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drafeedie le Mai 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 Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 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 ...Lire la suite
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LBeatty3 le Mai 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.)
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Accepted Solution
Conseiller clé
Mai 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...Lire la suite
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KStAngel le Mai 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 Lire la suite
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Accepted Solution
Conseiller clé
Mai 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...Lire la suite
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04534 le Mai 17, 2024
We have to have list membership as a filter in single object reports! Companies
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Conseiller clé
Mai 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...Lire la suite
JSamuel85 le Mai 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?
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mai 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 ...Lire la suite
Résolues
hyoungSSP le Mai 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 Lire la suite
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5 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 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...Lire la suite
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ParkerO le Mai 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, Lire la suite
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Conseiller clé
Mai 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 ...Lire la suite
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AM7777 le Mai 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 Lire la suite
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 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...Lire la suite
RHendricks le Mai 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 Lire la suite
Conseiller clé
Mai 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...Lire la suite
Résolues
nvawh le Mai 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 Lire la suite
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3 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 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...Lire la suite
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nvawh le Mai 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 Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 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...Lire la suite
nvawh le Mai 08, 2024
Our gender property is a Hubspot created property. When people fill out our form on our website, they are automatically added into Hubpot as a contact. The gender branch in my automations are just pushing everyone through to 'None Met.' Any ide Lire la suite
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5 Réponses
Membre
Mai 09, 2024 09:44
For filtering are you using the criteria 'contains any of' or 'contains exactly'?
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