A fair in Germany (in this case SPS in Nuremberg) gave me a list of several hundred codes (all unique and only one time usable) in an excel list. Now I would like to set up a simple page on our website where people can enter their name and email adress. After that a workflow should send out a mail with one of the unique codes. In other words, whenever a person asks for a code an "unused" code has to be picked and send to the requester.
Last year it was easier, only one code was valid for all persons.
I can do the whole workflow more or less by hand but then I asked myself ... why shouldn't my marketing automation tool do the job.
I looked in in the community areas but I only found threads regarding automatic generated numbers (I need a kind of pick list) and an idea, so I guess my topic is not that easy to solve, but who knows.
unfortunately there was no automated solution available at that time (maybe now?). I bet that there would be at least a "coded" solution but none out of the box.
We ended up by a manual execution. Hubspot generated a "thank you" mail for the customer and another one for a colleague in the back office. The colleague had a template in Outlook where he simply copied in the email and a code out of an excel list (the list we got from the fair).
It was not that much effort because we prepared everything for the colleague but from the point of automation it would be a big help to have a [placeholder] in automated mailings where I can pick items from a stack (list). There are other scenarios where I would use that.
Hi, I just wonder if there is any update on this problem. We also participate in lot of tradeshows, e.g. Formnext in November and have the same problem how to automatically send an individual provided voucher code to our contacts. I was thinking of maybe using a HubDB table inside of HubSpot would work to choose the next column, get the code, copy it into a contact property for usage and mark the table row as used. Is this something that can be done in a workflow? I'm stuck at this point.
unfortunately there was no automated solution available at that time (maybe now?). I bet that there would be at least a "coded" solution but none out of the box.
We ended up by a manual execution. Hubspot generated a "thank you" mail for the customer and another one for a colleague in the back office. The colleague had a template in Outlook where he simply copied in the email and a code out of an excel list (the list we got from the fair).
It was not that much effort because we prepared everything for the colleague but from the point of automation it would be a big help to have a [placeholder] in automated mailings where I can pick items from a stack (list). There are other scenarios where I would use that.
Can you confirm that the codes you're referring to are just a pool of various codes, not assigned to the specific email addresses? Or is it the latter; you have a list of email addresses all with a correlating code?
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Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Diamond Partner & HubSpot Certified Trainer
I can confirm that the list is a csv-list of urls and codes. The urls reffer directly to a page and "prefill" a field from the fair with the code, so the customer only need to fill aut Name, company etc. The codes are (I guess) totally random.
Ideally I can simply insert automatted the url as a hyperlink or as text. If that fails, also the code is possible. Then I have to insert a fixed link and ask the customer to enter the code.
The list looks like this:
URL1 Code1
URL2 Code2
.....
Here is an example of URL/Code. The regcode is random and the appevent is alsways the same (I guess Company and fair is encrypted in that)