Lists, Lead Scoring & Workflows

JNunez6
Member

Automatically ending a workflow once a contact responds

SOLVE

Hi!

I would like to make a deal-based workflow where we will send emails to contacts from a deal. I'd like to make it so that the workflow ends once one of the contacts from the deal responds to the email/s sent. 

Is this possible? Should I create a workflow or just a sequence?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically ending a workflow once a contact responds

SOLVE

Hi @JNunez6,

 

If the automatic unenrollment criteria for sequences don't interfere with what you're trying to do, then I'd go with a sequence: https://knowledge.hubspot.com/sequences/unenroll-from-sequence#automatic-unenrollment

 

(The criteria include more than just an email reply, so if contacts should continue receiving your emails despite a meeting being booked, for example, that won't work.)

 

To track the replies to automated marketing emails, you would have to first follow these steps: https://knowledge.hubspot.com/marketing-email/track-replies-to-marketing-emails-sent-from-your-conne...

 

Once set up, you can reference a reply to a marketing email in contact-based workflows: https://knowledge.hubspot.com/marketing-email/track-replies-to-marketing-emails-sent-from-your-conne...

 

Since you're sending emails from a deal, you would need an additional custom deal property as a helper here: In a contact-based workflow, enroll contacts when they reply to any of your emails, then set the property value of your custom deal property to "Yes" from that contact-based workflow. In your deal-based workflow that sends the automated emails, automatically unenroll the deal when the custom deal property is set to "Yes".

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically ending a workflow once a contact responds

SOLVE

Hi @JNunez6,

 

If the automatic unenrollment criteria for sequences don't interfere with what you're trying to do, then I'd go with a sequence: https://knowledge.hubspot.com/sequences/unenroll-from-sequence#automatic-unenrollment

 

(The criteria include more than just an email reply, so if contacts should continue receiving your emails despite a meeting being booked, for example, that won't work.)

 

To track the replies to automated marketing emails, you would have to first follow these steps: https://knowledge.hubspot.com/marketing-email/track-replies-to-marketing-emails-sent-from-your-conne...

 

Once set up, you can reference a reply to a marketing email in contact-based workflows: https://knowledge.hubspot.com/marketing-email/track-replies-to-marketing-emails-sent-from-your-conne...

 

Since you're sending emails from a deal, you would need an additional custom deal property as a helper here: In a contact-based workflow, enroll contacts when they reply to any of your emails, then set the property value of your custom deal property to "Yes" from that contact-based workflow. In your deal-based workflow that sends the automated emails, automatically unenroll the deal when the custom deal property is set to "Yes".

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes