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Hi @SarahN
I've had a little look into this and it isn't obvious if/how this is possible.
What I'm thinking is that after a bot captures and email addresss from an unknown contact, you could use the enrol in workflow action to send an internal notification email. If reenrolment is turned off, contacts should not be able to go through the workflow more than once.
You might also improve performance by suppressing contacts from anything other than offline sources - if I understand correctly, contacts that are created by chat will have an original source of offline sources until they revisit, at which point their analytics history can be combined with the contact record. I don't fully understand this behaviour but it was explained like this to me by support recently.
Hope this helps.
 | Did my post help answer your query? Help the Community by marking it as a solution. |
 | Phil Vallender Inbound marketing for B2B technology companies  Diamond HubSpot Partner |
Hi @SarahN
I've had a little look into this and it isn't obvious if/how this is possible.
What I'm thinking is that after a bot captures and email addresss from an unknown contact, you could use the enrol in workflow action to send an internal notification email. If reenrolment is turned off, contacts should not be able to go through the workflow more than once.
You might also improve performance by suppressing contacts from anything other than offline sources - if I understand correctly, contacts that are created by chat will have an original source of offline sources until they revisit, at which point their analytics history can be combined with the contact record. I don't fully understand this behaviour but it was explained like this to me by support recently.
Hope this helps.
| Did my post help answer your query? Help the Community by marking it as a solution. |
| Phil Vallender Inbound marketing for B2B technology companies Diamond HubSpot Partner |