Currently we send a number of emails to a contact list in a campaign, and at each stage we have a new list that excludes people who interacted with the last list,
I am wondering if there is a better way to do this that doesn't involve setting up a new list each time
Jul 17, 201811:11 AM - edited Jul 19, 201811:03 AM
Thought Leader
dynamic list reduction
SOLVE
Help other HubSpot searchers find this post quickly by accepting the solution
Q: I am wondering if there is a better way send a number of emails to a contact list in a campaign, and at each stage exclude people who interacted with the last SEND?
Short A: Sure. Smart lists are a perfect solution @MikeCormack
Longer A:
The example list and workflow criteria below use lead scores, but you can easily adapt the concept to your needs around email sends, opens, clicks instead.
-1- Build smart lists using whatever criteria you like (based on specific stages of your campaign)
(see image)
-2- Use one of your smart lists to enroll your contacts in your workflow.
(see image)
-3- If/Then branch to INCLUDE who should continue to receive the next send in the campaign -- i.e., 'unengaged contacts'.
(basically this means future send actions happen on the YES branch)
Using this method you'll always be able to quickly tell who is and who isn't engaged in your campaign by looking at either the smart list contacts, the workflow numbers, or both!
Help answer your question? If so, remember to accept this 'solution'.
Jul 17, 201811:11 AM - edited Jul 19, 201811:03 AM
Thought Leader
dynamic list reduction
SOLVE
Help other HubSpot searchers find this post quickly by accepting the solution
Q: I am wondering if there is a better way send a number of emails to a contact list in a campaign, and at each stage exclude people who interacted with the last SEND?
Short A: Sure. Smart lists are a perfect solution @MikeCormack
Longer A:
The example list and workflow criteria below use lead scores, but you can easily adapt the concept to your needs around email sends, opens, clicks instead.
-1- Build smart lists using whatever criteria you like (based on specific stages of your campaign)
(see image)
-2- Use one of your smart lists to enroll your contacts in your workflow.
(see image)
-3- If/Then branch to INCLUDE who should continue to receive the next send in the campaign -- i.e., 'unengaged contacts'.
(basically this means future send actions happen on the YES branch)
Using this method you'll always be able to quickly tell who is and who isn't engaged in your campaign by looking at either the smart list contacts, the workflow numbers, or both!
Help answer your question? If so, remember to accept this 'solution'.