[Now Open] CMS Hub Ask Me Anything (April 5)

[PatrickEng]

Edit: The CMS Hub AMA is now closed. Thank you to all those who participated! If you continue to have questions about the CMS Hub, please log in to your HubSpot account, click on the Help button in the bottom right, and reach out to our Support team at any time. Cheers!

Hey HubSpot Community,

My name is Patrick, I’m a member of our onboarding team here at HubSpot. Welcome to our 2nd CMS Hub AMA! We loved answering all your questions in the last AMA and we hope to provide even more information on the ins and outs of CMS Hub. We’ll be available to answer questions from April 5 - April 9, so please feel free to ask us anything.

If you’re not sure where to start, try some of these:

• How can I gate pages behind a social media login?
• How do I build my own theme using the local development tools?
• How do I add structured data to a page? Is it worth it?
• I want to host my website on a root domain, not a subdomain. Can I do that?

We have members of the HubSpot product, developer, and services team here to answer any questions you might have. 

Luke Summerfield (@Lukesummerfield) - CMS Hub Go-To-Market Lead, Product

Jon McLaren (@jmclaren) - Senior CMS Developer Advocate

A.J. LaPorte (@AJLaPorte) - Senior CMS Developer Advocate

Madelyn Simmons - Customer Success Manager

Allison Nichols (@anichols) - Principal Onboarding Specialist

Justin **bleep** (@jtit) - Senior Customer Onboarding Specialist

Patrick Eng (@PatrickEng) - Customer Onboarding Specialist

Ernestina Spinu (@eSpinu) - Senior Customer Support Specialist

Camila Rovalino - Content Product Expert

Cathal Hopper (@CathalHopper) - Customer Support Specialist

Feel free to drop in your questions below. We’ll start answering questions at 11 AM EDT on April 5th, until 3 PM EDT on April 9th.

Look forward to hearing from you all soon!

[jtit]

Hi @michaeljryan,

Thank you for your question. I recommend that you use the lead status property to track your communicative attempts with your contacts.

You could then build lists (or saved views) to identify contacts belonging to certain team members where the lead status property is "unknown". You can then make a decision to enroll those contacts into your sequence or not. If you've connected with the contact, you can then update the "lead status" property to "connected". Do note that the lead status" property is customizable. You can add to/ delete the default lead status options. Hope this helps!

[vgis]

Hello,
Super Admin no longer work for the company, so I need to change it, we dont have any other super admin. The current Super admin email adress is obselete.
Can yuo please help changing the super admin email?

[PatrickEng]

Hey @vgis, please reach out to our Support team by logging into your portal, clicking on help in the bottom right, and opening up a ticket letting them know about this situation! 

[AJuarbe]

Thank you!

Sent from Mail for Windows 10

[AJuarbe]

Hello, 

I would like to update the Lead Status to a specific value upon putting a contact into a Sequence or Workflow. 

1. Is this possible?

2. If so, Can you send me a training article or video on it. 

Thank you for your time.

Respectfully, 

AJ

[PatrickEng]

Hi @AJuarbe, here's a screenshot of something you could setup that should accomplish what you're looking for! To briefly describe it, the workflow is referencing two default HubSpot properties - Now in Workflow & Now in Sequence - which are both set by the HubSpot system when a contact is currently in a workflow or sequence, respectively. I hope that helps!

[rteymourtash]

Hello.  I am hoping someone can help me with the free email signature generator.  I created an email signature for my collegue.  I want her to be able to install it.  But when I share the link with her, she can;t access what I created for her.  ALl she sees is the company logo  and a message telling her to RECREATE the signature from scratch.  This happens when I send her the link by copying the link in an email AND when I send her an email from Hubspot email signature generator.
The messaging system here seems to not let me post the link to the email generator / signature I created.  

But I attached two images -- one of what my colleague should see and another of what she is seeing.

Your feedback would be much appreciated.

[ernestina]

Hi @rteymourtash, happy to help! 

I understand the goal is for your colleague to be able to use the generated signature as their HubSpot CRM signature or use with other tools, i.e. Gmail, Outlook, etc. An alternative option to emailing the shareable URL, would be to "Copy Signature Source Code". This will copy the HTML of the signature to your clipboard which can be then be used to create the signature with your platform of choice - in your HubSpot account, navigate to Settings > General > Email > Edit email signature > HTML, and paste the copied source code. The steps are also listed here: https://knowledge.hubspot.com/account/add-an-email-signature-in-the-crm

If you still face any issues with this, feel free to reach our support team by clicking on the "Help" button located in the bottom right corner of your portal and choosing a channel that works best for you! Our team will need the shareable URL of the signature that you've created to take a closer look.

