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MGoswick2 on March 23, 2023
Currently marketing emails can be previewed as the recipient by adding email= utm to the preview link url. Is there any way to do that with custom objects (like custom_object_name=)?
Community Manager
March 24, 2023 03:20
Hi @MGoswick2 , It's currently not possible to view custom objects in the preview mode for marketing emails. This is a great suggestion thoug...read more
EPorter8 on March 20, 2023
Hi there, I've recently taken over outbound sequencing for my company. I'll describe what I've been asked to do, and maybe someone can tell me what the best way to do it is - thanks a lot for your help 🙂 I have sequences including emails read more
1 upvote
1 Reply
Key Advisor | Platinum Partner
March 20, 2023 14:16
Hey @EPorter8 , thanks for sharing! HubSpot sequences are designed as a one-to-one tool, so the user who enrolls the contacts is going to be t...read more
Solved
LBergstrom on March 17, 2023
Hello, I'm trying to send our donors an email one year after their first donation. I have first donation date in a contact field. I made a "contact date property" workflow, but of course I don't want to send the email the same day they donate, b read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 17, 2023 11:17
Hi @LBergstrom , If you want this workflow to only run once, have you considered using a date-centered workflow and unenrolling contacts where...read more
JaneJane on February 23, 2023
I have a workflow to send mail series through some event triggered. Now, I want to skip sending email when it's a holiday or out of the working hour. May I set a list of holiday to make a skip on the workflow and how can I do that?
0 upvote
1 Reply
Hall of Famer | Partner
February 23, 2023 21:00
Hi @JaneJane , You can specify workflow 'working hours' and holiday dates in the Settings tab of a workflow: Best regards!
Solved
GFernandez34 on February 22, 2023
Hello! We currently have a Cart Recovery campaign on place, and would like to measure the outcomes. We would like to understand how many of the users end up making a booking after they received the email. The "booking" event is created as read more
Accepted Solution
Hall of Famer | Partner
February 22, 2023 03:20
Hi @GFernandez34 , If you have custom behavioral events, you should also have access to customer journey analytics: https://knowledge.hubspot...read more
Solved
HDang9 on February 21, 2023
What if I add an action after a workflow is running?
0 upvote
9 Replies
Accepted Solution
Hall of Famer | Partner
February 22, 2023 02:36
Hi @HDang9 , I'm not sure that's what you intended. Contact is a member of a list or not means that all contacts in your portal will enroll? ...read more
Solved
NPalladino on February 16, 2023
Hi! We are setting a workflow to send automated emails to customers (which are merchants) when they do specific milestones on their customer journey: for example, when they do their first sale. So we want to congratulate them and engage them. The c read more
Accepted Solution
Hall of Famer | Partner
February 16, 2023 04:52
Hi @NPalladino , So you want to send emails whenever the value of first_transaction changes? You have two options here: Create a c...read more
Solved
AWulkan on February 09, 2023
Now that there is the "new" automation tab within marketing emails - it would be helpful to be able to carry those over (or have the option to) when you clone an email. Right now, I have to recreate every simple workflow I want to have despite read more
Accepted Solution
Hall of Famer | Partner
February 09, 2023 22:13
Hi @AWulkan , Cloning of these workflows is possible, it does however require a Professional subscription. HubSpot doesn't make all workflow r...read more
Solved
alexagatiss on January 19, 2023
Hi! I used to use Salesforce Marketing Cloud in a previous position and am now learning to use HubSpot for a current position. I remember really liking Salesforce Marketing Cloud JourneyBuilder, where I could create a series of automated emails with read more
Accepted Solution
Key Advisor | Platinum Partner
January 19, 2023 19:11
Hey @alexagatiss , thanks for reaching out, and welcome to HubSpot! This is an awesome question. Yes — HubSpot workflows on the marketing side...read more
Solved
erinnanana on January 09, 2023
I'm wondering at what point after an email send Hubspot recognizes that the contact isn't going to engage with an email. For example, say I have a workflow established that says "After a contact has not engaged with 7 emails, unsubscribe them". If I read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
January 10, 2023 00:13
Hi @erinnanana , Since it's not documented specifically, I would assume that this happens immediately. Using your original example, if you're ...read more
Solved
MSt-OngeGerva on December 09, 2022
So here's our problem. We use HubSpot forms on our website on wich customers can choose between 5 (or choose 2-3-4 or all if they want) free digital products. The link to these products is sent with a marketing e-mail in HubSpot . The thing is, we h read more
Accepted Solution
Hall of Famer | Partner
December 09, 2022 13:12
Hi @MSt-OngeGerva , This can be achieved with a contact-based workflow: https://knowledge.hubspot.com/workflows/create-workflows Workf...read more
Solved
DanSaia on November 15, 2022
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
0 upvote
1 Reply
Accepted Solution
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
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