Automate Workflows: Drive Pipeline from Events and Webinars

all right so I hear a lot about how um we're seeing less pipeline created from events webinars and those channels aren't necessarily working so some folks are doubling down on other channels I believe that if you're still getting webinar attendance Booth scans if you're still seeing people at events then you can still make those channels work uh and here's how a lot of Soso customers are making this happen so I've created a workflow in HubSpot that is basically looking at a list membership that are member of webinar attendees I've broken down uh this group into tier one and tier two accounts and I'm going to automate a gift send to those who have attended the event so if they're tier two I am going to do an egift and a charitable donation of their choice so we're going to map to the email address field save that boom now anybody who meets this criteria is going to get sent an e gift from Soso uh for tier one I actually want do a branded bundle so I'm going to hop over into Soso I'm creating a build your own box so of a webinar follow-up bundle I'm going to include a handwritten note card uh GNA skip the crinkle paper we're going to do a 20 oce Yeti mug and then a branded hat so anybody who attends it that's at a high tier account we're going to send a Yeti mug and we're send a branded hat all right uh on the next step we are going to choose our packing method so for this one I'm good with standard packing we're going to just pack it in the way that makes sense but I could if I wanted to go ahead and give some custom instructions here uh we're going to continue with standard packing and then this is going to be a triggered send from an integration I want to require approval so I'm going to look at the list of people before they actually go through the Automation and I'm going to charge it against the marketing funding source every I don't have any addresses so I'm going to ask everybody for their addresses when they go through the flow they're gonna have seven days to give it on the next step we're going to choose HubSpot as our trigger Source this is basically telling us all right we're going to do a an automation through HubSpot this is how it's going to work I want to be notified when the triggers actually occur so I'm going to set that up here I am not going to map this to a Salesforce campaign because I'm already running it through a HubSpot program and I'm going to finish this last step all right cool so back in the HubSpot workflow I'm going to go back in here look at my tier one accounts so I apply a physical gift I've got this webinar follow-up bundle right here I choose that um and since Soso is going to do the address collection I don't really need to input any of this information aside from the actual email um so with this I've basically created a flow where anybody who attends my webinar is going to be classified by their account tier and then we're going to send them a variety of gifts depending on which tier they actually fit into uh this can be accomplished with HubSpot maretto eloqua basically any marketing automation platform but a lot of our customers are having success using this kind of strategy