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Workflows

Monitor your workflow's enrollment with email notifications (BETA)

Last updated: May 11, 2022

In Beta

Applies to:

Marketing Hub Enterprise
Sales Hub Enterprise
Service Hub Enterprise
Operations Hub Enterprise

From a workflow's Settings tab, set up email notifications to alert users and teams when a workflow's enrollment rate increases or decreases beyond a certain percentage. 

 

Set up user workflow notification settings 

Before setting up notifications in the workflow editor, ensure that your user notifications are turned on. While Super admins in Enterprise accounts can set default notification preferences for other users, preferences set by individual users will take precedence over the defaults. Learn more about setting up user notifications in HubSpot
  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Notifications.
  • Click the Email tab.
  • In the Email section, click to toggle the switch on to receive email notifications to your inbox.

  • Scroll down and click Workflows.
  • Select the Weekly digest of change in workflow enrollments checkbox. 

Set up notifications for individual workflows

Email notifications must be set in the workflow editor for individual workflows. Each week, an email containing a list of configured workflows will be sent to the selected users and teams.

  • In your HubSpot account, navigate to Automation > Workflows.
  • Hover over the workflow, then click Edit.
  • In the workflow editor, click the Settings tab.
  • In the left sidebar menu, select Notifications.
  • Configure your notifications settings: 
    • Send internal email notification every Friday at 10am if week-over-week enrollment rates for this workflow increase by at least: enter a percentage to trigger this notification. If enrollment rates increases by more than this percentage, the workflow email notification will be sent. If this option is left blank, notification emails will not be triggered for increased enrollments in the workflow.   
    • Send internal email notification every Friday at 10am if week-over-week enrollment rates for this workflow decrease by at least: enter a percentage to trigger this notification. If enrollment rates decreases by more than this percentage, the workflow email notification will be sent. If this option is left blank, notification emails will not be triggered for decreased enrollments in the workflow.   
    • Send internal email notifications to users: select specific users to send the workflow notification email. Individual users must have workflow email notifications enabled in their settings to receive this email.  
    • Send internal email notifications to teams: select specific teams to send the workflow notification email. Users in these teams must have workflow email notifications enabled in their settings to receive this email. 

Once this is set up, users will receive a weekly notification email with the number of enrollments and the percentage increase or decrease in enrollments for their selected workflows.   

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