Tips, Tricks & Best Practices

BdeBruyn
メンバー

Workflow Leading Up To Event

解決

Hi There,

 

I want to create a workflow for sending reminder emails leading up to an event based on a form submission. The emails say five weeks to go, four weeks to go, three weeks to go, and so on... I'm aware that some people might join three weeks before or one week before and they will get sent all the previous emails.

 

I've read this article, which talks about a date-centred workflow where none of the past emails get sent if it doesn't meet the criteria here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Using-delays-in-workflows-what-if-someon....

 

How would one set this up?

 

Thanks,

Brendan

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow Leading Up To Event

解決

Hi @BdeBruyn,

 

Using the action options I shared in my earlier reply ("Yes, add a branch"), this is what such a workflow could look like:

 

karstenkoehler_0-1706521645952.png

 

This workflow assumes an event on Feb 8th.

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow Leading Up To Event

解決

Hi @BdeBruyn,

 

You can find this right here when creating a workflow 🙂

 

karstenkoehler_0-1706520193903.png

 

Details are explained here: https://knowledge.hubspot.com/workflows/create-center-on-a-date-or-center-on-a-date-property-contact...

 

You can also use a regular contact-based workflow and use the "Delay until calendar date" option.

 

karstenkoehler_1-1706520265840.png

 

By checking the box at the bottom, you'll get a branch. The left branch for people who arrive at the delay before the date, the right branch for contacts who arrive there after the delay. This looks a little bit more intimidating but can help reduce the number of event workflows, by integrating reminders directly in the workflow that also sends the registration confirmation. Let me know if you want more detail here.

 

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.

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BdeBruyn
メンバー

Workflow Leading Up To Event

解決

Thanks, Karsten. This is great. Could you go into more detail about the below option? Think that would be a more strategic solution that I would like to use in future. 🙂

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow Leading Up To Event

解決

Hi @BdeBruyn,

 

Using the action options I shared in my earlier reply ("Yes, add a branch"), this is what such a workflow could look like:

 

karstenkoehler_0-1706521645952.png

 

This workflow assumes an event on Feb 8th.

 

Let me know if you have any follow-up questions!

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.

BdeBruyn
メンバー

Workflow Leading Up To Event

解決

This is brilliant! Thanks Karsten.

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