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katherineladue on October 08, 2024
We are trying out the brand new beta program for lead scoring. It's impressive but it seems like there's no way to use any sort of contact property in a behavior score? Is there an intended way that you are supposed to do that? We have one sco read more
0 upvote
1 Reply
Hall of Famer | Partner
October 08, 2024 15:53
Hi @katherineladue , This is indeed a limitation, you're not missing anything. Here are two things you can do: Provide this feedback about...read more
Solved
CRusso on October 08, 2024
Hi Everyone, Ive been struggling to make a workflow. That should trigger when an activity is logged by 2 specific users (I removed names for privacy reasons) that is related to a Company. I then only want it to take the information from that ac read more
Accepted solution
Hall of Famer | Partner
October 09, 2024 00:28
Hi @CRusso , The issue here are likely your enrollment and branch criteria. If these are checking whether there is an activity with a create d...read more
Vasiki on October 08, 2024
Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales read more
0 upvote
1 Reply
Hall of Famer
October 08, 2024 16:17
Hi @Vasiki on the pricing page , you can look for this symbol of a person to find the features that require a seat:
abruns87 on October 08, 2024
I have been attempting to create a combination of a list and/or workflow that sends a retargeting email to any marketing contact that has visited a specific product page 2 or more times in the last 30 days. It appears that you cannot create a single read more
0 upvote
1 Reply
Hall of Famer | Partner
October 08, 2024 12:49
Hi @abruns87 , It's a workaround but you could leverage the new score beta for this: Set up your page filter criteria, assign ...read more
Solved
BHouser on October 07, 2024
I'm having trouble with successfully triggering a workflow. We want to send an initial email to a list of contacts, which will then be used as a trigger to insert them into a workflow. Then send a series of 3 other follow-up emails if they do not c read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
October 08, 2024 11:09
@BHouser Correct - once you save this, HubSpot should ask you whether you want to enroll existing contacts. Check if the number is 1 and confirm. T...read more
Solved
LiamF on October 07, 2024
I'm trying to create a list of Companies based on Deals won. I can only do this via total deals which doesn't provide the information I need. Is there a way to do this that I'm missing?
1 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 07, 2024 09:57
@LiamF you would have to create a custom roll-up property for that: https://knowledge.hubspot.com/properties/create-calculation-properties ...read more
Solved
JDGregson on October 03, 2024
Hi All, I'm building a workflow that filters inbound contacts to specific sales reps. This creates tasks for the rep to reach out to the new contact. In our business, we do recieve inbound communications that we want to turn down, and I want to read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 12:30
@JDGregson thanks for the clarification! Here's what you would do: Open any contact record Click Actions > View all properties in ...read more
Solved
LangMagic on October 03, 2024
Hello all! I created a list and a filter that excludes all the contacts whose names contain "Russian", but the list still generates the contacts that contain this value. Is the filtering done wrong? I would love your input. Thank you) read more
0 upvote
11 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 10:52
@LangMagic yes, you can create lists and reuse them within other lists, either excluding or including them. When you add a new list filter, simply ...read more
Solved
Niels2 on October 02, 2024
I want to set up a workflow where I request contact information in multiple steps. Each step consists of sending an email with a link to a form. How can I include a personalized link in an email so that I can enrich the contact I created in the fir read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 02, 2024 16:20
Hi @Niels2 , Capturing the email address in each step and form is the only reliable way, yes. While you can rely on accepted cookies to skip...read more
CAltindas on October 02, 2024
Hello there, i am testing this tool and have created an interaction score with a web events group. I added a few events within the Event_Groups. (URL paths) Each event was to make a score. After setting and activating everything, I made sure to read more
0 upvote
2 Replies
Member
October 07, 2024 04:36
Hi, thanks for your reply. I am sure I did accept the cookies. I thought the number would update, but it is still at 0. Maybe I used the filter wrong...read more
Solved
hoganwd on October 02, 2024
I'm trying to build a simple workflow that sends a reminder email 30-days after a customer purchases, enticing them to buy more. But I'm struggling to find a way to supress (or unenroll) customers who may have already received that very same email w read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
October 02, 2024 11:35
Hi @hoganwd , I am not at my PC and might be missing something obvious, bit you could do the following: Create a date property, "Last [ema...read more
Solved
CDeMares46 on October 01, 2024
Hi all, I need some help with a workflow issue. I have a custom object called "Event," which we associate with companies attending specific events. In the "Event" object, we have custom properties for the event start and end dates. For example, i read more
0 upvote
1 Reply
Accepted solution
Participant
October 01, 2024 23:06
This needs to be accomplished as an "Event" (custom object) based workflow with custom code. This allows you to meet all requirements: 1) Enrollment...read more
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