I’m curious if anyone has been able to create a “Profile” type page for users to access and edit?
On our initial lead gen form, we ask users’ interests in certain categories and have them as properties associated with the contact record. Let’s say favorite colors, favorite vacation type, and favorite animal to keep it simple.
Over time, these interests can change or become more refined (from selecting 3 items in one category to only 1). I’d like the user to be able to access their “profile” to see what interests they have indicated and edit accordingly.
As a note, I’m looking to allow users to edit properties associated with their contact record and not email subscription types.
Hey @jackiev to be honest I don’t think this is really within the wheelhouse of what HubSpot aims to do. It’s possible however.
A janky workaround, which I wouldn’t advise as it entirely relies on cookies. Would be to use personalization tokens on a HubSpot page. This would show the data for the contact record associated with the cookie, which pulls from properties. You can then have a HubSpot form whatever fields you want to allow to be updated, you don’t need email subscription or even the email field on these forms as contacts can be recognised based on cookies.
I’d definitely not advise this however as it surfaces all known contact data to someone who just needs to know a contacts email. For example I could enter someones email, then my cookie becomes associated with that contact and your page shows me all of their information. To avoid this you could hide this page behind a private page in HubSpot.
Outside of this, you would need to custom develop this page and use the contacts api to pull the data from the CRM to display on your page and allow them to be updated.
@jackiev Alright, when I first read your idea, I immediately thought of using subscription types. But then I reached the end and realized that’s not what you’re looking for. So, let me offer a different approach: you might want to consider using HubSpot’s membership site feature.
This would allow each person to have a username and password to access a private page where they can view their info, make changes, and request stuff from you. Basically, it’s a secure space where they can do whatever you’d like them to be able to do.
So think about it – this could be the best way to go!