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ACole9 on April 24, 2024
Hi, We're using Hubspot to send event attendee communications. We trying to set up a workflow which will send a sequence of emails on specific dates. However, people may register at anytime in the lead up to the event and we don't want them t read more
0 upvote
1 Reply
Hall of Famer | Partner
April 24, 2024 06:05
Hi @ACole9 , Yes, this can be achieved with a delay until a date. When adding such a delay, you can specify what should happen when a contact more
FilipRas on April 22, 2024
I've put all forms into a single window, but since I'm unfamiliar with this process, I'm unsure if it's preferable to have separate windows for each form or keep them combined? Additionally, if all three forms are within one window, will not read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 22, 2024 04:45
Hi @FilipRas , The way you've set up these enrollment criteria is that a contact would only enroll if they have submitted form 1 AND 2 AND 3. more
EMcNulty2 on April 19, 2024
I have a workflow set up for an event with several emails tied to it. The workflow has a delay set until one week before the event, then an email to remind that the event is a week out. We are now past that date, and the event is several days aw read more
0 upvote
1 Reply
Hall of Famer | Partner
April 20, 2024 00:58
Hi @EMcNulty2 , When you set up a delay until a date, check this box: You will then get a branch: more
CPiloo on April 17, 2024
Hi all, I am currently working on creating a double opt-in proces in different languages. Since Hubspot does not support this in the standard double opt in feature, I was thinking of sending an email with a CTA through a workflow. Once the reci read more
Hall of Famer | Partner
April 17, 2024 10:13
Hi @CPiloo , When you add a CTA in an email, you can change the link type to a subscription link. It's an often overlooked drop-down option more
JustinPerkinsC on April 16, 2024
How do you all feel about the UI tweak to smart lists in hubspot where they dont really give a good idea of pages any longer? You only see the current page you are on and the prev/next button. For me visually I no longer really have a go read more
1 Reply
Accepted Solution
Most Valuable Member | Elite Partner
April 16, 2024 20:37
I noticed this too @JustinPerkinsC when I was trying to figure out how to reasonably gauge how many lists there were without too much thought, I more
norismat on April 16, 2024
Hi, I have a Deal based workflow, that creates a new deal associated with the initial one. A "create record"is triggered. Where asked, I tell workflow to associate to this new deal the contacts that were associated to the previous deal. All works read more
0 upvote
2 Replies
April 17, 2024 07:59
Hi, I am working on Hubspot and no external tools. So far, I have learnt of no options to use Labels in Workflow beyond filtering.
LJIMÉNEZ24 on April 15, 2024
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. read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
April 17, 2024 10:45
Hi @LJIMÉNEZ24 , In that case I would do the following: Create a list of contacts who received the emails already Clone your workflow more
Lucas_Maciel on April 13, 2024
Hey guys, I need to distribute my contacts to another contact owners within a workflow, but not randomly. I know there is a branch based on a random percentagem, but it doesn't work in the specific scenario that I show in the image below. The number read more
Top Contributor
April 21, 2024 16:13
@Lucas_Maciel - I don't know if you will be able to get exactly what you are trying to achieve here out of the box, as you've already figured out, more
AKhakimova on April 12, 2024
HI! What can be a reason for the workflow not enrolling contacts from a list and sending them an automated email? All contacts from the list are marketing contacts, and are subscribed to the subscription used in the email. THank you in advan read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
April 12, 2024 05:10
Hi @AKhakimova , When you check the action log for that contact on the workflow details page, what do you see? more
CCurtis0 on April 12, 2024
Hi there, I'm looking to create a workflow, but the contact owner will send out a non-automatic email personalised with a quote form then from that I'm going to start sending out my emails once that has been sent out which will be within a day read more
0 upvote
3 Replies
Top Contributor | Partner
April 12, 2024 11:50
Hi @CCurtis0 , You can, what criteria would you want to stop sending the emails? Thanks, Louise Hare she/her more
MNaughton on April 11, 2024
Hi, I saw posts on how to copy the employee number from a company to the individual contacts at the company. I did it and it's not copying the data over to all contacts. The company would have the employee count but the associated contacts don't ha read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 11, 2024 15:50
Hi @MNaughton , You would have to add a "AND Number of associated contacts is known" to the enrollment criteria and enable reenrollment for more
NBraden on April 06, 2024
Hi all, I'm trying to create a workflow that sends a series of follow up emails when someone submits a form, and there are branches in the workflow that send contacts down different paths depending on if a specific link was clicked in one of the read more
0 upvote
4 Replies
April 15, 2024 12:57
Hi, This is the route I ended up taking. Thanks for the help!
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