i have a hubspot automation case with me: I would like to implement a lead magnet that is about finding a fitting ngo for a customer. Desired Outcome: Somebody visits the page than sees a section with an overall headline 'find the right org' asking a) personal information b) a topic that somebody is interested in (climate protection, fight poverty, gender equality etc.) and then sends automatically an e-mail with three fitting organisations.
I want this workflow to be repeatable meaning that everybody can go through the process multiple times no matter if they already have seen recommendations to any topic before. Further I want the chosen topics to be attached to a contact in the crm so that I can contact them individually with tailored information. If I have chosen climate protection, there would only appear this topic, if I have chosen climate protection and then something further I want this two topics to be attached not replaced by each other(!).
If you want to append multiple values, you would need a multi checkbox field rather than a drop-down as dropdowns only allow you to store one value/ topic at a time.
So if its a data capture form that collects this information, your workflow trigger would be something like "if [topic custom property] is known"
This means everytime this property is updated, the contact would re-enroll into the workflow. You just need to ensure that the workflow trigger is configured to allow re-enrollments as well 🙂
Hi there! This is theoretically possible - you can set your workflows to allow re-enrollment.
How are you planning to collect their topic of interest? Is this via page view? form submission data capture?
Either way, you can set up a multi checkbox custom property for topics of interest so that you can append values rather than replace if someone is interested in both.
You can then use this as a workflow trigger to send them relevant information.
Hi! Thanks a lot for the quick response! My aprroach would be to use a dropdown menu listing all of the topics and then send a prewritten e-mail basically offering three proven projects from our plattform. In the first place I would only offer them one option to be selected but allowing to go through the process another time if they also like to know something about education for example. Currently thinking about an if/else branch but did not find an answer on how to let people trigger a workflow another time and add a second, third... property depending on the topic selected in the lead form.
If you want to append multiple values, you would need a multi checkbox field rather than a drop-down as dropdowns only allow you to store one value/ topic at a time.
So if its a data capture form that collects this information, your workflow trigger would be something like "if [topic custom property] is known"
This means everytime this property is updated, the contact would re-enroll into the workflow. You just need to ensure that the workflow trigger is configured to allow re-enrollments as well 🙂
