Sales Email

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ESvendsen on February 02, 2023
Is there a way to make a RSVP (Register) live form inside an email? Our marketing dept has forms on our website where users can go to RSVP (Register) but the sales team is wondering if there is a way to put the form inside a sales email so the poten read more
0 upvote
1 Reply
Key Advisor | Gold Partner
February 02, 2023 18:01
Hi @ESvendsen There's no way to embed forms in emails because email clients (e.g. Gmail, Outlook, etc.) only render basic HTML and they all ...read more
PStruckmann on February 02, 2023
Hello All , this is really annoying . there must be other trying to solve this . We would like to track certain emails in which the customer ( our HS contacts ) are addressed , our main email which is inbox connected and a registered user is read more
0 upvote
1 Reply
Community Manager
February 03, 2023 11:57
Hi @PStruckmann , Thank you for reaching out! The forwarding address is intended to log specific emails, as opposed to being used for a ...read more
brandon98 on January 31, 2023
I would like for my sales team to be notified when an email from a sequence is opened or clicked. I would like the enroller or sequence owner to be notified (usually the same person anyway). Is there any way to set up a workflow or notifications read more
0 upvote
1 Reply
Hall of Famer | Partner
January 31, 2023 10:43
Hi @brandon98 , One way to bypass this re-enrollment limitation is to enroll contacts via list membership. You create a list for contacts wher...read more
Solved
WFKent on January 27, 2023
Hi Everyone, We have set a signature for our inbox which works fine when responding/composing from the Conversations>Inbox page, but if we respond to an email from a ticket or contact page the reply does not include the signature. Is there a read more
0 upvote
2 Replies
Accepted Solution
Thought Leader | Partner
January 27, 2023 13:53
Hi @WFKent for those emails, tickets and contact record, you would have to configure the signature for each user as well.
Solved
cofrenchy on January 26, 2023
Does anyone know if you can insert an image in-text? I want to include an icon in the body of an email template. Every time I add the image though, it gets inserted on a new line. None of the settings available address its placement (in-text or read more
0 upvote
4 Replies
Accepted Solution
January 28, 2023 01:47
Hi @cofrenchy Looking at the screenshot you are creating a sales email template . The styling for those is limited, as these are essentia...read more
MLagerkvist on January 21, 2023
Hi, I have the crm suite starter. Have set up an automated email sequence from a newsletter form. Works well. But I also need an email sequence for new paying customers. Can't seem to figure out how to do it. Was told I could do it thr read more
0 upvote
3 Replies
Contributor | Diamond Partner
January 22, 2023 21:28
Dear @MLagerkvist , Unfortunately , it is not possible to start an email sequence for paying customers without the f...read more
Solved
PBaxter on January 18, 2023
Hi, We periodically use sales sequences where we share content like market reports with prospects and clients, typically with outreach of 50-100 contacts. We've been using Documents to share a PDF document (because it isn't possible to send read more
0 upvote
4 Replies
Accepted Solution
Thought Leader | Partner
January 18, 2023 17:38
@PBaxter I would try to find one contact of those that reported it that will work with you on a test, ask if you can do a zoom meeting where you se...read more
JJonk on January 18, 2023
All messages in my inbox are in bold. It used to be when I read a message it would not be bold anymore. Anyone know how to fix?
0 upvote
2 Replies
Thought Leader | Partner
January 18, 2023 08:20
Hi @JJonk do you know if your account super admin opted into the beta for the new conversations inbox? The style/layout is updated and causes...read more
CDelCastillo on January 17, 2023
Hello, My company has several emails from our clients going into the spam inbox. Our "Allow and Deny" list is completely empty. Our "Automatically mark as spam" check boxes are all unchecked. Tried multiple solutions offered in other forums bu read more
0 upvote
17 Replies
Thought Leader | Partner
January 27, 2023 15:09
Hi @CDelCastillo I haven't found a way to easily copy it from the "to" field, but if it is the contact on the record, then it would also be visible...read more
CThack on January 17, 2023
Trying to connect outlook email account, but when i click to add personal account - suggests it is provided via Exchange so i follow that, put in my details and the below unhelpful error message comes up. Spoken to the chat resources and they c read more
0 upvote
1 Reply
Community Manager
January 18, 2023 04:04
Hi @CThack , Thank you for reaching out to the Community! This error usually means that our system couldn’t automatically connect to Exchan...read more
Solved
Alex_Bjerkvik on January 13, 2023
I made an active list of deals in the sales pipeline that were "Lost". The plan is to contact these people later when our company has some ground-breaking news. Anyway, the issue is that this active list only include the contact associated with read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 13, 2023 04:06
That matches what I had expected, @Alex_Bjerkvik . Thanks for sharing. The second filter is redundant; the first one already specifies the pipeline ...read more
Solved
philbu on January 11, 2023
Hello, I am new to Hubspot and try to configure it to my liking. I tried the BCC Adress (outgoing) to have an email that I sent to a contact that is already in my CMS tracked in Hubspot, but the email is nowhere to be found (not in the inbox, not a read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 11, 2023 21:11
Hi @philbu , There are some requirements for the BCC address to work. Can you confirm that you're meeting these requirements? https://knowled...read more
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