Hello, I want to explain exactly what I want to do so that I can get some guidance on the best way to do it. My company has a sales team that gets customers on programs that last around 20-25 weeks. We want to get them emails at 4 weeks, 8 weeks, an read more
Are you using Deals at all on the initial order? I'm thinking you could probably build automated Deal workflows to track how many times contacts are ...read more
We have setup the workflow for conversation based by mistake. And now we wanted to change the conversation based workflow to contact based ? Is there any way to do that ?
Hi @AliFawadHassan ,
This is unfortunately not possible. Once created, a workflow type cannot be changed. You would have to start from scratch...read more
Hi, I'm working on a campaign where I'd like to use a very specific personalization. I'm sending it to marketing leaders in my target companies and would like to personalize the body of the email using the name of the sales counterpart in the same read more
Hi @Edyta7510 ,
This is possible and not necessarily super-complex. You would need a workflow that copies the name of the sales counterpart in...read more
Hello, I need some help regarding enrolling contacts manually. After creating a list to manually enrol into a workflow, HubSpot informed me that none of the contacts were enrolled because they were part of a suppression list. I am a little read more
Hi folks i am recently joined a marketing job . and i create a workflow for email marketing campaign . and i set a goal crieteria if someone replied to email goal criteria is met and unenroll from workflow but when i tested the workflow , when i re read more
@RatulRahman wrote:
If you want to unenroll a contact, use unenrollment triggers instead of workflow goals. Goals are not meant to do that.
...read more
We've been executing A/B testing on a few Marketing emails that are part of extensive WF. Once we have a definite winner we struggle to define how would be best to technically cancel the A/B test and stick to the winning email. Suggestions of th read more
Update: I initiated a new chat with another support representative. Basically, I received now the opposite information - that whenever there is a win...read more
Hey! Is it possible to build an onboarding workflow sequence in HubSpot based on events people do in your SaaS product? For example, someone completes an onboarding checklist in your product. You store some information about them (like value and u read more
Hi @SebastianWilk ,
This would require, at a minimum, a Marketing Hub Professional subscription – the lowest HubSpot tier that includes automa...read more
Hi there community experts. I'm trying to create a branching logic based on CTAs that people have clicked in an email, and I've been told to filter based on marketing interaction events. The problem is that I don't see any marketing events group read more
Hi @ELam03 ,
No, it shouldn't be. Leave / delete the branch and please check again. You probably clicked "Contact properties" out of habit. Af...read more
I setup a workflow that has emails automatically being sent out from my "Hubspot Fallback Email", that also has a signature associated with it. When the automatic email is sent out, the signature isn't included; just the footer. How do I get the em read more
@MRozeski the signature you're referring to is for 1:1 emails, not marketing emails. If you want to create a "signature" in a marketing email, you'...read more
I am building out workflows, and added a branch filter that handles a contact differently if they reply to the previous email sent or not. If a contact is out-of-office and the system receives an automated reply, does the filter consider "contact re read more
Hi @hrichyy ,
To the best of my knowledge, autoresponders are not included as replies for marketing emails. Email addresses that sent an OOO ...read more
This was a neat feature that could assess how records are moving through a nurture sequence and now that has been replace with Active contacts in this action without giving me the number in that delay, when you click it just shows a list of the read more
thanks @DominikRich please head on over to upvote the idea -lets get this feature back! thanks for supporting really frustrated at this change. h...read more
Hi @MWeaver94 ,
If it's a Marketing Hub Professional or Enterprise account, yes, otherwise no: https://knowledge.hubspot.com/workflows/auto...read more