How do I set up an automated workflow for re-engaging inactive subscribers in Hubspot?

Step 1: Log Into HubSpot

• Navigate to your HubSpot account and log in using your credentials.

Step 2: Access Workflow Section

• From the top navigation bar, hover over "Automation" and then select "Workflows."

Step 3: Create a New Workflow

• Click on the "Create workflow" button.
• Select "Start from scratch" and then click "Next."

Step 4: Name Your Workflow

• Provide a meaningful name for your workflow, such as "Re-engage Inactive Subscribers."

Step 5: Define Your Starting Condition

• Choose "Contact-based" as the type of workflow.
• Click on "Set enrollment triggers."
• Select "Contact Property" and then choose "Last Activity Date."
• Set the criteria for subscribers you consider inactive, such as "More than 60 days ago."

Step 6: Set Up the Re-engagement Email

• Click on the "+" icon to add an action.
• Select "Send Email."
• Choose an existing re-engagement email template or create a new one with a compelling subject line and message encouraging them to re-engage.

Step 7: Add Personalization

• Use personalization tokens, such as first name, to make the email feel more tailored to each individual subscriber.

Step 8: Implement a Delay (Optional)

• After the first email, consider adding a delay action.
• This could be a delay of a few days or a week before sending a second follow-up email.

Step 9: Add Follow-Up Actions

• Based on how the contact interacts with the re-engagement email, decide on subsequent actions.
• If the subscriber opens the email and clicks a link, you might want to shift them back to an active segment.
• If they don't open the email, consider sending a second re-engagement attempt or offering special incentives.

Step 10: Test the Workflow

• Click on "Test" and run a few mock scenarios to ensure everything operates as expected.

Step 11: Turn on the Workflow

• Once satisfied with the workflow setup, click on "Turn on" to activate it.

Step 12: Monitor & Adjust

• Regularly check the workflow's analytics.
• Based on its performance, adjust email content, delays, or segmenting criteria for better re-engagement results.

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