Examples of when to use "Property Groups"???SOLVE
Aug 29, 2018 3:58 PM
Greetings all. First time on the "HS Community". Thanks for helping me.
What are some good examples of when you would use "property groups"? I understand that I can make some new properties for either Contacts, or Companies, or Deals. But when would be some situations when I would use the "Property Group" features?
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Aug 29, 2018 6:36 PM - edited Aug 21, 2019 8:48 AM
>>Would these "groups" be good for me to [use as a sort of alternative to tags in HubSpot]?
Doubtful. Even as a workaround. But maybe another set of eyes may see things differently. (explanation below)
The screenshot you see shows three (3) uncollapsed custom property groups that were auto-created by integrations. Collectively, these 3 custom property groups contain maybe 10 custom properties.
What you don't see are the over 200 default HubSpot properties that are contained in the five (5) collapsed default property groups.
Now imagine that those 200 default HubSpot properties are all sorted alphabetically within their property groups and we wanted to add some custome properties, BUT didn't have the option to segregate them from the default HubSpot properties.
See the potential mess? It gets worse.
The current collapsed state of those property groups is NOT 'sticky' which means every single time we need to refresh the screen after editing a contact property within a property group we have to scroll through literally HUNDREDS of properties to find what we're after. (a minor inconvenience considering most users have no business making regular modifications to property definitions anyway, so no biggie)
Hopefully, you have greater context around the organizational value custom property groups bring to the discussion. That being said, I don't see how they could help with 'tagging' in any way whatsoever.
Sep 13, 2018 3:47 PM
i think the two most important use cases are mentioned: integrations, e.g. when you sync your HubSpot account with Salesforce or Shopify there will be automatically a new property group. Second, some companies work with several teams in HubSpot, working in different subsidiaries, probably different companies (sales organisations) or countries. They have different needs regarding information connected to a contact. Here contact properties are a good way to organize the properties.
Your question regarding the tracking of a lead source I agree to Jenny - There are many ways to create a reporting here - questions what is really needed. How do th contacts get into the HubSpot CRM (by Form, Upload?). Maybe that is already your tag to create a little reporting (contatcs who filled out a certain form or belong to list XY). The reporting add on might then also be interesting to look at.