I currently setup some workflows that create tasks. Within these tasks I setup snippets for groups of users that will need to get notifications as this was shown to me as the only way to do this. However, once that task gets created, someone has to go into the task and then “activate” the snippet to disply the group of people and then they have to “activate” each person’s name so that the link shows up and they get an email notification. Some of these lists of people are 7-10 names long and we will be doing 200-300 of these “deals” a year. This is going to become very time consuming especially since we have to use a PAID seat to SHARE Snippets. Any better recommendations or is this something that is being worked on?? Thanks!
Hi @TChappell5 ,
It may be worthwhile to do one of the following options:
A. Create individual tasks directly assigned to each user.
B. Send a notification to the select group of users through the same workflow that creates the task.
It seems like option B. may be closer to the use case described. What was the intial reasoning behind using snippets for this set up?
-Chel
Hi @TChappell5
Sounds like an odd recommendation, if I’m honest.
Can you explain, in a few short bullet points, what you are trying to do and why?
I just want to understand the business process and thinking behind it before recommending anything in HubSpot.
Frank
* Research uncovers recent news/funding for a company we want to make a reach out for
* Note is created in HubSpot and a snippet is used to “tag” a specific group of people (there are multiple different groups depending on region of this company and type of activity)
* Depending on the news of this company (might be recent funding, etc) a gift is sent immediately (by marketing team which is a snippet of users to tag) and/or a reach out is made by another department (snippet of users)
It’s a simple process but having this automated is really helpful to cut some of the time down as this process will be happening frequently and we don’t want steps to be missed. Some of these lists of people are around 7-10 so having to click on their name to activate them to receive a notification can become tedious after a while. Again, not terrible but seems like there could be an easier solution or fix for this.