Lists, Lead Scoring & Workflows

Why can't I create a list or set a workflow to tag the people who have opened any email in a specific campaign or with an email name that contains "Campaign Code"? Having to find every email in our weekly newsletter campaigns is a nightmare, and cou read more

I’m setting up a custom lead scoring model and would like to award points when a contact clicks a specific link in a marketing email — for example, if they click on a case study link (URL contains “case-study”), they should receive +5 points. read more

Hello! I'm trying to create a segment based on who clicked on various types of links in a campaign. We use UTMs and would like to pull lists of those engaging with certain content (i.e. Link URL contains 'video'). I see how to filter using read more

Hi everyone, I’m trying to build a workflow in HubSpot to send a marketing email, but only to one contact per company : the one who has the most recent value in the property Last Login Date . Here’s what I’d like to achieve: Each co read more

I made a workflow to sent out a marketing template depending on if they had email, sms or both and then added the action to enroll in the auto reply workflow I built that triggers certain auto replies based on certain trigger words like "Help" but t read more

Hi all, Currently, our design team is in charge of creating mailing templates and uploading them to HubSpot, as well of publishing the corresponding marketing emails. The next step, for the CRM team, is to manually insert those marketing emails read more

It would be helpful to allow scheduled (but not yet sent) emails to be used when building lists and workflows. Use case: I have an email scheduled to send on Monday at 9 AM EST. I want to set up a workflow so that if someone clicks on a link i read more

Add the functionalisty to filter marketing emails on Business Unt when creating lists. We have a number of Business Units and ideally would like to create engaged/unengaged lists based off interactions with emails. Currently it isnt possible to read more

Hi! We're starting an email marketing campaign, and set up a drip for engaged contacts. For example: Marketing Email 1 is sent out (regular email) A contact clicks link in the email Contact receives 2nd marketing email (automated) in drip read more

Our company does live or virtual presentations (like 4-5 a month) where we create a specific landing page for lead capture PER event for attendees to receive free resources from our company (PDFs, tools, spreadsheets etc.). Per each event we create read more

Hello, One of our products is an online library that a customer can buy access to. After each sale, the customer provides a list of staff email addresses for us to contact and enrol into the library. The library is hosted as a section of our read more

Hello, I noticed that when some website visitors fill out forms (e.g., to receive the rate card or a lead magnet via email), the email will not be sent to them. The reason: "This recipient hasn’t confirmed their email subscription yet." At some poin read more