[Recording, Deck, and Q&A] Advanced Workflow Examples and Best Practices for Every HubSpot Team
[Recording, Deck, and Q&A] Advanced Workflow Examples and Best Practices for Every HubSpot Team
[Recording, Deck, and Q&A] Advanced Workflow Examples and Best Practices for Every HubSpot Team
Hi @reiko
The workflow should enroll contact's the first time when their Today's Date Property is unknown (but won't re-enroll if their date property is cleared) and then every day when the Today's Date property is updated.
Could you share a screenshot of the bottom section of your workflow and the enrollment and action logs for the contact that didn't re-enroll as expected?
 | Matthew ShepherdFreelance HubSpot Consultant  | |
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[Recording, Deck, and Q&A] Advanced Workflow Examples and Best Practices for Every HubSpot Team
Question: Do we have any feature which can help skip a specific step on the workflow based on a criteria we can choose
Answer: You can use branching logic and “go to action” to accomplish this.
| Matthew ShepherdFreelance HubSpot Consultant | |
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[Recording, Deck, and Q&A] Advanced Workflow Examples and Best Practices for Every HubSpot Team
Question: Is there a trigger that will run on the day after a specific date that is captured in a custom date field.
Answer: Yes, using an enrollment criteria of “{{property date}} is more than 1 day ago will enroll records the day after the date. You also might have success using the “delay until date” action. More info here: https://knowledge.hubspot.com/workflows/use-delays#delay-until-a-date
| Matthew ShepherdFreelance HubSpot Consultant | |
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[Recording, Deck, and Q&A] Advanced Workflow Examples and Best Practices for Every HubSpot Team
Question: +++ Caution Long read 😉 +++ Question in a nutshell: Is there any chance to get in the missing contacts in a particular stage, branch of a workflow? +++ I set up a workflow for a webinar today with several dates in a property. Depending on the date in the property I set up an automated email sending out a reminder to participate in the webinar. I didn't include the automated email from the beginning though and it turned out form subscriptions already got into the wf without the reminder email. Is there any chance to get in the missing contacts in a particular stage, branch of a workflow?
Answer: It’s not possible to insert contacts into a workflow at a later point. That said, if you are using Date delays, you can build in checks with a Value Equals Branch to SKIP certain actions if the date is in the past, which can help you push those contacts along further in the workflow, read about that here. Or, you might consider deleting the actions at the top of the workflow that are no longer relevant as the webinar nears so contacts that join the workflow later skip ahead.
| Matthew ShepherdFreelance HubSpot Consultant | |
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[Recording, Deck, and Q&A] Advanced Workflow Examples and Best Practices for Every HubSpot Team
Question: For the copy to property. are there any good tips on how to identify if a property in one object needs to exactly match a property in another object so the copy to function works each time the property gets updated. (like a list of tradeshows, etc)
Answer: Take a look at this article for a list of compatible property types for copying values with workflows where the properties will be considered mismatched e.g. Dropdown A copying to another Dropdown B, but Dropdown B doesn’t contain one of the values listed in Dropdown A, the system will grey out the target dropdown and warn you that the properties are mismatched. If your dropdown values change after the workflow is published then this error will be surfaced in the ‘Workflows with errors’ tab of your workflows dashboard or in the Alerts area of the workflows editor. So good practice to check in on your workflows on a regular basis.
| Matthew ShepherdFreelance HubSpot Consultant | |
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[Recording, Deck, and Q&A] Advanced Workflow Examples and Best Practices for Every HubSpot Team
Question: We need a way to report on enrolled Contacts and/or export view to see changes from the original property value and the new value
Answer: Create a list of contacts that are enrolled or have been enrolled in your workflow
e.g. Workflows status = is currently active in / has been enrolled and then check out exporting property history.
| Matthew ShepherdFreelance HubSpot Consultant | |
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[Recording, Deck, and Q&A] Advanced Workflow Examples and Best Practices for Every HubSpot Team
[Recording, Deck, and Q&A] Advanced Workflow Examples and Best Practices for Every HubSpot Team
Question: How should lists and workflows play together?
Answer: There are many ways to leverage lists in workflows, here are some examples:
- Using static or active lists membership status to trigger the enrollment of a specific segment of your records into your workflow e.g. if a contact has downloaded an awareness stage content offer add them to your awareness stage list and enroll them into your awareness stage nurturing workflow.
- Using static or active list membership status in if/then branches to send records through different branches of actions e.g. if a contact is on my high intent list (based on fit criteria/engagement/lead score) branch them off into a fast track nurturing branch to connect them with the sales team right away instead of continuing nurturing.
- Adding contacts to a static list via an add to static list action for a permanent record of them carrying out an action or to otherwise create a list that won’t be changed automatically based on other record updates going forward e.g. have your workflow create a static list of leads that reached the end of your nurturing workflow but that didn’t respond for future lead recycling / long term nurturing.
- Use lists in the unenrollment and suppression tab of your workflow settings to keep a segment of records from entering your workflow e.g. if your contact downloads your awareness, consideration, and decision content offers within a short period of time, you can use lists based on specific recent form submissions (i.e. lists of recent form submissions by buyer's journey stage) or a buyer’s journey custom property (set via workflow) to flag the most qualified stage of the buyer's journey the contact has reached so they only enter the nurturing workflow closest to the bottom of the funnel (i.e. exclude Decision Stage contact list from the Awareness and Consideration stage nurturing workflows.) This can also help prevent contacts from receiving too many emails from your various nurturing workflows. If taking this approach just make sure your contact can download the content from your thank you page as they potentially won't receive emails with download links from top of funnel workflows.
| Matthew ShepherdFreelance HubSpot Consultant | |
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