You can use simple workflows to empower 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.
Simple workflow behavior
Simple workflows are created directly in the email editor, which allows you to configure automated actions after an enrollment trigger is met, which is an event or condition associated with your email. 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
After a contact is enrolled in a simple workflow, the actions you configure will be triggered. For example, you can configure a workflow to automatically add a contact to a specific list if they open or click one of your marketing emails.
Simple workflow limits
The number of simple workflows you can create per email, the number of actions they contain, and the type of actions you can add depend on your subscription:
If you have a Marketing HubStarter account, you can add up to 10 actions in a simple workflow, and one simple workflow per enrollment trigger. The following actions are available:
Delay: delay for a set amount of time or until a day or time.
Communication: send internal email notification or another marketing email.
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
Create a simple workflow in the email editor
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.
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 Deleteworkflow 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.
If you have a Marketing Hub Professional or Enterprise account, users in your account with View access to workflows can review the simple workflow in the Created in other tools tab on the workflows index page.
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