepted solution]

How it works is you set up multiple branches and "if" it's not the first branch, it "then" moves to the second. "If" it doesn't meat the criteria of the second branch, "It" then checks the third... etc. 

[JWingate2]

Hi @SJeremias ,

I believe you answered your own question. You would use branching, specifically the "And/Or" logic then build out the criteria they have to meet to be entered into each branch which would be the models.

Under each branch you would then build out the newsletter they would receive

[SJeremias]

I think thats where i am getting tripped up is when you setup the and/or
logic, its going to be one or the other.
how do i get back into the flow to check the next box?

[image: image.png]

[JWingate2 · Accepted solution]

How it works is you set up multiple branches and "if" it's not the first branch, it "then" moves to the second. "If" it doesn't meat the criteria of the second branch, "It" then checks the third... etc. 

[SJeremias]

yeah.i get that but in my scenario
it will meet the criteria of the first box bc they selected model 1, and
model 2 and model 3 etc etc.
so its not really an if then but if all

[karstenkoehler · Accepted solution]

@SJeremias in that case you would nest if/then branches, using the "Go to action" workflow action.

1. First if/then branch
2. If criteria are met, go down left branch and set up desired actions in this branch, then use "Go to action" workflow action to jump to the branch from step 3 below
3. If criteria are not met, go down right branch and set up next if/then branch
4. Repeat with additional branches and continue to the bottom right

Similar to what I described here: https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/Can-member-of-workflow-be-removed-from...