Sales Email

Khalidz
Participant

How is it possible to build an Order Confirmation Email

SOLVE

Hello there HubSpot community.
As the title suggests, I'd like to build email/workflow that packs multiple Deals together and send an Order Confirmation Email to the customer.


The Deals that are contained with the same Order have the same "Transaction_ID", which is a custom property I made for the Deals.

Now my approach was to group the Deals in the email that have the same "Transaction_ID" and mark them as sent once the confirmation email is sent, but I don't really know to implement this approach.

I'm glad to hear any suggestions on how to build something like this using HubSpot tools.

0 Upvotes
1 Accepted solution
TomM2
Solution
Key Advisor | Partner
Key Advisor | Partner

How is it possible to build an Order Confirmation Email

SOLVE

Oh nice! I didn't even think of that! 

@Khalidz you could do this via a workflow. Just set your email as the enrollment criteria on a contact workflow, then set the next action as "set property value" which could be setting the deal stage as whatever you like! 

 

Something like this:

TomM2_0-1690366105798.png

 

If you wanted to get more granular on which deals you set, you can use a deal based workflow and add in additional filters for the deals you use. However, you can't use the marketing email as a trigger for this. As a workaround however you could create a custom property, something like "deal email sent". Then setup a contact workflow which triggers on the deal email going out, populates that custom property with something which can trigger the deal workflow. 

I'd advise setting a delay of a day or so on this then setting another workflow action (in the contact workflow) to clear that custom property then too just to ensure it can be populated again in the future. 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

Book a meeting

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


View solution in original post

3 Replies 3
TomM2
Key Advisor | Partner
Key Advisor | Partner

How is it possible to build an Order Confirmation Email

SOLVE

Hey @Khalidz there's no way out of the box to do this, deal personalization tokens can only be used in deal based workflows. Deal based workflows can only use one deal at a time, so it would be multiple emails for multiple deals. 

 

The only way I could think of to do this would be to use custom code to get all the associated deals from all associated contacts and send it back in usable data to be used in workflows, but I'm not entirely sure if this is possible to be honest. 

 

Would be interested to see if anyone else has other suggestions though! But I suspect that a third party application might be the only solution to this. 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

Book a meeting

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


Khalidz
Participant

How is it possible to build an Order Confirmation Email

SOLVE

Thanks for your reply @TomM2 .
Well, I've tried to use programmable Emails for the confirmation Email and I can get all Deal Informations for a Contact using the associations API, but I can't adjust these Deals (mark them as sent for example).
Do think this can be done using programmable Emails, or is a third party app necessary in this case?

0 Upvotes
TomM2
Solution
Key Advisor | Partner
Key Advisor | Partner

How is it possible to build an Order Confirmation Email

SOLVE

Oh nice! I didn't even think of that! 

@Khalidz you could do this via a workflow. Just set your email as the enrollment criteria on a contact workflow, then set the next action as "set property value" which could be setting the deal stage as whatever you like! 

 

Something like this:

TomM2_0-1690366105798.png

 

If you wanted to get more granular on which deals you set, you can use a deal based workflow and add in additional filters for the deals you use. However, you can't use the marketing email as a trigger for this. As a workaround however you could create a custom property, something like "deal email sent". Then setup a contact workflow which triggers on the deal email going out, populates that custom property with something which can trigger the deal workflow. 

I'd advise setting a delay of a day or so on this then setting another workflow action (in the contact workflow) to clear that custom property then too just to ensure it can be populated again in the future. 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

Book a meeting

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