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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
25 Replies
hkhan496
Member
November 21, 2024
Thanks for sharing this
SMomo on December 02, 2024
Showing up property in a card
In a card in contact overview 'property A' shows. I have a conditional logic where is a value from 'property A' is chosen then 'property B' would be showed to fill up. But after the 'property B' is filled up it doesn't shown in the card. I want this read more
Reply Discussion Enterprise
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
December 02, 2024
@SMomo did you review the links I shared? Please see the links in my previous reply, you would have to use the settings to customize the reco...read more
BalintSipos on December 02, 2024
Deal approval - set up workflow based on that
Hey, I've added an approval process for deals. I would like to send a notification and create a task based on the deal getting through that approval process (so the 2 approver approved the document in the process). Pending Approval -> A read more
Reply Discussion Deals Workflows
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 02, 2024
Hi @BalintSipos , I'm not aware of there being any properties that would document specifically the approval status of a deal, unfortunately. T...read more
DNeal32 on December 01, 2024
Show report total in dashboard view without opening?
Hi all, We have multiple reports on our dashboard that we would like to easily compare, but we can't see the totals unless we click on the filter button and open it up. Ie, if I have a report for opened tickets side by side with a report o read more
Reply Discussion Reports
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 02, 2024
Hi @DNeal32 , With the custom report builder, yes: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder ...read more
FMaida on December 01, 2024
Email definition in workflow: excluding people who already used a discount code
Hi! I created a workflow to send people a 2nd email after they purchased a product, with a discount code that it can be used only once. Normally, they receive this code for the first time in the post-purchase email when they buy the product. How read more
Reply Discussion Marketing Email Professional Workflows
0 upvote
1 Reply
franksteiner79
Key Advisor
December 02, 2024
Hi @FMaida Where are customer completing these purchases? I assume it's outside of Hubspot, correct? If so, how is that purchase infor...read more
Mhachmann on November 30, 2024
Creating an Image in Canva
Hello, One of the features that has been very helpful in hubspot is the ability to create images in canva. For some reason, I can't find the create with Canva button. Attached is a picture of what comes up. I am doing it on a form. Can you st read more
Reply Discussion Forms
0 upvote
1 Reply
BérangèreL
Community Manager
December 02, 2024
Hi @Mhachmann , I hope that you are well! Great question, thanks for asking the Community! First, I'd like to share these resources that might b...read more
AWalls8 on November 29, 2024
Fixed Navigation Menu in Elevate Theme
Hello HubSpot Community, I'm trying to create a fixed (sticky) navigation header in the Elevate theme , but I've hit a few roadblocks. Here's where I'm stuck: I understand that to modify a theme, I need to either create a child theme or clone t read more
Reply Discussion Professional
1 upvote
4 Replies
AWalls8
Member
December 02, 2024
Yep, that was what I was trying to do, but for Elevate there is no option to create a child theme because I can't select it in the Designer and it is...read more

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