I have never used the Service part of Hubspot so please bear with me. I would like to create a property that the user can use a form to select their product, once they have selected their product say for example a bucket. This triggers a score of 10. I am trying to create a loyalty card by ticket sytem. A bit like when you buy something online and you fill in your address, first line it completes the city. Otherwise I can only let them select the Product and i would have to add the score
Hey @JGray30, thank you for reaching out to our Community!
It sounds like you’re looking to set up a property in HubSpot that allows users to select their product via a form and have it trigger a corresponding score. This is doable using HubSpot’s Service Hub.
To achieve this, you can create a custom property in your HubSpot account and configure it to be a dropdown menu where users can select their product. Then, you can set up workflows or automation to assign a score based on the selected product.
Is this score assigned to the contact or company associated with the ticket, not assigned to the ticket itself?
If that’s the case the “score” property would live on the respective object. You could then use a workflow to increase the value of the score each time that contact is enrolled through the workflow, in this scenario anytime they are associated with a ticket that meets whatever criteria you need it to meet.
I may be misunderstanding your request, but I think what you’re hoping to do is possible with a little bit of work.
@JGray30 to clarify, do you want the user to select “bucket” on the form and the score value of “10” is then visible on the form to the user (like your example with address/city) or are you wanting the score to be surfaced on the back-end of HubSpot within the ticket as @Josh outlined?