Tips, Tricks & Best Practices

cleopas
Mitglied

Make a deal to entire list

lösung

Hi,

I'm new to HubSpot and I'm really excited about all that it offers!

Currently, I'm setting up HubSpot for a local NGO that has yearly subscriptions for its members. I have a list of all members, but I don't know how to make a deal for their annual subscription fee to the entire list. Or do I have to make it for every single member separately?

Is there any other possibility I haven't considered yet?

Regards,

Rok

0 Upvotes
1 Akzeptierte Lösung
Josh
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Make a deal to entire list

lösung

Hi @cleopas,

 

If you are using a Pro account, you can create a deal based on a workflow. In this case, you would have a property that would identify the appropriate members and that property would be your enrollment criteria. Here's an article on that.

 

If you aren't on a Pro or Enterprise account, you could add several deals in bulk via a csv upload and associate them with the appropriate contact. Here's an article on importing objects with associations.

 

If you need some help, feel free to book time on my calendar.

 

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 Diamond Partner & HubSpot Certified Trainer

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
Josh
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Make a deal to entire list

lösung

Hi @cleopas,

 

If you are using a Pro account, you can create a deal based on a workflow. In this case, you would have a property that would identify the appropriate members and that property would be your enrollment criteria. Here's an article on that.

 

If you aren't on a Pro or Enterprise account, you could add several deals in bulk via a csv upload and associate them with the appropriate contact. Here's an article on importing objects with associations.

 

If you need some help, feel free to book time on my calendar.

 

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 Diamond Partner & HubSpot Certified Trainer