Tips, Tricks & Best Practices

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alexagatiss on March 24, 2023
I am hoping to create a workflow that bridges the gap between Sales and Marketing. The idea is that after a contact (prospect) opens a marketing email more than 4 times (or a significant number), then the contact owner recieves an email. The email w read more
Key Advisor
March 25, 2023 11:46
Don't do this especially if you send to enterprise clients. There are many systems that will randomly open your emails to check for spam/viruses/etc more
AB_Provide on March 14, 2023
Has anyone found a way to send an email note to a personalized field? Or found a successful way to override contact owners being people IN HubSpot? (As in, is there a way to override that field and make it an email versus a person from a dropdown li read more
March 24, 2023 06:55
Hey @AB_Provide ! As @MiaSrebrnjak mentioned it would be nice if you can share a clear example. Looking to your message it seems that it's more
xemesrobian on March 02, 2023
You can set a work flow to look at tasks, but you cannot select due date as a selection criteria. As an exmaple, I want to send an email to a contact 3 days prior to the due date of the task. In our case, we use tasks to identify a customer has read more
2 Replies
March 08, 2023 06:35
`Due Date` is stored in`activity date` if your using Activities object type in workflows or lists. fyi
KaKaRoT on December 29, 2022
Hi there, I have a few emails which had old website redirection links and are associated with old nurturing workflows and landing pages. I do not want those emails and their respective associates to be used for future use. So should I mark tho read more
Accepted Solution
Hall of Famer | Partner
December 29, 2022 21:59
Hi @KaKaRoT , I would not archive the email as that means that you cannot easily access the analytics of that email, use it in filters etc. more
InciteJoe on November 23, 2022
Hi all, Background I have around 10 different workflows for when someone requests different guides on my website, the form fill triggers a copy of the guide to be sent via email too. Change to current process I am now thinking of read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 23, 2022 21:07
Hi @InciteJoe , I agree with @danmoyle , the email frequency safeguard feature and the option to remove contacts from workflows are great more
DJohnson4 on October 26, 2022
Hi all, I have a workflow which feeds data into a Google Sheets document, once the data is in the Google Sheets doc I want to delay until 8:45 the following morning and send an internal email to a member of my team to notify them that the docume read more
Accepted Solution
Hall of Famer | Partner
October 26, 2022 08:01
Hi @DJohnson4 , As a workflow step, yes, this would trigger an email for every single contact. If you want to send an email every more
ARincón on September 26, 2022
Hi! I am trying to implement A/B testings in automatic workflows but I can't find the option. So I created multiple workflows with different variables but it takes time and there is a possibility of errors in the workflows. Thanks for the help! read more
1 Reply
Accepted Solution
Most Valuable Member | Elite Partner
September 27, 2022 01:15
Hi @ARincón Workflows themseleves dont support A/B testing. But now, since a recent-ish update, you can include emails with A/B tests more
katie_cort on August 04, 2022
Hello! From working with customers on various email automation campaigns and working through deliverability questions that naturally come up, I wanted to compile a post that includes best practices on email automation (specifically marketing email read more
Community Manager
August 05, 2022 06:53
Hey, @katie_cort ! These are great tips 🙂 Thanks for sharing them with us!
deanrenshaw on August 03, 2022
Can I take a deal related to a workflow goal and popuate the source? So basically Contact added to the workflow the deal has been created and the goal met I can't find the individual deal to populate - workflows tend to just populate al read more
1 upvote
2 Replies
Guide | Platinum Partner
August 04, 2022 02:38
Thanks @TiphaineCuisset that you keep tagging me and getting me into this topic. Hey @deanrenshaw , I'm not entirely sure if I more
DJayagoda on June 16, 2022
A Buyer's Evaluation Guide: Marketing Automation Software for Scaling Teams Get Your Free Guide Now Spend less time evaluating software and more time delighting customers. At HubSpot, when we look at t read more
Thought Leader | Elite Partner
July 27, 2022 05:49
@DJayagoda this looks like a really helpful guide. Thanks for sharing!
CEdwin on April 28, 2022
Hello, I was trying to copy a picklist property to a multi-line text field property via a workflow. But it seems to be weird as the value does not change in Hubspot. I tried testing it with various contacts. Any advice on this please?
0 upvote
2 Replies
May 12, 2022 05:04
Hello Karsten, I double checked and realised that I was testing the enrollment process but I did not publish the workflow and do it real-time. more
FrankWL on April 24, 2022
Hi, we want to set up a flow with nurturing emails BEFORE a webinar. Once a participant is registered, we want to send a series of nurturing emails. In principle this can be done nicely with the date-based trigger. Date is the webina read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 24, 2022 03:06
Hi @FrankWL , HubSpot takes care of this automatically in date-centered workflows. If an action in a workflow is already in the past, then more
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