Adding contacts and matching to multiple check boxes

[EFlack]

Hi

I'm trying to add a list of my clients, all of whom subscribe to a combination of different services with us. I've created a Services dropdown in HS and have a data dump that contains client name, email and then a column per service with YES NO options if they have this particular service.  Is there a way (relatively simple to follow) to update clients for the various combination of services they take. Is it a case of creating a property per service rather than a multiple check box?

Thanks in advance

Data example 

 

[EFlack]

Thanks for all your help - this has worked perfectly

[AdamLPW]

Hi @EFlack,

You could certainly create a property per product; however it might be easier to create a Multiple Checkboxes property.  The options are relatively self-explanatory, but will look something like this:

And you'll then be able to filter Contacts or Companies in the usual way, based on the content of those checkboxes, i.e.:

Hope this helps.

🙂

[EFlack]

Hey

Thanks for the help and it does look pretty self - explanatory. However, (sorry a VERY newbie to all this) what the best way to import the data from the CSV file? Would a work flow work for this? 

[karstenkoehler]

Hi @EFlack,

If you want to update this for the contacts, then I'd recommend to have one multiple checkboxes property that keeps track of all options – not multiple Y/N properties. It's usually easier to maintain (in filters, reports, imports/exports etc).

If you want to contacts to be able to update this themselves, there are two ways to approach this.

One option would be to set this up with actual subscription types in HubSpot: https://knowledge.hubspot.com/contacts/how-do-subscription-preferences-and-types-work This would allow recipients of your emails to click the "Manage preferences" link at the end of your emails and make their selection. They could opt in or opt out of certain types of emails. This would be the best option if there needs to be a legal basis for sending certain types of emails to your contacts.

If your contacts have already explicitly consented into receiving communication, you could create a HubSpot website form to capture the interest. Keep in mind that the default behavior for multiple checkboxes properties is to overwrite existing values, not to append. There is a workaround for this: You'd create a second property, only to be used in forms. Using a workflow, you can enroll contacts with a value for this new property and then set the property of the actual property. This is where you can choose to replace or append. (A lot of people have requested that the default behavior in forms is also to append, see for example this request.)

Let me know if you need additional guidance on one of these options, happy to elaborate.

Best regards!

[EFlack]

great solution and thanks for the assistance.

Clients have already signed up to receive the information based on their Service subscription. How do I import that information based on the spreadsheet shown above? 

[karstenkoehler · Accepted solution]

Hi @EFlack,

If you want to import multiple values into one property, you can find a great instruction here: https://knowledge.hubspot.com/crm-setup/import-data-to-checkbox-properties

Any value not included in a cell would be unchecked in HubSpot.

Hope this helps!