Primary Company Marketing Email

[JElston]

Good day

Can someone please assist with some ideas on how to go about this problem,

Scenario: Company A, Company B, and Company C are listed on Hubspot and each have their own unique data. Contact ABC is the correct person to speak to and is associated with all three of the companies. When Company A, Company B, and Company C are all triggered into a workflow and we want to send out an email containing the unique company properties, then Contact ABC will receive 3 emails (which we want), but it will only pull in the info from the primary company (which can only be one of the 3).

The workflow I'm using is company enrollment which allows me access to all of the company properties, but if I want to send a marketing email template, it only pulls in the information from the contact's "primary company". 

I need to be able to send the same contact 3 emails but with different info - like how an internal notification works. 

Thanks

[danmoyle · Accepted solution]

Hey @JElston. What if you use the Company-based workflow, but for the email you use association labels? 

For instance, when Contact ABC is associated to each of these Companies, do you have an association labels for them like "Decision Maker" or "Primary Contact"? This would allow you to send an email based on that association label. Here's an example: 

This way you're sending to only the correct contact within their associated company/comnpanies. 

[himanshurauthan · Accepted solution]

Hey @JElston ,

For this, you can create a workflow with If/Then branches to create separate paths based on the trigger properties for each company (Company A, Company B, and Company C) and set up triggers within each branch to activate based on the specific company's enrollment. This ensures that the workflow distinguishes between the companies associated with Contact ABC. Now just create distinct email templates for each company and also add the different personalized tokens for different companies, containing the relevant information specific to Company A, Company B, and Company C.

Then, contact ABC will receive three separate emails, each containing the relevant information from their associated companies. This approach ensures personalized communication while leveraging HubSpot's workflow capabilities effectively.

I hope this will help you.

[danmoyle · Accepted solution]

Hey @JElston. What if you use the Company-based workflow, but for the email you use association labels? 

For instance, when Contact ABC is associated to each of these Companies, do you have an association labels for them like "Decision Maker" or "Primary Contact"? This would allow you to send an email based on that association label. Here's an example: 

This way you're sending to only the correct contact within their associated company/comnpanies. 

[BérangèreL]

Hi @JElston, I hope that you are well!

Thank you for sharing this detailed post to the Community, that's great!

I understand that the company workflow is only using the primary company's property but you'd like to have all the associated company's property. So email 1 would go to contact A with company A1's property ; then email 2 would go to contact A with company B1's property, etc.  Please let me know if that's not the case.

1. On the current company based workflow, do you have the re-enrollment enabled?
2. Which company property are you using? Is it a custom property?
3. What about using a workflow based on contacts but using company properties, would that work?
4. Would you be able to add labels or another custom property to differentiate the associated companies and add a "If/then" branch in the workflow?

I also wanted to invite a couple of subject matter experts to this conversation: Hi @Jnix284, @danmoyle and @himanshurauthan do you have suggestions to help @JElston, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much and have a wonderful day!

Best,
Bérangère

[JElston]

Hi there,

I feel this is the source of my problem - marketing email template restricting personalisation token to primary company. 

When using the “internal notification” step in a workflow, you can add the enrolled company’s properties – this is what I need but as a marketing email or email to associated contacts.

Thanks

[JElston]

Hello there,

Thank you for your reply

"I understand that the company workflow is only using the primary company's property but you'd like to have all the associated company's property. So email 1 would go to contact A with company A1's property ; then email 2 would go to contact A with company B1's property, etc.  Please let me know if that's not the case."
~ Yes this is correct

1. On the current company based workflow, do you have the re-enrollment enabled?

~ Yes I do

2. Which company property are you using? Is it a custom property?

~ As triggers and in the marketing email template, yes they are all custom company properties.

3. What about using a workflow based on contacts but using company properties, would that work?

~ I have used contact based enrollment before, but it wouldn't allow me to use the company properties I needed, and it also experienced some errors where other companies that are associated with the contact, but not relevant to the workflow, would be updated or amended in some steps in the workflow. Hence why I primarily use company enrollment for specific company triggers.

4. Would you be able to add labels or another custom property to differentiate the associated companies and add a "If/then" branch in the workflow?
~ I'm not sure how that would be able to assist, as it will still use the marketing email template setting of "primary company" properties. 

Many thanks!