Page Comparison

Create a New Workflow From ScratchWorkflow

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.

When you're ready to activate the workflow:

1. Select Review and publish. (If only "Review" is visible, resolve any issues before continuing.)

2. Choose whether to enroll existing contacts or only new contacts who meet the criteria.

3. Review the Timing, Notifications, and Connections, and ensure the Details of the workflow are correct.

4. Set an end-date if it’s a time-specific campaign to prevent unnecessary active workflows.

5. Click Turn on workflow to make it live.

Organize your workflows with folders

Once created, folders will display alongside your workflows on the dashboard.

Create and manage folders.

Mange a Workflow

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

  .

• In the dialog box, select your college’s folder. 

• At the bottom, click Move.

• and move it to the appropriate folder.