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Email

Use automation with emails

Last updated: May 16, 2022

Applies to:

Marketing Hub Starter
CMS Hub Professional, Enterprise

You can use simple workflows to enable your team to focus on creating marketing emails by automating follow-up tasks like adding contacts to a list after they clicked a link in an email. 

To set up automation for your email:

  • In your HubSpot account, navigate to Marketing > Email.
  • In the top right, click Create email.
  • In the dialog box, select Regular.
  • In the email editor, click the Automation tab.
  • Under the Choose what happens after your email is sent, select the type of workflow you want to create:
    • To automatically add contacts who clicked a link in your email to a list, you can start with a preconfigured workflow template that you can customize further. Under Add contacts to a list, click Create this workflow.
    • To create your own workflow from a blank template, click Create new workflow. In the right slide-in panel, select a workflow trigger. Learn more about how workflow triggers work.
contextual-automation-in-email-create-workflow
  • To add other workflow actions, click the plus icon +.
  • To edit or delete a workflow, click the Actions dropdown menu
    • To change the workflow's name, select Edit Name. In the dialog box, enter a new name, then click Save.
    • To delete the workflow, select Delete, then click Delete workflow in the dialog box.
  • You can create additional workflows to trigger from another email engagement event by clicking Add a new workflow. In the right panel, select a new workflow trigger, then click Save.
  • To turn on a workflow:
    • Next to the workflow's name, click to toggle the switch on.
    • In the dialog box, click Save and publish.
    • After publishing your simple workflow, any changes made to the workflow will automatically apply to currently enrolled contacts.

toggle-contextual-automation-in-email-editor

Simple workflow limits

The number of simple workflows you can create, the number of actions they contain, and the type of actions you can add depend on on your subscription:

  • If you have a Marketing Hub Starter account, you can add up to 10 actions in a simple workflow, and one simple workflow per enrollment trigger.
  • If you have a Marketing Hub Professional or Enterprise account, you can add unlimited actions to your simple workflow.
If you have a Marketing Hub Professional or Enterprise account and need to create more additional workflows or add more actions, build custom workflows in the workflows tool.

 

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