HubSpot Marketing

aagudelo9
Member

how to send an automated mail in a workflow?

Hi, I need to send an automated email and I have not been able to send it.

who can help me thank you?

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kvlschaefer
Community Manager
Community Manager

how to send an automated mail in a workflow?

Hi @aagudelo9,

 

Thanks for reaching out!

 

I wanted to provide you with some resources on how to set up a workflow for email automation:

1) Create an automated email in the marketing email tool and save it for automation.

Screen Shot 2022-03-17 at 6.56.06 AM.pngScreen Shot 2022-03-17 at 6.56.44 AM.png

2) Create a contact-based workflow, select your enrollment trigger and then select the send email action.

Screen Shot 2022-03-17 at 6.58.37 AM.png

Here is a guide on how to set up automated email marketing workflows, as well as workflow examples.

 

I hope this helps get you started, @aagudelo9

 

Best,

Kristen


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