Sales Email

TStemmermann
Participant

Customize Email Sequence Content by Industry in Templates

I would like to automate our sales emails. We have various customer segments, each requiring different references to be displayed in their emails. These references are already set up as snippets. I'm looking to create a sequence that sends out the same initial email but customizes the content based on the industry of the contact. How can this be achieved? Alternatively, I would have to create 20 different emails, which seems inefficient. Is there a more streamlined approach available?

2 Replies 2
Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Customize Email Sequence Content by Industry in Templates

Hey @TStemmermann 

yes, so for the momento the if/then branch is only available in workflows

not in sequences.

This is a bit of a struggle if you are planning to use the same emails for different industries just adapting 1 paragraph.

So the options are:

- use workflows

- create as many sequences as industry/variants in the emails you have.

Being able to use if/then branch for sequences could be a great idea to post in the Ideas forum if you may.

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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TStemmermann
Participant

Customize Email Sequence Content by Industry in Templates

Thanks @Lucila-Andimol 

That's definitely a way. It just also adds to the massive e-mail list which I have to create and support.

For other users who want to recreate your setting which makes sense:
It is also important to mention that the solution with the workflows ONLY works if you have a sales enterprise account. If not you can't start sequences with workflows.

And I already pushed the idea onto the idea board - please support it here. 😄

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