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
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 ...read more
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
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 possib...read more
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
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
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. Un...read more
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
Hi @InciteJoe ,
I agree with @danmoyle , the email frequency safeguard feature and the option to remove contacts from workflows are great too...read more
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
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
Hi @ARincón
Workflows themseleves dont support A/B testing. But now, since a recent-ish update, you can include emails with A/B tests within...read more
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
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
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At HubSpot, when we look at t read more
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?
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. ...read more
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
Hi @FrankWL ,
HubSpot takes care of this automatically in date-centered workflows. If an action in a workflow is already in the past, then Hub...read more