Lists, Lead Scoring & Workflows

LJIMÉNEZ24
Member

WORKFLOWS / MARKETING CONTACT

SOLVE

Good morning community 

- I created a workflow 
- A list automatically feeds the workflow with new contacts. 

- Unfortunately some of thise contacts were not set as Marketing Contacts 
- hence the emails where not sent to them and gave an error. 

- I fixed those contacts and updated them as marketing contacts 

- The workflow still gives the error. 

QUESTION: How can I enable those contacts to be sent the workflow mails? 

 

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

WORKFLOWS / MARKETING CONTACT

SOLVE

Hi @LJIMÉNEZ24,

 

In that case I would do the following:

  • Create a list of contacts who received the emails already
  • Clone your workflow
  • In the enrollment criteria, exclude the list from the first step
  • Make sure all contacts are marked as marketing
  • Turn on the workflow

If you're unsure about anything, please share a screenshot.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

WORKFLOWS / MARKETING CONTACT

SOLVE

Hi @LJIMÉNEZ24,

 

How exactly did you update the contacts to be marketing contacts (via bulk editing, workflow etc)? Can you share a screenshot of the error please? How exactly did you re-enroll the contacts?

 

Generally, I'd recommend placing a workflow action right before the marketing email send - as HubSpot has a workflow action "Set marketing contact".

 

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.

0 Upvotes
LJIMÉNEZ24
Member

WORKFLOWS / MARKETING CONTACT

SOLVE

Hi Karsten, thanks for your reply. 

 

The issue was that the contacts I uploaded trough import, were not set as marketing contacts before enrolling them to the workflow. Thus they were not able to receive the emails. When I realised, I made them marketing contacts but the first 3 emails of the workflow were never sent. 

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

WORKFLOWS / MARKETING CONTACT

SOLVE

Hi @LJIMÉNEZ24,

 

In that case I would do the following:

  • Create a list of contacts who received the emails already
  • Clone your workflow
  • In the enrollment criteria, exclude the list from the first step
  • Make sure all contacts are marked as marketing
  • Turn on the workflow

If you're unsure about anything, please share a screenshot.

 

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.

0 Upvotes