Update Property of Multiple Contacts with Email Plugin

[ZAHoopes]

When sending a bulk email to multiple contacts, is there any way to update a single property on all the involved contacts with the Hubspot email plug-in all at once, or does it have to be done one by one using something like contact profiles?

I'm mainly trying to find a efficient way to capture documents that have been sent out to contacts in order to see who the documents are going to and when they were sent out. As far as I'm aware, the document tool in Hubspot does not allow you to see what contacts have received certain documents. 

If I could mark a specific property depicting a certain document being sent on all the contacts of an email, I could report on that property. 

Additionally, I found another thread mentioning a custom report on "Attached File ID's" that might work, but it's a little clunky just seeing the ID number and not the name of the attachment, but it does at least let you see what attachments are associated with a contact and when they were sent. Trying to see if there are any other solutions that might be better than this. 

Thanks! 

-Zac

https://community.hubspot.com/t5/Dashboards-Reporting/Attachment-Report/td-p/719125

[danmoyle · Accepted solution]

@ZAHoopes hi! Another idea for this might be to send the email through a workflow, then edit the property as the second step. Here's an example of the set-up:

Once you turn on the workflow, then you can manually enroll your list of contacts: 

This would mark the property as soon as you send it. You'd have to do this for each send, and the property would stay marked unless you clear it each time. But that would do what you're asking. 

[DianaGomez]

Hi @ZAHoopes, 

Thanks for reaching out to the Community!

Just to confirm you would like to report on the attached files, right?

If that's the case, for now, the workaround shared by @danmoyle  in the thread you posted is the only available option. 

On the other hand, I’ve noticed a similar idea already present in our Ideas Forum: Add a "has attachment" filter for deals and companies for easier reporting/viewing.

To contribute, upvote the existing idea and share more details about your specific use case in the comments.

Thank you!

Diana

[ZAHoopes]

Okay thanks! I was also trying to figure out if it was possible to set a property for multiple contacts at once through the hubspot email plug-in

[DianaGomez]

Hi @ZAHoopes, 

Are you looking to add a new property using the email plugin, update an existing property with the email plugin, or update the property information for multiple contacts at the same time? or something else?

Thanks!

Diana

[ZAHoopes]

Hi @DianaGomez ,

I'm trying to update an existing property for multiple contacts at the same time using the email plugin.

[DianaGomez]

Hi @ZAHoopes, 

Thank you! I was trying to find a way to do this with the email extension, but couldn't locate an option. If this is a feature you would like to see added please create the idea 🙂

For new feature suggestions, please consider posting on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.
If your idea is not already there, feel free to create a new idea.

Thank you for being part of the discussion!

Diana