HubSpot Ideas

marcy730

Workflow Idea: Marketing Emails (Was not Sent to Contact)

I noticed in workflows that there is an option for if an email was sent to a contact but not an option if an email was not sent to a contact. I would love to see that option available. 

I am wanting to build a workflow that if someone has schedued a meeting and not received "Email X" then to send "Email A" and then "Email X" to that person. If they have received "Email X" then just send "Email A." 

 

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2 Replies
ContentNinja
Participant | Platinum Partner

Hi @marcy730 There is a workaround to this- Set a workflow, add a meeting form as a trigger > use an If/then branch > Set if to "email was sent to contact"> Select "Email X". > The "none of the criteria are metbranch will now have the contacts where "Email X" is not sent. You can now set "Email A" and then with a delay "Email X". Hope this helps. 

marcy730
Contributor

Hey @ContentNinja 

I did try to build a workflow this way, and the email was still going out for both sides. 

 

I will try again.