Run Campaigns

Yeah, you can run campaigns based on Hubspot events, i.e. when a contact is created in the Hubspot. However, for the same you need to ensure:

• Hubspot is integrated with Chatman.

• Scopes in Hubspot are properly selected.

Purpose of Running Campaign Based On Hubspot Events

You can launch campaign as soon as a new customer is added to the Hubspot, this will allow you to know their area of interest and accordingly you can assign tags, add conversation labels, add them to relevant segment and more, reaching your ultimate goal.

Scenario

Say you're in the e-commerce business.

For all those customers added via Hubspot you have a set triggered campaign that sends them a welcome email along with offering some discount, say 20%.

Now if the newly added users utilize that discount and make a purchase. You can use this to add them a tag like 'Discount enthusiast' to later on inform them about such offers.

Or else you can also add them to a segment to regularly send them updates when there is a discount on similar products.

Only can be run based on HubSpot events and not others.

Create Campaigns Based On Hubspot Event

Imagine you're in the restaurant business; you got a lead from your website that a customer logged in, scrolled the items, and left. Now, you want to add that customer to Hubspot and run a trigger campaign to persuade them to purchase a food item by offering a discount of rs 100 via coupon code WELCOME100.

How do you that?

1. Create Campaign

• Start by giving a relevant name to your campaign. This helps in identifying and tracking different campaigns easily.

We can name our campaign as New Hubspot User, based on the scenario above.

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1. Select Triggered Campaign

• Choose the type of campaign as "Triggered Campaign." This implies that the campaign will be send on the occurrence of a event.

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1. Choose 'Event' To Trigger

• From the 'upon occurrence of' drop-down menu; select Hubspot event and then .

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1. Delivery Time

• Decide when you want the campaign to trigger whether immediately or wait some time and then deliver.

Immediately

Choose immediately when you want to start the campaign as soon as you launch it.

Wait and then send

If you choose Wait, select the delay time after contact creation when the campaign is to be sent. You can select minutes, hours and days while simultaneously entering the value in the box.

Timezone: Select whether to deliver the message in the user's time zone or the project's time zone.

• User's Time Zone: The campaign gets launched as per the user's time zone. Say you have a customer from the USA, you have set the campaign launch date and time as 12:00 pm, 03.02.24 . So, the customer will receive the campaign when in the USA the time reaches as specified and not as per your location.

• Project's Time Zone: The campaign launch date and time will depend on your location.

End Campaign: Select the date and time when the campaign is to be ended.

In above specified scenario we want the campaign to get launched instantly as a customer is added to the hubspot, so we select Immediately.

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1. Choose Message Template

• Select the message template that your recipients will receive. Choose from a dropdown list of pre-made templates.

Set Attributes

Set attributes that will replace the dynamic field {{ }} available in your header or body of the template. For, e.g., for personalization, you can replace it with the customer's first name, for the same select user attribute>first name.

Here is what all the attributes means:

The Set attribute option is available only when the selected template has dynamic variables in it.

We created a template called 'welcome_hubspot_customer,' so we select it and set the attributes as first name for both the header and body.

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1. Post Campaign Trigger (Optional):

• Optionally, set up post-campaign triggers to update attributes, manage segments, and implement a "Do Not Disturb" (DND) policy based on the selected event. Use conditional logic based on events such as sent, delivered, read, failed, or replied.

Different Event Condition

1. Notification Send

• Sent: Trigger the action when the notification is sent to the user.

• Delivered: Trigger the action when the notification is successfully delivered to the user's device.

• Read: Trigger the action when the user has read the notification.

• Failed: Trigger the action when the delivery of the notification fails.

1. Notification Replied

• Button Reply: Trigger the action when the user replies using predefined buttons (buttons in template are entered as value).

• Text Reply: Trigger the action when the user replies with free-text input.

Post Campaign Trigger

Let's say we want to assign tag 'discount enthusiast' to all the customers who tap 'Grab Code' button in the template.

So we select Notification reply>Button reply and enter the value as Grab Code.

You can add maximum two filter, one from each notification send and notification reply.

You can add multiple 'Post campaign trigger' by clicking 'add another event' and repeating the steps to create the 'post campaign trigger.'

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1. WhatsApp Optin

• Choose to send the campaign only to customers whose "WhatsApp Opted" status is true. This is a recommended practice. Toggle it on.

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1. Campaign Summary

• A summary of your campaign details will be displayed on the right-hand side, including the campaign name, type, schedule, chosen audience, and selected template.

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1. Launch

• Review the campaign details and click on "Launch campaign" to launch the triggered campaign.

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You can access the detailed Report of the campaign in the Action Column of the Campaign Page.