Nov 13, 2020 11:08 AM - edited Nov 21, 2020 12:18 PM
Hey HubSpot Community,
My name is Patrick Eng and I’m a member of the Onboarding Team at HubSpot. Your website is one of your biggest assets and with your CMS Hub plan, you can easily set up, customize, and manage all your pages while also leveraging the power of the HubSpot CRM. And with CMS Enterprise being released earlier this year, the ability to create custom objects, and even create dynamic content through HubDB or serverless functions, we want to ensure you have all of the answers to be set up for success using CMS Hub. We’ll be available to answer questions from November 16 - November 20, so please feel free to ask us anything.
Need some suggestions for what to ask? Here are some example questions:
Is it worth setting up a blog?
What’s the difference between a blog post, a landing page, and a website page?
How many domains can I have?
How can I optimize my pages for SEO?
How can I best use the Content Staging tool?
How do I use HubDB?
How do I customize a Theme?
We have members of the HubSpot product, developer, support, and success team here to answer any questions you might have.
Luke Summerfield (@Lukesummerfield) - CMS Hub Go-To-Market Lead, Product
Katie Tade (@katie) - Product Manager
Will Spiro (@wspiro) - Product Manager
Snaedís Valsdóttir (@snaedis) - Associate Product Manager
Jon McLaren (@jmclaren) - Senior CMS Developer Advocate
A.J. LaPorte (@AJLaPorte) - Senior CMS Developer Advocate
Ashley Kim - Customer Success Manager
Joe Roche (@joerr) - Customer Success Manager
Madelyn Simmons - Customer Success Manager
Allison Nichols (@anichols) - Principal Onboarding Specialist
Jermaine Charvy (@jcharvy) - Principal Onboarding Specialist
Ian McKeown - Principal Onboarding Specialist
Justin (@jtit) - Senior Customer Onboarding Specialist
Patrick Eng (@PatrickEng) - Customer Onboarding Specialist
Cooper McDonald (@cmcdonald) - Senior Customer Support Specialist
Ernestina Spinu (@eSpinu) - Senior Customer Support Specialist
Cathal Hopper (@CathalHopper) - Customer Support Specialist
Feel free to drop in your questions below. We’ll start answering questions on November 16th and until 3 PM EST on November 20th.
Look forward to hearing from you soon!
Nov 21, 2020 10:21 AM
I am interested in the issue of connecting to WordPress. Namely, how to make sure that registered users get into the database? By registrants, I mean not those who filled out the contact form, but those who registered in their personal account.
Nov 19, 2020 4:24 PM
What is the best way to see analytics on the pages built using a HubDB table?
Our lead gen partnership pages are all built with a single template, then populated with content from the HubDB table based on the page path. While HubDB makes it extremely easy to build and customize these pages, we're struggling to easily track how they are performing individually.
For instance, it's easy to see metrics on the parent page (handled.com/partners) and to associate that page with campaigns. But handled.com/partners is just a shell waiting for dynamic content from the HubDB table — we need those options for the sub-pages the table creates, for example: www.handled.com/partners/veterans-united
Nov 20, 2020 10:15 AM
The best way to view the analytics of your dynamic pages from HubDB would be through Traffic analytics. From your portal, you would need to click on Reports > Analytics Tools > Traffic Analytics and click on the Pages tab. Once you have gotten to there, you should be able to see the metrics for your dynamic pages.
It is currently not possible to add those dynamic pages as assets for campaigns, but I was able to find an Ideas thread requesting this feature. I highly recommend upvoting it and commenting since our product team does look into these to see which features our customers want.
Nov 19, 2020 1:35 PM
Depending on what kind of keyboard shortcuts you're looking for, we do have some keyboard shortcuts available within the Design Manager tool (see screenshot). There is also an Idea posted already that talks about other keyboard shortcuts you could be looking for that I'd recommend upvoting and commenting on if those were more what you were referencing!
Nov 19, 2020 5:37 AM
Please can you help us as when a prospect fills in the contact form on wordpress we do get their details through to our email but they see the 'circle' whirring when they hit send so they don't know if their email has been sent or not. We work in WordPress. Here is a link if you'd like to see what happens: https://voicenotes.co.uk/transcription-uk/
Nov 19, 2020 10:17 AM
Hi @VoiceNotes ,
I took a look into the form on your site here. Inspecting this I found that you have a span element with the class ajax-loader which gets appended is-active when a submission is attempted while you have a function which validates the fields.
If the validator finds the fields don't pass, it errors and the is-active gets removed from the class - hiding your loading symbol.
