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Solved
DanSaia on November 15, 2022
Email Workflow - Marketing Contact
Hello, I'm fairly new to HubSpot, but not to CRM. I'm beginning to work with Automation and want to create the following: From an Email Sequece: - Email gets sent - Email gets open 2-3 times -- Contact is set to marketing contact - Skip 1st se read more
Reply Workflows
0 upvote
1 Reply
Accepted Solution
Ben_M
Key Advisor
November 15, 2022 13:45
You can't really do that. In Hubspot terms, making someone a marketing contact makes them eligible to be sent marketing emails. So the first emails t...read more
Solved
RNabers on October 11, 2022
Campaigns vs Workflows (coming from ActiveCampaign)
We're migrating to Hubpost from ActiveCampaign and I'm trying to figure out some of the terminology for Hubspot I'm trying to determine when we would use a campaign vs workflow. It seems the two could potentially be used interchangeably, exc read more
Reply Workflows
0 upvote
1 Reply
Accepted Solution
Jnix284
Recognized Expert | Partner
October 11, 2022 17:59
Hi @RNabers Happy to share a few thoughts on this, in the simplest terms, a campaign is a collection of marketing assets you are grouping together ...read more
Solved
ClintonR on August 07, 2022
Send form response to different recipients
Hi Team, I am wanting to create a form and have it sent to different mailboxes depending on the response of the user. It's important that the form content be delivered. This sounds pretty simple but I haven't been able to find anything in read more
Reply Workflows
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
August 07, 2022 00:41
Hi @ClintonR , You can set up custom notifications with a workflow like the one below. It's important to set up re-enrollment exactly as shown...read more
Solved
Demian_Peterson on August 05, 2022
Can a workflow be limited to send a certain number of emails per day?
I'm working with a cold list. The list has roughly 5,000 contacts. I'd like the list to only send out 300 contacts a day. How do I set up that type of parameter? Thank you in advance.
Reply Workflows
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
August 05, 2022 10:40
Hi @Demian_Peterson , This is currently not possible out of the box. Workflows look at each individual contact, they don't base enrolment of o...read more
Shane_Janssens on June 08, 2022
Form follow-up emails migration
What is it? Form follow-up emails have changed. They've been converted to “Automated’ type, and now live on the Email - Manage page with all your other marketing emails. You can now add them to any workflow too. Do I need to do anything? read more
Reply Forms Starter Workflows
1 upvote
1 Reply
kvonloesecke
Community Manager
June 08, 2022 14:11
Thanks for sharing, @Shane_Janssens !
Solved
shannonk922 on March 02, 2022
Workflows for Emails Open
I am looking to make a workflow for marketing emails opened 5 or more times within 90 days. I only see an option for the last or first email open. I was hoping someone could help me figure this out or some kind of workaround? Maybe it's a list or us read more
Reply Workflows
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
March 02, 2022 21:36
Hi @shannonk922 , I'm not aware of a way to achieve this at this stage, at least not out of the box. There is this property... Marketing e...read more
shannonk922 on February 24, 2022
Email Reporting
Hi, I was looking for more insights and automation ideas for our current email marketing. We like to track the top engaged contacts and previously I was told you cannot add those to a list but wasn't sure if anyone knew of any workaround? We do read more
Reply Marketing Reports Workflows
0 upvote
3 Replies
chutchens
Participant | Elite Partner
March 15, 2022 12:02
You should be able to easily create a list of folks based on how many emails they've opened. From there, you can include this list on future sends. Y...read more
Solved
MFerris on February 14, 2022
Was able to enroll non-marketing contact in a workflow
Sorry if this seems like a dumb question but I'm starting to roll out our Salesforce/Hubspot integration to my company and I just had a sales guy enroll a non-marketing contact into a workflow. The flow doesnt kick off until tomorrow so maybe it read more
Reply Workflows
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 14, 2022 10:22
Hi @MFerris , Workflows do not check whether a contact is a marketing contact or not * – after all, a workflow might not be sending any market...read more
Solved
Chica_Dornellas on January 24, 2022
Creating a workflow to work as a newsletter
Hi, I need help. I want to start sending a sort of newsletter, and because it's meant for a list of about 800 contacts, it's easier to do so through a workflow. I created the marketing emails for the different newsletters, and created the read more
Reply Workflows
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
January 24, 2022 10:07
Hi @Chica_Dornellas , Could you share a full screenshot of the workflow actions? (tab "Actions" > "More" > "Export") Also, from th...read more
Solved
Tommy_GH on December 29, 2021
The list of people who receive the emails is not updated as a contact unsubscribes
Hello everyone. I'm setting up newsletters for my company. My knowledge of Hubspot is still a bit limited so I need your help. To get people to subscribe to my newsletter, I created a form. Then I created a "list" of contacts who will receiv read more
Reply Campaigns Free Marketing Marketing Email Workflows
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
December 29, 2021 03:21
Hi @Tommy_GH , HubSpot will automatically exclude contacts who unsubscribed from your email communication or the subscription type chosen fo...read more
Dallenback9 on July 04, 2021
Creating automated emails with updating values
Hi, I'm working with an education provider who adds new videos for subscribers about every week. We're looking for a way we can automate this process. We have a list of active subscribers and thought we could use a workflow to send an automated read more
Reply Workflows
0 upvote
7 Replies
karstenkoehler
Hall of Famer | Partner
July 06, 2021 20:26
Good thinking, @Crystal_Hopper . Have you done this before? The risk that I see here however would be that embedded elements can be considered a sec...read more
Solved
auto-mate on June 10, 2021
Workflow email - send to property that stores an email address - if empty?
In a workflow that a triggers an email to send to e.g. an internal email address based on a contact property using: "Send to: Use a contact property that stores an email address" If that property is empty, is the email skipped and the contac read more
Reply Email Deliverability Workflows
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
June 10, 2021 00:28
Hi @auto-mate , Correct, the email is skipped and the contact moves on to the next action, see the screenshot below. The contact does not have...read more
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