Tips, Tricks & Best Practices

GFernandez34
Participant

Add custom behavioural event data in email

SOLVE

Hello!

 

I was wondering if maybe some of you had some best practice or a way to go around an issue that we are currently having:

 

We have a custom behavioral event that is triggered when a customer makes a booking with us. I want to send a booking confirmation email with the Booking number, but that number is only available on a property in the custom behavioral event, which can't be embedded in the email.

 

I tried copying the property value to a contact-based property, but workflows do not allow to trigger an automation based on custom behavoural events.

 

Do you know if there's a way to go around it?

I appreciate your help here 🙂

 

Thanks!

2 Accepted solutions
christopher-RVO
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Add custom behavioural event data in email

SOLVE

Thanks for the tag @PamCotton 

@GFernandez34  I do not think this is currently possible as this is tied in through an integration, likely through the API. 

If you have a develpoment team that set up the custom behavioral event, it wouldn't be too heavy of a lift to have a contact property get updated via the API which would allow you to pull it in as a token in an email. 

Hope that helps, let me know if you have any questions.

 


Christopher Barnett - VP of Revenue at Aptitude 8


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deepikaverma
Solution
Guide | Partner
Guide | Partner

Add custom behavioural event data in email

SOLVE

Hi @GFernandez34 
The custom behavioural events  enrollment triggers are in beta as of now. After rolling out of these you can utilize these features.
Pls go through this articles also.
https://knowledge.hubspot.com/set-event-enrollment-triggers-beta?hs_preview=aNKwRHNp-90905259833
https://knowledge.hubspot.com/analytics-tools/create-custom-behavioral-events

View solution in original post

6 Replies 6
deepikaverma
Solution
Guide | Partner
Guide | Partner

Add custom behavioural event data in email

SOLVE

Hi @GFernandez34 
The custom behavioural events  enrollment triggers are in beta as of now. After rolling out of these you can utilize these features.
Pls go through this articles also.
https://knowledge.hubspot.com/set-event-enrollment-triggers-beta?hs_preview=aNKwRHNp-90905259833
https://knowledge.hubspot.com/analytics-tools/create-custom-behavioral-events

deepikaverma
Guide | Partner
Guide | Partner

Add custom behavioural event data in email

SOLVE

Hi @GFernandez34 

Please fill this form for early activation of event based wfs.
https://docs.google.com/forms/d/e/1FAIpQLSdiH6eNtdadd9HvwXllhiTK3FLZSd12sRCTZoNBbE2BnJRJ_w/viewform

I hope it helps!

0 Upvotes
GFernandez34
Participant

Add custom behavioural event data in email

SOLVE

Hi @deepikaverma, that's amazing news! Thanks for sharing 🙂

0 Upvotes
PamCotton
Community Manager
Community Manager

Add custom behavioural event data in email

SOLVE

Hello @GFernandez34, happy Monday!

Let's ask our top experts @danmoyle @christopher-RVO, any recommendations for the @GFernandez34 matter?

 

Thank you,

Pam

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christopher-RVO
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Add custom behavioural event data in email

SOLVE

Thanks for the tag @PamCotton 

@GFernandez34  I do not think this is currently possible as this is tied in through an integration, likely through the API. 

If you have a develpoment team that set up the custom behavioral event, it wouldn't be too heavy of a lift to have a contact property get updated via the API which would allow you to pull it in as a token in an email. 

Hope that helps, let me know if you have any questions.

 


Christopher Barnett - VP of Revenue at Aptitude 8


GFernandez34
Participant

Add custom behavioural event data in email

SOLVE

Thanks a lot @christopher-RVO! Will do so 🙂

0 Upvotes