Generally, a workflow is used to follow-up in an automated way when a prospect/lead completes a desired action, such as completing a form. You can also enrol contacts based on other criteria such as CTA click or if they belong to a particular list. A workflow can comprise as many emails as you’d like and could include if/then branches to create a more tailored set of emails.
For contact based workflows, there are 3 different types to choose from…
- Start from scratch - start with a blank workflow and add your own actions and delay - use if you want to enrol contacts based on criteria (most common)
- Centre on a date - use if you want to revolve workflow around a particular date, such as an event/webinar etc.
- Centre on a date property - use if you want to revolve workflow around a particular date that is in the contact’s record, such as birthday/renewal date
HubSpot Support Resources:
As HubSpot is always updating workflow and email functionality you should refer to the following HubSpot resources.:
There is also a planning template here to help prepare for the workflow. If you want to use this template PLEASE MAKE A COPY.
NOTE: All these steps should be discussed with the client especially if the workflow is part of a wider campaign or part of managing prospects through a sales cycle