As part of the [1] NY cashless ban compliance campaign, an automated email flow delivers the compliance guide PDF to prospects who submit the landing page form. The flow is built in HubSpot and is ready to launch pending the ZoomInfo contact list import.
The central design decision for this flow is sender identity: the guide email must originate from mike@bluepointatm.com rather than a generic info@ address, enabling direct lead tracking in HubSpot and allowing prospects to reply directly to Mike Stebbins.
Immediately after form submission, the prospect lands on a confirmation page with the following copy:
Your New York cashless ban compliance guide is headed to your inbox. March 20th is coming fast. We're here if you need help getting compliant.
A checkmark icon is displayed at the top of the page. The page uses the standard BluePoint ATM submission page styling.
An automated email delivers the guide download link.
| Field | Value |
|---|---|
| Subject | Your New York cash ban compliance guide |
| Sender (target) | mike@bluepointatm.com |
| Sender (fallback) | Manual send by Mike Stebbins |
Email body:
Hi [First Name],
Here's your compliance guide taking effect March 20th.
[Download Link]
After you read through it, let us know — we're happy to answer any questions or help you walk through the process. No obligation.
[Mike's Name]
[Phone Number]
BluePoint ATM Solutions
Copy notes:
- The phrase "no pressure" was removed from an earlier draft; "no obligation" was retained per Mike's preference
- Tone is intentionally direct — Wade flagged that "no pressure" language can paradoxically signal pressure
mike@bluepointatm.comTwo reasons drove this requirement:
The form autoresponder is currently tied to the website's primary sending address (info@bluepointatm.com) because it fires off the website platform rather than HubSpot directly.
Resolution path:
1. Karly's team investigates whether the sending address can be overridden at the platform level
2. If not technically feasible → Mike manually emails the guide to each new lead as submissions come in (Mike's suggested fallback)
The manual fallback is acceptable for a targeted campaign but undesirable at scale. If the NY campaign generates significant volume, the technical fix becomes higher priority.
All form submissions feed into HubSpot as new contacts. However, a known bug affects the Product/Service field: the dropdown value selected on the website form is not syncing to the corresponding HubSpot property.
This field is critical for routing leads between Mike and Wade. Until the bug is resolved, the product/service type must be manually entered in HubSpot after each submission.
See: [2]
| Dependency | Owner | Status |
|---|---|---|
| ZoomInfo NY contact list | Mike Stebbins | Pending — needed to populate HubSpot and trigger email sends |
Sender address (mike@) |
Karly Oykhman | Under investigation |
| Landing page confirmation copy | Karly / Developer | Complete (as of this call) |
| Email copy finalized | Karly Oykhman | Complete |
| HubSpot flow built | Karly Oykhman | Complete — awaiting contacts |