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How to re-enroll contact into workflow each time a form is submitted
- I need to send a Slack notification and do a few actions each time a form is submitted. I need this to happen even when the same contact submits a form again (they forgot o include details, etc.). I have re-enrollment switched on: I have tens of submissions They don't get enrolled the second time when they fill a form. If I enroll them manually then the workflow runs and I get a Slack notification and all the other actions. Thi ...read more
Unenroll from a workflow when enrolled into sequence
- Hi, looking for some advice! We've recently encountered a problem where some contacts were emailed more than we would like because they were included in both a marketing workflow and a sales sequence. i.e. marketing ran a campaign to promote a webinar to the same contacts that sales were using sequences to book demos. Does anyone have any advice for how we can prevent this from happening using the system? For example, is there a way that i ...read more
Re-enroll contacts in a workflow to set a date stamp
- Hi! We have a workflow that is triggered when a specific type of call is made. The goal is to set a date stamp in a custom property we created called "Last BRM call". However, we just realized that contacts cannot be re-enrolled in the workflow because HS does not enable re-enrollment trigger for sales activities. Any ideas for a workaround for this? We will definitely need to keep updating this property to the correct last BRM call date. T ...read more
Email sent, opened, and click totals by email send date filtered by Lists
- I'm looking to create a report to show emails sent, opened, and click totals by email send date and also using the email list as another filter. How can I do this in the custom reporting? ...read more
Creation of a form without email
- Dear all, We have recently created an email sequence with the purpose to enrich data. It works this way: every person that double opt-in to the newsletter is enrolled in the email sequence. In the first email, there is a call to action that redirects to a form on our website that asks for some information but doesn't ask again for the email. The problem here is that the submissions don't have any contact record associated as we don't ask fo ...read more

alexagatiss on June 08, 2023

Enroll contact website viewers as marketing contacts

Hi, when I was looking through the contacts, I could see that some of them had viewed a specific page on the website. Is there a filter I can use to put these in a list somehow? I was hoping that I could enroll people (who are already contacts in Hu read more

Reply Discussion Contacts Marketing Website Pages

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karstenkoehler

Hall of Famer | Partner

June 08, 2023

Hi @alexagatiss , Yes, this can be achieved by filtering for various properties. One would be " Number of page views is greater than or equal...read more

GWalsh on June 08, 2023

Best Practices - List Syncing

Does anyone have any tips/tricks around list syncing between Dynamics CRM and HubSpot? Would rather not create custom variables for every list we are trying to bring over. Is the only option manual upload?

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TDAdmin on June 08, 2023

How to simplify/automate reporting by integrating HS w Google Ads & Wordpress

Hello, I'm trying to simplify/automate reporting for all my stakeholders so that there is less manual number crunching via spreadsheets etc. I'm currently using the HS Starter package running Google Ads on a Wordpress site. My WP site uses HS read more

Reply Discussion Starter

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JenMiller13 on June 08, 2023

Deciphering Views Over Time Chart

Can someone explain why even though it shows the "current" views for the last 90 days is more than the previous 90 days the rate is decreased by 1.56%?

Reply Discussion Professional

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MAMEZIANI on June 08, 2023

Modify HTML code to add the privacy policy banner

Hello, I'm trying to add the Privacy Policy Banner, but I can't find how to modify the HTML code. I've checked on this article : https://knowledge.hubspot.com/website-pages/add-code-to-the-head-or-footer-html-of-hubspot-content . But it is read more

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KaKaRoT on June 08, 2023

Predictive field on forms

Hi, I want to use the predictive field on forms for example we will ask them how they prefer to be contacted? Email / Text / Phone - then the related field will appear. Can anyone help how to implement it. Thanks

Reply Discussion best practices Professional

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karstenkoehler

Hall of Famer | Partner

June 08, 2023

Hi @KaKaRoT , You can find step-by-step instructions for setting up this type of dependent form fields here: https://knowledge.hubspot.com/fo...read more