Lists, Lead Scoring & Workflows

SComeau
Contributor

Lists to Campaigns- Max 5?

SOLVE

I am hoping someone can help. We have a campaign set up that is targeting clients that have a particular product we are phasing out and moving to another more robust version of the product. The new version of the product will require a monthly subscription. We want to send out an e-mail based on subscription cost for that particular batch of clients. We have more that 5 different e-mails that would go out, since the Campaign has a max of 5 static lists, how can do do this? Ex: List 1 $250 monthly subscription, List 2 $500/Month subscription etc.  Is there a way to just have one list with a column (Subscription Price) and add them to the e-mail that way? This is all new to me as we haven't run into this problem before. Any suggestions?

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Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Lists to Campaigns- Max 5?

SOLVE

 Hi @SComeau,

 

What I would do in this scenario:

  • Create a custom property containing the subscription level - this will be used as a personalization token in the emails
  • Create an individual static list - this will be the only list associated with the campaign
  • Using a Workflow, add members to the static list based on their membership of the other 5 lists
    • You would use 5 different OR statements on enrollment criteria
  • Alternatively, you could create 1 master active list that pulls from the 5 other lists and use that single active list as the enrollment criteria for your workflow to send them to the static list

Hope this helps!

 

Thanks for the ping @TiphaineCuisset 

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Lists to Campaigns- Max 5?

SOLVE

 Hi @SComeau,

 

What I would do in this scenario:

  • Create a custom property containing the subscription level - this will be used as a personalization token in the emails
  • Create an individual static list - this will be the only list associated with the campaign
  • Using a Workflow, add members to the static list based on their membership of the other 5 lists
    • You would use 5 different OR statements on enrollment criteria
  • Alternatively, you could create 1 master active list that pulls from the 5 other lists and use that single active list as the enrollment criteria for your workflow to send them to the static list

Hope this helps!

 

Thanks for the ping @TiphaineCuisset 

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

TiphaineCuisset
Community Manager
Community Manager

Lists to Campaigns- Max 5?

SOLVE

Hi @SComeau 

 

Thank you for reaching out

 

I want to tag some of our experts on this - @Josh @NicoleSengers @ConnorSlivensky do you have any thoughts for @SComeau on this? 

 

Thank you!

Best

Tiphaine


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