Tips, Tricks & Best Practices

GPinder
Member

Non marketing emails in workflows

SOLVE

Hi guys 

 

I'm designing a workflow process that requires me to send emails. These emails are necessary as they contain account information and updates, NOT marketing. How do I send these emails to a contact who is classed as a non-marketing contact without messing with their preferences? 

 

Many thanks

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Non marketing emails in workflows

SOLVE

Hi @GPinder,

 

HubSpot has a separate, paid add-on / product for this, transactional emails: https://knowledge.hubspot.com/marketing-email/how-to-use-transactional-email-in-hubspot

 

Without this add-on, you'll have to either create a new subscription type for transactional emails and opt everyone into that subscription type (as a workaround for that add-on) or use an existing subscription type that everyone is opted in. Typically, the former workaround makes most sense.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
GPinder
Member

Non marketing emails in workflows

SOLVE

Thank you for your help Karsten!

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Non marketing emails in workflows

SOLVE

Hi @GPinder,

 

HubSpot has a separate, paid add-on / product for this, transactional emails: https://knowledge.hubspot.com/marketing-email/how-to-use-transactional-email-in-hubspot

 

Without this add-on, you'll have to either create a new subscription type for transactional emails and opt everyone into that subscription type (as a workaround for that add-on) or use an existing subscription type that everyone is opted in. Typically, the former workaround makes most sense.

 

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.

0 Upvotes