Send email template to company

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WRojas
Participante

Hello,

 

I created a workflow that will send an email the comapny owner when one of the properties changes, but I am trying to send a customized email using one the email templates which incudes a HTML module.

 

The problem is that it appears company owners can be only sent internal messages/emails, which don't seem to accept any custom modules; when trying to use an external email I can not set the recipient -- it will be a contact.

 

How do I do that?

 

Thanks,

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karstenkoehler
Solución
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Hi @WRojas,

 

This might be a limitation of custom objects then. If the UI option isn't available, then I'd recommend using the internal notification instead of email. Is that an option for you?

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

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karstenkoehler
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Hi @WRojas,

 

Among the workflow actions in the right sidebar, you should have two options:

 

karstenkoehler_0-1619101018882.png

 

The first is a plain text email in a HubSpot notification template. The second lets you pick any email that you have saved for automation. Your email with a HTML module should also show up here if it was saved for automation before. Can you double check?

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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WRojas
Participante

Hello @karstenkoehler,

 

Thanks for your answer, but I dont have that option; for internal communication I only have the following:

 

WRojas_0-1619102508967.png

 

Note that although my company has an enterprise license im working on a free trial account I created to start playing with all these features --  not sure if this has something to do with not being able to see the option you see?

 

Thanks,

 

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karstenkoehler
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Hi @WRojas,

 

The trial might indeed be the reason why you don't have all these options. There isn't a higher tier than enterprise, so it should show up. You could talk with your sales representative to confirm.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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WRojas
Participante

Hi @karstenkoehler ,

 

I found that the "send internal marketing" option is only available on workflows for contacts; in ny case the workflow triggers when an custom object is associated to company (that parts seems to wotk with no issues): do you have any ideas as to how to acomplish this? i thought about kicking off another contact workflow, but that implies that Ill have to create a "fake" contact to match each user.

 

Thanks,

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karstenkoehler
Solución
Miembro estimable

Hi @WRojas,

 

This might be a limitation of custom objects then. If the UI option isn't available, then I'd recommend using the internal notification instead of email. Is that an option for you?

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

Ver la solución en mensaje original publicado

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WRojas
Participante

Hi @karstenkoehler ,

 

Ideally Id like to send the company owner all the custom objects that have been associated with the company, but if this is a hubSpot limitation i guess Ill have to figure something out.

 

Thanks for your help,