Page Comparison

• To view your college’s existing workflows or create new ones, navigate to Automations > Workflows in HubSpot.

• Once you access the workflows, you can:

  • View the existing workflows for your college.

  • Click on any workflow to see the groups set to receive messages, the messaging order and timing, and any branching logic.

• • .

Edit a Workflow

• You can edit existing actions like sending emails, updating contact properties, or adding time delays between steps.

• Click any action to edit its trigger and use the left-hand menu to select what happens.

Create a new workflow from scratch:Workflow

In your HubSpot account, navigate to Automations > Workflows.

• 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.

• 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 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.

When you're ready to activate the workflow:

Mange a Workflow

• Once saved and back on the main list, hover over the workflow and click Actions. Then, click Move to folder and move it to the appropriate folder.