Workflow to get customers to review their product

MRoberts19
Participant

Hi!

 

I've set up a workflow that emails any customer 2 weeks after their purchase to ask them to review their product. Currently, the CTA in the email is generic - it sends them to our website where they have to leave a review on the product page: but they have to get to the product page manually.

 

Does anyone know a workflow filter/property that will enable me to send them directly to the product page where they bought their item from?   

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1 Accepted solution
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Hey @MRoberts19 there's a few different methods that could be used for this. Out of the box however a lot of them will be relatively unscalable if you have a large number of products. 

What you would need to do is store the product they've purchased in a contact property. This would be done via a workflow, but again if you have a lot of products that could be quite a large task. This workflow would have multiple options so would go something like "Enroll when customer puchases, if they chose product A add the value "product A" to a custom contact property "last purchase", if they chose product B add the value Product B. etc"

 

You could then use a smart CTA or Smart Content to populate the relevant link based on them having this value within their custom property. 

 

A more scalable way would be to integrate your ecommerce system with HubSpot to automatically store that data in the contact record so you can work from there. It might be worth seeing if there's an integration for your online store with HubSpot available in the HubSpot ecosystem. If you can integrate them you should be able to automatically pull that data into a contact record and save yourself a lot of work. 

 

Ideally the best way would be to have a custom property that stores the url of the last purchased item, you can then use that personalization token as a link in any of your emails, but populating them is the hard part. 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

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2 Replies 2
AlexCol
Member

@MRoberts19 ,

We built a HubSpot-native app to collect, manage and reuse testimonials directly in the CRM instead of spreading them across tools.

We’re looking for a few HubSpot users to give blunt feedback during the beta.
If that’s something you’d like to help shape, feel free to comment, I'm happy to share more in DM.

Alex

0 Upvotes
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Hey @MRoberts19 there's a few different methods that could be used for this. Out of the box however a lot of them will be relatively unscalable if you have a large number of products. 

What you would need to do is store the product they've purchased in a contact property. This would be done via a workflow, but again if you have a lot of products that could be quite a large task. This workflow would have multiple options so would go something like "Enroll when customer puchases, if they chose product A add the value "product A" to a custom contact property "last purchase", if they chose product B add the value Product B. etc"

 

You could then use a smart CTA or Smart Content to populate the relevant link based on them having this value within their custom property. 

 

A more scalable way would be to integrate your ecommerce system with HubSpot to automatically store that data in the contact record so you can work from there. It might be worth seeing if there's an integration for your online store with HubSpot available in the HubSpot ecosystem. If you can integrate them you should be able to automatically pull that data into a contact record and save yourself a lot of work. 

 

Ideally the best way would be to have a custom property that stores the url of the last purchased item, you can then use that personalization token as a link in any of your emails, but populating them is the hard part. 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.