My organization is sending emails that include a CTA to directly book a meeting on a Hubspot landing page. We're running into issues, and wondering if anyone else has encountered:
The landing page Hubspot form has the email address for the person we've sent the email to - when what we really need is for that field not to be on the page at all. We already know who we've emailed, and we already know that we want to book the meeting with that same email address.
In the "book a meeting" Hubspot landing page, we suspect a person can replace the email address with a different email address - but we don't want this to be possible (hence, prefer removing the field from the form entirely).
If #2 is correct, then when someone changes the pre-populated email and books the meeting, it doesn't look like HubSpot attaches this new email address to the same contact with the original email address we used.
This makes it difficult, if not impossible to understand who the person is who is booking the meeting, and the activity is missing from the real contact. Has anyone else dealt with this, or are we doing it wrong?
HubSpot uses the email as the unique identifier so it can tell two John Does apart and as such is needed in forms. You can disable this (the need for email for new contact) but it's STRONGLY advised you don't as then you can have duplicates and partial records. This could help but also opens up a host of potential problems so I wouldn't.
There is an easy way to do this for contacts who's email addresses are known and have cookies previously tracked.
Go to the form you are speaking of > Edit > Click the Email property > Click the Logic tab > Under progressive field options, choose "Replace with qeued progressive field" > Done > Update
You don't actually need to add a progressive field at the bottom of the form, as the steps above will simply remove the email address property if HubSpot recognizes that it's known for that contact.
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect
There is an easy way to do this for contacts who's email addresses are known and have cookies previously tracked.
Go to the form you are speaking of > Edit > Click the Email property > Click the Logic tab > Under progressive field options, choose "Replace with qeued progressive field" > Done > Update
You don't actually need to add a progressive field at the bottom of the form, as the steps above will simply remove the email address property if HubSpot recognizes that it's known for that contact.
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect
HubSpot uses the email as the unique identifier so it can tell two John Does apart and as such is needed in forms. You can disable this (the need for email for new contact) but it's STRONGLY advised you don't as then you can have duplicates and partial records. This could help but also opens up a host of potential problems so I wouldn't.
