Lists, Lead Scoring & Workflows

AvonKuhn
Participant

Unsubscribes Workflow

SOLVE

Hi Community,

 

I would like to create a workflow that is triggered once a contact unsubscribes or their email bounces, then I would like to mark them as non-marketing contacts and add them to a list 'unsubscribed' and remove them from all other lists. Here comes the problem, for some reason I can only remove them from static lists but they may have been added to an active list. Would I maybe have to edit the filter of my active list?

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

Unsubscribes Workflow

SOLVE

Hi @AvonKuhn,

 

Correct, active lists cannot be updated via workflow. You would have to update your list criteria to exclude contacts where "Unsubscribed from all email" = True and where "Email hard bounce reason" is known.

 

While you're at it, I'd recommend excluding these contacts as well:

  • Email is unknown
  • Invalid email is true
  • Email domain is any of [your competitor's email domains]

 

Hope this helps!

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

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Unsubscribes Workflow

SOLVE

Hi @AvonKuhn,

 

Correct, active lists cannot be updated via workflow. You would have to update your list criteria to exclude contacts where "Unsubscribed from all email" = True and where "Email hard bounce reason" is known.

 

While you're at it, I'd recommend excluding these contacts as well:

  • Email is unknown
  • Invalid email is true
  • Email domain is any of [your competitor's email domains]

 

Hope this helps!

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.