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. 

41 Replies
ron_kagan In Search of Ponies
In Search of Ponies

Hi, I'm writing to let you know that your competitors offer this functionality.

 

People reply to emails.  It's expected behavior.

Community Thought Leader

+1

MichaelThelle1
Occasional Contributor

We need this!

rwolupo
Regular Contributor

would love this

bassic
New Contributor

The lack of this feature is making sales/marketing cooperation harder. 

When mail automation is done with the name of business development representant, they would like to exclude leads that have already answered and continue to follow up those who have opened the email and so on.

jura
New Contributor

+1

JamesIn
New Contributor

Hi,

 

I had a similar issue and found a workaround. I haven't yet tested this so I can't guarantee that it works but I don't see why it wouldn't.

 

My scenario: I have set up a workflow to act similarly to a sequence so that it can be triggered by form submissions, instead of having to manually enrol, like in sequences. A series of follow up emails get sent to contacts when they submit a form, things like "Hey, thanks for downloading, do you want to book a meeting" followed up by a "Hey, I haven't heard from you" email if they don't respond, you get the idea! However, I want contacts to be unenrolled from the workflow if they reply so that they don't receive the "Hey, I haven't heard from you" email when they have in fact responded.

 

The problem: You can't currently unenroll someone from a workflow based on an email reply.

 

The solution: The solution involves HubSpot workflows and Zapier, here goes:

 

The first step is to create a HubSpot contact property called something like"remove from workflow". And then create a workflow like the one below, it will become clear why later.

 

Workflow.PNG

 

The delay and clear contact property action is important because it means a contact can go through the same workflow twice.

 

Next, you'll need to set up a Zap to enrol a contact in a workflow when they reply to an email.

 

Zap email.PNG

 

Select the new inbound email trigger, and create a Zapier email address. Add this email address as the "reply to" email address on the emails you send out from the workflow. Replies to this email address will be used to trigger the Zap.

 

(you can also set it up to trigger on replies to Gmail, IMAP, Mailgun or IMAP. Which is advisable, as you'll probably want to monitor the responses.)

 

Next, set the action for the Zap to enrol contacts in the Hubspot workflow you created earlier. Use the "sender" email address for the contact's email field, this will make sure that the contact that replied gets updated.

 

Zap enrol in workflow.PNG

 

When this is turned on it will set the contact property "remove from workflow" to yes, on the contact that replied to the email.

 

You can then remove people from the workflow using an if/then branch. Like below:

 

Send email workflow.PNG

 

Hope this helps! 

 

James

Rachel10
New Contributor

This needs to be added to Hubspot. All other marketing tools have such a feature and this makes it much harder for us marketers to do our job. Please please add this functionality!

jskarke92267
New Contributor

I agree, this is not intuitive for a marketing solution.

MajaSustar
Visitor

This is the most desired functionality!! Just came here to post it by myself...