Read ahead for a how-to guide on automating your video testimonials with HubSpot.
These steps should take less than 12 minutes to complete.
You must have a HubSpot professional plan (includes Email automation) or higher to be able to integrate REEL.REVIEWS with HubSpot.
Step 1: Create your automated Email
Click Marketing on the menu bar and then click Email.
Click Create email in the top right and then select Automated.
Select the Welcome template under the Basic section.
Step 2: Write your Email
Add your Company's logo in at the top
Add the Email Copy from the collect tab in the REEL.REVIEWS dashboard (make sure to replace *INCENTIVE* with whatever you've chosen).
Click the Settings tab
Fill this out including adding the Subject (from the collect tab) - remember to replace *INCENTIVE*.
Click Review and save and then click Save for automation
Step 3: Create workflow
Click Automation on the menu bar and then click Workflows.
Click Create workflow in the top right.
Select Contact-based and Start from scratch and then click Next.
Set your enrolment trigger to whatever means a conversion for your business.
Click the + under the enrolment trigger and select Delay for a set amount of time.
Decide how many days after conversion you want the Email to be sent (we recommend 7-14 days after they've converted).
Click the + under Delay for a set amount of time and select Send email.
Select the Email you had created in the previous step and click Save.
Step 4: Review and Turn on
Click Review in the top right corner.
Select Yes, enrol existing contacts who meet the trigger criteria as of now.
Click Turn on in top right corner and you're good to go!