HubSpot Ideas

chrisb77

Allow unsent (scheduled) emails to trigger workflow

I created a newsletter to go out to my whole database, and wanted to set up a workflow that sent follow-up emails to recipients based on the articles they clicked on. However, I couldn't use my initial newsletter email as the trigger until after it was sent. It would be handy to be able to use scheduled (not yet sent) emails as workflow triggers, rather than having to wait for them to be sent.

2 Replies
kaburke
HubSpot Employee

Hi @chrisb77 !  I absolutely agree this would be helpful.  A solution that I gave a customer of mine was the following:

  • Create an automated email rather than a scheduled email
  • Create a workflow that is based around the scheduled time (contact timezone is recommended)
  • You will then have the email available for you to make different criteria based from.  I hope this helps!

 

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LPedahzur
Contributor

This is especially infuriating that it's not a thing yet since HubSpot did implement the ability to create workflows within the email module with the new Automation embedded tab.