Email Marketing Tool

marksdave
Member

Email Campaign to all contacts associated with a company based on Type

SOLVE

I'm curious if it's possible to setup an email campain to be delivered to all contacts associated with a company, IF the company is set to a specific "type"?  In essence I want to use the company types categories as lists.

For example, we have a company "Type" category with options such as prospect, licensed customer, vendor, etc.  

I'm looking to setup a different email campains that would deliver to ALL contacts that are associated with a company based on their company type. In this scenario, I want to be able to mass email all of our contacts associated with a company that is a "licensed customer".  

Thanks in advance! 

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

Email Campaign to all contacts associated with a company based on Type

SOLVE

Hi @marksdave,

 

When you create a contact list (https://knowledge.hubspot.com/lists/create-active-or-static-lists), you can filter for company properties. HubSpot will then return all contacts associated to companies who meet the specified criteria:

 

karstenkoehler_0-1709964001226.png

 

karstenkoehler_1-1709964035658.png

 

Under "Company properties", you should find your type.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Replies 4
Cé_Walhalla
Member

Email Campaign to all contacts associated with a company based on Type

SOLVE

Will the mail be sent to all asociated contacts of that company then?

 

THx

Céline

0 Upvotes
Official
Member

Email Campaign to all contacts associated with a company based on Type

SOLVE
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Email Campaign to all contacts associated with a company based on Type

SOLVE

Hi @marksdave,

 

When you create a contact list (https://knowledge.hubspot.com/lists/create-active-or-static-lists), you can filter for company properties. HubSpot will then return all contacts associated to companies who meet the specified criteria:

 

karstenkoehler_0-1709964001226.png

 

karstenkoehler_1-1709964035658.png

 

Under "Company properties", you should find your type.

 

Best regards!

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.

ShujaatAli
Member

Email Campaign to all contacts associated with a company based on Type

SOLVE

I want to understand with example of how we set up a Hubpot CRM  for a company and how we get to know about hubpot crm implementtion with practise

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