Hope this helps! 

[rteymourtash]

Thank you for your response. This option seems to be for using the
signature via Hubspot alone. I am interested in how she can do this on
Outlook emails.

Any work around for that which I can share? Why is it not working to begin
with?
Why cant I create a signature for others in the company and share it via
the link that is generated?

Best - Roxane

[KPitt]

Hi!  We receive a notification each time someone visits our website. I would like to run a report every 2 weeks to see who has visited (even if it's just domain). Is there a way to run this report and export it? Thank you!

[PatrickEng]

Hey @KPitt, something that could get you this data would be to build a custom report that has filters to only pull in contacts that have a "Time Last Seen" value of being in the last two weeks. Time Last Seen is the last time and date the contact has viewed a page on your website. This is automatically set by HubSpot for each contact. You could then make it a  table report to show all the contacts and/or companies!

[KPitt]

Thank you Patrick! I am a Hubspot novice and have very little experience with setting up custom reports.  Would you be able to outline the steps in a little further detail? I would really appreciate it!

[dennisedson]

Hey @KPitt I would highly encourage you to frequent this board for these types of questions.  We have some top notch Community members who will be more than happy to walk you through things like this!

You will find people like @Bryantworks and @Dan1 who are both AMAZING resources!

[SafSJones]

Hello Patrick,

Noticed this morning what looks like a new feature on HubSpot Quotes. The images and URL line when you create a custom line item.

Would you be able to advise, how you add images and URL to the quote? I have inputted a couple of URL's, but they don't then show up on the quotation.

Many thanks!

[cathalhopper]

Hey @SafSJones !
There was a recent change to provide access to products in all pro+ portals and I believe these new properties came attached.

When using a default template in your portal the URL or image properties won't show up - the real benefit of these new properties is in use with a  custom template where you populate line item tokens!

If you were looking to add those to a quote, Custom quote templates (currently in beta) could use these tokens to pull the images - you would need to work with your developer to create the templates just to note! Please reach out to your Support or your account manager if you would like to see if you're eligible for the beta.

[jonchim]

Hi Patrick!

Thank you for doing this AMA!
Like @Ntbrown mentioned, I'm also curious what HubSpot's plans are regarding the Google Page Experience update and what we can do to improve our page performance metrics/page speed insights scores that we may not have control over (server response times, caching, etc.)?

Also will there be an ability to move rows in HubDB to reorder items easily without exporting and reimporting?

[MNielsen1]

Hi Patrick, 

Perhaps this is not the best platform to ask my question, but hopefully you can answer for me. I just started using Hubspot again, this time in a sales capacity v. a marketing role. Within a contact, is it possible to create custom fields (I think they are called "properties")? If so, can you outline the how-to steps? thanks!

[PatrickEng]

Hi @MNielsen1, happy to help! You are correct, they're called Properties. You can follow this article on how to manage and create your own custom properties. Or, if you log into HubSpot, click on the gear icon in the top right, click on Properties in the left sidebar, you can view, edit, and create your properties from there!

[MaxSavin]

Hello.

Could you please clarify status of the "Reverse Proxy with HubSpot" (https://developers.hubspot.com/docs/cms/developer-reference/reverse-proxy-support) service.

1. Is it "production ready" or kind of "experimental without support"? Should we consider disclaimer "This service is not provided by HubSpot's Support Team" as "it may work, but in case of any issues we'll ignore support requests"?

2. Are there any specific rate-limits, like "max X requests per Y minites from each proxy node IP"? According to doc:

"If you implement a reverse proxy, we highly recommend you use multiple instances with load balancing. If all requests are routed through a single proxy node, it’s possible that requests will trip rate limiting protocols and requests will be served 429 or 403 responses until an in-browser JS challenge is completed."

... and this looks extremely vague.

3. "Effective IP Source" issue: https://community.hubspot.com/t5/CMS-Development/HS-s-Reverse-Proxy-has-anyone-used-this-in-producti...

Thank you.

[AAlzahrani]

Is it possible to get an Arabic translation of the course videos?

[PatrickEng]

Hi @AAlzahrani ,

I found this other community post that is about the same thing! Since we don't currently offer Arabic translations, it is definitely something that would be great to add/upvote within the Ideas section.