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Hi everyone, We are currently cleaning up our email marketing strategy and want to create a report (or some other visual asset) to see how many contacts are in multiple workflows. Essentially, we want to compile a report of workflows that Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 25, 2024 05:07
Hi @NHerman4 ,
It's not possible to create a report (as in: use the custom report builder for a visualization) for this, unfortunately.
...Lire la suite
Hi all, I'm currently working on a massive workflow for our lead scoring project that involves Hubspot scoring, tier lists and a rollback system for qualified/unqualified leads. The idea is that a lead can go from tier 3 to tier 1 and ultimately Lire la suite
Hi @LHolmberg7
Gonna be honest, not really following the tier approach, rollback and criteria you have shared - it mentions deal stage in th...Lire la suite
WHAT! Lists now only let you view ONE PAGE. To see more pages you have to click Next. To anyone in UX that has worked, collaborated or talked to sales...these lists are a constant collaboration point on live calls. So if I'm in a call and sha Lire la suite
Hi, We're using Hubspot to send event attendee communications. We trying to set up a workflow which will send a sequence of emails on specific dates. However, people may register at anytime in the lead up to the event and we don't want them t Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 24, 2024 06:05
Hi @ACole9 ,
Yes, this can be achieved with a delay until a date. When adding such a delay, you can specify what should happen when a contact ...Lire la suite
I've put all forms into a single window, but since I'm unfamiliar with this process, I'm unsure if it's preferable to have separate windows for each form or keep them combined? Additionally, if all three forms are within one window, will not Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 22, 2024 04:45
Hi @FilipRas ,
The way you've set up these enrollment criteria is that a contact would only enroll if they have submitted form 1 AND 2 AND 3. ...Lire la suite
I have a workflow set up for an event with several emails tied to it. The workflow has a delay set until one week before the event, then an email to remind that the event is a week out. We are now past that date, and the event is several days aw Lire la suite
Hi all, I am currently working on creating a double opt-in proces in different languages. Since Hubspot does not support this in the standard double opt in feature, I was thinking of sending an email with a CTA through a workflow. Once the reci Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 17, 2024 10:13
Hi @CPiloo ,
When you add a CTA in an email, you can change the link type to a subscription link. It's an often overlooked drop-down option wh...Lire la suite
How do you all feel about the UI tweak to smart lists in hubspot where they dont really give a good idea of pages any longer? You only see the current page you are on and the prev/next button.
For me visually I no longer really have a go Lire la suite
I noticed this too @JustinPerkinsC when I was trying to figure out how to reasonably gauge how many lists there were without too much thought, I sc...Lire la suite
Hi, I have a Deal based workflow, that creates a new deal associated with the initial one. A "create record"is triggered. Where asked, I tell workflow to associate to this new deal the contacts that were associated to the previous deal. All works Lire la suite
Good morning community - I created a workflow - A list automatically feeds the workflow with new contacts. - Unfortunately some of thise contacts were not set as Marketing Contacts - hence the emails where not sent to them and gave an error. Lire la suite
Hey guys, I need to distribute my contacts to another contact owners within a workflow, but not randomly. I know there is a branch based on a random percentagem, but it doesn't work in the specific scenario that I show in the image below. The number Lire la suite
@Lucas_Maciel - I don't know if you will be able to get exactly what you are trying to achieve here out of the box, as you've already figured out, ...Lire la suite
HI! What can be a reason for the workflow not enrolling contacts from a list and sending them an automated email? All contacts from the list are marketing contacts, and are subscribed to the subscription used in the email. THank you in advan Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 12, 2024 05:10
Hi @AKhakimova ,
When you check the action log for that contact on the workflow details page, what do you see? https://knowledge.hubspot.com/...Lire la suite
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