Learn how to use the workflow and the master email templates to make it fit with the products you sell.
Start by watching the video below. Then feel free to jump to specific section to find the answer you need.
All enrollment triggers, delays, and emails are attached to your workflow and should look like this. Here is an example of your New Customer workflow.
You can choose between a couple of enrollment triggers depending on how your organization keeps track of new customers. The most efficient method would be using "Lifecycle stage = Customer" and perhaps adding in "Became a customer date = known." If your company uses Deals in HubSpot, you can also add "Deal Stage = Closed won".
Feel free to add or edit the delays. For example, if you want to only send on "weekdays", click the "+", then "Delay until a day or time", and then choose the days or times emails should be sent.
The editor makes it easy for you to quickly customize these templates based on your branding standards. Check out this quick how to that shows how you can apply your branding colors to the email template in HubSpot.
Once you update your email copy and branding, you’ll need to update and save the emails for automation. This makes sure your emails attached to your workflow are updated with your changes.
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