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Lists, Lead Scoring & Workflows

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Solved
s12b on September 10, 2025
Hi Everyone, I’m setting up a workflow that includes three emails, scheduled to send once per week. Trigger: The workflow begins when Email 1 is sent. Once Email 1 is sent, I want to track the following engagement metrics: Clicks, Open read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
September 11, 2025 00:27
Hi @s12b , This looks generally correct but confirmation would require screenshots of the detailed configuration of actions 20 and 22 (left si...read more
Solved
BalintSipos on November 11, 2024
Here is the Lead scoring setup I am planning to do. With the Beta Lead score feature I will create a scoring group per channel. I will have separate score per channel like - organic search, paid-social, referral etc. Many scoriong interaction woul read more
0 upvote
8 Replies
Accepted solution
Hall of Famer | Partner
November 11, 2024 04:14
Hi @BalintSipos , At the moment, this is not possible – unless you create a score specifically for assets / touchpoints of this one campaign. ...read more
Solved
KSteptoe on July 31, 2024
I've built a workflow in that fires off different actions based on which dates people have chosen to attend a specific event. I would like to add the people who are enrolled to different SalesForce campaigns based on which dates they pick, so have e read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 31, 2024 12:23
Hi @KSteptoe , Have you checked the workflow actions log for the contacts where this is happening? https://knowledge.hubspot.com/workflows/un...read more
Solved
NatFrilay on July 01, 2024
Hi, we have some dinners we organised every two months with our customers. As part of the invitation process, we were just emailing the attendees and we never tracked the attendance in Hubspot. Is it possible to create the past events with the atten read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 01, 2024 02:34
@NatFrilay you would first create a custom multiple checkboxes property for contacts here: https://knowledge.hubspot.com/properties/create-and-edi...read more
Solved
NBoornazian0 on March 29, 2024
I have set up the workflow steps. But, when I try to "turn on" the workflow with the toggle switch, it's greyed out and I get the following when I roll over it. " To turn on this workflow, please finish setting up any actions." What do I need read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 29, 2024 16:05
Hi @NBoornazian0 , Can you please share a screenshot of your workflow actions? It's likely that you missed filling a required field in any of ...read more
Solved
rachelconsults on March 11, 2024
Hi, I'd like to create a score for people in specific campaigns. I have a number of emails associated with the campaigns and I would like to apply scores for "any email" but refined by a filter of campaign. I'm only seeing the ability to refine by d read more
Accepted solution
Contributor | Platinum Partner
March 12, 2024 07:00
Hello @rachelconsults ! I think using enrollments in workflows is a good workaround you can try since you care more about the people you're sending...read more
Solved
HSmith21 on February 26, 2024
Hi there - I want to present a view or list of contacts who have engaged with us to a sufficient extent that sales should follow up with them. I have no issue in pulling together these people (lead scoring, lifecycle stage - etc.) but I am strugglin read more
0 upvote
3 Replies
Accepted solution
Most Valuable Member | Platinum Partner
February 27, 2024 08:25
Hey there @HSmith21 and welcome to the Community. I'm wondering if you could make a Custom Report, create a pivot table, and show this data....read more
Solved
Lovro on July 08, 2022
Hi everyone, I imported a HubSpot audience into LinkedIn and created couple of website visits campaigns. I would like to 'save' all users who interacted with each campaign in a HubSpot list so I could retarget them later on with emails. Cam read more
0 upvote
1 Reply
Accepted solution
Community Manager
July 11, 2022 18:31
Hi @Lovro , Thanks for reaching out! I wanted to share this help article that explains how to create a list of contacts who interacted...read more
Solved
SComeau on November 04, 2021
I am hoping someone can help. We have a campaign set up that is targeting clients that have a particular product we are phasing out and moving to another more robust version of the product. The new version of the product will require a monthly subsc read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
November 05, 2021 08:42
Hi @SComeau , What I would do in this scenario: Create a custom property containing the subscription level - this will be used as a perso...read more
Solved
JayJay on July 19, 2021
Hi! I am very grateful that you guys can maybe help me. Here's the context: we have a list of 5000 contacts that are inactive ( for most of them) and we do not know who they are... we have their emails and pretty much it. In parallel of thi read more
0 upvote
4 Replies
Accepted solution
HubSpot Alumni
July 20, 2021 15:57
Hello @JayJay , As @karstenkoehler mentioned, HubSpot's Accpetable Use Policy does not permit sending marketing emails to contacts who ha...read more
Solved
WillJD on July 01, 2021
I need to segment contacts into lists based on their interests so that I can send them only content they are likely to be interested in. I thought that one way to do this would be to create campaigns around particular interests and then add contact read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
July 05, 2021 11:06
Thanks @WillJD , if you consider this thread closed, you can help the community by marking my first reply as a solution. I'd appreciate it. Cheers...read more
Solved
RChesterton on March 29, 2021
Hi! I would like to send a marketing email to all my customers who purchased samples, but never returned to purchase full size items. I cannot create this list in HubSpot as the data does not exist when contacts are autocreated from Shopify purc read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Gold Partner
March 29, 2021 21:38
Hi @RChesterton We regularly import spreadsheets to create HubSpot Lists. We only import the email address column from the spreadsheet. ...read more
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