We are trying to calculate the duration of a contract based on its start date and a "Contract Length" field (number - (months)). Is there a straightforward and accurate way to achieve this? For example: If a contract starts on January 1, read more
Hi Community! I'm dealing with a report 😥 . Maybe someone has an idea, I am reporting sales with split deals, but since HubSpot is adding the deal owner as a collaborator my report is giving wrong numbers since is duplicating the amounts. I read more
Hi @GabrielaDB ,
Which source(s) did you pick for your custom report? There is a dedicated data source 'Deal splits'. https://knowledge.hubsp...read more
I have a current campaign that has a Static List of Contacts added as an Asset that we met at a booth at a Trade Show. We have since closed 2 Deals from a Contact that is on that list. For some reason the Deals will not attribute to the Campaign, no read more
Thank you.. but this seems like a lot of work. How do most people handle deal attribution from a list of trade show attendees? When I try to create a...read more
I'm not sure if I'm trying to achieve the impossible. We have 3 different workflows that people get moved through depending on actions they take. Everyone starts in workflow A, but they can be moved to B or C depending on various criteria, from CTA read more
@squigglebit it depends on the exact criteria and workflow setup - but if it can trigger a workflow, it can also be a branch criterion, which means...read more
Is it possible to see who clicked a tracking URL? I know we can see number of clicks etc on UTMs, but can I see this person clicked this tracking URL? (Not CTA's - I am aware we can see those)
Hi @squigglebit ,
It depends. If HubSpot can identify and make a connection between HubSpot and the user (via cookie), then yes, it will recor...read more
Good Morning, We currently have a form that a contact submits everytime they answer the questions. Our form currently has 10 questions. Therefore, a contact could submit the form a total of 10 times. If so, the contact will have a known value in read more
From the sounds of it, this form is progressively profiling your customer and you want to figure out how many questions they answer. For that you cou...read more
I'm very happy about the new HubSpot Campaign ROI reporting (Kyle shared it here ). In the campaign settings, we need to choose between Attributed Revenue and Associated Deal Value. I don't understand the difference betweent the two - they sound t read more
Hi @Jenny26 , Thank you for your patience as I was checking on this for you! Great news, thanks to your feedback, the article " Analyze your campa...read more
Not sure if I'm using the workflow tool properly, but I created one to automatically push tasks for an outreach cadence (adds tasks to a queue to remind a team member to send an email or call for a follow up for a determined length of time). There's read more
Hi @JRucker3 ,
If you want to create tasks in bulk, then workflows are one of two options, yes, besides manually creating them from the record...read more
Hello community, we have created a tracking url in hubspot which is tracking source and campaign. We tested it and it works fine. Now one of our partners included a smartadserver advertising link which redirects to our tracking url. But this do read more
There's 2 things I would see at play here:
1. The tracking code isn't correctly implemented. The script isn't loading on the page, so I would assu...read more
We would like to do RFM analysis against our HubSpot marketing emails. My question is: how can we get accurate results using RFM analysis against HubSpot lists that are overlapping (some recipients appear in both lists). By definition read more
Hi @MMiller18 ,
I'm not familiar with RFM but it seems like the methodology generally allows for overlapping segments, at least according to g...read more
We're having a really strange issue that started in the last week, and HubSpot support hasn't been able to give a definitive answer. Was wondering if anyone else is experiencing this? Since last week, when we send a marketing email, the engagem read more
Hi @KAndries I've checked quite a few emails across multiple accounts and couldn't find any that had a spike like this.
Tagging in a few othe...read more
Hi!
So we want to be able to track how quickly after a lead enters the stage MQL (as we assign the lead in Salesforce and it syncs to Hubspot).
I know there is an owner-assigned date field in Hubspot already but we manually move leads ar read more
Hi @CN5 , Just a thought but it could also be a good idea to have a date stamp without re-enrolment for each stage, as well as a custom owner prope...read more