Lists, Lead Scoring & Workflows

dshulmistra
Participant

workflow - condition whether or not client responded to email

SOLVE

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 Accepted solution
KatieSchieder
Solution
Contributor | Partner
Contributor | Partner

workflow - condition whether or not client responded to email

SOLVE

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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0 Upvotes
11 Replies 11
dshulmistra
Participant

workflow - condition whether or not client responded to email

SOLVE

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

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

workflow - condition whether or not client responded to email

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

workflow - condition whether or not client responded to email

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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dshulmistra
Participant

workflow - condition whether or not client responded to email

SOLVE

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

0 Upvotes
Jeanisrad
Participant

workflow - condition whether or not client responded to email

SOLVE

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

Jeanisrad
Participant

workflow - condition whether or not client responded to email

SOLVE

+1 on this being something I'm looking for

0 Upvotes
Bschielack
Member

workflow - condition whether or not client responded to email

SOLVE

I also could use this!

 

0 Upvotes
mcdellanesta
Contributor

workflow - condition whether or not client responded to email

SOLVE

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 Man Happy

0 Upvotes
KatieSchieder
Solution
Contributor | Partner
Contributor | Partner

workflow - condition whether or not client responded to email

SOLVE

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.

0 Upvotes
Juanjo
Participant

workflow - condition whether or not client responded to email

SOLVE

Looking for the same solution here!

agreback
Participant

workflow - condition whether or not client responded to email

SOLVE

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!