Page Comparison

Create a New Workflow From Scratch

In your HubSpot account, navigate to Automations > Workflows.

• In

• Assign your workflow to you college’s Business Unit. Hover over the workflow's name and select More > Assign business unit.In the upper right, select Create Workflow > From Scratch.

• In the left panel, select Contact-based to select your workflow object and start with a Blank workflow.

• Click Next to proceed.

• Give your workflow a name and add a Description, then save.

• When you are ready, select Next.

• Set your workflow enrollment triggers. 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. The easiest way to add users to a workflow is by using lists, though there are many other criteria that can cause a recipient to enter a workflow. See our Lists Knowledge Base article for a refresher on how to create these.

  • Types of Enrollment Triggers

    • List Membership—Enroll contacts based on their inclusion in a specific list. For example, enroll everyone who is part of a list of prospective students.

    • Form Submissions—Trigger automation when a contact submits a form (e.g., an application or request for information).

    • Contact Property—Enroll contacts based on specific contact properties, such as their program of interest or enrollment status.

    • Page Views—Trigger workflows based on specific pages a contact visits (useful for nurturing campaigns).

    • Date or Date Property—Enroll contacts based on a specific date or a date property (like an event date or a renewal date).

    • Behavioral Triggers—You can use actions like email opens, link clicks, or form abandonment to trigger workflows.

    • And Much Moremuch more!

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

• Choose your workflow actions. After setting your enrollment triggers, you can start adding actions like sending emails, updating contact properties, or adding time delays between steps.

  • Click the plus symbol to add actions.

  • You can choose from several actions, including sending emails, updating CRM properties, or segmenting contacts into marketing groups.

  • Let’s say you want to send an email. Choose Communications > Send Email, and select the email you want to send from the dropdown.

• Save your action.