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Automating Course Enrollment Reminders in HubSpot

Enhance User Engagement with Custom Object Workflows

Purpose

This article will guide you through the process of automating communications related to course enrollment using custom objects in HubSpot. By implementing this workflow, you can effectively manage course reminders and enhance user engagement.

Step 1: Create a Custom Object for Course Enrollment

To begin, you need to set up a custom object for course enrollment:

  1. Access Custom Objects:

    • Log in to your HubSpot account and navigate to the "Objects" section.
    • Click on "Custom Objects" to initiate the creation of a new object.

  2. Define the Custom Object:

    • Enter a name for your custom object (for example, "course_enrollment").
    • Specify relevant properties such as enrollment date, completion status, and course identifier.

  3. Save the Object:

    • Once you have filled in the required fields, make sure to save your custom object.

Step 2: Set Up the Workflow

Next, you will create a workflow to send out enrollment reminders:

  1. Navigate to Workflows:

    • Click on the "Automation" tab in HubSpot and select "Workflows."

  2. Create a New Workflow:

    • Choose "Create workflow" and select either "From scratch" or "Standard" based on your preference.

  3. Select Enrollment Criteria:

    • Set up the enrollment triggers using your custom object. For instance, choose to trigger the workflow when a new course enrollment is created.

  4. Add Actions:

    • Include a "Send email" action to set up reminder emails. Make sure to customize the email content with pertinent information, including course details and deadlines.

  5. Set Delay:

    • Incorporate a delay action before sending out the reminders. Decide on a suitable timeframe (e.g., 7 days after enrollment) to schedule the reminder emails.

Step 3: Test the Workflow

Before activating your workflow, it's crucial to test it:

  • Test Your Workflow:
    • Run a test to ensure that the emails are sent correctly according to the specified conditions.

Step 4: Activate the Workflow

Once testing has been successfully completed, you can activate your workflow to start automatically sending reminders to users.

Best Practices

To maximize the effectiveness of your automated reminders, consider the following best practices:

  • Regularly Update Custom Object Properties: Maintain data integrity by ensuring that enrollment and course details are kept up to date.
  • Monitor Engagement Metrics: Use HubSpot’s analytics tools to track the effectiveness of your email reminders and make adjustments as needed.

By following these steps, you can successfully automate communications regarding course enrollments, which will enhance the overall user experience and improve course completion rates. For further assistance, please consult the HubSpot community or support resources.