Lists, Lead Scoring & Workflows

MariaDuenas
Participant

Segment by clicks on a form

SOLVE

Hi, I'm creating a nurturing strategy and based on what people clicked on a form I want to trigger a workflow for them to recieve an email about that topic. Can this be done? The part where I segment people by option clicked on a form?

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2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Segment by clicks on a form

SOLVE

Hi @MariaDuenas,

 

Do you mean which choice the contact makes in a property with selection options?

 

If so, you would do the following:

  1. Enroll contacts into the workflow based on the form submission:
  2. Add a branch (and/or branch) and create one branch per selected option: https://knowledge.hubspot.com/workflows/use-if-then-branches-in-workflows
  3. In each branch, add an automated email suitable for that choice: https://knowledge.hubspot.com/marketing-email/create-automated-emails-to-use-in-workflows

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

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.

View solution in original post

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MariaDuenas
Solution
Participant

Segment by clicks on a form

SOLVE

Already solved by filtering based on contact properties

View solution in original post

0 Upvotes
2 Replies 2
MariaDuenas
Solution
Participant

Segment by clicks on a form

SOLVE

Already solved by filtering based on contact properties

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

Segment by clicks on a form

SOLVE

Hi @MariaDuenas,

 

Do you mean which choice the contact makes in a property with selection options?

 

If so, you would do the following:

  1. Enroll contacts into the workflow based on the form submission:
  2. Add a branch (and/or branch) and create one branch per selected option: https://knowledge.hubspot.com/workflows/use-if-then-branches-in-workflows
  3. In each branch, add an automated email suitable for that choice: https://knowledge.hubspot.com/marketing-email/create-automated-emails-to-use-in-workflows

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

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