Additional workflow capability - unenroll upon email response

Add the ability to remove a contact from a workflow if contact responds to an email. 

 

1. Important when a contact response might warrant a different email subject or removal entirely. 

 

2. It is much like sequences with the added ability to measure response, click through and open rate. 

 

Example:

 

I want to enroll the user in a workflow to get feedback on the product. Plan to send 3 emails asking for feedback 2 days between each. 

 

Email 1 - "Hey we want to get some feedback on x"

Contact Response - "I'm not the right person to ask"

 

Unless I personally un-enroll the user, they will get the second and third email. 

 

 

This feature would also help with sales as you could use the workflows to enroll users in sales workflows and get reporting on the messages. 

HubSpot updates
44 Replies
HubSpot Product Team
HubSpot Product Team

When you are creating a workflow, instead of having to manually count out how many days to delay the next action, we need a calendar option instead. A pop up calendar that we could select the date in the month we want to set. That would be so much more efficient and accurate.

HubSpot Moderator
HubSpot Moderator

Hi there, 

 

I think it would be a very useful function to include the option "answered to email" in a workflow in goals as well as inside the filters. 

 

This could make the workflow tool even more accurate when it comes to contacting the right people with further emails. 

 

Cheers, 

Anne 

samanthaaiken
Regular Contributor

Great idea. Came here to post it myself

rickilawal
New Contributor

Similar to our contact us form, it'd be great if we could automate the funneling of leads to the appropriate teams based on a response to an email. This is currently not an option in the workflow creating section of hubspot

Claudia_Lab
Occasional Contributor

Our company has just started working with HubSpot for marketing automation, and it was our understanding that contacts who respond to emails are automatically unenrolled from a workflow. However, this is not the case. For now, we're dealing with a small number of contacts, but it will quickly grow to 7,000+. Manually unenrolling contacts who respond to one of the emails in our workflows will not be a viable solution long-term. Please consider tracking responses to emails! 

llang
New Contributor

I want to set up an If/Then branch based on email reply to an email going out in the workflow. Basically looking to do: IF they reply, THEN unenroll from workflow. IF they do not reply, Send 2nd email. 

Currently, the only trigger options include things like  "contact received but hasn't opened email" etc. 

 

Since it's sending email from CRM, it should be able to track replies and therefore be able to trigger the If/Then branch!! 

Jennalose
New Contributor

I agree with this idea wholeheartedly. 

 

There is no tracking of email responses in the workflow tool, which is very frustrating considering how much capability there is for email monitoring and notifications on the sales side. Creating a criteria/trigger option in workflows that is based on someone responding to an email would be so helpful. Right now the strongest signal we have is someone opening an email, which really doesn't provide a lot of information. Please add email responses to the workflow tool!

jschaap23
Occasional Contributor

We are a current power workflow user.

 

Some of our workflows look like Christmas Trees. Having the ability to remove a lead / contact from a workflow upon email response (like your sequencing capability) would be huge for marketing and would reduce the need for sales to "manually" remove somebody from a workflow.


Please develop this capability ASAP...

Pretty please and thank you!

 

Josh

gil100
Top Contributor

Agreed, in general, tieing workflow activities and/or goals to user behavior with emails or with sales (so tied to timeline activity) would be very helpful.

This is especially important in re-engagement campaigns

 

joerg
New Contributor

 Would love to have this feature as well. It's hard to send relevant emails from a personal email address without this feature.