CRM

RLV2525
Contributor

Use Checkbox values for calculations

SOLVE

Hi everyone,

I have made some properties that I would like to include in mails and surveys for customers to rate certain features. However, I would prefer to have some questions made into multiple checkboxes that are linked with other calculations that would in the end should reveal a total score. 

Therefore, my question is; is it possible to give checkboxes internal values that the calculation automatically pickup to generate a total score? 

Hope you guys can help.

Thanks!

Richard

0 Upvotes
3 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Use Checkbox values for calculations

SOLVE

Hi @RLV2525,

 

You'd have to "translate" the checkbox value into a number for HubSpot first. This would be possible with workflows and additional properties.

 

For each checkbox, you'd create a custom property, e.g. Form checkbox 1 (number). In a workflow, you would then enroll all contacts in your CRM (for example by selecting Create date is known).

 

The enrollment is followed by an if/then branch. If the checkbox value is known, set the Form checkbox 1 (number) to [number]. If the checkbox value is unkown, set it to 0. It's crucial that every contact gets a number, even if it's a 0, otherwise the calculated property won't... calculate. There needs to be a value in this field. (see here)

 

For the enrollment triggers, you might want to include a second option:

 

Create date is known OR

Contact has filled out any form on any page

 

You can use this form criterion for re-enrollment; for contacts who fill out the form and do not tick the box, but come back and tick the box the second time around.

 

Unfortunately you need to create this for each checkbox.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

TheJamesWhaley
Solution
Member

Use Checkbox values for calculations

SOLVE

I was able to achieve this without a workflow utilizing "Contains" inside of if statemetns in a calculated field.

 

(((((if(contains([properties.focus_area], "New Customers"), 25) + if(contains([properties.focus_area], "Existing"), 20)) + if(contains([properties.focus_area], "Solving a"), 15)) + if(contains([properties.focus_area], "New Feature"), 15)) + if(contains([properties.focus_area], "Update"), 15)) + if(contains([properties.focus_area], "New Market"), 10))

View solution in original post

0 Upvotes
TheJamesWhaley
Solution
Member

Use Checkbox values for calculations

SOLVE

I must add that this will not work correctly unless you add a zero if condition is not met: (if(contains([properties.focus_area], "New Customers"), 25,0) 

View solution in original post

0 Upvotes
5 Replies 5
TheJamesWhaley
Solution
Member

Use Checkbox values for calculations

SOLVE

I was able to achieve this without a workflow utilizing "Contains" inside of if statemetns in a calculated field.

 

(((((if(contains([properties.focus_area], "New Customers"), 25) + if(contains([properties.focus_area], "Existing"), 20)) + if(contains([properties.focus_area], "Solving a"), 15)) + if(contains([properties.focus_area], "New Feature"), 15)) + if(contains([properties.focus_area], "Update"), 15)) + if(contains([properties.focus_area], "New Market"), 10))

0 Upvotes
TheJamesWhaley
Solution
Member

Use Checkbox values for calculations

SOLVE

I must add that this will not work correctly unless you add a zero if condition is not met: (if(contains([properties.focus_area], "New Customers"), 25,0) 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Use Checkbox values for calculations

SOLVE

Hi @RLV2525,

 

You'd have to "translate" the checkbox value into a number for HubSpot first. This would be possible with workflows and additional properties.

 

For each checkbox, you'd create a custom property, e.g. Form checkbox 1 (number). In a workflow, you would then enroll all contacts in your CRM (for example by selecting Create date is known).

 

The enrollment is followed by an if/then branch. If the checkbox value is known, set the Form checkbox 1 (number) to [number]. If the checkbox value is unkown, set it to 0. It's crucial that every contact gets a number, even if it's a 0, otherwise the calculated property won't... calculate. There needs to be a value in this field. (see here)

 

For the enrollment triggers, you might want to include a second option:

 

Create date is known OR

Contact has filled out any form on any page

 

You can use this form criterion for re-enrollment; for contacts who fill out the form and do not tick the box, but come back and tick the box the second time around.

 

Unfortunately you need to create this for each checkbox.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

EbarakHossain
Top Contributor

Use Checkbox values for calculations

SOLVE

@karstenkoehler Good Morning Boss, I have a similar issue and would like to request you to kindly help me out. You're my SuperHero in HubSpot category. Love you a lot!

/Ebarak

HubSpot Community - Mapping Checkbox to HubSpot through Zapier. - HubSpot Community

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Use Checkbox values for calculations

SOLVE

Hi @EbarakHossain, would love to help but not super-familiar with this setup of Tripetto/Zapier, unfortunately. Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.