Tips, Tricks & Best Practices

GBanza
Member

Workflow that would pull contacts that error out in a sequence

SOLVE

Hello,

I need a work around for  process behind doing a workflow that would pull contacts that error out in a sequence at the email step due to a bounce/no emails and put them into a separate sequence that only has calling steps.

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1 Accepted solution
bendonahower
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Workflow that would pull contacts that error out in a sequence

SOLVE
If you have Enterprise you can automatically enroll contacts in a sequence
and what you're asking is quite possible.

If not, the best that you can do is to create an active list that would
capture these people and enroll that list in a workflow that assigns the
task to the contact owner to enroll them in the call only sequence.

Note that emails that bounce are automatically disenrolled from a sequence,
so the only step the owner would need to take is enrolling them in the
correct sequence
https://knowledge.hubspot.com/sequences/unenroll-from-sequence

If you need help implementing a solution, send me an email
ben@noboundsdigital.com.

PS. It's a good idea to run emails through Zero Bounce or similar first and
you'll save yourself a lot of trouble downstream.
Ben Donahowers HubSpot community signature

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bendonahower
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Workflow that would pull contacts that error out in a sequence

SOLVE
If you have Enterprise you can automatically enroll contacts in a sequence
and what you're asking is quite possible.

If not, the best that you can do is to create an active list that would
capture these people and enroll that list in a workflow that assigns the
task to the contact owner to enroll them in the call only sequence.

Note that emails that bounce are automatically disenrolled from a sequence,
so the only step the owner would need to take is enrolling them in the
correct sequence
https://knowledge.hubspot.com/sequences/unenroll-from-sequence

If you need help implementing a solution, send me an email
ben@noboundsdigital.com.

PS. It's a good idea to run emails through Zero Bounce or similar first and
you'll save yourself a lot of trouble downstream.
Ben Donahowers HubSpot community signature