Samples

CRM & Sales Tips, Tricks & Best Practices
1

We send samples of our products out to contacts all the time. We’d like to start recording which products are being sampled the most. I’m guessing I need to create a property to do this.

Is there any way to link a our products to a dropdown checklist or radio select in the properties? All our procucts have been loaded into HubSpot.

Again, the goal is to note the sample we’ve sent AND track the samples we’ve sent.

2

Hey there @AFrederici !

Here is what I found through playing around with your request:

1. Create a Custom Property for Sampled Products

Since you’re looking to record and track which products are being sampled, you can create a custom property on the Contact record.

  • Go to Settings in HubSpot.
  • Navigate to Objects > Contacts.
  • Click on Properties and then click the Create property button.
  • Choose Dropdown select (if you want to allow one product per sample) or Multiple checkboxes (if you want to select multiple products).
  • In the Options section, add your products as options (since you’ve already loaded them into HubSpot, you can manually add the product names here - unfortunately there is no ‘quick’ way to pull in existing products as it is a text field. If your product names were in a drop down field, you could copy them over into a new property, but, since it is text, this is not possible at the moment).

2. Use the Property to Track Samples Sent

When sending a sample, you can select the corresponding product from the dropdown or checkbox property and save it to the contact or deal record.

3. Create a Report to Track Product Samples

To track which products are being sampled the most:

  • Go to Reports > Create Report > Custom Report Builder.
  • Choose the Contacts object, where you’re tracking the samples.
  • Use the custom property you created to filter and display how often each product is sampled.
  • You can visualize the data with charts, tables, or other reporting formats to track sample trends over time.

Let me know if this needs any further clarification - happy to help!

You’ve got this! :megaphone::confetti_ball::chart_increasing:

3

Thank you. The biggest help was you saying, “There is no ‘quick’ way to do pull…” I have spent a long time trying to find the quick way! I just needed to know. Thanks!!

4

is there a way to link the line items or products under commerce with tasks or deals? This would help us to track the ROI of samples and cost.

5

Hi @NLiu3,
Thank you for posting to the Community!
Tagging in Madison since they were able to provide the Accepted Solution of this thread!
Hi @MadisonMoniz! Do you happen to know if there is a way to link line items/products under the Commerce tool with Task and Deal objects?
Thank you!
Cassie, Community Manager