Email Marketing Tool

RBoucher
Member

Email placeholders as a template in a workflow

SOLVE

Is there a way to add a email placeholder into a templated workflow to build out an entire campaign in advance and be able to turn it on without all the emails being built yet? 

 

We previously made a placeholder email and plugged it into relevant slots to do this but it was publishing in the background because we had to publish the placeholder email in oder to turn the workflow on. 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Email placeholders as a template in a workflow

SOLVE

Hi @RBoucher,

 

No, that's not possible. All steps in workflows must be finalized before it can be published, including publishing automated emails.

 

You can publish an email that's not fully finalized (e.g. unfinished copy), but it has to be published.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Email placeholders as a template in a workflow

SOLVE

Hi @RBoucher,

 

No, that's not possible. All steps in workflows must be finalized before it can be published, including publishing automated emails.

 

You can publish an email that's not fully finalized (e.g. unfinished copy), but it has to be published.

 

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.

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