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Solved
LNRobertson on October 20, 2022
Setting up the Docusign envelope delivery was fairly simple in Workflows. However, I need some guidance on how to initiate another trigger in the same workflow (or a new one) for knowing when the document was signed. Is this possible? The client nee read more
0 upvote
2 Replies
Accepted Solution
HubSpot Employee
October 20, 2022 20:16
Hi @LNRobertson ! It sounds like you're using the Docusign Integration . Let me know if not! When a Docusign document is signed the status ch...read more
Solved
BSheehy on July 25, 2022
I have an Active List i.e. any Contact meeting the criteria I specify is automtically added to it. I use this active list to send out a Newsletter email every month. How do I make all users on the Active List all Marketing Contacts? Any future Co read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
July 25, 2022 06:44
Hi @BSheehy , This requires a Professional subscription and a contact-based workflow. A workflow could enroll all contacts from the list and u...read more
Solved
Roger on June 16, 2022
Is there a possibility to integrate an email property from a custom object in an email list to send out a marketing email? Does anybody have an idea or a workaround?
Accepted Solution
Contributor | Partner
June 17, 2022 04:55
@Roger I would set up a custom field called Type on the Contact Object and have all your Contacts that are associated with the Partner Object get t...read more
Solved
derekperkins on June 07, 2022
Is there a way to reference the trigger object for a workflow in an email template? Here's a scenario: "Contact A" belongs to 2 companies - "Primary Company" and "Another Company". "Primary Company" is the primary company for "Contact A". A work read more
Accepted Solution
Recognized Expert | Diamond Partner
June 10, 2022 09:05
Hello @kvonloesecke and @derekperkins , Currently, we can only use the primary company token in the HubSpot Emails. Regards,
Solved
Njoyantoinette on June 07, 2022
Hello, dear community, I would like to create a workflow in which every time someone downloads a document from our blog pages specifically (we have downloadable docs on other pages too), we send out an email. This email is customized to read more
Accepted Solution
Contributor
June 07, 2022 05:44
Hi @Njoyantoinette , Cool situation, I would be happy to offer a solution here. There are a few different ways to do this but what I would ...read more
Solved
NElliss on May 29, 2022
Hi All, I'm trying to create different workflows for users based on the time they become a lead to offer them different flows based on whether our call centre is open. e.g. Gilbert submits a lead at 10pm on a Monday I'd like to provide a different read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 29, 2022 21:29
Hi @NElliss , I answered a similar question here: Automation to assign leads by day of the week or Enrolling in workflow by day of the week ...read more
Solved
HTay on January 16, 2022
Hi, Need some help troubleshooting a if-then branch in the workflow. I want Email #2 to be sent automatically if people do not reply to Email #1 AFTER 7 days. But this isn't happening. Instead, the 'history' tab shows that people are being read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 16, 2022 21:46
Hi @HTay , First off, have you set up marketing email reply tracking ? Looking at your workflow, the if/then branch itself seems to be ...read more
Solved
TRichards on January 14, 2022
For our marketing emails we use a title naming convention to identify what line of business the email belongs to. To simplify: " ABC -2021 Tradeshow" vs. " XYZ 2021 Fall Webinar" I would like to sort people by "Those who have opened emails t read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 14, 2022 22:24
Hi @TRichards , This is unfortunately not possible. Other users have requested the same in the HubSpot Ideas section of the community: Additi...read more
SStrachan on January 13, 2022
I'm looking for some guidance on what would be best practice or the best way to setup more advanced email subscription and workflows similar to AutoTrader.com or any major Real Estate/Marketplace styled websites. A basic example would be I choos read more
Participant
February 04, 2022 04:56
The purpose of this is to trigger various automated emails. For example, (a single record notification) if a user is interested in one specific ca...read more
Solved
bhutchinson850 on December 10, 2021
Is there some best practices for building out nurture campaigns inside workflow? We are constantly wanting to add content in these workflows. We want contacts that already completed the workflow to receive the new email assets. We find ourselves cl read more
Accepted Solution
Hall of Famer | Partner
December 10, 2021 22:56
Hi @bhutchinson850 , There probably is a way to achieve this with workflows but if there is, it would be convoluted and very high maintenance....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 | Platinum Partner
November 05, 2021 05:42
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
GYusuf on October 22, 2021
Can CTA be changed in an email using a workflow. example when a contact receives an email through a workflow and we want that CTA (book a meeting) in the email to book a meeting with the contact owner. so the workflow will have to check who the cont read more
Community Manager
October 25, 2021 06:40
Hi @GYusuf , Thank you for reaching out to the Community! I want to tag in some subject matter experts to see if they have any suggestions:...read more
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