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Résolues
Mégane le Mai 07, 2024
Hi, I would like to see the number of enrollments in a workflow for each quarter of the year. Is it possible to create a list and filter by enrollment date? Or to export the enrollment history? Thank you!
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 07, 2024 12:58
Hi @Mégane , Unintuitively, that's not possible. Other users have however requested this before: https://community.hubspot.com/t5/HubSpot-Ide...Lire la suite
nvawh le Mai 03, 2024
Whenever we get a lead through our website by filling out a form, the latest drill down source 2 is Zapier. But, when we use this as a branch and say, if drill down source 2 is 'Zapier' do this, if not, don't do anything. Could anyone help wit Lire la suite
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2 Réponses
Membre
Mai 03, 2024 11:32
Yes! Was just about to say this 🙂
amsteiner le Avril 04, 2024
Hello! One main question and a couple of related ones below... 1. I would like to create an email/CRM hygiene dashboard that includes a report (table) showing contacts that have been sent email that wasn't delivered, either because they unsubsc Lire la suite
Gestionnaire de communauté
Avril 05, 2024 02:43
Hi @amsteiner , I hope that you are well! Great questions, thanks for asking the Community! 1. Once you are on the marketing email itself, have ...Lire la suite
Résolues
FBenda le Avril 03, 2024
Hi All, For context; we're an online platform that offers discounts to cultural outings like museums and theatre. One of the cultural partners want to distribute a single use code per online user. So when someone is interested in that acti Lire la suite
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Accepted Solution
Contributeur de premier rang
Avril 04, 2024 08:44
I am pretty sure you'd need the Zapier integration to work this like you want without having to do your own coding. I was playing a little with...Lire la suite
Résolues
ABaroz le Octobre 19, 2023
Hi, I'm trying to create a list of contacts that filled out 2 forms on our site, BUT did it at least 24 hours apart. The aim is to use this list in a workflow and notify our SDR team if and when a contact has returned to the site and filled out Lire la suite
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2 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Octobre 19, 2023 07:29
Hi @ABaroz and @TomM2 , This should do the trick, re-enrollment enabled of course. Best regards!
Résolues
RKaufman7 le Septembre 06, 2023
I'm looking for a way to report on automated marketing emails that have been sent, and are scheduled to be sent. Is there a way to generate a report that pulls data from active workflows to see when emails are scheduled to be sent based on the w Lire la suite
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Septembre 06, 2023 12:49
Hi @RKaufman7 , It's not possible to report on automated emails that may be sent in the future. Automated emails aren't so much scheduled for ...Lire la suite
Résolues
EMcGrath le Août 13, 2023
What ways have folks used to classify leads as Inbound or Outbound, and in turn, have you built any workflows to attribute deals to Inbound or Outbound activity? Is there a way to do this out of the box, or has anyone built anything that accomplishe Lire la suite
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Août 14, 2023 00:28
Hi @EMcGrath , That depends a bit on which requirements exactly you have for lead attribution. Generally, HubSpot tracks source informations a...Lire la suite
Résolues
CBaker58 le Juillet 03, 2023
Hi there, I have a re-engagement workflow running, and the enrollment criteria mean that a contact could potentially go through the workflow several times a year. I'm looking to identify which contacts have been enrolled more than once in this wor Lire la suite
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Juillet 03, 2023 06:34
Hi @CBaker58 , Out of the box, I don't think there's a way to achieve this. In terms of workarounds, are there any enrollment criteria o...Lire la suite
JNorm le Juin 22, 2023
Hi there - we're working on building our multitouch attribution workflows and I'm wondering about when to use the Latest Source contact property vs the Last Referring Site property? For example, with tracking Bing ads, the only way Hubspot wil Lire la suite
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1 Réponse
Gestionnaire de communauté
Juin 22, 2023 16:35
Hello @JNorm , thank you for posting in our Community. I want to share this resource here with more details explaining more about HubSpot's defa...Lire la suite
PietroCalafiore le Juin 09, 2023
Hi, all. I'm exporting all WFs data on a monthly basis. I noticed that there is a mismatch between the Goal CVR in the Export and the one we can read in Hubspot. The reason is that, while in the export the CVR is "Unique Count of Contact who met th Lire la suite
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1 Réponse
Gestionnaire de communauté
Juin 09, 2023 14:47
Hello @PietroCalafiore , Happy Friday! Thank you for posting in our Community! I want to invite our top experts to this conversation @christop...Lire la suite
Résolues
SLongley3 le Mai 25, 2023
Does anyone have a solution to excluding workflow enrollments from influenced contacts after they have included the workflow in the campaign? I realise now that including our email workflows on the campaigns was a mistake. Why 'enrolled into a Lire la suite
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1 Réponse
Accepted Solution
Expert reconnu | Partenaire solutions Platinum
Mai 25, 2023 08:21
Hi @SLongley3 , I don't believe that there's a way to just clear this status from a record. Even if you create a new campaign you will may los...Lire la suite
Résolues
TDelafosse le Mars 20, 2023
Hi, We collect campaign names through either: - Campaign UTMs (1) - single line text - First touch converting campaign (2) - automated Hubspot campaign property Similar to explained on this page , both properties are not always in line with Lire la suite
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4 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mars 21, 2023 02:49
Hi @TDelafosse , How many campaigns do you have? Right now, I don't see another solution than branching by internal value and manually setting...Lire la suite
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