Lists, Lead Scoring & Workflows

JSamuel85
Contributor

Creating a workflow query

SOLVE

Could I set up a workflow in HubSpot that sends the RSVP email prompt only to people who haven't filled in the RSVP form we previously sent,  Or something similar?

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

Creating a workflow query

SOLVE

Hi @JSamuel85,

 

Yes, that works 🙂 In a contact-based workflow, you would do the following:

  1. Add the send of the first automated email
  2. Add a delay after the email
  3. Add the send the second automated email (reminder)
  4. In the workflow goals, specify the RSVP form submission as a goal: https://knowledge.hubspot.com/workflows/use-goals-in-contact-based-workflows

Contacts will now receive both emails, spaced by a delay of course, unless they meet the workflow goal - which will remove them from the workflow immediately.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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

Creating a workflow query

SOLVE

Hi @JSamuel85,

 

Yes, that works 🙂 In a contact-based workflow, you would do the following:

  1. Add the send of the first automated email
  2. Add a delay after the email
  3. Add the send the second automated email (reminder)
  4. In the workflow goals, specify the RSVP form submission as a goal: https://knowledge.hubspot.com/workflows/use-goals-in-contact-based-workflows

Contacts will now receive both emails, spaced by a delay of course, unless they meet the workflow goal - which will remove them from the workflow immediately.

 

Best regards!

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