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解決済み
JDGregson 10月 03日, 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 続きを読む
0 いいね!
4 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 03日, 2024 12:30
@JDGregson thanks for the clarification! Here's what you would do: Open any contact record Click Actions > View all properties in ...続きを読む
LangMagic 10月 03日, 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) 続きを読む
0 いいね!
11 コメント
殿堂入り | Solutions Partner
10月 03日, 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 ...続きを読む
Niels2 10月 02日, 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 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
10月 02日, 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...続きを読む
CAltindas 10月 02日, 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 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
10月 02日, 2024 12:15
Hi @CAltindas , In your browser, have you previously accepted cookies and either clicked through a tracked marketing email or filled a form? T...続きを読む
解決済み
hoganwd 10月 02日, 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 続きを読む
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 02日, 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...続きを読む
解決済み
CDeMares46 10月 01日, 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 続きを読む
0 いいね!
1 コメント
ベストアンサー
参加者
10月 01日, 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...続きを読む
解決済み
MJago 10月 01日, 2024
Hi All, Probably bit of a wierd one. I would like to create a workflow that will essentially ask the contact owner if a contact can be deleted or kept. We have a number of contacts that have unsubscribed from all emails, even though they ha 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 01日, 2024 11:42
Hi @MJago , You could do the following Create a single checkbox property "Delete contact" Open any contact record, click "View all prope...続きを読む
LNitti 9月 26日, 2024
Hello, We are working on automating our sales hand-off email after a deal moves into closed won. I have built a workflow to send an internal email when a deal is moved to closed won. This internal email contains deal tokens. See below: 続きを読む
0 いいね!
2 コメント
コミュニティーマネージャー
10月 03日, 2024 18:02
Hey @LNitti -- could you show us what those values look like on an enrolled record? For example, I have a multi-checkbox field I get the values l...続きを読む
解決済み
SSlyker 9月 24日, 2024
Is there a way to create a dynamic list of contacts that have recieved X number of emails within X days. Right now, I am looking to create a list of contacts who recieved 3 emails within 7 days. This way I can use this list as a filter out anyone 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
9月 24日, 2024 12:47
Hi @SSlyker , This can unfortunately not be done in lists, filter criteria don't get that granular. You can build a report, export the r...続きを読む
解決済み
Charlotte9 9月 24日, 2024
If I send the same Email as part of 2 different Workflows, will the stats in the "Emails in workflow" performance section be specific to each Workflow? Or will both Workflow details pages show the total stats for that Email?
1 いいね!
2 コメント
ベストアンサー
トップ投稿者 | Elite Partner
9月 24日, 2024 12:24
You can view the stats based on the workflow. To ensure you see the stats from the specific workflow you can go into the workflow tool and click view...続きを読む
解決済み
BikeRunner 9月 24日, 2024
Hi, I have created a new Chatflow, and the targeting rules are correctly set up to the domain, and I have installed it on the domain. But it is not showing. The domain I want it to show on, is not my main domain set up in the Hubspot account 続きを読む
0 いいね!
7 コメント
ベストアンサー
殿堂入り | Solutions Partner
9月 24日, 2024 07:38
@BikeRunner this article has step by step troubleshooting instructions: https://knowledge.hubspot.com/chatflows/chat-widget-is-not-appearing-on-yo...続きを読む
解決済み
JIgnacio2 9月 23日, 2024
Is there anyway to prevent people from unsubscribing/managing their preferences when it's company policy that they must receive our email communications? For example - we have an internal newsletter for staff. Staff shouldn't be unsubscribing to 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
9月 23日, 2024 23:54
Hi @JIgnacio2 , This is only possible with the transactional email add-on. This paid add-on allows sending emails without an unsubscribe link ...続きを読む
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