Lists, Lead Scoring & Workflows

dshulmistra
参加者

workflow - condition whether or not client responded to email

解決

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

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KatieSchieder
解決策
投稿者 | Solutions Partner
投稿者 | Solutions Partner

workflow - condition whether or not client responded to email

解決

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件の返信
dshulmistra
参加者

workflow - condition whether or not client responded to email

解決

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

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

workflow - condition whether or not client responded to email

解決

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

 

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

karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

workflow - condition whether or not client responded to email

解決

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
参加者

workflow - condition whether or not client responded to email

解決

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

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Jeanisrad
参加者

workflow - condition whether or not client responded to email

解決

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

Jeanisrad
参加者

workflow - condition whether or not client responded to email

解決

+1 on this being something I'm looking for

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Bschielack
メンバー

workflow - condition whether or not client responded to email

解決

I also could use this!

 

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mcdellanesta
投稿者

workflow - condition whether or not client responded to email

解決

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 男性ハッピー

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KatieSchieder
解決策
投稿者 | Solutions Partner
投稿者 | Solutions Partner

workflow - condition whether or not client responded to email

解決

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 いいね!
Juanjo
参加者

workflow - condition whether or not client responded to email

解決

Looking for the same solution here!

agreback
参加者

workflow - condition whether or not client responded to email

解決

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!