Ideas for logging where we send a book

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We recently published a book and have been sending it out to some of our prospects.  I need to track who we send the book to, so I was thinking of just adding a custom field to the Contact record, e.g. Sent Book (Yes/No).

 

I'm just curious if there is a better way to this using workflows or sequences.  For example, assigning a task to someone (to send the book), then auto-following-up with an email in a 5 days to verify they received it, then in a couple weeks send them an email with some additional material, etc.

 

Thanks for posting any ideas!

-Darin

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Top Contributor | Platinum Partner

Hi @DarinSpence , 

 

The custom property on the contact record is probably the easiest solution, yes. 

 

But, if email reporting and analytics is of importance when sending the book... You can create a campaign, a static list, and manually enroll people in the list and campaign when it's appropriate to email the book to them. 

 

Of course, if you would rather bulk email then an active list would work better. 

 

Cheers, 

 

 

 

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Krystina Gillenwater
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Top Contributor | Platinum Partner

Hi @DarinSpence , 

 

The custom property on the contact record is probably the easiest solution, yes. 

 

But, if email reporting and analytics is of importance when sending the book... You can create a campaign, a static list, and manually enroll people in the list and campaign when it's appropriate to email the book to them. 

 

Of course, if you would rather bulk email then an active list would work better. 

 

Cheers, 

 

 

 

Did this post help solve your problem? Help the community and mark it as a solution.
Krystina Gillenwater
We help B2Bs on HubSpot turn visitors into quality sales opportunites.
HubSpot Platinum Partner Logo HubSpot Platinum Partner Agency
Book 15 Minutes with Krystina »
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