Lists, Lead Scoring & Workflows

YunusChoi
Participant

new action added after workflow is completed

SOLVE

Dear experts!

 

We're trying to nuture the leads by sending a series of email newsletter which is composed of 4 contents.

 

But we prepared first content only, so we made a workflow only mail#1 was supposed to be sent and workflow has been completed. Then we added another action "sending mail#2" in the same workflow. 

 

Finally, we found that mail#2 was not sent to leads who received mail#1 (=already completed workflow before).

 

So we made 4 workflows in each only one mail is set to be sent. and turning them every 1week.

 

Is there any more comfortable solution??

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

new action added after workflow is completed

SOLVE

Hi @YunusChoi,

 

This depends on whether you're planning on adding more and more content to the series of emails and when recipients should receive this content. For example, if a contact already enrolled and unenrolled a year ago, should they now receive new emails?

 

In general, correct, if a contact has completed a workflow, they will exit the workflow. If you create additional workflow steps, you would have to identify the contacts that already left (e.g. by creating a list) and sending them new content in a different workflow or manually.

 

One way to solve for this could be a long delay at the end of the workflow (e.g. 365 days). Once you have new emails, you can add them after the workflow, followed again by a longer delay. In other words, when you're adding a new email, the end of the workflow should look like this:

 

365 day delay

send new email

365 day delay

 

You can then shorten the first 365 day delay and contacts will move on to the next action, see also here: What happens to records waiting in a workflow delay when the delay timing is changed?

 

For the next new email, you repeat the process. That way, you could limit the amount of workflows to one.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

new action added after workflow is completed

SOLVE

Hi @YunusChoi,

 

This depends on whether you're planning on adding more and more content to the series of emails and when recipients should receive this content. For example, if a contact already enrolled and unenrolled a year ago, should they now receive new emails?

 

In general, correct, if a contact has completed a workflow, they will exit the workflow. If you create additional workflow steps, you would have to identify the contacts that already left (e.g. by creating a list) and sending them new content in a different workflow or manually.

 

One way to solve for this could be a long delay at the end of the workflow (e.g. 365 days). Once you have new emails, you can add them after the workflow, followed again by a longer delay. In other words, when you're adding a new email, the end of the workflow should look like this:

 

365 day delay

send new email

365 day delay

 

You can then shorten the first 365 day delay and contacts will move on to the next action, see also here: What happens to records waiting in a workflow delay when the delay timing is changed?

 

For the next new email, you repeat the process. That way, you could limit the amount of workflows to one.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

YunusChoi
Participant

new action added after workflow is completed

SOLVE

Dear Karsten,

 

Yeah, I got the solution from your answer.
We will put 4 draft automated emails and delay 2weeks or more.
Before ending each delay, draft mails must be completed.

 

Thanks for quick and detail respond!