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LMcCarthy6 on February 29, 2024
Hi, I'm looking to improve our onboarding experience for customers who sign up for our self-serve experience. Currently, once they sign up, they're just dumped into the main experience with no pointers or education on how to best use our platfo read more
0 upvote
1 Reply
Hall of Famer | Partner
February 29, 2024 06:59
Hi @LMcCarthy6 , Generally, your legal team would have to make this decision and sign this off - they would be the ones to handle any more
LukasKay on January 30, 2024
Hi everyone, if I go to the performance tab in one of my lists, I can see the count of contacts in this list who engaged in the last 30 days (visited our website, opened an email, converted on a form, etc). Is there a way how I get data on read more
0 upvote
1 Reply
Key Advisor
January 30, 2024 03:44
Hi @LukasKay That depends on the filter criteria of your list. If these are contacts who "engaged in the last 30 days", then this will only more
ELam03 on January 29, 2024
Hi there experts. I have a 20-email lead nurture workflow created for marketing contacts. After the completion of the workflow, if a contact hasn't converted to become a customer within 30 days, we want to set their status to become a non-market read more
Accepted Solution
Hall of Famer | Partner
January 29, 2024 01:03
Hi @ELam03 , I like to do this by creating a "Nurturing exited date" and use the "Set property value" action to log this date at the end of more
THalfast on January 12, 2024
Hi there! I am not sure if this is the correct place to ask this question goes. My team has asked me to look at a couple of data points to help refine their processes and I am trying to come up with the best way to accomplish what th read more
Accepted Solution
Most Valuable Member | Elite Partner
January 15, 2024 10:45
@THalfast would it be helpful to create this as a report and email the report weekly to the sales teams or sales folks? Custom report: more
DCharkashyna on January 09, 2024
I love the property in HubSpot's score for marketing emails opened and marketing emails clicked. But it doesn't make sense if someone has a really high score because they opened emails a year ago, but haven't opened any since. Is there a way I can p read more
0 upvote
3 Replies
Accepted Solution
Top Contributor
January 09, 2024 14:20
Might be worth creating a custom HubSpot score/health field of your own to really map out what you want an engagement score to look like. You could more
zachtaylor on November 07, 2023
We are collecting supervisor info on a contact form. Once the form is submitted, we are sending a confirmation email to the contact who completed this as well as a duplicate email to the person's supervisor (using a contact property that stores an e read more
6 Replies
Accepted Solution
Key Advisor | Platinum Partner
November 08, 2023 07:02
Hi @zachtaylor To send Internal Marketing email to Contacts we don't need contacts marked as Marketing Contacts. But when we are sending a more
TKruijer on November 02, 2023
I want to make a branch in a workflow that looks at the emails opened. I want to set the marketing contact status from contacts as non-marketing contact when they haven't opened the last 6 marketing emails. Does someone know how to do this?
Accepted Solution
Hall of Famer | Partner
November 02, 2023 06:55
Hi @TKruijer , Yes, this can easily be achieved with the "Sends since last engagement" contact property. Simply set a branch filter for it to more
Westa on September 18, 2023
I was wondering if you can advise on how to get the option "Sen dopt-in email"? I am unable to locate it in my settings/action items. Thanks
0 upvote
1 Reply
Accepted Solution
Key Advisor
September 19, 2023 08:15
Is the double opt in what you are looking for? If not, you may need to more
stephanderson on July 19, 2023
Hi all! We would like to set up an marekting email workflow for an upcoming event. The trigger will be membership on a list and we anticipate folks to jump on the list mid workflow. We will use about 5 emails and we want to set the exact read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
July 19, 2023 20:16
Yes. Once you add that step you should end up with a branch that says "On Assigned Date" and one for "After Assigned Date". Just use the after step more
J0rdz on July 05, 2023
We've isolated some data discrepancies with the current Opt-In and Out statuses of our email marketing preferences and are attempting to smooth things out. Currently, we have 2 business units that have their own email marketing preferences. Thro read more
12 Replies
Accepted Solution
Hall of Famer | Partner
July 08, 2023 02:04
Hi @CBN , HubSpot has tools for resubscribing contacts or for sending them transactional emails that shouldn't require consent: https:/ more
katherineladue on June 14, 2023
We have a client whose customer base consists of a lot of executives who also have assistants that handle most of their calendar and email communications. They want to be able to send emails via workflows/HubSpot's marketing email tools regarding ev read more
0 upvote
1 Reply
Contributor | Diamond Partner
June 14, 2023 15:26
I just realized I already posted about this last week and completely forgot I did that! Oops lol more
nharb on June 13, 2023
I want to create a series of workflows that are linked in sequential order to each other but checks for certain variables before enrolling in the next one; essentially, I'm trying to create sequential dynamic workflows. The only way I can think to read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
June 14, 2023 00:12
Hi @nharb , Correct, it sounds like you have pretty specific requirements for when a contact should enter each workflow and you should be more
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