I'm trying to send out two emails for an event promotion, and the first has a link to schedule a meeting. I only want the people who haven't clicked on the link in the first email to get the second one.
Do I have to make a new List with those who haven't clicked on the link manually, or can I use a Workflow and set an if/then branch to send the second email?
Both work, both are valid approaches. The list filter you would use for your list of people who haven't clicked the link would be the same filter you'd use in an if/then branch within a workflow.
In the workflow, make sure to add a delay (e.g. 2 days, 5 days) before the if/then branch. Otherwise, if the branch follows right after the send of the first email, HubSpot will check immediately (and all contacts will go down the path of those who have not clicked since they haven't had the time to even click before the check).
Let me know if you need more details or help with the workflow.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Both work, both are valid approaches. The list filter you would use for your list of people who haven't clicked the link would be the same filter you'd use in an if/then branch within a workflow.
In the workflow, make sure to add a delay (e.g. 2 days, 5 days) before the if/then branch. Otherwise, if the branch follows right after the send of the first email, HubSpot will check immediately (and all contacts will go down the path of those who have not clicked since they haven't had the time to even click before the check).
Let me know if you need more details or help with the workflow.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Hi, is there any chance to add in this workflow some Info about deals?
ie: i send an email to invite to an event, it the ppl get enroll then we creste a deal.
i want to exclude Ppl once the desp os created and send them a thnsknyou email, but if the invite email is not opened, clicked or ppl is not enrolled, It should continué the regular email workflow.