Lists, Lead Scoring & Workflows

dshulmistra
Participante

workflow - condition whether or not client responded to email

resolver

i am trying to create a workflow and can use some help. step 1 is send an email, then wait a day. and if the client doens't respond via email, send a follow up email. and if the client responds, mark the workflow as completed. 

 

how can i make this happen?

 

thank you

1 Soluciones aceptada
KatieSchieder
Solución
Colaborador | Partner
Colaborador | Partner

workflow - condition whether or not client responded to email

resolver

Hello - 

 

sadly I don't think thats currently an option. What you may be able to do is set the variable (if / then) branch based on a contact property. This would require your sales team to mark the email as responded in the contact profile.

 

You other options are to base it on the email open or to base it on an email click. Sorry I couldnt give a simple solution. You may want to suggest this to the community as an update to the workflows.

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11 Respuestas 11
dshulmistra
Participante

workflow - condition whether or not client responded to email

resolver

Can I start a sequence from a webform? If not, then your suggestion does not work. 

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

workflow - condition whether or not client responded to email

resolver

Hi @dshulmistra,

 

In that case you could work with sequencesWith the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. When contacts reply to the emai, they will automatically unenroll from the sequence.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

workflow - condition whether or not client responded to email

resolver

Hey @dshulmistra,

 

Just saw this pop up because of @Jeanisrad's reply. This is actually possible in HubSpot now, following the steps here: How to run automations based on replies to marketing emails (thanks @OliviaB!)

 

If that answers your original, now very old question, @dshulmistra, you can make it easier for others to find this workaround by accepting this post as a solution.

 

Have a great day everyone!

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.

dshulmistra
Participante

workflow - condition whether or not client responded to email

resolver

This does not work for me. The emails need to come from me directly, not an email channel. 

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Jeanisrad
Participante

workflow - condition whether or not client responded to email

resolver

Oh goodness, this is amazing! Thank you for seeing and updating that!

Jeanisrad
Participante

workflow - condition whether or not client responded to email

resolver

+1 on this being something I'm looking for

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Bschielack
Miembro

workflow - condition whether or not client responded to email

resolver

I also could use this!

 

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mcdellanesta
Colaborador

workflow - condition whether or not client responded to email

resolver

It would be interesting to see this function being evaluated. 

However I believe the solution is not that simple, as a client could reply anything to that email, therefore making it hard to allow for a suitable follow-up. 

Curious to know whether a solution is in the works Hombre feliz

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KatieSchieder
Solución
Colaborador | Partner
Colaborador | Partner

workflow - condition whether or not client responded to email

resolver

Hello - 

 

sadly I don't think thats currently an option. What you may be able to do is set the variable (if / then) branch based on a contact property. This would require your sales team to mark the email as responded in the contact profile.

 

You other options are to base it on the email open or to base it on an email click. Sorry I couldnt give a simple solution. You may want to suggest this to the community as an update to the workflows.

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Juanjo
Participante

workflow - condition whether or not client responded to email

resolver

Looking for the same solution here!

agreback
Participante

workflow - condition whether or not client responded to email

resolver

Definitely want this! Kind of seem's like the function of sequences but in a marketing email when the call to action is simply a reply. 

 

 

Please make this possible!