Step 3: Set up error email notification

We recommend setting up a HubSpot workflow to send your team an internal email notification whenever a reward fails to send. This helps you catch and resolve errors quickly. For additional help, contact HubSpot support.

Create the workflow in HubSpot

Start by creating a blank Reward-based workflow in HubSpot.

To create the workflow:

1. Log in to your HubSpot account.

2. Navigate to Workflows > Create workflow > From scratch.

3. Choose Reward-based on the left.

4. Select Blank workflow, then click Next in the top right.

Set up the error trigger

Configure the workflow to trigger when the reward Error property has a value.

To set up the error trigger:

1. Click Set up triggers > When an event occurs.
   
   

2. In the Add trigger box, search for and click Property value changed.
   
   

3. Once the Edit trigger panel opens, choose Error under Property name.

4. In the Edit trigger panel, choose is known under New value Error.

5. Click Done.

Configure the email notification

Add an internal email notification action so stakeholders are alerted when a reward error occurs.

To configure the email notification:

1. Click inside the workflow to open the Choose an action menu.
   
   

2. Search for Send internal email notification, then click to open it.

3. In the email notification:
   
   

   1. Under Recipients, select your email and other relevant stakeholders at your organization.

   2. Enter a Subject line, such as “Reward sending error”.

   3. Type a message for the Body of the email notification.

   4. Click to add Text properties, such as Email and Error, from the drop-down list.

   5. Click Save to confirm the email notification settings.

4. Click Save to save all workflow changes.

More resources

• Tango for HubSpot: Overview

• Step 1: Connect to HubSpot

• Step 2: Create a record object

• Manage your HubSpot account in Tango