Deal based workflow and Contcact subscription

David_Nolander
Member

So are issue is the following:

- We have a deal based workflow for abandon cart

- We have a subscription type called Marketing

 

We want the mail from the Deal based workflow only to enroll those deals with a contact where the contact is a subscriber of Marketing subscription.

 

Currently it sends the mail to everyone.

0 Upvotes
5 Replies 5
MFrankJohnson
Thought Leader

Q: "So are issue is the following: - We have a deal based workflow for abandon cart AND

- We have a subscription type called Marketing. We want the mail from the Deal based workflow only to enroll those deals with a contact where the contact is a subscriber of Marketing subscription."

 

UPDATE: No built-in solution (based on new information originally not provided)

 

Short A: Use a Contact-based workflow and update your enrollment triggers.

 

Longer A:

- see image

HubSpot Contact-based Workflow: Checkout Abandoned AND Marketing Information Opted-In Enrollment TriggersHubSpot Contact-based Workflow: Checkout Abandoned AND Marketing Information Opted-In Enrollment Triggers

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes
David_Nolander
Member

This shows Contact based workflows. 

 

I am talkning about Deal based workflows:

Capture.PNG

0 Upvotes
MFrankJohnson
Thought Leader

Thanks for the clarification. We've updated the original answer to emphasize the change from a Deal-based workflow to a Contact-based workflow.

 

Our goal: To only send marketing email to an INDIVIDUAL SPECIFIC CONTACT who has opted-in to marketing email AND who is associated with a deal in the Checkout Abandoned deal stage.


Email Subscription status is a 'contact-based' trigger filter. We need to apply the contact-based Email Subscrption trigger filter to an INDIVIDUAL SPECIFIC CONTACT before emailing.


Since Deal-based workflows are 'deal-based', the Email Subscription trigger filter is not available for Deal-based workflows.
[AND, Deal-based workflows apply the 'Accepts marketing' (only for Shopify) trigger filter and the 'Marketing email confirmation status' trigger filter to 'At least one associated contact' -- (not strict enough for our use case).]


As such, we need a Contact-based workflow. This will sufficiently restrict the marketing email to an INDIVIDUAL SPECIFIC CONTACT who has opted-in to marketing email AND who is associated with a deal in the Checkout Abandoned deal stage. (our goal)

 

Limitations: Including these combined enrollment criteria directly in our workflow will only fire the workflow once for any individual specific contact.  In other words, should the contact abandon checkout at a later date they will not be re-enrolled in our workflow.

 

To resolve this future use case, we would need to build smart lists for use as both enrollment AND re-enrollment criteria -- (beyond the scope of the original question, but imortant to mention nonetheless)

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes
David_Nolander
Member

This will not work with the eCom Bridge since LineItem and Product data cannot be fetched via a Contcat Based workflow

 

A contact can technically have one or more deals that are abandon.

0 Upvotes
MFrankJohnson
Thought Leader

Again, not originally specified and well beyond the scope of the original question.

#nlmtt, #nlmtu

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes