Dynamic email based on page views and topic clusters

SOLVE
KrzysztofHendze
Member

Hi,

I want to create a workflow that will send articles from specific topic clusters (that specific contact didn't saw). 

I started with this solution, just to categorize the engagement level of the contacts. My idea is to send the articles that are included in the topic cluster with the message like What you've been missing on...

From what I know it can't be done easily. Is there any solution that will track users' page views - matches it with articles and exclude them from the email? The ideal solution will be a dynamic email with rules "Article A - don't show if contact view Article A" when I will put all the blog posts from the specific topic cluster. Or it can just work based on a page view.

The workflow itself it's not a problem but the limit of dynamic/smart capabilities in email, maybe an external module will fix this?

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1 Accepted solution

Accepted Solutions
Jonno_Price
Solution
Top Contributor | Platinum Partner

Hi @KrzysztofHendze 

 

Great to see you using topic clusters and tailoring content based on interest. My recommendation would be to build workflows using if/then branches to feed relevant content which excludes content already seen. It will be a complex workflow but once you've built one you can clone for the next topic cluster.

For 'tagging' contacts (which you'll need for enrolment triggers) based on topic interest you could either use active lists (e.g. based on page views, form completions, etc.) and / or workflows to update a multi-select custom property on the contact record. E.g. have a "Topic Interest" custom property with list of topic options that get's updated/appended based on actions the contact takes. 

Now that you have your enrolment triggers you can build a workflow with waterfall if/then branches. E.g. if seen  page A / or previsously sent email A then go to next branch. If not seen page A / or email A then send email A. This then cascades down the topic cluster.Follow each with a delay so you don't send loads of emails one after the other. 

So instead of using the dynamic content feature - create automated emails for each topic within a cluster. Then use workflows to determine who gets sent what email. 

Hope that makes sense!

================
Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner

View solution in original post

3 Replies 3
TiphaineCuisset
Community Manager

Hi @KrzysztofHendze 

 

Thank you for reaching out.

 

I want to tag some of our experts on this - @Kevin-C @Jonno_Price @Ben_M do you have any advice for @KrzysztofHendze on this? 

 

Thank you!

Best

Tiphaine


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0 Upvotes
Jonno_Price
Solution
Top Contributor | Platinum Partner

Hi @KrzysztofHendze 

 

Great to see you using topic clusters and tailoring content based on interest. My recommendation would be to build workflows using if/then branches to feed relevant content which excludes content already seen. It will be a complex workflow but once you've built one you can clone for the next topic cluster.

For 'tagging' contacts (which you'll need for enrolment triggers) based on topic interest you could either use active lists (e.g. based on page views, form completions, etc.) and / or workflows to update a multi-select custom property on the contact record. E.g. have a "Topic Interest" custom property with list of topic options that get's updated/appended based on actions the contact takes. 

Now that you have your enrolment triggers you can build a workflow with waterfall if/then branches. E.g. if seen  page A / or previsously sent email A then go to next branch. If not seen page A / or email A then send email A. This then cascades down the topic cluster.Follow each with a delay so you don't send loads of emails one after the other. 

So instead of using the dynamic content feature - create automated emails for each topic within a cluster. Then use workflows to determine who gets sent what email. 

Hope that makes sense!

================
Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner

View solution in original post

KrzysztofHendze
Member

Yeah, I think this is the best solution, I'll try to make it this way 🙂

Thanks @Jonno_Price!

0 Upvotes