Mass triggers via workflows
In this topic, we will cover how to carry out mass mailings using HubSpot workflows.
Mass WhatsApp triggers can now be done directly via workflows, this action can be added anywhere in the flow, using contact and deal triggers.
When creating a flow, you can find the WhatsApp send action in the list of available actions, as shown in the image below
Pre-registered and approved templates of the workflow type will be available for use within this action. To do this, you need to select the template you want and define its variables.
A preview of the chosen template will be displayed so the responsible person can validate the content's appearance.
Additionally, it's possible to configure a Sales Copy, which is an automatic message that will be sent after the first response from the contact. In this setup, you can also define an expiration time for sending the copy.
It’s important to remember to:
Define the sector: The sector should always be the primary sector of the account.
Assign a campaign name: This helps in tracking and organizing interactions.
Important: Defining a campaign name is essential, as it will be used as a reference to check the metrics of the message sends in the management panel, as described in the Campaigns section.
Attention: Avoid using the same name for different campaigns. If this happens, the information from these campaigns will be unified, which may cause confusion or make it difficult to analyze each campaign individually.
Learn in the following subsection how to segment the responses from these messages to a specific sector!
Last updated