Email Marketing Tool

TLarson3
Member

How do nurtures work with the frequency cap

SOLVE

Hey Hubspot World - 

 

Question for you all: If I enroll somone in a nurture workflow - say a 5 mail sequence with weekly delays - and at some point a quafilied record hits the email frequency cap, what happens to them in the workflow?

 

I know in Marketo that when you set up a "Nurture" and a person hits an email frequency cap, Marketo holds their spot and then delivers the mail once the cap resets. 

 

So, for exmample, I'm 3 weeks in my 5 week nurture - I'm supposed to get mail #4 on a Thusrday, but before that Thursday I hit my frequency cap of 2 mails for that week. I know that Marketo will hold my spot until the next week (when my cap resets) and send me mail #4. 

I'm curious, does Hubspot do something similar? 

 

Thanks

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

How do nurtures work with the frequency cap

SOLVE

Hi @TLarson3,

 

There is no such out of the box feature in HubSpot. With the cap enabled, emails will simply eve dropped if they surpass the limit - unless you choose to exclude those emails from the frequency cap, see here: https://knowledge.hubspot.com/marketing-email/set-up-an-email-frequency-safeguard

 

If you want a "hold a spot" functionality, that would have to be configured manually within the workflow, using delays and checking how long ago the last email send was (delay further if too recent).

 

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

How do nurtures work with the frequency cap

SOLVE

Hi @TLarson3,

 

There is no such out of the box feature in HubSpot. With the cap enabled, emails will simply eve dropped if they surpass the limit - unless you choose to exclude those emails from the frequency cap, see here: https://knowledge.hubspot.com/marketing-email/set-up-an-email-frequency-safeguard

 

If you want a "hold a spot" functionality, that would have to be configured manually within the workflow, using delays and checking how long ago the last email send was (delay further if too recent).

 

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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TLarson3
Member

How do nurtures work with the frequency cap

SOLVE

Thanks @karstenkoehler . One follow up, I noticed that when you do a "regular" email there is an option to ignore frequency caps. I don't see anything like that on the "automated" emails, so if I have caps turned on - is it safe to assume that any "automated" emails will then be goverend by that cap as there is no "ignore" option?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How do nurtures work with the frequency cap

SOLVE

@TLarson3 I also have this option for automated emails:

 

karstenkoehler_0-1749787815968.png

 

You might have to unpublish or recreate the email as some settings are not accessible anymore once an automated email is published.

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.

0 Upvotes