Tips, Tricks & Best Practices

andysweeney
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Hi all, 

 

New adopter of Hubspot for a non-profit. Any advice is welcome. So, we are a school organization collecting information from parents for a mailing list, parental interests etc. 

 

So, if we were getting people to sign up, I could ask them to say what school year their child was in. However, they may have several children. How do I handle that within contacts? I need some form of "Add another" functionality.

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Bryantworks
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Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

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Hey @andysweeney 

 

I assume you'll only be sending emails to the parents.  If so you could create a series of custom contact properties to use to collect this information and have it auto filled in by the parents submitting the form:

 

  • Child 1 Name
  • Child 1 Grade
  • Child 2 Name
  • Child 2 Grade
  • Child 3 Name
  • Child 3 Grade

Would creating properties like this work for you in this instance?

Chris Bryant | Your Dedicated HubSpot Expert

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Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Add Another

SOLVE

Hey @andysweeney 

 

I assume you'll only be sending emails to the parents.  If so you could create a series of custom contact properties to use to collect this information and have it auto filled in by the parents submitting the form:

 

  • Child 1 Name
  • Child 1 Grade
  • Child 2 Name
  • Child 2 Grade
  • Child 3 Name
  • Child 3 Grade

Would creating properties like this work for you in this instance?

Chris Bryant | Your Dedicated HubSpot Expert
andysweeney
Member

Add Another

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Thanks! Generally "yes". It's just not quite as sweet as having an "Add Another" button 🙂 . However, thinking logically I can probably do that at a Form level with the right integration.

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Bryantworks
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

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Sure thing, glad you've gotten this sorted 🙂

Chris Bryant | Your Dedicated HubSpot Expert
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