Hola! ¡Tenemos nuestra Comunidad en Español!

Switching Email Type from Follow Up To Automation

resolver
Nuevo colaborador

I recently cloned an email we use as a simple follow up email so that we could switch over to using that content in a workflow but the cloned copy is a Simple Follow Up Email and I need to switch it to the type I can save for automation. I can't figure out how. Can someone point out how to do that?

1 Soluciones aceptada

Soluciones aceptadas
Líder intelectual | Partner de nivel Diamond de HubSpot

Hi @juliejoyce

 

Currently, there is no way to convert a simple follow up email into a 'regular' email or vice versa, and this puzzles me too. 

 

If you want to use the content of a follow up email in a workflow, your only option currently is to create a new email using the same template and copy/paste the contents across. 

 

I have to remind my team to clone an exisiting follow up email when they want to create a new one, rather than make the mistake of create a new regaular email which then cannot be used as a follow up!

 

Hope this helps. 

Phil Vallender | Inbound marketing for B2B technology companies
8 Respuestas 8
Superestrella de la comunidad

Removed - Unresponsive

Responder
0 Me gusta
Líder intelectual | Partner de nivel Diamond de HubSpot

Hi @juliejoyce

 

Currently, there is no way to convert a simple follow up email into a 'regular' email or vice versa, and this puzzles me too. 

 

If you want to use the content of a follow up email in a workflow, your only option currently is to create a new email using the same template and copy/paste the contents across. 

 

I have to remind my team to clone an exisiting follow up email when they want to create a new one, rather than make the mistake of create a new regaular email which then cannot be used as a follow up!

 

Hope this helps. 

Phil Vallender | Inbound marketing for B2B technology companies
Nuevo colaborador

Great, thanks for confirming that.

Responder
0 Me gusta
Superestrella de la comunidad

Removed - Unresponsive

Responder
0 Me gusta
Colaborador habitual

The ability to convert email types would be a handy functionality to have. Please consider adding it!

Colaborador habitual

It's crazy that a few years later, we still don't have the ability to do this. 

 

Here's a use case my team has:

 

They created a landing page and a simple follow-up email from the page.  Everything works great.  A month later, we add another option to one of the fields on the form and want the follow-up to be dynamic to what someone chooses.  

 

The right thing to do would be create a workflow for each option in the form and send an email from it.  However, I can't use the simple follow-up email that we originally created, or even clone it.  I need to create an all new message...crazy.

Highlighted
Colaborador habitual

Right? I can't even imagine why the simple follow-up email even exists. Handling it through a workflow is so much more flexible, and precisely because you can't switch types after creation, it creates more work than it saves.

Occasional Contributor | Platinum Partner | Certified Trainer

The below screenshot solves your problem:

Convert Simple email to Automated email.png

  • Simply open the email in Edit mode
  • Top right corner click 'Actions'
  • Then select 'Convert to automated email'