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ClementY on May 22, 2024
We are trying to setup a workflow to remind internal stakeholders to augment missing contact data. We have several Active lists that populate when certain fields are missing. Once team members have filled in the missing info contacts are automatic read more
0 upvote
2 Replies
Participant
May 22, 2024 11:18
@karstenkoehler This is perfect! thank you.
Solved
drafeedie on May 18, 2024
We have a Contact > Deal Label that we used to track who referred us the deal. We associate the deal source with the custom lable "referred by." How can we run a list of deals and see any contacts with the 'referred by' label? The idea here i read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 18, 2024 08:42
@drafeedie lists in will only show each record once, not multiple times. If you're looking for contacts to appear more than once, you'd have ...read more
Solved
LBeatty3 on May 17, 2024
Hello - How do I pull an email list of those who opened any of my emails YTD? (I'm only able to select HB Ideas Board and trying to post in the community.)
0 upvote
1 Reply
Accepted Solution
Key Advisor
May 18, 2024 07:47
Hi @LBeatty3 That is easily done by using the "last marketing email" property, see screenshot below: Not sure what you want to u...read more
Solved
KStAngel on May 17, 2024
Hubspot has all the information it needs to create contact lists of our customers that own a particular product, but currently it is not possible to create a contact list with just these customers. I can create a contact list with customers that read more
0 upvote
4 Replies
Accepted Solution
Key Advisor
May 20, 2024 12:15
I see @KStAngel Have you tried the following: Create a list of deals that meet your criteria: Closed won and associated with product...read more
Solved
04534 on May 17, 2024
We have to have list membership as a filter in single object reports! Companies
0 upvote
1 Reply
Accepted Solution
Key Advisor
May 18, 2024 08:24
Hi @04534 This is already possible, see example below. Simply search for list membership in the filter options and then select y...read more
Solved
JSamuel85 on May 17, 2024
Could I set up a workflow in HubSpot that sends the RSVP email prompt only to people who haven't filled in the RSVP form we previously sent, Or something similar?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 17, 2024 03:31
Hi @JSamuel85 , Yes, that works 🙂 In a contact-based workflow, you would do the following: Add the send of the first automated email ...read more
Solved
hyoungSSP on May 15, 2024
I'd like to get feedback on the below. I feel like this is a Hubspot bug but the CS team is saying that this is the correct behavior for a workflow. We have several workflows that handle subscription assignements based on the form that was compl read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
May 15, 2024 10:17
Hi @hyoungSSP , I was referring to the entire workflow actions as well - it's hard to evaluate this workflow without seeing the entire picture...read more
Solved
ParkerO on May 13, 2024
Hey everyone! Is there a way to check if a contact is in a workflow twice? (Or is this even possible?) One of our team is in one of our workflows and received 2 emails this morning at different steps. I was thinking it might be 2 different emails, read more
0 upvote
2 Replies
Accepted Solution
Key Advisor
May 13, 2024 18:15
It's possible for someone to be in a workflow twice, but it's typically where there is an alias or something else in play. Can you review the emails ...read more
Solved
AM7777 on May 13, 2024
Hi, In our scenario, we have a pre-created marketing email template that should be triggered by the workflow. At the workflow level, we should be able to assign this template to the recipient when sending an email using the workflow. Could you p read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 13, 2024 10:54
Hi @AM7777 , If you follow these steps, you can create an email for use in a workflow: https://knowledge.hubspot.com/marketing-email/create-a...read more
Solved
RHendricks on May 11, 2024
Hey community, What are your thoughts on managing lifecycle stages through lists? The idea is to prevent users from manually updating lifecycle stages into the "wrong" ones and to ensure each lifcycle stage is entered sequentially so that f read more
Accepted Solution
Key Advisor
May 11, 2024 07:16
Hi @RHendricks Personally I have never seen lists being used to set a lifecycle stage, but rather to show which contacts have which lifecycl...read more
Solved
nvawh on May 09, 2024
We use workflows to send emails to our customers throughout their program with us which is usually 20 weeks long and they get around 4 check in emails throughout that time. The sales team would like to be able to go into a contact and see whic read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 09, 2024 11:14
Hi @nvawh , If tasks are acceptable, then yes, this would be a smart approach. I would however not create the task before each email action in...read more
Solved
nvawh on May 08, 2024
We have automations for our current customers where they get check in emails throughout a 20 week period. There are usually 3-4 emails during that time period. What I am wondering is if we can bypass a check in email being sent without completely st read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 08, 2024 13:37
Hi @nvawh , Yes, this could be done with branches in workflows - for example, you could set up a custom property "Skip check in email" multipl...read more
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