Lists, Lead Scoring & Workflows

OnStationHG
Participant

Multiple Workflow emails at once

SOLVE

When someone gets added into the Hubspot system for the 1st time and the workflow has already been running, this person gets all the emails at the same time that they are added to the system.  How can I prevent this from happening?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Multiple Workflow emails at once

SOLVE

Hi @OnStationHG,

 

You would have to narrow down the enrollment criteria of your workflow: https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers

 

If they are too broad (and it sounds like they are), they're enrolling too many contacts. If you share a few examples of workflows, what they're supposed to do, I can make suggestions for how to narrow them down.

 

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.

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4 Replies 4
Jigar_Thakker
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Multiple Workflow emails at once

SOLVE

Hi @OnStationHG.,

Based on your question I assume this could be a case where, when a new contact is added to a HubSpot workflow that triggers immediate actions upon enrollment, they might receive multiple emails simultaneously if there are no delays or specific enrollment criteria in place. 

  • Check if any actions are set to execute immediately upon enrollment and adjust them as needed.
  • Add delay actions between email sends to stagger the messages over a suitable timeframe.
  • Ensure the workflow's enrollment criteria are clearly defined so contacts join the workflow at the appropriate stage.
  • For newly added contacts, consider temporarily pausing their automatic enrollment to prevent them from receiving multiple emails at once.

For your reference: https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers

 

Let me know if you'd like guidance on implementing these changes! If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 

OnStationHG
Participant

Multiple Workflow emails at once

SOLVE

I would love some guidance on how to do this- I am very new to Hubspot and have no clue what I am doing.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Multiple Workflow emails at once

SOLVE

@OnStationHG happy to guide you here – what I would need to help are (see my previous answer) screenshots of the workflows that are sending those emails.

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

Multiple Workflow emails at once

SOLVE

Hi @OnStationHG,

 

You would have to narrow down the enrollment criteria of your workflow: https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers

 

If they are too broad (and it sounds like they are), they're enrolling too many contacts. If you share a few examples of workflows, what they're supposed to do, I can make suggestions for how to narrow them down.

 

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.