Hubspot: Add a User to Workflows
To resolve issues with an account due to an incorrect email address, follow these steps to update the email address, ensure associations are correct, and trigger the necessary onboarding workflows.
Steps to Correct Email and Trigger Onboarding
- Update Email Address:
- Log in to your account.
- Navigate to the contact’s profile with the incorrect email.
- Update the email address to ensure it is deliverable.
- Verify Associations:
- Check and update any associations, such as the company or purchase details, to reflect the correct email address.
- Trigger Onboarding Workflow:
- Scroll down to the Workflows section within the contact’s profile.
- Click Manage to view current workflow memberships.
- Identify if the contact is missing the “Start Onboarding” workflow.
- Enroll in Onboarding Workflow:
- Click Enroll in Workflow.
- Type and select “New Purchase Start Onboarding Sequence”.
- Click Enroll to add the contact to the onboarding workflow.
- Verify Workflow Enrollment:
- Go back to the contact’s profile.
- Refresh the page to ensure the workflow enrollment is processed.
- Check the Emails section to confirm the welcome email and any subsequent steps are triggered.
- Monitor Email Delivery:
- Refresh the contact profile again if necessary.
- Verify that the “Welcome to WootRecruit” email and other onboarding emails have been sent.
- Ensure the emails are listed under the sent emails and check for any pending messages.
Final Steps
- Confirm Updates: Make sure all updates to the email address and workflow enrollments are reflected in the contact’s profile.
- Check Workflow Progress: Verify the contact is progressing through the onboarding workflow and receiving the necessary communications.
By following these steps, you can correct an email address issue and ensure the contact receives all necessary onboarding emails and updates. This process ensures a smooth onboarding experience for the customer, even after correcting initial errors.