Grandes mentes pensam igual

Currently experiencing a large roadblock regarding sending A/B test automated marketing emails within workflows.   Very complex marketing nurture campaign including over 70 emails and 12 workflows/lists/reports.    Experience: Greymail suppression was erroneously engaged on a handful of the A/B testing emails when they were published, and workflows turned on.    I went back to turn off suppression within these tests (access the email, edit, uncheck box, publish). This action makes it seem like you are altering the currently active email. There is no indicator that this does not have an effect on the winner of the A/B test.    The only solution available: "Cloning the email and changing the graymail setting to whatever... before publishing the clone."  OR "You will need to create a new workflow with the new a/b test emails in it and enroll the contacts that were not sent these emails in the first workflow. "   This is not a viable solution as this would cause a dramatic breakdown in reporting and email stats of this campaign as they were all engaged at the same and a part of a large, complex and interwoven campaign.  The purpose of the campaign is to engage leads that are otherwise not. There was no indicator that called out; once this email was engaged there was no going back or modifying the settings, which is the case true for other emails and what you would expect to be the behaviour.  ... Exibir mais

It would be great to be able to trigger a workflow when two date properties are equal.   For example: when sign-up date = first order date, send a notification to the sales team. ... Exibir mais

I'd love to be able to organize my workflows by folders. 🙂  ... Exibir mais

Who (what type of role or team) is the feature for? Operations, Sales   What is their goal? To automatically associate company contacts with the company's associated deals.   What value will this add? Reduces admin tasks for our sales team and reduces manual work when data is imported.   Screenshots, pictures, drawings, process diagrams, are helpful. Add assign associated contacts to one of these sections in workflows.     ... Exibir mais

Surprised HuSpot does not have an auto reply function.   Can obviously do from our email client, but would be great to have the ability to do it within HubSpot - eg in a Sequence to reply to all incoming emails with "we'll get back to you soon" type content. ... Exibir mais

Posting this idea to the Forum on a user's behalf; currently the expected behavior in workflows is that when an activity property is specified in a workflow action, the workflow will only look for 'at least one associated activity' rather than the most recent one. This causes some hurdles for users when they want to automate the process of reaching out to leads but only have a workflow continue it's course once a particular activity property is changed or marked a certain way. It would be great to have this functionality moving forward so that workflows can identify the most recent associated activity, or the one that the user wants to target. Thanks! ... Exibir mais

In a workflow that sends an email to a Contact, I would like to send a second followup email that will appear on the same email thread and "bump" it in the Contact's inbox   Currently this ability is only available on Sales Sequences, but could be very useful to our use case. ... Exibir mais

I apologize if this is a duplicate as it would seem to be a pretty common use case.   Our industry is 9-5 Mon - Friday, very few people work on the weekends.   We would like to follow up with customers at 3 business days of non-response on tickets that are "Waiting on Contact". Currently, if a ticket is moved to "Waiting on Contact" on a Friday at 3 pm, and the ticket is delayed for 72 hours, then Monday at 3 pm the contact will get a follow-up email. Where really I would want the email to be sent on Wednesday at 3 pm.   To truly fix the problem, I could create a delay that does not count certain times. In my case it would only count Mon - Fri. But other companies might have different delays that they need?   Alternatively, a checkbox on the settings page could work. Basically, do you want the workflow to execute AND the delays to only run during these XYZ times? ... Exibir mais

Hi, we have developed a workflow for our sales department, where the goal is that customers book an appointment for a showcase with us. Now it would be ideal if the workflow continues automatically after this appointment. But you can only filter in the workflows if a form was filled out for the appointment booking and not by the date of the appointment (both as a start trigger and in the course of the workflow). ... Exibir mais