Hubspot Email Trigger

How to set-up your Hubspot Integration so you can trigger event based emails. You can find out more about email triggers here.

Note: Before you get started you need ensure that your from email is approved and authenticated; Verify Email Address. Also, that you have transactional email add-on enabled within your Hubspot platform; Transactional Email Hubspot Guide.

1. Go to Integrations Hub > Messaging > Hubspot Email Trigger> Add Details
2. Add Integration Setting Details
3. Enter Access Token
   • Login to Hubspot
   • Go to Settings > Integrations > Private Apps
   • Create Private App
   • Add Name & Description 
   • Scope - select the following scopes - Create App
     • crm.lists - READ & WRITE
     • crm.objects.contacts - READ & WRITE
     • [crm.objects.deals](http://crm.objects.deals) - READ & WRITE
     • crm.objects.line_items - READ & WRITE
     • settings.users - READ & WRITE
     • e-commerce - REQUEST
     • transactional email - REQUEST 
   • A new API token will be created → add this into Access Token field in TickX IQ
4.  Add Sender Name - This is the 'From Name' you would like your emails to come from
5. Add Sender Email - This is the 'From Email' you would like your emails to come from
6. Toggle Active On - Save. Your Integration is now set-up.
7. Add New Email
8. Add your email name - as you can have multiple email triggers set-up this is a way to differentiate the email trigger list. E.g. Know Before You Go 
9. Select Type > This is to determine after which event type you would like your email to trigger. E.g. Pre-Event
10. Add Template ID

    • Go to Marketing > Email > Create Email > Regular > Add in all of your required content

    • We have some additional merge fields which can be added to your templates to provide some individualised information to your customers.

      • {{custom.FNAME}}
      • {{custom.LNAME}}
      • {{custom.MC_PREVIEW_TEXT}}
      • {{custom.BOOKING_DATE}}
      • {{custom.BOOKING_NAME}}
      • {{custom.BOOKING_VENUE}}
      • {{custom.TICKET_TYPES}}
      • {{custom.RESTAURANT_RESERVATION}}
      • {{custom.ORDER_SUMMARY}}
      • {{custom.ORDER_SUMMARY_RAW}}
    • Save your template > Template ID in URL > Copy this into TickX IQ field

    • Set the subscription type to Transactional

    • Save email as Single-Send API
11. Add Preview Text
12. Add Time Interval - Minutes or Hours
13. Add Time Value (Numeric) This is how many minutes/hours you would like to trigger the email either before/after the Event Type.
14. Advanced Options 
    • You can segment who receives certain content based upon our Advanced Options
    • For example; you might have different Know Before You Go content to send customers attending Mid-Week from those attending at the Weekend. These advanced options allow you to trigger more specified content to your attendees.
15. If you want to send a test before toggling to Active > Save > Go to Actions > Send Test Email
    • Enter the email you would like to send the test to
    • If the email is set-up correctly you will get a copy of the email in your inbox
    • If there are any issues you will receive a TickX email highlighting the error
16. Once you are happy > Go to Actions > Edit > Toggle Active On > Your email will now start triggering once the criteria is met.