Multi select workflow

[FRyde]

Hi,

I have a form where the the user can sign upp for different training sessions at different dates like:

• Beginner training - January 
• Beginner training - Februrary
• Advanced training - January 
• Advanced training - Februrary

Since it's multi select the user can sign up for several trainings at the same time.

However, depeding on training and date we want to automatically send different emails at different times.

How can I create a workflow for this? I can't see that I can use branches since all brances will fail if more than one option is selected and I can't create many if/then flows?

Thanks!

[FRyde]

Thanks for you responses. Just a follow up question. I've tried to do multiple workflows but I can't use regular branches sice there's always a risk that a user have selected multiple trainngs and/or dates? So I need to use if/then, correct?

[karstenkoehler]

Hi @FRyde,

If you create one workflow per date, why would you still need branches?

[FRyde]

Mostly because I wanted to avoid to have too many workflows. I was trying to have one workflow for each training type and then set the exact date for the training in the workflow. Then I want to trigger delayed emails based on that date like so

[WvanderGarde]

Hi @FRyde ,

Instead of multiple workflows, you can work around this by making a branche for each training, and linking them vertically.

The first branche then has the option "Training A", or "none met". The "Training A" branche has your email, and a "go to action" to the "none met" branche. The "None met" branche has the next two branches with "Training B" and "none met" and repeats the actions of traing A for B, and this repeats until all are met.

[karstenkoehler · Accepted solution]

@FRyde if we're talking about three dates, I'd strongly recommend simply creating separate workflows.

If you insist on it being one workflow, you would have to nest if then branches. This can't be done with one if then branch then, you would have to put branches within branches and use the "Go to action" workflow action. It creates more complexity, it's harder to understand visually and harder to troubleshoot.

Separate workflows are the best practice here.

[Ana-Dinterweb]

Hi @FRyde in fact, as Karsten mentioned, the possible solution is to create multiple workflows, one for each option in the form. By having a workflow for Beginner training - January, another for Beginner training - February, and so on, you can control the email you want to send and whether it should be at a specific time.

Dont hesitate letting me know might you have nay additional question or need further help. 

Regards! 

Ana Garcia - Dinterweb HubSpot Elite Partners 

[karstenkoehler]

Hi @FRyde,

Your best option is to create separate workflows here - for the exact reason you're describing. HubSpot will check branches sequentially, from left to right, and will send a contact down the first one that applies.

With separate workflows, you're increasing the number of workflows, yes, but each can trigger individually.

If you want to do this within one workflow, you would have to nest if/then branches, checking the first option, then nesting a check for the second option, then nesting a check for the third option and so. This makes workflows a lot more complex and more difficult to manage but is generally possible.

I would recommend creating separate workflows.

Best regards!