Verify property values with contacts

MelindaNelson
HubSpot Employee

You can ask your customers to verify their contact information and update incorrect values by using personalization tokens in your emails and including a form link. 

 

In this example, I am verifying email, first name, last name, and phone number.

 

Create a form

  • Create a form with a field for each property you want to verify.
  • Email needs to be required to make sure the correct contact record is updated.
    • Please note: In the Options tab, if you toggle on Always create contact for new email address if the contact submits a new email address, a new contact will be created and the existing contact won't be updated.

Screen Shot 2020-09-26 at 8.53.55 AM.png

Create an email

Screen Shot 2020-09-26 at 9.07.57 AM.png

When you send the email to your contacts, if they fill out the form with updated information, properties will automatically be updated.

0 Replies

No replies on this post just yet

No one has replied to this post quite yet. Check back soon to see if someone has a solution, or submit your own reply if you know how to help! Karma is real.

Reply to post

Need help replying? Check out our Community Guidelines

0 Replies 0