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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
GDuncomb-JNJ on December 05, 2024
Complete (progressive) dropdown form from a CTA in Email
I have a request to create a welcome email series using the following flow to have contacts answer (conditional) properties IN the email. 1) Make a CTA for every response with a generated tag 2) Use the tag to have the contact enter a workflow t read more
Reply Discussion CTAs
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 05, 2024
Hi @GDuncomb-JNJ , Could you give an example instead of referring to features? What would this look like exactly, using examples, for a contac...read more
OnStationHG on December 05, 2024
Multiple Workflow emails at once
When someone gets added into the Hubspot system for the 1st time and the workflow has already been running, this person gets all the emails at the same time that they are added to the system. How can I prevent this from happening?
Reply Discussion How-To
0 upvote
2 Replies
Jigar_Thakker
Key Advisor | Diamond Partner
December 05, 2024
Hi @OnStationHG ., Based on your question I assume this could be a case where, when a new contact is added to a HubSpot workflow that triggers i...read more
CORourke6 on December 05, 2024
HubSpot requires you to enroll this device to access message links
Hello, recently we met with a partner rep who provided a set of links to us on certificates and additional resources, However when we try to access them, we get a minecast error which we do not use minecast internally as we use Office365. Error as read more
Reply Discussion FREE
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
December 05, 2024
@CORourke6 have you checked with your partner rep and asked them to reshare the resources, asking them to make sure to use the raw links? Maybe the...read more
Iscrisvesu on December 05, 2024
Help with a workflow
We have some active campaigns and my leads can respond by WhatsApp but I will be out of the office. How other team members can receive direct notification via teams or mail that there is a message to be answered. Even if the conversation was alr read more
Reply Discussion Workflows
0 upvote
1 Reply
ashleyidesign
Top Contributor | Partner
December 05, 2024
Hey! When you go to create a workflow, you'll want to select Conversation instead of the default Contacts. This will let you select trigger based...read more
FDost on December 05, 2024
Can't get our of comment mode
Whenever I get feedback on an email I want to resolve all the comments, but it won't let me toggle back and forth from comment mode. If I'm in comment mode, I can't get out. How do i resolve thisl.
Reply Discussion Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 05, 2024
Hi @FDost , This seems to be a bug at the moment – I already flagged this with HubSpot support. I'll keep this thread updated once I hear back...read more
AEllwood1 on December 05, 2024
blog tags
Hi I am trying to edit the case on the tags that are displayed on my bog listing page. The category name as well as the Tag Link and the Tag name are al spelt with both words in a 2 word name capitalized. However they appear on the page as only inti read more
Reply Discussion Blog
0 upvote
3 Replies
AEllwood1
Member
December 05, 2024
Thanks for the response -this applies to the full menu - not just an individual blog so deleting 30+ blogs is not really an option. I checked how the ...read more

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