Troubleshooting Toolkit: How to ask a great question

[jennysowyrda]

Hey HubSpot Community!

Whether you're a seasoned pro within our Community or a first time visitor (welcome!), I wanted to share some tips and tricks to making the most out of your Community experience. For a more thorough walkthrough, including examples, check out this blog post shared by @Reed, but a quick, community specific list is provided below:

Prefer video? Check out this video tutorial for asking great questions on the Community. 

1. Begin by searching - The Community is a growing encyclopedia of knowledge and answers. Before posting a question, be sure to take a few minutes to search the forums. Even if you don’t find your answer, we guarantee you’ll learn something!  

2. Posting a new question or conversation - If you're looking to post a new piece of content after searching, you can create a post by navigating into a board and choosing "create post". 

posting in the community

3. Create a relevant Subject line – The subject line is an important factor in the search algorithm used in the community, so make sure your subject is something that will be easily searched by other users who may have the same question.

4. Share your subscription level – whether you’re a free CRM user or a Marketing Enterprise customer, please share that in your post. Determining what the best actionable next step is for you is dependent upon what tools you have available

5. Share your goal – Make sure that those who are reading your question will know what you are ultimately trying to accomplish. This is important because sometimes the exact feature or function isn’t always possible, but there may be a creative workaround that gets you to the results you want.

6. Describe the roadblock – What is preventing you from accomplishing this goal? Where are you running into this issue?

7. Provide Examples – This is key. Please share screenshots, links, videos/gifs and as many specifics as possible when explaining your issue or question. This will help provide valuable context around what you are experiencing and where in the tool. The more information and specifics you provide, the better the Community can assist!

8. Mark Answers as “Accepted Solution” – If someone from the community has provided a response that solved your issue or helped answer your question, please mark it as an Accepted Solution. This lets others know that the solution was helpful, and also ensures that it is surfaced in the Search results properly.

Following these guidelines will help you provide all of the necessary information in order to get the best possible response!

[nicolebrenner]

Thanks for sharing Jenny! 

[MFrankJohnson]

OMG @jennysowyrda, can we pin this to the top of the community? haha 🙂

Thank you.

[Ministry15]

Hi there. Great post about How to ask a question....I would just like to ask though, where am I able to ask the question? I see the search bar but I have been unable to find any questions or answers specific to our issue. I cannot see where I post my own question...? Many thanks, Matt.

[jennysowyrda]

Hi @Ministry15! Thank you for asking! From the Community's homepage, you can select the area most aligned with your question, from there you'll see different boards broken down by tool. Once you click into an individual board, you'll see the option to "create post". 🙂 

Let me know if you have any other questions! 

[DSchreiber]

Hi, just to note that it isn't very clear how to ask a quesiton here. I have been searching for a while and only found the answer here in a comment to a post.
Hope the feedback is helpful..

[jennysowyrda]

Thank you @DSchreiber! I just updated this post to include some instructions on how to post a question 🙂 . Thank you for the feedback!

[erwinpratama]

Thanks for sharing Jenny. I have a lot of questions for this community. And I hope I can get a great answer.

[UUdyuciuduma]

Hi everyone, my name is Yuci from Nigeria and I'm glad to be here. 

Please how can I change my profile name? I made a mistake earlier and I wish to correct it. Thanks.

[kvlschaefer]

Hi @UUdyuciuduma,

Thank you for reaching out!

Please submit this form with your requested new Community username if you are looking to change it, and the Community Team will take care of the rest. 

Thank you,

Kristen

[GeethuNReji]

Thanks for sharing!

[EWallis]

Hi

So I'm a new user to Hubspot and i am looking to replace my custom built appointment booking system with a hybrid of Hubspot Meetings and potentially Outlook but I'm not sure i can achieve what i want to this way.

So we have agents split into 3 regions that do face to face apppointments. The driving distance between appointments is variable so i can't set accurate buffer times as standard.

What they are looking for is a calendar that the appointment setters can view (1 per region) that shows all agents within that region and their availability.

They want to be able to view these caledars by day week and month if at all possible and then manually select a meeting time based on their knowledge of where the new appointment is to be held and who is available.

Round Robin doesn't work as distance is key and agents also have personal appointments thats can be moved if necessary within their 365 outlook calendars.

Historically when our existing system has been down we have utilised Group calendars within outlook for this purpose but i'm being told that there were limitations on what we could see in views. seemed to be lim ited to 5 days and 5 agents.

I'm not completely wed to Outlook as a solution.

can anyone suggest anything that would work?

Licence wise we will be on Sales Professional.

Thanks xxx