Sales Email

SCusack4
Contributor

Creating a follow up email workflow

SOLVE

We have a bunch leads that sign up to our site and potentially do not respond to our first email to book a meteing. If they do not respond I want to send an email 48 hours later via a worklow with a canned response.  

 

Lifecycle stage at this point is subscriber and I would assume we would use the "no activity" within 48 hours trigger templated email?


What is the best way to do this?

 

Thank You

0 Upvotes
2 Accepted solutions
Olivia_Bagnall
Solution
Guide | Platinum Partner
Guide | Platinum Partner

Creating a follow up email workflow

SOLVE

Hi @SCusack4 🙂 

Happy to help here!

Do you have the email address that they would send their response to connected to HubSpot? That would be the best first place to start. 

If they reply to the email and do not book a meeting would you want them to enroll or only if they don't reply at all? 

Is the email that gets sent out a 1:1 email or an automatic marketing email?

Also, how are you booking meetings? Do you use the HubSpot meetings tool? 

Imagning that you do have the email connected and are using HubSpot meetings then the best way would be to use a contact-based workflow using activity triggers. 

Once I know a little bit more about the initial email and how you are booking meetings i will be happy to advise you on the best path forward here. 

Let me know if you would like to talk through this in person. I can send you my link. 

 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

</br > </br > Leo Lehrbaß & Brian Mackey Baskey GbR, Rheingasse 14, 50676 Köln



Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a follow up email workflow

SOLVE

Hi @SCusack4,

 

This can be achieved with a contact-based workflow (Menu > Automation > Workflows) which could look like this:

 

karstenkoehler_0-1649871796261.png

 

The canned responses would be set up as automated emails.

 

If you want to send a personal email, the lower right branch could be replaced by a task created for the contact owner to send a personal email, using a template. (The main difference are the manual additional step + the fact that the above solution uses the connected marketing email domain while a sales email is sent from the contact owner's personal inbox.)

 

Without workflows, this process cannot be automated in HubSpot. You would have to create a list of contacts who submitted the form 2 days ago and for whom "Date of last meeting booked in meetings tool" is unknown. You could then use templates to work through this list of contacts.

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a follow up email workflow

SOLVE

Hi @SCusack4,

 

This can be achieved with a contact-based workflow (Menu > Automation > Workflows) which could look like this:

 

karstenkoehler_0-1649871796261.png

 

The canned responses would be set up as automated emails.

 

If you want to send a personal email, the lower right branch could be replaced by a task created for the contact owner to send a personal email, using a template. (The main difference are the manual additional step + the fact that the above solution uses the connected marketing email domain while a sales email is sent from the contact owner's personal inbox.)

 

Without workflows, this process cannot be automated in HubSpot. You would have to create a list of contacts who submitted the form 2 days ago and for whom "Date of last meeting booked in meetings tool" is unknown. You could then use templates to work through this list of contacts.

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

Olivia_Bagnall
Solution
Guide | Platinum Partner
Guide | Platinum Partner

Creating a follow up email workflow

SOLVE

Hi @SCusack4 🙂 

Happy to help here!

Do you have the email address that they would send their response to connected to HubSpot? That would be the best first place to start. 

If they reply to the email and do not book a meeting would you want them to enroll or only if they don't reply at all? 

Is the email that gets sent out a 1:1 email or an automatic marketing email?

Also, how are you booking meetings? Do you use the HubSpot meetings tool? 

Imagning that you do have the email connected and are using HubSpot meetings then the best way would be to use a contact-based workflow using activity triggers. 

Once I know a little bit more about the initial email and how you are booking meetings i will be happy to advise you on the best path forward here. 

Let me know if you would like to talk through this in person. I can send you my link. 

 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

</br > </br > Leo Lehrbaß & Brian Mackey Baskey GbR, Rheingasse 14, 50676 Köln



Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln