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  • 11-15-22 Hubspot Workflow Sps

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    Sam Sia
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    This document provides instructions for adding people to the SPS workflow in Hubspot. It outlines that contacts must be tagged as "SPS_Client_Active" and added to the appropriate list. It describes how to add contacts to lists in Hubspot by selecting the contact, clicking "More", and then selecting "Add to static list". It also notes that when re-publishing a workflow, enrollment rules will appear and the lists and tags need to be refreshed first before adding people.

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    This document provides instructions for adding people to the SPS workflow in Hubspot. It outlines that contacts must be tagged as "SPS_Client_Active" and added to the appropriate list. It describes how to add contacts to lists in Hubspot by selecting the contact, clicking "More", and then selecting "Add to static list". It also notes that when re-publishing a workflow, enrollment rules will appear and the lists and tags need to be refreshed first before adding people.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    6 views2 pages

    11-15-22 Hubspot Workflow Sps

    Uploaded by

    Sam Sia
    This document provides instructions for adding people to the SPS workflow in Hubspot. It outlines that contacts must be tagged as "SPS_Client_Active" and added to the appropriate list. It describes how to add contacts to lists in Hubspot by selecting the contact, clicking "More", and then selecting "Add to static list". It also notes that when re-publishing a workflow, enrollment rules will appear and the lists and tags need to be refreshed first before adding people.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Worked on: SPS

    SPS issues

    People must be tagged as active client (contact properties)

    In addition: Go to lists of the tag created. Add everyone to list

    Do these two to confirm people added to the workflow

    To add someone in list in Hubspot:

    In Contacts portal view, tick box in left of name of contact

    Click in More

    Click Add to static list

    Select list from the dropdown

    Audit:
    In contacts page of client, they must be:
    Contact Title: Strategic Partner
    Tag: SPS_Client_Active

    They must belong to the list

    To add people in the workflow

    Go to workflow

    Add people from a list

    Choose list to enroll (based on tag)

    But first – unenroll them: (seems like it auto-unenroll when workflow Is completed)

    Replicated through tests:


    When re-publishing, re-enrollment rules will appear
    First, add lists and tag to refresh
    Scratch para sa dates pang double check:

    10/13 – center date

    1st D: 10/06 12PM

    2nd D: 10/07 10AM

    3rd D: 10/07 2PM

    4th D: 10/10 7AM

    5th D: 10/11 11AM

    6th D: 10/12 1PM

    7th D: 10/13 2:30PM

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