Conditional checks within workflow steps
It would be fantastic if workflows allowed more logic within the structure of the flow itself.
For example, if I wanted to use a single workflow to feed a lead a set of content one piece at a time, but also wanted to make sure they were not sent something they had downloaded on their own time (and out of sequence).
Having a way to add a NOT IF condition to each action step in the workflow would be great.
Also, having ALL user actions raise flags that can be used as NOT IF conditions would be incredibly useful.
Perhaps this is possible with some VERY creative uses of suppression lists and starting conditions - if so, I cannot figure out how to make it happen.
It would be great if you could create a workflow that has steps to send an email based on whether contacts opened or clicked the previous email in the workflow (or if they haven't).
We have clients leaving HubSpot because of this - Salesforce's platform, Pardot, has this functionality and we have clients asking for it in HubSpot!
This is available to all customers who have Workflows – http://forums.hubspot.com/discussion/43149/now-live-create-workflows-with-yes-no-branches
Let me know if you have any thoughts
It would be nice to have a feature where once you have built your If/Then Workflow for Hubspot to be able to create a PDF showing a UML style flow diagram of the whole workflow.
Also it would be nice to be able to have an interactive UML style flow diagram which allows you to see where contacts are in this workflow.
What we would like to be able to do sounds quite simple but due to the way the conditional logic works I don't think we will be able to do it.
1. User enters workflow
2. Send Email with links to landing page and form
3. If form on landing page is completed then send thank you email and continue else after x days resend step 2
looking at steps 2 and 3 in this workflow we have a problem in the else delay bit.
the way the logic (I think runs) is that as soon as step 2 is processed (the email being sent) it will then run the if/then check.
As the email has only just been sent this will of course mean the form hasn't been completed thus sending the process down the else route of a x day delay and resend (not good). And should the user fill out the form they will not get the thank you email and continue as expected, they will in fact get the step 2 email again and then get a thank you email after the x days delay has run.
One terrible solution is to have a delay before the if/then check but who is to say how long that delay should be.
If we can fix this issue then ideally it would be good to be able to set an if/then action to loop back to a previous step (which would help tidy things up a lot) - you would of course need to have a check on an iterator to make sure you don't just keep resending the email and are able to break out of the loop!
I know all this is possible by creating lots of little workflows and having goals which take you out of a workflow and entering you into another one but its just such a pain having to manage what we see as one workflow in lots of little workflows that aren't grouped together anywhere.
The only use for the If/Then logic in its current state is if you were to send different content and not use it to resend things like we do.
(reason for resending is in case the recipient misses our first email for what ever reason - only resend once to avoid harassing the recipient).
Also - Any chance we can make this comments box bigger!
I hope this feedback can help the Hubspot team make the If/Then logic a great feature to release to all users and not just have it be a feature that could have been.
* Sorry rant over *
(I hope there isn't any sensitive info anyone can pull out of this!)
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Daniella Gomes commented
I'd like to have this functionality on hubspot too. I'm able to create a static list with this condition but I need a smart list. This functionality will help my sales team a lot!.
Josh Harcus commented
You can already do all of this within HubSpot. We have developed a system using HubSpot Lead scoring and time based workflows.
The more you open and click on emails the more emails you will receive. The less emails you interact with, the less emails you will receive.
Pretty cool, huh? We thought so as well. It has been working beautifully. If you want help with this feel free to shoot me an email Josh @ Huify.com.
Head of Inbound Strategy
HubSpot, can you please merge the votes in this stream and this as they are the same concept. http://hubspot.uservoice.com/forums/76407-general-hubspot-ideas/suggestions/3693059-conditional-checks-within-workflow-steps
This functionality has been pending for a long time now. Any updates?
Kelly Holloway commented
Along the same lines as this feature, I would like to be able to add contacts to a specific list based on if they clicked through the email or not - automatically, not manually. We have an inside sales team that reaches out to anyone who has clicked through an email of ours. So ideally, I need to be able to add contacts to a list and then have the workflow add them to a campaign in Salesforce. Pardot has this feature and it is fantastic! I have been testing out their system and this is one thing that I found they do and Hubspot doesnt. Would love to see you guys incorporate this feature as well so I dont have to switch to pardot!!
I agree that opens aren't a reliable measure, but someone that clicked your email (not to opt out) but maybe wasn't 100% set on submitting a lead via the landing page is definitely a great opportunity for my sales team to give them a call.
Marieke Drees commented
+1! I would really like this feature. I'm a user of HubSpot and I miss this step in the workflow.
Parker Short commented
I've had clients request this before as well, but I generally push back because opens aren't reliable enough to use if/then logic. I've always suggested that they look at other metrics to drive their workflows. Or if they're wanting to base it on viewing a specific page, events in the enterprise edition do a great job.
Christian Anders Jørgensen commented
Agree 100% - we are having issues with this everyday in Hubspot..
Jason M commented
As a new HubSpot user, I'm very surprised that this functionality is not part of the platform. I'm actually quite disappointed as I thought it was. I'm not quite sure how to do what I want to do now. Frustrating.
One work around would be to assign a property to each step, and if they then reach a "goal list" (i.e. downloaded that ebook you wanted them not to) you could then bring them to a new workflow (working from where they left of) that would be initiated by addition to that "goal list" and that property that you assigned at the appropriate step. Not ideal by any means, but it's what we may have to try here.
Patrick Haley commented
Agreed, some IF statement capability would drastically improve the organization of my workflows. For example, my CRM uses different values for the Hubspot Lifecycle Stage. We have multiple values that would qualify as a lead, MQL, SQL, etc. I still want to use the Hubspot Lifecycle Stages for reporting purposes, so I have different workflows to update the Lifecycle Stage when their status changes in my CRM. I have about 9 workflows created for this alone.
I would love to lump them all into one workflow based on conditional logic. For example,
IF contact status = LEAD-Qualified then Set Lifecycle Stage = MQL
IF contact status = PROSPECT-Qualified OR PROSPECT-Nurture then Set Lifecycle Stage = SQL
This has been pending for nearly a year now, is this update likely to get picked up? It still causes huge problems with workflow creation. Please, please, please look at this. It is so frustrating to have to create 8 workflows rather than one. Pretty please HubSpot...If you add the functionality to add conditions to each workflow step you will have some very happy marketeers!
Brian Moran commented
This would be an AMAZING feature :-)
Patrick Bradshaw commented
Yes, please add this of so many reasons. I would love to have one workflow for my nurture and data management workflows.
I should be able to go if Country equals US set contact property value AMER, then if if doesn't meet that criteria go to the next one If country equals, UK set contact property ROW.
This same logic would allow for people to create more dynamic lead nurtures by allowing people to say Send/Don't Send email if X and then.
The lack of lack of sophistication of how HubSpot workflows function has been my biggest frustration having moved over from Marketo.
Niall Kennedy commented
100 times what Ian said.
Alan Johnson commented
Delivering a full, logic-driven workflow tool would close one of Hubspots big weaknesses when comparing against Eloqua.
I think the "don't send this email twice" condition should be at an email level, that defaults to true unless a user unchecks the flag and removes that particular safeguard.
However, the reliance on smart lists to control workflows introduces significant inefficiencies resulting from the time needed to build multiple lists to drive actions throughout the workflow. Best to be able to drive each step on the basis of an action, decision or pause.
I love the screenshot that Margo shared from Pardot. Makes it VERY easy to see what should happen during each step of the workflow. Would love to see something similar implemented so we can have more control over our workflows.
Would be great. It looks so stupid, if you send a prospect 2 times the same offer. They think: Thats a robot. And they're gone...