From an ad's Automation tab, use simple automation features. For example, you can automatically add contacts who have interacted with your ads to a new list or ads audience. You can also use ad interactions as a trigger in simple workflows.
To set up your ad's automation:
In your HubSpot account, navigate to Marketing > Ads.
You can use automation with new and existing ad campaigns:
To use automation with an existing ad campaign:
Click the name of an existing ad campaign. Then, click the ad group.
At the ad level, hover over the ad and click Edit.
Choose what happens after a contact interacts with an ad
From the Automation tab, you can automate the following:
Send an internal email notification (lead generation ads only): send an internal email notification when a new contact is created from your lead generation ad. Click the dropdown menu and select the checkboxes next to the teams or individual users you want to send the notification emails to.
Add contacts to a list: add contacts who have interacted with an ad in this campaign to a specified list. In the text field, enter your list name and click Create list. When a contact interacts with your ads, they will be automatically added to this active list.
Create a simple workflow
Set up a simple workflow to automate follow-up actions such as adding contacts to an ads audience or setting a contact property. Contacts are enrolled in the simple workflow each time the form is submitted, even if they have enrolled before.
To create a simple workflow:
In the Create your own automated follow-ups section:
To automatically add contacts to an ads audience after each interaction, under Add to ads audience, click Create this workflow.
To create your own workflow from a blank template, under Create your own simple workflow, click Create new workflow.
To add other workflow actions, click the plus icon +.
To edit an action, on the workflow action, click Actions > Edit.
To delete an action, on the workflow action, click Actions > Delete.
To delete the individual action, click This action.
To delete the selected action and all actions after, click This action and all after it.
To change a workflow’s name, at the workflow header, you can click the editpencil icon.
To delete a workflow, at the workflow header, click Actions, then select Delete workflow.
To turn on a workflow, next to the workflow name, click to toggle the switch on. Then, click Publish to publish your ad campaign. After publishing your simple workflow, any changes made to the workflow will automatically apply to currently enrolled contacts.
Please note: the number of simple workflows you can create, the number of actions, and the type of actions you can add depend on your subscription:
In a Marketing Hub Starter account, you can add up to 10 actions in a simple workflow and create one simple workflow per form.
In a Marketing Hub Professional or Enterprise account, you can add as many actions as you need to your simple workflow and add multiple simple workflows per form.
If you need to create more workflows or add more actions and have a Marketing HubProfessional or Enterprise subscription, build custom workflows in the workflows tool.
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