Marketing & Content

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    • During creating custom reprots building most times I can't find to create Custom field for calculations at reports I made sure about subscribtion but still can't find it ...read more
    • I am trying to create an email workflow that will send customers who opened on of a specific suite of products an email every year on their anniversary. Whether working through lists or workflows, I can't seem to get it to send to JUST the customers I want. I created a list that pulls customers with accounts just in this product suite (although they may have other accounts). Then I tried creating a workflow using this list to send an email ...read more
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    • Hi all. Given that marketing email folders have been deprecated for new accounts, does anyone have any good ideas for managing and organizing emails? I can't believe this is a tool they would remove. ...read more
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Anuathubspot on May 21, 2025
Improving your content creation process Your content creation process should be something that evolves with you, it's organized, repeatable, but flexible enough to grow. Agility is the core trait and skill required before a person dips their hands read more
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pahy96 on May 21, 2025
My organization has a number of tools available for free download. With each tool is a unique workflow that sends a series of nurture emails relevant to the tool's topic/content. I just realized that if someone downloads a bunch of tools in one go, read more
Hall of Famer | Partner
May 21, 2025
Hi @pahy96 , The best way to go about this, in my opinion, is to create a property, e.g. 'Currently in nurturing' which you set at the beginni...read more
DAzcunaga1 on May 21, 2025
Hello, We have the following situation. In our company we track our members Quarter to date Revenue, each quarter they can achieve, silver, gold, platinum tiers. We are trying to set the email that lets them know when they went into each tier, read more
Hall of Famer | Partner
May 21, 2025
Hi @DAzcunaga1 , The easiest workaround for the missing quarterly option feels a bit dumb but... simply create one yearly recurring workflow p...read more
GSumihiro on May 21, 2025
Hola, quisiera saber si alguien conoce la manera de poder predeterminar el prefijo 9 junto al código país Argentino (+54) en formularios ya que este 9 es necesario para poder comunicarse desde el exterior. Desde ya agradezco su ayuda. 😊
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Solved
Patti_R on May 21, 2025
Hi all, I've done some initial troubleshooting on this, to no avail, so hoping this group may be able to help! We have a workflow where the last step sends an internal email notification. Some of our users are getting the workflow emails and others read more
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Participant
May 21, 2025
Thanks @karstenkoehler !
PThwaites on May 21, 2025
I am inserting a calender for our booking supplier with the below code into a rich text module. Everytime i try and change the width to auto or 100% for it to reduce in size automatically when opened on a phone it defaults back to 560 can anyon read more
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Member
May 21, 2025
Hi Josh Thanks for your help it is still resetting the widths to a fixed value. I am pretty sure i will be upgrading once i was happy with every...read more