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Tips, Tricks & Best Practices

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  • HubSpot "Aha-Moments"
    JessicaH on July 24, 2020
    15 upvotes
    33 Replies
    Hello everyone, My name is Jess and I'm a Community Manager here at HubSpot. Every now and then it happens to me that I learn something about HubSpot and it feels like a moment of sudden insight, literally an aha-moment. ...
    Discussion
    NicoleSengers
    Top Contributor | Diamond Partner
    June 10, 2021 02:12
    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 nam...
  • Solved
    Email to existing customers pointing to a pdf resource
    Edyta7510 on August 02, 2021
    1 upvotes
    2 Replies
    Hi All, We're going to release an industry report soon. For prospects it will be available as a gated resource (LP with a form, after form is submitted they land on a TY page and report is sent to them by email). For existing customers (in ...
    Discussion best practices Marketing Marketing Email Professional
    Edyta7510
    Top Contributor
    August 02, 2021 11:16
    thanks @karstenkoehler The Thank you page for prospects doesn't have a link to the resource - in fact, we send it over by email. This is to mini...
  • Best Practices for Creating a Marketing Plan / System
    JDobson on July 29, 2021
    0 upvotes
    1 Replies
    Hey HubSpot Community! I've been working on building a marketing plan for the company I'm working for and I'm having trouble on knowing where to start. We want to build a very personalized marketing system through using sequences to reach out person...
    Discussion best practices Marketing
    karstenkoehler
    Most Valuable Member
    July 29, 2021 07:40
    Hi @JDobson , Could you share some more context about the persona, the product / services, the buyer's journey? Where exactly are you getting ...
  • How to upload multiple files at the same time via api
    tme on July 28, 2021
    0 upvotes
    2 Replies
    We can upload file ( https://legacydocs.hubspot.com/docs/methods/files/v3/upload_new_file ) mentioned in the article, but if I have multiple files, I have to call the api request n number of time ( n = no. of files). I'm looking for a quick way, whe...
    Discussion Forms
    tme
    Participant
    July 29, 2021 05:09
    Hey @PamCotton , thanks for the reply We want to get different files from the user like their resume, profile pic, and introductory video. Inte...
  • Solved
    Determining the best week for a multi-channel marketing campaign
    Edyta7510 on July 13, 2021
    0 upvotes
    3 Replies
    Hi All, i was wondering on how we can rely on data to determine the best week to launch a multi-channel campaign (social ads, email, display, PR). What are you guys looking at? - search trends? / historical data like #impressions of your past ...
    Discussion Campaigns Marketing Professional
    MLinner
    Member
    July 19, 2021 06:14
    Marketing Teams Should Work In Synchronous Accord Superhuman Prospecting Belkins review : Social media is not the only means for generating leads....
  • Solved
    Saving SVG files and uploading to Hubspot
    SSmith3 on July 12, 2021
    0 upvotes
    2 Replies
    Does anyone know why this is happening... a blank SVG? I am exporting in Photoshop as a single layer (SVG).
    Discussion File Manager Marketing
    SSmith3
    Member
    July 14, 2021 15:40
    Thank you for responding I will check that out.
  • HubSpot-only app to send push notifications in the browser
    OliaGozha on June 30, 2021
    1 upvotes
    2 Replies
    Hey there 👋 Excited to share great news from our family studio. We’ve just been approved with an app WebPush, which allows sending web push messages in a flexible and effortless way — in bulk or individually, to everyone or lists, automate...
    Discussion Contacts CRM CTAs Lists Notifications Workflows
    OliaGozha
    Contributor
    July 01, 2021 05:08
    Hi @TiphaineCuisset , It was a pleasure to work on this app. Hope it'll help HubSpot marketers to reach out to the audience. Cheers, Olia...
  • [Discussion] Digital experience + CRM = ...
    jennysowyrda on June 24, 2021
    1 upvotes
    1 Replies
    Discussion: What’s possible when you combine your digital experience with your CRM If you’ve read Dharmesh’s blog post on the digital experience then you’ve heard a story of why marrying your data with your digital ex...
    Discussion CRM Marketing
    Josh
    Recognized Expert | Platinum Partner
    June 25, 2021 06:51
    Hi @jennysowyrda , Great discussion topic! In my experience, the most impactful thing has been relevancy. Email or website, being able t...
  • Solved
    Multiple B2B contacts against a deal - which one came first?
    TMasalski on June 16, 2021
    0 upvotes
    1 Replies
    Hi there We are a SaaS company that sells software that benefits several personas across our target companies. Often we need to open the doors to personas that are not involved at the time of closing and the sales cycle is usually 6+ months. My q...
    Discussion Enterprise
    karstenkoehler
    Most Valuable Member
    June 16, 2021 00:44
    Hi @TMasalski , Like contacts, deals have Original source properties. These will look at the original source of the associated contact (or c...
  • To Gate or Not To Gate?
    LizCoralli on June 15, 2021
    2 upvotes
    2 Replies
    To gate or not to gate? This marketing conundrum never seems to get old. It can be tricky finding the right balance of gated and ungated content on our sites. How do you find that balance? What considerations do you take when determining if you sho...
    Discussion best practices Blog Campaigns CTAs Landing Pages Marketing SEO Website Pages
    danmoyle
    Top Contributor | Diamond Partner
    June 29, 2021 05:10
    Such a big question @LizCoralli ! Over the years I've become a fan of the resource pillar page over the "usual" ebook landing page. Ungate th...
  • Solved
    buyer persona
    Ardiansyah on June 14, 2021
    0 upvotes
    1 Replies
    hello my name is ardian, i am from indonesia i will be running a brand clothing business, i have not made a business plan and i am confused about the question to interview my prospective buyer the purpose of interviewing my prospective buyer to find...
    Discussion Marketing Marketplace
    karstenkoehler
    Most Valuable Member
    June 14, 2021 23:46
    Hi @Ardiansyah , You can find some common buyer persona interview questions in this HubSpot blog post: https://blog.hubspot.com/marketing/buy...
  • Solved
    Default value for "First Name"
    lrn24 on June 11, 2021
    0 upvotes
    3 Replies
    Any suggestions for a good default value for the "first name" field other than "friend" that would work universally?
    Discussion best practices
    smoore
    Participant | Elite Partner
    June 14, 2021 10:30
    We have used "Hi there" "Hi Partner" "Hi Colleague" "Hi Customer" and others depending on whom the email is being sent to. Keep in mind that you'll w...
  • Can I trigger enrollment on a field change?
    IBrockschmidt on June 08, 2021
    0 upvotes
    3 Replies
    Hi friends, I would like to enroll customers in a workflow when they change their preferred email. Is there a way to do that by using a 'Contact Properties' Trigger? Or am I going to have to do something else creative? Thanks! P.S. I'm ...
    Discussion Workflows
    webdew
    Top Contributor | Diamond Partner
    June 11, 2021 02:37
    Hi @IBrockschmidt , When you say preferred email, do you mean our default email property? If yes, then we could trigger a workflow us...
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