Use automation with emails

.You can add simple workflows to marketing emails to automate follow-up tasks. For example, a simple workflow could add contacts to a segment after they clicked a link in an email. 

If you're opted into the beta for cloning marketing emails with simple workflows, you can also copy existing emails and include their simple workflows. Learn more about cloning marketing emails. 

Understand limits and considerations

• You can add up to 10 actions per simple workflow. 
• You can create one simple workflow per enrollment trigger. 
• You can only use the following actions: 

• • Delay: delay for a set amount of time or until a day or time.
  • Communication: send internal email notification or another marketing email.
  • Task management: create a new task.
  • Segment management: add to or remove from a static segment.
  • Ads management: add to or remove from an ads audience.

Understand simple workflows

In the email editor, you can create simple workflows on the Automate tab. You select an enrollment trigger - an event or condition associated with that email - that causes the simple workflow to activate. You then select actions that will take place every time a contact meets the enrollment trigger. 

The following enrollment triggers are available for simple workflows in marketing emails:

• Email bounced when sent to contact
• Contact clicked a link in email
• Contact marked email as spam
• Contact opened email
• Contact received email
• Contact replied to email
• Contact was sent email
• Contact unsubscribed from email

Create a simple workflow in the email editor

1. In your HubSpot account, navigate to Marketing > Email.
2. In the top right, click Create email.
3. In the dialog box, select Regular.
4. In the email editor, click the workflows automate icon in the left sidebar. 
5. To send an automated reply when a recipient replies to the email, click the Choose automated email dropdown menu and select an email, or click Create new automated email.

6. To add contacts to a static segment when they click a link in the email, click the Choose static segment dropdown menu and select a segment, or click Create new segment. 
7. To create a custom simple workflow:
   • Click Create new workflow.
   • In the right panel, select an enrollment trigger, then click Next. 
   • To add a workflow action click the add plus icon. For example, you can add delays, send marketing emails, send internal notifications, or create tasks. 
   
   • In the left panel, click a workflow action. 
   • Customize the workflow action, then click Save. 
8. To delete the workflow, click the Actions dropdown menu and select Delete workflow. In the dialog box, click Delete workflow. 
9. To add additional simple workflows, click Create new workflow and repeat the steps to create an additional workflow. This option is only available in accounts with a Marketing Hub Professional or Enterprise subscription. 
10. When you're finished editing a workflow, toggle the switch in the top right on.
11. In the dialog box, click Got it. 
12. Finish editing your email, then click Review and schedule, Review and publish, or Review and send in the top right. 
13. Resolve any errors then, click Publish, Schedule, or Send.

Your simple workflows will begin running as soon as the email is published or sent.