Hi,
We sell 4 different services. What is the best way to note which clients are clients of each service?
1) A Yes/No field for each of the services? (e.g “Web Design”)
2) A multi-select dropdown where we have “Current Services”?
I know that I can make a list which matches a property so that part is solved for email segmenting, I’m just curious about the best way to do it that’s most efficent for the HS database and for the future (e.g. I dont know if there are limitations to 1) or 2) above that I might not figure out until months from now).
Thanks!
Hi @StPatrick,
First of all, if you make a choice and notice later on that you’d like to switch, it’s going to be an easy switch. For example, if you go with option 1, you can filter for all contacts with a checkbox for a certain service and simply bulk edit and append the value to an option 2 multi checkboxes property. Vice versa, if you filter for contacts with a checked box in option 2, you can easily bulk edit these contacts to check an option 1 checkbox. It would be a matter of minutes.
Option 2 is slightly easier to maintain (because there are fewer properties and list, workflow, report creation will be faster). Also, if you’d like to be able to create reports which show all products in one report, option 2 is likely your only option.
However, option 2 means you always to have to consider that values have to be appended as they will otherwise be replaced, e.g. in imports of forms. Option 1 is thus more useful if you’re planning on using the service fields as hidden fields in form (doing this would cause option 2 be overwritten, not to be appended).
Other than that, I can’t think of any major reasons to use one or the other. Again, if you notice that you’d like to switch, you always can. You’re not locked in.
Hope this helps!
Thank you as usual! I don’t want to change the information via forms -- it’s more of an internal tracking so I don’t send out info about our GMB program to clients who already use it. And I would want to generate a report that shows all clients with what services they have. But with reporting can you break down a mult-select, or would we need single fields? We only have 4-6 services so it’s not a big deal if we have individual fields. TY!