Based on my checking when you have a successful submission the is-active class is not being removed from your ajax-loader class. To resolve that you will need to remove the is-active class on a successful validation - you'll need to reach out to the creator of your submission/validation function who can fix that 🙂 Hopefully that helps point you in the right direction!
Nov 18, 2020 4:00 PM
I need clarity on the specific workflow for opting Marketing contacts in or out to define the subscription tier/fee. We have free HubSpot and want to upgrade to the Starter Bundle. I have tried to get an answner from our HubSpot rep, but he just cancels my meeting requests and tells me that there is no onboarding support because the subcription fee is so low. Does the Contact property already exist in our CRM that defines this? We currently have about 5,000 contacts in our free HubSpot, but may only want to use 500-600 in the Marketing Starter Hub. Is there a good explanation of this somewhere? I read all of the documents that our rep sent us, but even there the contract property is referred to by muliple names ; "Marketing Status" Marketing Email Status". Before I can get approval for the upgrade I need to confirm that we can work under the first tier license of <1,000 marketiing contacts. My rep has just suggested "buy it and then figure it out". Thanks for any help on this.
Nov 18, 2020 6:56 PM
Hi @shermanmc ,
assuming you purchase through self-service, as you go through the checkout process, you will be invited to run the "Eligibility Flow" which facilitates your identifying Non-Marketing contacts so they can be excluded from your Marketing Contacts total.
Before running the Eligibility Flow, it is recommended to prepare and save a list or filter which captures these Non-Marketing contacts.
Then, when you run the Eligibility Flow the steps are;
Hope this makes sense!
Nov 19, 2020 9:14 AM
Thanks so much for this answer, most of what I was looking for as guidance. Could you or others answer one more question: is there anything we should do now given the current contact properties and values that would faciliate the designation for marketing vs. non-marketing during this upgrade? In other words, will the Eligibility Flow look to any current property value on a first pass to designate, or can I direct the workflow to look or filter based on any specfic property value already available to fix? Thanks again for this help, it makes the difference for our decision to move ahead.
Nov 19, 2020 9:51 AM
the Eligibility Flow will automatically pick up bounced and unsubscribed contacts.
At the next step, it will ask you to identify filters or lists that you have used to identify Non-Marketing contacts.
You can use any existing default or custom properties to help you build these lists or filters.
I hope this helps!
Nov 19, 2020 1:37 AM - edited Nov 19, 2020 1:40 AM
I'm sorry to hear that setting up HubSpot has not been easy. I can understand and appreciate how frustrating this must be. We do have specific resources that can help customers get set up quickly (check out this getting started article here). In addition, I do recommend going into our academy for video training on HubSpot's tools and features.
To your comment on excel imports, do check out this lesson here. It's only 23 mins and it will help you understand the pre-import steps for organizing your data and then importing that data into HubSpot.
Nov 18, 2020 1:12 PM
Nov 18, 2020 3:18 PM - edited Nov 18, 2020 4:58 PM
Hey there @Rielyn,
HubSpot CMS is not a "general web hosting platform" like godaddy, siteground, bluehost, etc. So that means that ASP.NET applications can't be hosted within HubSpot.
Some of the power of the CMS is that it is deeply integrated with the rest of the HubSpot platform, including the CRM, marketing tools, sales tools, service tools. All of the data gained from your web application, can be used to power your marketing, power your sales, your support teams.
The trade off of restricting the back-end tools that can be used gives us the ability to do some powerful things. On HubSpot you don't worry about:
That said some of our tools can be embedded into externally hosted platforms such as our analytics tracking code, site forms, Customer satisfaction survey tools etc. So if for your company it doesn't yet make sense to shift everything into HubSpot you can keep your existing systems and get some of the benefits.
Nov 18, 2020 12:33 PM
Hey @herodotuseducat -
Tracking codes are generated on a per-portal basis, so using two tracking codes and a single portal will not be possible. That said, applying the same tracking code to multiple domains will still allow for the tracking of page views across all domains, so you should still be able to manage two companies in a single CRM at once.
There are a couple other considerations to make when managing multiple companies in a single HubSpot portal:
Nov 17, 2020 2:24 PM
With the emergence of Webmeetings and the expansion of MS Teams inthe space, do you have plans to treat Teams as a viable 'meeting' platform and treat it like you do Zoom and RingCentral? also, Teams is becoming a big VoIP provider. We are on RingCentral but are planning to move to Teams VoIP soon and we want to keep the dial out option we have now with RC.
Nov 18, 2020 9:15 AM
Nov 17, 2020 12:43 PM
We have our FB messenger linked to our hubspot chat- however when messages originate from instagram and go to the fb messenger they do not come through to hubspot. Is this something that can be done? How