Tips, Tricks & Best Practices

CecileMJ
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Automatic acknowledgment email

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Hi guys,

 

I seem to be unable to populate my workflow with the right criteria to send an automatic email to all new conversations that have remained unanswered for the last 15 minutes. I found it to send it a day after but not 15 minutes.

Thanks in advance

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Automatic acknowledgment email

resolver

Hi @CecileMJ,

 

This would indeed require a Professional subscription. As far as I know this cannot be achieved with a Starter license.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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CecileMJ
Colaborador(a)

Automatic acknowledgment email

resolver

I suppose it works but I don't think I have all the options to do so as I have the startups version of Hubspot.  And additionnally, I think that I would need the marketing permissions as well to be able to create mails as templates. But thank you!

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Automatic acknowledgment email

resolver

Hi @CecileMJ,

 

This would indeed require a Professional subscription. As far as I know this cannot be achieved with a Starter license.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

Owayy
Membro

Automatic acknowledgment email

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Which hub needs to be a Professional subscription?

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Automatic acknowledgment email

resolver

Hi @CecileMJ,

 

Could you share a screenshot of your workflow? This is what a workflow could look like. Of course, this would only happen in the unfortunately unlikely scenario that the email address is known.

 

karstenkoehler_1-1633520188204.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

CecileMJ
Colaborador(a)

Automatic acknowledgment email

resolver
I think I have it right until choosing the last criteria in the screenshot
"last contacted date"
Let me know if you think you have a working workflow 🙂
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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Automatic acknowledgment email

resolver

Hi @CecileMJ,

 

Not sure I'm following here – the above workflow should do it's job. However only in the unlikely case that the email address is known.

 

You can test this in your portal by limiting the enrollment criteria to "Contact email address is [your email address]".

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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CecileMJ
Colaborador(a)

Automatic acknowledgment email

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My issue is that I would like this automated mail send within 15minutes and
not days. Is there another criteria I could use where I could find this?
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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Automatic acknowledgment email

resolver

Hi @CecileMJ,

 

The workflow I drafted above does exactly that: It enrolls all conversations and – after 15 minutes – checks if it's unanswered. If yes, then an email is sent.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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CecileMJ
Colaborador(a)

Automatic acknowledgment email

resolver

sorry, I was in my inbox and did not see your screenshot

I'll try right away