1 Accepted solution
Hi @McBainKD,
If you want to a marketing email, you would use a contact-based workflow (Menu > Automation > Workflows) for this. It could look like this:
This email can be sent from the contact owner:
You could further narrow down the enrollment criteria of the workflow to avoid certain scenarios (e.g. a call with a customer triggering this email).
Generally, I'd recommend using templates for this rather than an automated marketing email. There's simply a fairly high risk of this going wrong (e.g. an inbound call shortly after an unanswered outbound cal) and the email still being triggered.
Templates would give full power to the sales person who can then decide whether to send this right after the call or not: https://knowledge.hubspot.com/templates/create-and-send-templates
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Hi @McBainKD,
If you want to a marketing email, you would use a contact-based workflow (Menu > Automation > Workflows) for this. It could look like this:
This email can be sent from the contact owner:
You could further narrow down the enrollment criteria of the workflow to avoid certain scenarios (e.g. a call with a customer triggering this email).
Generally, I'd recommend using templates for this rather than an automated marketing email. There's simply a fairly high risk of this going wrong (e.g. an inbound call shortly after an unanswered outbound cal) and the email still being triggered.
Templates would give full power to the sales person who can then decide whether to send this right after the call or not: https://knowledge.hubspot.com/templates/create-and-send-templates
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Hi @McBainKD,
This is only possible via sequences (you could create a one email sequence). It requires a Sales or Service Hub Enterprise Subscription, see here: https://knowledge.hubspot.com/sequences/enroll-contacts-in-a-sequence#enroll-contacts-in-sequences-u...
Without an Enterprise subscription, you would have to choose between a task for the contact owner or a automated marketing email.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
