Jul 24, 2020 5:13 AM
Jan 7, 2022 3:43 AM
Ha-Ha moments! Those are defining moments or moments of truth!
Well, do you know that you can automatically send a contact to a static list if they do not meet your workflow goals?
Jan 5, 2022 3:48 PM
Hello there, my name is Seasea, I'm the owner and designer of Soulshine Bracelets a business I started in memory of my Military Sons. My focus is on marketing tools for my e-commerce jewelry business. I have tried ads on FB and IG and zero response. I would be grateful for some strong guidance. As I have contacted marketing businesses to hire and the prices of 3000k a month is nowhere near in my budget. I am hoping to get some resourceful information, tools, tips from Hubspot.
4 weeks ago
Have you found any useful advice? We are looking to bootstrap our way to greater marketing success, too. I'm happy to share what we are doing, if you would find that helpful.
We are getting a bit overwhelmed with the zillion options that HubSpot offers for outreach. I need some advice on how to get started with the best first step.
Jun 10, 2021 5:12 AM
Did You know that "simple" workflow branches can be built using a dropdown or using tags on a text field. And they are awesome and powerful - the name SIMPLE is decieving!
Apr 29, 2021 2:42 PM
Did you know that wildcards (*) are allowed in string searches in HubSpot filters. I haven't tested it thoroughly to see if it applies to Views, Lists, Reports, Automation ... all the things, but the one use case I have discovered is in Views. E.G. You have a text or number string that you want to search only part of (say, last four digits of an account number):
Particulary useful when you have codes/flags/serial numbers that have particular character order or naming conventions.
Apr 13, 2021 11:14 AM
I agree that extra customization alternatives could be satisfactory. For now, you may manage your availability in your related calendar with the aid of including habitual blockers to your calendar. Your meeting hyperlink would mirror your availability then.
Mar 18, 2021 10:32 AM
Just found out how pop-up forms are prioritized when hosted on common pages in a recent HubSpot Support ticket. (Thanks, Katja!)
"I'm glad we got a chance to connect today and wanted to follow up on our conversation. I appreciate you taking the time to discuss form prioritization with me. Checking my resources, I confirmed from our documentation the following:
In addition to that, we figured out how to layer inclusion/exclusion lists for further targeting when the targeting rules are identical. Our specific use case is on our blog. We have one overarching form that prompts a visitor to subscribe (obviously, current subscribers are excluded). We also have hyper-targeted pop-ups prompting visitors in early deal stages to set a time to speak with their rep about partnership. So, whether a subscriber or not, if they're in the deal, we want them to see the deal-specific pop-up, instead.
Here's how we did it:
Using the info gleaned from support on pop-up priority and layered inclusions/exclusions, we could continue to take this even further, ever more customizing the user experience for each pop-up.
Hope this helps. Enjoy!
Mar 17, 2021 8:57 AM - edited Mar 17, 2021 8:58 AM
Did you know that when using the button module in the drag and drop email that you can use that button to display a CTA?
Did you know you can also use that same button as a file download, schedule a meeting, email address, email subscription, and more?
👉 You can learn more about it here in this video.
Jan 14, 2021 4:36 PM - edited Jan 14, 2021 4:37 PM
Did you know that new emails FROM contacts do not get automatically logged?
Dec 15, 2020 6:26 PM
Here are our Aha moments from our first 9 months of implementing Hubspot.
From our baby HS phase:
Did you know objects (contacts/companies/deals) are separate and so the properties from one object won't show up for the other objects? If there is information in companies you need to inform something for contacts, you might need to create a separate contact property and workflow to pull that information over.
As we grew:
Did you know that subscriptions only affect your ability to send emails to folks (if they are opted out) they do not determine who is sent emails. So if I try to send an email to Sam and Sam is opted out of that subscription type then they won't receive that email, but if I set an email to the subscription type "best friends" and send it to a contact list that Sam is not on, Sam won't receive the email even if they are subscribed to "best friends".
Did you know that you can personalize the properties that show in the record preview pop-up by hubspot users. Your admin can set the account defaults through "records customization and you as a user can personalize the properties that show under the about section through entering the "View all properties" page of an object record.
Did you know that marketing emails can be set by workflow and templated emails under conversations can be set by sequences? Sequences would allow you to customize each email and it might have a better delivery rate since it is coming directly from you. There isn't currently a way to automate subscription to sequences, unfortunately. Here's more on this.
Did you know there is a lot of really good content on youtube that will help you set up and resolve issues in hubspot? Here is one good channel.
Oct 20, 2020 7:16 AM
Did you know that a Deal in your Deal Pipe needs to travel between the stages otherwise the Reports/Dashboards can't visualize that conversion between the stages or visualize that data at all – so actually you need to move through the stages in this example from Appointment > Qualified to buy > Presentation > buy-In > Contract Sent > Closed Won/Lost. As opposed to going directly from Appointment > Closed Won/Lost skipping the inner stages.
A little something, something!
Dec 15, 2020 6:08 PM - edited Dec 15, 2020 6:09 PM
@Andreas_Ngine This is good to know. I haven't noticed any issue in my reporting, but maybe I don't know what I don't know. Think you could provide more context/examples?
Sep 4, 2020 5:27 AM
Did you know you can use URL query parameters to populate HubSpot form fields? Handy for scenarios such as passing data collected on one page to a form on another page e.g. if a visitor is sent from a product/service page, then populate that product/service into your form on the next page: https://knowledge.hubspot.com/forms/can-i-auto-populate-form-fields-through-a-query-string
Also on the topic of URL parameters, did you know you can use HUBL to dynamically change the text on your HubSpot pages based on URL parameters? Useful for creating paid landing pages where keywords change based on the parameters sent through the ad URL.
Sep 3, 2020 12:31 PM
Did you know that you can use lists to set up the criteria of contacts you want to build a report for?
Whenever you're having trouble in creating a criteria for your reports, create a list first, save it and then click 'Action'> 'Create a report'.
Your report will be automaticaly filtered based on the list criteria.
Sep 2, 2020 10:13 PM
Did you know you can preview / test the look of your email in a number of various email clients (the list of email clients to choose from is truly extensive)?
Aug 27, 2020 11:51 AM
Did you know that if you want to leverage Webhooks in a Contact workflow you don't require Marketing Enterprise. It can be done using the workflow extensions API.
This can be useful if you're a marketing professional customer who wants to send data to another system when a specific trigger occurs in the CRM (Page view, CTA click, Form submission etc).
Aug 28, 2020 9:23 AM
Hi @Bryantworks @Nynke_HM @ojobson @AM8 @MatthewShepherd @Joe-Kelp @GuyTaylor @JanetArmstrong @DAnaGuiloff @louischausse, I just wanted to inform you about this thread. I'm sure you have some interesting moments to add?