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Trigger workflow based upon campaign interaction when campaign is linked to marketing email

jgarnaut

Please create the ability to trigger workflow based on contact interaction with marketing email that's linked to a particular campaign. This will enable me to have a workflow that can change particular contact property fields based upon there interaction with a particular campaign that is linked to a marketing email.

 

The only current work around is selecting the individual emails as the trigger but this is problematic as I would need to updated the trigger settings every time i send an email.

11 Replies
JenD
Participant

100% this needs to be added! I have a campaign that new marketing emails are being added to weekly with CTAs to content on our site. These marketing emails are targeting active lists so new contacts will also be added as they enter HS CRM. I want to create a workflow when the contact has clicked on 3 campaign emails, the trigger then sends a marketing email to push contacts for a demo request. With our current functionality, I have only 2 options: manually adding the new campaign emails to the workflow each week OR allowing ANY marketing email clicks. The latter won't help with attribution since they could be members of other lists & receiving other marketing emails. I want to target specific campaign marketing email activity. HELP!🙏

Otterbot
Contributor

Completely agree. The only option for tracking contact engagement w/ a series of newsletters (that all belong to the same campaign) is to individually add the emails to a list or workflow. 

NClay
Member

Hubspot: Any update on adding this as a feature? This would be an incredibly valuable asset!

kassieteagarden
Member

Ugh I was looking for this too. I hope it gets added soon! It would give us so much value if this was an option...

CHiggins-Walker
Participant

Bumping this as well - we have a current campign in which our sales wants to be notified when a contact included in a specific campaign completes certain activities such as form submissions. This would be really helpful to have.

MQuinn
Contributor

Yes! We need this as well. Has this been prioritized? 

IDumont
Member

Bumping into this as well. We run monthly newsletters grouped in a campaign and would like a trigger on someone clicking on the newsletter (any month) rather than having to update the workflow every month. 

 

 

 

CMagnee
Member

Yes, we also would like exclude people who received emails in one specific campaign. Thanks !

snaitken
Member

This would be immensely helpful to us as well. 

DKenny2
HubSpot Employee

Hi! Thanks so much for taking the time to write this up!

 

We’re currently running a private beta that makes Campaigns available as an object in workflows and adds contact-based enrollment when a contact is influenced by a campaign. That means you can use campaign properties (like name, status, dates, owner, budget/spend) directly in workflows, and you can trigger automation when a contact is “influenced” by a specific campaign.

 

Join the beta here: https://app.hubspot.com/l/product-updates/?rollout=283923 

DKenny2
HubSpot Employee

Hi all,

 

In addition to the above beta, If your goal is to use a workflow to make sure each contact is correctly linked to the campaign that influenced them, that linking will now be handled automatically in the CRM as part of this new private beta: https://app.hubspot.com/l/product-updates/?rollout=285001

 

Once this is live in your account, you shouldn’t need a separate workflow just to maintain that association — the campaign influence data will be brought directly into the contact record.

 

Thanks