Mass triggers in different sectors

If you have more than one sector, learn how to segment your conversations and carry out mass mailings using workflows!

In order to segment a trigger return to a specific sector within the Spread.chat account, there are some specific actions that we must include in the workflow. To do this, we're going to create a new property in HubSpot, which will serve as an essential tool in this construction.

Creating this new property in HubSpot will allow for precise and targeted segmentation of interactions based on the company's sectors. By correctly defining this property in the workflow, you can ensure that trigger returns are targeted and handled by the appropriate sectors, optimizing service and the efficiency of your process.

By using this strategy, you will have a more effective and personalized approach, ensuring that each sector receives the relevant information and demands, resulting in a more efficient workflow and a better experience for your customers.

Step 1 - Creating a new property.

To create a new contact property in HubSpot, follow this path:

1. Access the HubSpot settings panel.

2. Navigate to the "Properties" section.

3. Select the "Create property" option.

On the property creation page, fill in the basic information considering the following references:

• Object type: Select "Contact".

• Group: Choose "spread.chat" as the group.

• Label: We recommend using "sector spread" as the label to identify the property.

In the next step, you'll need to select the field type for this property. Choose "Multiple checkboxes" and then fill in the corresponding internal values. The labels relating to the sectors that will be used can be added just below.

After completing these steps, the new property will be available in the contact's information, allowing you to properly segment and organize your interactions based on the relevant sectors.

Step 2 - Assign a value to a property in the workflow