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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Multi-scenario email workflows with dynamic recipient assignment let you create sophisticated email automation that evaluates multiple conditions simultaneously and assigns recipients to different workflow paths automatically.
This approach enables you to build complex email sequences that adapt to changing contact data and route recipients through different scenarios based on real-time criteria evaluation.
Build multi-scenario workflows using Coefficient
CoefficientHubSpotprovides the data infrastructure needed for multi-scenario email workflows through advanced filtering, conditional logic, and seamless integration capabilities that enable sophisticated dynamic recipient assignment withand other platforms.
How to make it work
Step 1. Create your multi-scenario architecture.
Leverage up to 25 filters across 5 filter groups to create distinct scenario conditions for different workflow paths. Use dynamic filtering that references multiple spreadsheet cells, allowing each scenario to have independent assignment criteria, and implement conditional exports for each scenario.
Step 2. Set up dynamic assignment processing.
Schedule automatic data refreshes to ensure recipient assignments reflect current contact status and engagement. Use Formula Auto Fill Down to automatically apply assignment logic as new contacts enter your database, and handle complex assignment rules through association data considering relationships between contacts, deals, and companies.
Step 3. Configure workflow orchestration.
Set up scenario-specific automated alerts that trigger when assignment conditions are met. Configure different alert types (Slack, email) for various scenarios to maintain workflow visibility, and use variables in notifications to provide detailed information about which scenario triggered assignment.
Step 4. Manage recipients and optimize performance.
Export assigned recipients to specific HubSpot Contact Lists corresponding to each workflow scenario. Manage contact list membership dynamically, adding or removing recipients as scenarios change, and use Snapshots to track historical assignment patterns and optimize scenario performance.
Scale your email automation intelligence
Start buildingThis comprehensive approach enables enterprise-level multi-scenario email workflows while maintaining the flexibility to adjust assignment criteria in real-time through familiar spreadsheet interfaces. Your email automation becomes as sophisticated as your business logic.your multi-scenario workflows today.
