Wanted to share some feedback on our experience with the rollout. First, SO excited this is finally live for testing and using. One thing I'm noticing that seems like a product oversight is that you can't search and find these automated A/B emails within 'marketing email activity' for workflow logic.
Here's our use-case scenario: We have if/then branches for engagement (ie if they opened or clicked x/y/z email, then move them to a hot leads branch and if they're not opening/clicking, move them to the cold leads branch). So, when we use A/B Automated emails, i can't find them as options to use for these open/click branches to get info on their email activities.
Is there a reason these aren't showing up in workflows as options? Wanted to flag this, as it's a large part of our automation and lead segmentation process.
Thanks for any info and updates you can provide here.
I emailed HubSpot support and they gave me access (you have to request it). I am now able to see the option, but only for new emails I create (can't apply it to any existing). Yes you can test the content/subject lines etc and view the results in the email dash, and choose a winner. As far as I know, it's not about testing workflow functionality. Hope this helps 🙂
@Shane_Janssens and other Beta Users: Just an FYI, the product team said the issue I reported earlier (not being able to search/select these A/B auto emails in the marketing emails logic in a workflow) has been fixed, but I'm running into these two other issues and curious if anyone else is seeing the same issues?
1. When creating an if/then logic branch in a workflow to show anyone who's clicked or opened these A/B emails, I can see and select them, but then when you save that logic branch in the workflow, it throws an error on those emails that says 'This criteria couldn't be found. It may have been deleted.' so you can't actually use any marketing email activity data in the workflow with these emails.
2. Contact records are not being updated with these A/B Automated marketing emails. I'm not seeing date stamps for these two fields: 'marketing emails delivered' or 'last marketing email sent' when using these new beta emails.
@JoeMayall - Happy to see this is in Beta. However, with an Automated email template open, I'm not seeing any option to "Run a Test" in either the upper left of the email editor or anywhere else on the page. Can you provide some further direction? It does show when I create a Regular email, but of course that's not what this thread is about.
@joelfed I had a similar experience. My issue was that I created a new email from a clone. Not good enough apparently. You have to create a new automated email from scratch and then copy in the new information. Hope that helps!
@ridingforlife - No. An earlier message from the HubSpot team had indicated that it was in Public Beta, so I thought that meant available for all to use. But I'll be sure to request it.
I know that this feature is in Beta and I have been using this.
While I love this, I do have a quick question here:
Do these emails that go out as A/B tests via workflows have the source tracking right? And by that, I mean the usual UTM values that Hubspot attaches to the links on the emails.
I ask this because I noticed that my form fills did not capture the UTM source, campaign, and medium values. I did check up on the landing page and the way it is set up. I tested the form out and it seems to be working fine.
@JoeMayall the A/B functionality for automated emails is great, however I was very disappointed to just learn that I cannot use it across multiple workflows. We have separate nurture workflows for US, EMEA and APAC and do use some emails across all three. Is there any plan to make this functionality allowable across multiple workflwos once this moves beyond beta?
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