Use the "Payment status" options from the Forms tool as filters in list

SFajardo

The Forms tool has the option to add payments and upon submission, users can see a "Payment status" under the Form Submissions tab. However, those statuses are not able to be used for filtering (when creating a list).

As explained in this article, View payment form submissions in HubSpot,

There are 4 statuses available under the Forms tool; Pending, Succeeded, Failed and Open, but none of these statuses are available to filter contacts when creating lists.

Screenshot 2024-04-05 at 9.27.28 AM 9.34.50 AM.png

 

3件のコメント
joshkimber
参加者

This is very needed. Not only are the payment status fields not available for filtering but they are not in the export for that form either. As of now it is only on-screen and this could be very useful in other areas. 

AliMcQueen27
メンバー

We need this functionality!!! 

Hubspot advertise being able to sell tickets to events via Hubspot Payments but the fact you can't export without cart abandons or failed payments is a huge hinderance. You have to cross reference the export against the list displayed in Hubspot.


hubspotdd
メンバー

this would be super helpful! please add this as a property so we can filter by list and workflow.