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Feb 10, 2019 10:44 PM
I am new to Hubspot and am currently just using the free version (I have only been using it for 2 weeks) and I assume this should be easy but after watching videos and looking around quite a bit, I am unable to find what is likely the best answer.
If I have a larger group of people who all need to be contacted as soon as a product is in stock, what is the best way to "tag" or group them? I have listed them all for an activity on he same day and time in 2 months (when I anticipate the product will be in) but I assume that is not the best way.
Any ideas so I can readily pull up a group when the product is available?
Thanks.
Solved! Go to Solution.
Feb 11, 2019 3:32 AM
Hi @XenonPaddle
You could take a 2 step approach in the free HubSpot CRM.
1. create a Custom Property in your Contacts called "Waitlist" which is a Multiple Checkbox. Your Waitlist would include your Products (and you can add new ones later).
2. then create, and Save, a Contact Filter that filters any Contact with Product 1 checked in the Waitlist. You'll see everyone waiting for Product 1.
When your product arrives, and your sales team call, you can uncheck the Product in the Waitlist Property and they will disappear from the filtered list of Contacts.
This is a simple way you can make it work in the free version. There are lots of toys in the Pro version to automate processes like these.
Have fun
Mike
Feb 11, 2019 3:32 AM
Hi @XenonPaddle
You could take a 2 step approach in the free HubSpot CRM.
1. create a Custom Property in your Contacts called "Waitlist" which is a Multiple Checkbox. Your Waitlist would include your Products (and you can add new ones later).
2. then create, and Save, a Contact Filter that filters any Contact with Product 1 checked in the Waitlist. You'll see everyone waiting for Product 1.
When your product arrives, and your sales team call, you can uncheck the Product in the Waitlist Property and they will disappear from the filtered list of Contacts.
This is a simple way you can make it work in the free version. There are lots of toys in the Pro version to automate processes like these.
Have fun
Mike
Feb 11, 2019 1:48 PM
Hi Mike,
I'm a pro user...I'd be interested in the approach one would take for this situation using the pro version?
Thanks,
Greg
Feb 14, 2019 9:47 PM
Hi Greg
The advantage of HubSpot Marketing Pro is Lists and Workflows.
I'd set up a Smart List so whenever a Contact has "Waitlist - Product 1" ticked they're automatically added to the list.
Then I'd set up a Workflow with an automated email saying "Hey, you're on the waiting list for Product 1. We'll be in touch as soon as they come in.". End of Workflow.
When Product 1 arrives into stock you can add everyone in the Smart List into a new Workflow:
Extra options
Keen to hear your ideas
Mike
Feb 11, 2019 1:32 PM
Great idea Mike.
Thanks for your help!