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Marketing & Content

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Sending internal communication that includes a link to update a property of the associated contact
- Hi All, I'm building a workflow that filters inbound contacts to specific sales reps. This creates tasks for the rep to reach out to the new contact. In our business, we do recieve inbound communications that we want to turn down, and I want to ask the sales rep to update a property to indicate that the new contact is underqualified for service. After a 5 day delay, I want the workflow to send an internal communication email to the assi ...read more
How can you extend the value of your next piece of content?
- Making it into other formats for continuous discussions, feedback and reference. If it's a blog post, you can make it into a video and allow questions from readers/viewers. You can also create short ebooks or guide. ...read more
Marketing email with video - reporting on length of viewing time
- We recently sent out a Marketing Email with a HubSpot video link. In the email reporting I can see how many people clicked on the video link, but I'd like to know how long they watched the video for - is it possible to find this info? thanks 🙂 ...read more
iCloud emails all bounced
- Looking for some insight. We are a high volume emailer sender to a large CRM, we're well established with good sender reputation and an average bounce rate of around 0.5% Last week an email as part of a work flow returned around 4% bounces, on investigation these are all hard bounce for "policy" and all iCloud email addresses. The email is midway through a workflow so these contacts have had around 5 weeks of emails. There is nothing obv ...read more
Can I mirror a website to a separate domain?
- We changed the URL of our website. Currently, we are redirecting traffic for the new URL to our old URL. This causes some issues, so we want to update the domain to the new URL. This is pretty straightforward in Hubspot, but my IT team has requested that we keep the old URL fully active for a while. That means two URLs leading to two identical sites. This would be temporary, then we would redirect. So the question is, can we set up a mirror sit ...read more

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

9 upvotes

20 Replies

MSI_Sakib

Participant

September 18, 2024

I use SOP for my workflow and tweak it based on need. Currently, I am developing SOP for all the work process such as SEO, Social Media Marketing, Co...read more

Vasiki on October 08, 2024

Difference between a Sales Enterprise Seat and No Seat

Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales read more

Reply Discussion Enterprise

0 upvote

0 Reply

TPham44 on October 08, 2024

Form Submission Data API - Conversion ID

Hi, I just tested the form submission API and got a response without conversion id, although that key is mentioned in this document https://legacydocs.hubspot.com/docs/methods/forms/get-submissions-for-a-form . Does anyone exprience the same i read more

Reply Discussion Professional

0 upvote

0 Reply

abruns87 on October 08, 2024

Send email to contacts visiting page X times in the past X days

I have been attempting to create a combination of a list and/or workflow that sends a retargeting email to any marketing contact that has visited a specific product page 2 or more times in the last 30 days. It appears that you cannot create a single read more

Reply Discussion Workflows

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 08, 2024

Hi @abruns87 , It's a workaround but you could leverage the new score beta for this: Set up your page filter criteria, assign ...read more

JPair on October 08, 2024

Streamlining Invoice Contact Associations Based on Association Labels

Currently, when creating invoices from the deal card, all contacts associated with the deal are selected by default to be associated with the invoice. This creates an inefficiency as users often need to manually deselect contacts and associate the i read more

Reply Discussion Forms

0 upvote

1 Reply

JessicaBaskey

Top Contributor | Platinum Partner

October 08, 2024

Hey @JPair , There already is an idea on the ideas forum for this. I'd recommend giving it an upvote and following it for updates. ...read more

JPair on October 08, 2024

Have the Ticket Form in Teams editable

We're setting up an internal ticketing system and wanting to isolate this with ticketing integration with MS Teams. As we're opening this to the whole business, we're wanting to isolate the fields available and what can be selected. For example, we read more

Reply Discussion Analytics Tools

0 upvote

0 Reply

Solved

JPair on October 08, 2024

Logic-based consent options in forms

We would like to be able to dynamically change the consent options shown to website visitors in a form depending on their country. Different countries have very different data privacy and consent management requirements now, and it would be ver read more

Reply Discussion Workaround

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 08, 2024

Hi @JPair , You're correct, this is currently not possible. While one could use custom properties and workflows to update the actual legal bas...read more