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HubSpot Workflows

MQL to Customer lifecycle stage Conversion –

Aims at nurturing the marketing qualified leads (MQLs) of your store and focus on converting them to customers. The workflow automatically creates a well automated series of emails and send them to the MQLs at an appropriate time. On the other hand, the other workflows help in tracking the leads and customer’s conversion rates as well.

Welcome New Customer & Get the 2nd Order –

focuses on getting second order from the same customer after they place the very first order on your store. The workflow sends the First Order ThankYou mail with getting Second-Order mail to the customer repeatedly at appropriate delays. It also tracks and sets the current ROI campaign for the customer.

2nd Order Thank You & Get the 3rd Order-

Focuses on getting third order from the same customer after they place their second order on your store. The workflow sends the Second Order ThankYou mail with getting Third Order mail to the customer repeatedly at appropriate delays. It also tracks and sets the current ROI campaign for the customer. Basically the workflows, however, manage to make all your customers as repeat customers.

3rd Order Thank You –

Focuses on keeping your customers happy and delighted. It sends the customer an automated Third Order ThankYou email on placing a successful order third time on your store.

ROI Calculation-

Helps in calculating the Return On Investment(ROI) for different campaigns such as MQL Nurturing, Welcome New Customer and Get 2nd Order and so on. The workflow checks for the contact’s current ROI campaign and accordingly sets the campaign conversion date, status and amount for the contact on getting a new order. The workflow focuses on full tracking of contact conversion through different campaigns triggered.

Order Workflow-

captures the new order of Magento store and checks for last order value and last order date. When any customer’s property last order date and last order value is found to be known it changes the contact lifecycle stage to Customer on HubSpot and enrolls the contact to ROI Calculation workflow. The workflow basically works whenever a contact’s new order comes to HubSpot and manages their HubSpot lifecycle stage.

Set Order Recency 1 Ratings –

Sets the HubSpot contact property Order Recency Rating to if contact’s custom HubSpot property last order date is more than 360 days ago. It means that the customer hasn’t made any order in your store for almost one year. And whenever any contact is found active in Order Workflow, then it gets removed from the existing workflow and this leads to workflow’s goal achievement.

Set Order Recency 2 Ratings –

Sets the HubSpot contact property Order Recency Rating to 2 if contact’s custom HubSpot property last order date is between 180 to 360 days ago. It means that the customer hasn’t made any order in your store for at least six months. And whenever any contact is found active in Order Workflow, then it gets removed from the existing workflow and this leads to workflow’s goal achievement.

Set Order Recency 3 Ratings –

Sets the HubSpot contact property Order Recency Rating to 3 if contact’s custom HubSpot property last order date is between 90 to 180 days ago. It means that the customer hasn’t made any order in your store for at least three months. Actually these are the customers that require some attention from your side. And whenever any contact is found active in Order Workflow, then it gets removed from the existing workflow and this leads to workflow’s goal achievement.

Set Order Recency 4 Ratings –

Sets the HubSpot contact property Order Recency Rating to 4 if contact’s custom HubSpot property last order date is between 30 to 90 days ago. It means that the customer hasn’t made any order in your store for at least one month. Actually these are the customers that can be really valuable for your store. And whenever any contact is found active in Order Workflow, then it gets removed from the existing workflow and this leads to workflow’s goal achievement.

Set Order Recency 5 Ratings –

Sets the HubSpot contact property Order Recency Rating to 5 if contact’s custom HubSpot property last order date is 30 days ago. It means that the customer has made his/her last order on your store within one month. These are the customers that were recently active on your store .

Update Historical Order Recency Rating –

Works to manage the real-time Order Recency Rating of the customer. Automatically sets the rating by checking their last order date and enrolls to specified workflow such as Set Order Recency 5 Ratings –  or Set Order Recency 4 Ratings – for further processing. It means the workflow will take care of the customer’s Order Recency Rating on HubSpot even if they do not shop regularly.

After Order Workflow-

Captures the new order of HubSpot contact and then decides the contact enrollment to different campaign workflows such as Welcome New Customer and Get 2nd Order or Third Order ThankYou. The workflow automatically enrolls the contact to different campaign workflows and again gets ready for further order decisions.

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