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AM7777
Member

How marketing email template should be triggered by the workflow

SOLVE

Hi,

 

In our scenario, we have a pre-created marketing email template that should be triggered by the workflow. At the workflow level, we should be able to assign this template to the recipient when sending an email using the workflow.
Could you please let me know how to programmatically invoke the marketing email from workflows and select the recipient?

 

Please let me know if you are not able to follow the question. Happy to provide more details.

 

Kindly,
Ayesha

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

How marketing email template should be triggered by the workflow

SOLVE

Hi @AM7777,

 

If you follow these steps, you can create an email for use in a workflow: https://knowledge.hubspot.com/marketing-email/create-automated-emails-to-use-in-workflows

 

Workflows automatically send the email to enrolled contacts by default - you just need to define the enrollment criteria correctly: https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers

 

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

How marketing email template should be triggered by the workflow

SOLVE

Hi @AM7777,

 

If you follow these steps, you can create an email for use in a workflow: https://knowledge.hubspot.com/marketing-email/create-automated-emails-to-use-in-workflows

 

Workflows automatically send the email to enrolled contacts by default - you just need to define the enrollment criteria correctly: https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers

 

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