Email Marketing Tool

JKelly4
Member

How to send a "Confirm your place" email to a segmented list of contacts and collect the data

SOLVE

I have an already segmented list of contacts for an event who have all signed up. How would I create an email with a call to action button asking them to confirm their place without having to create and have them fill out a further form?

 

Many thanks, 

0 Upvotes
2 Accepted solutions
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

How to send a "Confirm your place" email to a segmented list of contacts and collect the data

SOLVE

Hey @JKelly4,

 

This is a fun one to solve and I've done this on a few instances so I know that it works!  I would point them to a HubSpot form that's already populated with their content.  So all they have to do is, hit submit or change where necessary.

  1. Create a HubSpot form and get the URL for that form, say "replacethisurl.com"
  2. Personalize that URL on your CTA button with the internal values from the personalization tokens, "replacethisurl.com?email={{ contact.email }}&address={{ contact.address }}&city={{ contact. city }}&state={{ contact.state }}&zip={{ contact.zip }}

The above {{ contact.xyz }} are the personalization token values, but if you're using the drag and drop editor you'd paste something like the above into the URL of the button in your email.

 

Hope this helps!  

Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post

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

How to send a "Confirm your place" email to a segmented list of contacts and collect the data

SOLVE

This is one of my favorite "hacks", too, @Bryantworks!

 

If there isn't any need for them to see all of the information in a form again, @JKelly4, this could also be as simple as sending another email with a confirmation button that takes these contacts to a "Thank you for your confirmation" landing page.

 

After sending the email, you can see all contacts who clicked a link ( = button) in the analytics of the marketing email or by creating a list:

 

karstenkoehler_0-1643304963561.png

 

The contacts in the list would be the ones who clicked the button / confirmed their participation.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

4 Replies 4
Bryantworks
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

How to send a "Confirm your place" email to a segmented list of contacts and collect the data

SOLVE

Agreed @karstenkoehler, I initially misread this as "Confirming" an address for a contact for something like a Holiday package.  But if @JKelly4 simply needs a user to click and say they're attending, a link in the email should be enough.  You could this run a list off of this like @karstenkoehler mentions or just pull the "Click" list from the email analytics.

Chris Bryant | Your Dedicated HubSpot Expert
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to send a "Confirm your place" email to a segmented list of contacts and collect the data

SOLVE

This is one of my favorite "hacks", too, @Bryantworks!

 

If there isn't any need for them to see all of the information in a form again, @JKelly4, this could also be as simple as sending another email with a confirmation button that takes these contacts to a "Thank you for your confirmation" landing page.

 

After sending the email, you can see all contacts who clicked a link ( = button) in the analytics of the marketing email or by creating a list:

 

karstenkoehler_0-1643304963561.png

 

The contacts in the list would be the ones who clicked the button / confirmed their participation.

 

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.

CBang
Participant

How to send a "Confirm your place" email to a segmented list of contacts and collect the data

SOLVE

Hi @karstenkoehler , just jumping in on this. How would you set up the "Thank you for your confirmation" landing page ?

0 Upvotes
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

How to send a "Confirm your place" email to a segmented list of contacts and collect the data

SOLVE

Hey @JKelly4,

 

This is a fun one to solve and I've done this on a few instances so I know that it works!  I would point them to a HubSpot form that's already populated with their content.  So all they have to do is, hit submit or change where necessary.

  1. Create a HubSpot form and get the URL for that form, say "replacethisurl.com"
  2. Personalize that URL on your CTA button with the internal values from the personalization tokens, "replacethisurl.com?email={{ contact.email }}&address={{ contact.address }}&city={{ contact. city }}&state={{ contact.state }}&zip={{ contact.zip }}

The above {{ contact.xyz }} are the personalization token values, but if you're using the drag and drop editor you'd paste something like the above into the URL of the button in your email.

 

Hope this helps!  

Chris Bryant | Your Dedicated HubSpot Expert