Need advice on automation

[JTowns]

I'm working with an external partner to implement Hubspot and our implementation specialist is on vacation. We were told from our partner that we have to manually enroll someone to receive drip campaigns and I can't believe that to be true. We want full automation so should we cancel our implementation if we cannot fully automate our follow-up process? I think it would be silly to have our salesperson manually enrolling all of our contacts.... TIA!!

[PamCotton · Accepted solution]

Hello @JTowns, currently there are workflows where you can choose your actions based on your contacts/deals actions ( More information here) without manually being enrolled.  What would be your follow-up process? I will also tag some top experts to share their thoughts, @Alex_ @Aakar we would love to also check your recommendations.

Thank you!

Pam

[Aakar]

@karstenkoehler has already covered it. There could be a few scenarios where you need to manually enroll someone in the workflows. But that should not stop you from implementing HubSpot. The best part of HubSpot is automation. 🙂

@JTowns you can fully automate your drip campaigns with HubSpot workflows. There are number of ways and anchor points within HubSpot to run your drip campaigns. You can enroll someone automatically on form submission, with a certain lead score, or with certain HubSpot contact property or list update, etc.

Thanks @PamCotton for the tag.

[karstenkoehler · Accepted solution]

Hi @JTowns,

The options for enrollment depend a bit on the circumstances. Usually, workflows have certain enrollment triggers. You can think of these as HubSpot being constantly on the look-out for contacts who match certain criteria. A common one would be the fact that contact submitted the form. Upon form submission, the contact would enroll in the workflow.

If a contact does not organically meet the enrollment criteria, you can manually enroll them. This would be an alternative to reviewing the initial enrollment triggers and usually makes sense if a contact (or record) is an exception to the rule. If you find that you have more and more of these exceptions, you'd update the enrollment criteria of the workflow. You could then for example say that you want contacts who submitted a certain form OR contacts who visited a certain page or join a certain list.

When updating workflow enrollment triggers, keep an eye out for the option that asks you whether you want to retroactively enroll contacts who meet the criteria or just the ones from now on. The first option might cause a bulk enrollment of contacts.

So no, you don't have to always enroll contacts manually. That would indeed not be the opposite of automation.

Let me know if you have any follow-up questions!

[PamCotton · Accepted solution]

Hello @JTowns, currently there are workflows where you can choose your actions based on your contacts/deals actions ( More information here) without manually being enrolled.  What would be your follow-up process? I will also tag some top experts to share their thoughts, @Alex_ @Aakar we would love to also check your recommendations.

Thank you!

Pam

[JTowns]

Thank you so much!! I was able to use workflows and set it up on my own since our external partner didn't know how to do it.