Lists, Lead Scoring & Workflows

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SOblak le Mars 26, 2024
Each month we add new customers to our system to send marketing emails to with relevant product information. The list provided is a complete list, not an incremental list, meaning each month all the previous month's contacts will be on it as well as Lire la suite
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mars 26, 2024 15:22
Hi @SOblak , HubSpot would still set these contacts as marketing contacts if you choose so, despite a full unsubscribe. If you want to a...Lire la suite
IRaymondBiaggi le Mars 26, 2024
Hi, I'm trying to categorize contacts as customers when they register on our web app's register page. We've already connected the forms through JavaScript and APIs and are capturing the information correctly but I want to trigger a workflow from t Lire la suite
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1 Réponse
Participant
Mars 26, 2024 11:55
Hi, it's possible that HubSpot doesn't count this as a "form submission" (in the sense of this workflow trigger) as it comes via a custom integration...Lire la suite
MRoberts19 le Mars 26, 2024
Hi there, Can anyone suggest a way to use personalization tokens in an email so different recipients get a different URL (for a document) in the body of the email? E.g. sending one email but multiple customers will see a different URL depending Lire la suite
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Participant
Mars 26, 2024 09:15
Thanks Karsten, Absolutely great advice. Many thanks.
Résolues
RBertsch le Mars 25, 2024
We are looking to create a nurture workflow but the issue is the first email is only relevant if it's before a specific date. If the user enters the nurture workflow after a specific date we want to skip the 1st email and go directly to the next ema Lire la suite
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Accepted Solution
Contributeur de premier rang | Partenaire solutions
Mars 25, 2024 12:06
Hi @RBertsch , You could do this by creating a custom contact property called something like 'Date entered workflow X', which is populated by...Lire la suite
IuliaArtean le Mars 25, 2024
Hello, I had created a workflow that automatically creates a deal after an offer is sent to a contact. But I realised that I can't create this workflow efficiently as the "company name" field, that I want to be added in the name of the deal, is be Lire la suite
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1 Réponse
Contributeur de premier rang | Partenaire solutions
Mars 25, 2024 07:30
Hi @IuliaArtean , What you are doing in that last screenshot is correct. It will now pull in the Company Name from the Company record instead...Lire la suite
MKolankowska le Mars 22, 2024
Hey, I've been wondering if there are any plans in the near future to add CTAs to the Workflow Communications section, so it's possible to show any types of notifications (like pop-ups, web pushes, bars etc.) to contacts based on for example sp Lire la suite
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2 Réponses
Membre
Mars 25, 2024 05:12
Thanks @CateDuarte . Yeah, I know that I can use lists in targeting however I was just curious if there are any plans to expand Communication sectio...Lire la suite
Résolues
pahy96 le Mars 22, 2024
I have a workflow set up where the trigger is "Hubspot score >= 100" with a myriad of filters added to it, particularly ones focused on workflow activity. Overall, I want to avoid contacts entering this workflow if they are already active in Lire la suite
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Accepted Solution
Contributeur de premier rang | Partenaire solutions
Mars 22, 2024 08:45
Hi @pahy96 , The enrollment trigger and the refinement filter criteria work in tandem - they both need to be met in order for a record to enr...Lire la suite
mmassochin le Mars 22, 2024
Hello everyone! I've recently created a workflow to automatically mark contacts (unengaged, hard bounced, employees, etc) as non-marketing. To do that, I created a list where I put all contacts that fit into the previously mentioned criteria. A Lire la suite
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mars 22, 2024 08:18
Hi @mmassochin , Can you please share a screenshot of your workflow steps, the enrollment / re-enrollment criteria, the list criteria and the ...Lire la suite
LBeeson le Mars 22, 2024
Hi We have a number of nurturing workflows running where emails are sent from contact owners. I've had a request to stop sending emails from a specific person whilst they're on leave next week. I wanted to check: What is the best way to do Lire la suite
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mars 22, 2024 04:22
Hi @LBeeson , What exactly is the call-to-action in those emails? Booking a meeting, replying to an email, calling? HubSpot doesn't have...Lire la suite
Résolues
JOnwah le Mars 21, 2024
Hello HubSpot Community, I’m currently navigating a challenge in optimizing our lead qualification process to better identify and engage with high-potential leads. Given a substantial contact base of ~10,000 B2B partners with significant data ga Lire la suite
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Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Mars 25, 2024 13:19
Hey there @JOnwah and welcome to the HubSpot Community. From your in-depth description, I'd agree with @Jnix284 here that you seem to have...Lire la suite
Résolues
KSergieva11 le Mars 21, 2024
Hello all! I am trying to create a workflow that checks if the user that submitted a specific form is going to book a meeting after that (after the form submission it automatically redirects to the scheduling page). However, I can't find the rig Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mars 21, 2024 11:19
Hi @KSergieva11 , This can best be solved with a workflow delay until an event occurence: As you can see, this workflow would ...Lire la suite
laura_kit le Mars 20, 2024
Hi there, We need to change some criteria in 2 workflows, so for example changing criteria in a branch or edit contact enrollment triggers however it seems that there is no option to do so, and the only thing I can do is either to delete a branc Lire la suite
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Membre irremplaçable | Partenaire solutions Diamond
Mars 23, 2024 08:28
@laura_kit I would also add that if you do need to rebuild the workflow, it's probably best to build a new workflow with the more flexible branch o...Lire la suite
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