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Top Resources for Marketing & Content

  • How to create an Active list & Workflow to send Birthday Emails to Members

    • Hello, I hope someone can assist me with this. I'm trying to create an Active List to send Birthday Emails in HubSpot, but I'm having difficulty retrieving members' birthdays. HubSpot appears to only consider the current year (2024), meaning that no members will populate in the active list since they weren't born in 2024. If anyone can provide steps and pictures to help me work around this issue, I would truly appreciate it. Thank you! ...read more

  • Recommendations for social media and website integration for HubSpot

    • Hi HubSpot Community, I’m Oliver Jones, and I’m currently exploring ways to improve our digital marketing efforts. I’d love to tap into the collective knowledge of this community to get your recommendations and insights! Managing Social Media Integration with HubSpot : I’m looking to streamline our social media management by integrating it more seamlessly with HubSpot. Does anyone have any tips, best practices, or recommended tools for in ...read more

  • How to Prevent Workflow Un-enrollment When Merging Tickets

    • Hi everyone, I am Emmanuel Katto from Dubai, working with a workflow where a ticket property is incremented by 1, and then the ticket is either delayed for 12 hours and moved to a specific phase or, if the ticket property reaches a certain value, moved to another phase. The challenge I am facing is that tickets in this pipeline are frequently merged with other tickets. When this happens, the workflow seems to un-enroll, which I want to avoid ...read more

  • Social Icons - Dark Mode

    • Does anyone know why the social icons, despite being images, are inverting colour from white to black in dark mode clients? I understand dark mode will invert the colours of HTML sections, but I don't understand why this would also happen to the social icons and if there is anyway to stop this happening? It renders some of the options on the social icon styling as complete useless. As a seperate question, is there anyway to run email analytic ...read more

  • Newbie Marketer: Any tips and tricks for creating engaging content?

    • My name is Kathy. I own a small herbal store. I have a website also. I need to learn to create engaging content to help promote my brand and increase online and in store sales. Check me out at www.2harvesttx.com . ...read more

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PamCotton on February 29, 2024
Working smarter, not harder - with Workflows! | Share your Workflows optimization tips
Hey Community After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's read more
Reply Discussion Announcement Best Practices Workflows
11 upvotes
26 Replies
EJack1
Member
December 02, 2024
"Absolutely! Automating repetitive tasks and setting clear priorities are game-changers. One tip: use workflows to streamline approvals and reduce ba...read more
SMomo on December 05, 2024
Calculating property not working
I have a calculating property with a formula. The problem is that I am using 2 properties in the formula. And those 2 property values are assigned through a workflow. Maybe the calculation property works first before the workflow can assign values t read more
Reply Discussion Enterprise
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 05, 2024
Hi @SMomo , Hard to say without seeing the formula itself – can you please share a screenshot of the formula? Please also provide the values t...read more
MReeves42 on December 05, 2024
Linking from Header or Footer Navigation within a one-page website
Hi There, I am using the free Hubspot Accelerator theme and have created a simple, one page website to launch my consultancy. I'm struggling to find within the 'Menu' module I've used to create the navigation, how to then 'hyperlink' for the user read more
Reply Discussion FREE
1 upvote
1 Reply
Gaurav_Aggarwal
Key Advisor | Partner
December 05, 2024
Hey @MReeves42 Kindly follow this article here on how to add links to your menu in HubSpot: https://knowledge.hubspot.com/website-pages/set-u...read more
MBilal58 on December 05, 2024
Request for Automated Deal Discount Calculation Setup in Deal Properties
I want to create a deal property that shows both the total discount amount and the total discount percentage for each deal. I've tried different approaches, but nothing has worked so far. Additionally, I don’t want a manual setup that requires the t read more
Reply Discussion Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 05, 2024
Hi @MBilal58 , This requires a Professional or Enterprise subscription and a calculation property, like shown below: https://knowledge.hubspo...read more
橋本圭司 on December 04, 2024
カレンダー（日程調整）の複数アカウントとの接続について
カレンダーを複数のメンバーごとに分けて表示したいのですが、可能でしょうか？ 現状は無料プランで、カレンダーの接続自体が一つのみのようでしたため、 有料プランが必須なのかと、有料プラン契約後、どの手順で実装できるかを教えていただけると幸いです。
Reply Discussion FREE
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 05, 2024
こんにちは！ HubSpotでは追加のカレンダーを接続することができます: https://knowledge.hubspot.com/ja/meetings-tool/use-meetings?hubs_content=knowledge.hubspot.com/meetings-...read more
CesarC2Suite on December 04, 2024
Error in my private content registration emails
I have a landing page that uses one of my 3 subdomains in HubSpot and uses the only membership in my account to give access to contacts. When a contact is added to a static list, the membership filter sends the email to complete the registration, t read more
Reply Discussion Website Pages
0 upvote
0 Reply
porkmonkey on December 04, 2024
Setting deal owner from public form, need better approach
We have a number of retail stores in which we've deployed kiosks to capture customer registrations. Our customers are typically interacting with a specific salesperson (out of several in the shop) and there is a requirement for the associated sales read more
Reply Discussion CRM Deals Integrations Workflows
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 05, 2024
Hi @porkmonkey , For up to what looks like 25ish branches, I would honestly just swallow the bitter pill. Unless you have employee changes mul...read more

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