Customer Success & Service

Top Resources for Customer Success & Service

    • I would like to know how to calculate my SLAs based on my office hours (9h until 18h) SLAs should intelligently adapt to the configured office hours and holidays, ensuring customers receive prompt service during business hours and preventing SLA breaches when the team is offline. Ex: If a customer opens a ticket on Monday at 5pm and the agent doesn't respond until Tuesday at 10am, the first response time should be 2 hours, not 17 hours. ...read more
    • I need to create a workflow that triggers every time someone submitts a spesific feedback survey (even if they do multiple times). I somehow cant find the rigth way to set up these triggers. Any help? I was thinking about doing this thru lists, but it must be a better way to set up trigger.. FYI: Going to use this to send a follow up email after they submitt the survey ...read more
    • I am also curious to know if HubSpot allows us to produce a personalized certificate of completion for our customers upon the completion of a course or some other condition that we define? That is, can we produce a certificate template in HubSpot and have it auto populated for a customer/member once a certain condition has been met…and the certificate is produced and emailed to that customer/member. ...read more
    • Hi, Currently testing with overwriting some basic css, in this example the search box used in the new knowledge base. In the example I'm trying to overwrite the . hs-kb-search-input-wrapper. I added a stylesheet with the class, but it doesn't seem to apply. What am I doing wrong? ...read more
    • Hi, I'm looking for a metric where it details how long a ticket has been open. I've tried everything thats available in the report suite. There's a "time to close" metric which is great but I also need the same for "open tickets". The reaason is I'm looking to report on the average open time of bugs tickets that are raised through the service desk. Does anyone have any suggestions? Any advise would be greatly appreciated ...read more

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Evan-Taylor on December 09, 2024
Hey everyone, I am a new hubspot user, and saw this support article giving the option to automatically create tickets from a shared inbox: https://knowledge.hubspot.com/object-settings/automate-ticket-pipelines#manage-channels-that-automaticall read more
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Solved
DWillis1 on December 09, 2024
I am new here and wonder if you can help. Set up is currently populating the domain.name as the primary organisation field but this isn't correct for this particular client. Eg., domain name is .nhs.net but I have clients from several differ read more
0 upvote
5 Replies
Member
December 09, 2024
Thank you so much Karsten 🙂
Solved
FStLeger on December 09, 2024
Hi, I'm trying to connect my domain from GoDaddy to my Hubpot website but I keep getting an error message saying 'record not found' I've done everything right as far as I can tell, so I don't know what to do. Thanks
Key Advisor | Partner
December 09, 2024
@FStLeger Okay I can see that you have added the correct details can you tell me when you have connected this sometimes it takes time it can ...read more
RNobrega on December 05, 2024
Hi there hope you are well. My Dad’s website seems to change position in certain keyword searches on Google within minutes (sometimes). His website is: www.nobregarealty.com Today I searched Google for the following keywords: “ read more
0 upvote
4 Replies
Member
December 06, 2024
Hi Ashley, thank you again for responding to me. I tried refreshing the private page and still have the same problem.
Solved
mgbribiesca on December 05, 2024
How do I mass delete repeating tasks. Everytime I delete them they simply get recreated for the next period
1 upvote
2 Replies
Key Advisor | Diamond Partner
December 05, 2024
Hi @mgbribiesca , To mass delete recurring tasks and stop them from being recreated, here’s what you can do: First, go to the Tasks s...read more
Solved
Mnatsakanyan on December 05, 2024
IF we have 10 customers and know their email, name and company, how to setup the chat that if 2nd customer start chatting then the admin knows who is starting the chat and the whole communication we could save in the current user. How to setup that read more
0 upvote
2 Replies
Member
December 05, 2024
Imagine we have a dashboard and 1000 Users and one live chat, we have all them in our contacts, we know their email, name and company - we have all in...read more