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My company has 2 brands. When I create a document it shows the default logo of one brand. How can I assign other documents associated with my other brand to show the correct logo? I can't just toggle between default logos, that would not work.
I believe your only option would be 2 HubSpot portals, 1 for each brand. This is typically recommended anyways unless you are on Enterprise. With 2 HubSpot portals you can still have 1 login, but your contacts and content would all be separated. You would also have the ability to have a custom email signature for each brand when communicating via email.
If you need to stay on one portal, I don't have a great workaround for you.
Josh
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Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
1) Would having two portals result in higher subscription fees from Hubspot? Yes, if you need the functionality that comes with the paid plans for both brands.
2) How tech-intensive is creating two portals and segmenting the data. Would that require an expert professional? Potentially, depending on your comfort level with exporting and importing data and the setup of the requirements needed in the new account.
Josh
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Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
We have 4 brands for our 1 company, with a master brand (just created) and 3 brands for each of our prodcuts. Our customers can buy all 3 products, so it makes no operational or commercial sense to have multiple HubSpot portals as some have suggested as a workaround.
The ablity to toggle logos and - indeed - colours for a customer quotation should be a simple development. We have a choice to select template (Original, Basic, Modern), so a secondary dropbdown of our own designs linked to logo and colour settings would be very useful to ensure clarity for customers.
I hope more people have this requirement and upvote your suggestion.
That's a tough question. There's not a magic button that will do that (I wish there were). It would ultimately come down to the cleanliness of your data, whether or not things are segmented, the types of content you need moved over, etc. Quite a few variables.
If you're using HubSpot "out-of-the-box" in your current portal, it wouldn't be terribly difficult.
Josh
Did this post help solve your problem? If so, please mark it as a solution.
Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
1) Would having two portals result in higher subscription fees from Hubspot? Yes, if you need the functionality that comes with the paid plans for both brands.
2) How tech-intensive is creating two portals and segmenting the data. Would that require an expert professional? Potentially, depending on your comfort level with exporting and importing data and the setup of the requirements needed in the new account.
Josh
Did this post help solve your problem? If so, please mark it as a solution.
Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
I believe your only option would be 2 HubSpot portals, 1 for each brand. This is typically recommended anyways unless you are on Enterprise. With 2 HubSpot portals you can still have 1 login, but your contacts and content would all be separated. You would also have the ability to have a custom email signature for each brand when communicating via email.
If you need to stay on one portal, I don't have a great workaround for you.
Josh
Did this post help solve your problem? If so, please mark it as a solution.
Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
Thank for kind response and solution. Is there no way to modify the logo on a document on an ad-hoc basis? I am not worried about email signatures, only the documents.