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You can use HubSpot Workflows to schedule email automation, lead notifications, and other tasks.

Currently, your college Marketing office has a master workflow that begins sending automated emails to any student who has filled out a form and selected your college, as well as several other marketing-specific ones.

To see your college’s workflows and create new ones, navigate in HubSpot to Automations, and then Workflows.

Please note that only some individuals have access to edit or create workflows to protect against the number of messages that our students receive and preserve our District's email deliverability rating. If you do not have access to workflows, you will need to work with your local college Marketing office to create them.

Here, you can see the Workflows that currently exist for your college. Clicking into any one will show you what groups are set to receive automation through the workflow, as well as the order and timing of messaging, in addition to any branching logic that may exist.

Be very careful when accessing these spaces, as changing elements in an existing workflow can have many downstream consequences to automated messaging already occurring in the system.

If you are unable to see workflows or do not have access to create them, you will need to reach out to your college enrollment and marketing teams for permission.

To create a new workflow, select Create workflow, and then choose whether you would like to use a template, or create one from scratch. In this example, we will be creating one from scratch.

Just like other elements in the system, you will want your workflow to be Contact-based, and you will want to begin with a Blank workflow.

When you are ready, select Next.

Users enter a Workflow via a Contact enrollment trigger, meaning you indicate the criteria that would cause someone to begin receiving messaging from this Workflow. In this example, let’s say we want to send messaging to all prospective Business students at your college.

Once you select Set up triggers, you will have some options, including beginning messaging when an event occurs, when certain filter criteria are met, or on a schedule. In this example, let’s use filter criteria.

The easiest way to add users to a workflow is by using Lists. See our Lists video for a refresher on how to create these.

When you select List membership, you can add your desired List as the enrollment trigger for your Workflow.

Select Save, and now any new users who meet the criteria to join the List will also enroll in this workflow.

You can now begin the automation process. Select the plus symbol to begin. Here, you will see there are several options. You can send communications, you can change contacts’ property values in the CRM, or you can segment into marketing groups. You will also see that you can build in workflow delays, branching logic, and integrations with other workflows. In this example, let’s send an email. Select Communications, Send email, and choose your desired email from the dropdown. Select Save.

You can continue adding actions, delays, and branches until your workflow is complete.

When you are ready for your workflow to go live—meaning email automation will begin—select Review and publish. If you only see Review, it means there are issues with your workflow that must be resolved before you can continue.

Now you will have the option to enroll existing contacts (meaning email automation will retroactively begin for contacts meeting the criteria in your contact enrollment trigger), or you can select to only enroll new contacts. Choose Next.

Review the Timing and notifications, as well as any Connections you may have, and the Details of the workflow. When everything looks correct, select Turn on workflow. Consider adding an end-date here for time-specific campaigns to ensure there are not active workflows in the system that are not in use.

Your workflow is now live!

After you finish, please let the District office know you have created a new workflow, which will be documented with all other active workflows to ensure other HubSpot users are aware.

Also be sure to add your workflow to the correct folder using the actions dropdown.

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About HubSpot Workflows

You can use HubSpot Workflows to automate email scheduling, lead notifications, and other essential marketing tasks. These workflows ensure timely and relevant communication with prospective and current students.

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