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Tips, Tricks & Best Practices

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PamCotton on February 29, 2024

Working smarter, not harder - with Workflows! | Share your Workflows optimization tips

Hey Community After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's read more

Reply Announcement best practices Workflows

9 upvotes

20 Replies

MSI_Sakib

Participant

September 18, 2024 05:19

I use SOP for my workflow and tweak it based on need. Currently, I am developing SOP for all the work process such as SEO, Social Media Marketing, Co...read more

Solved

pinchvalve on October 07, 2024

Form Submission Info...can I Access?

I am trying to build custom notification emails in a workflow (as opposed to using the built-in notifications on a form) but cannot see a way to include the form submission and web page details. These are on the contact record and default notificati read more

Reply Marketing Email

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 07, 2024 15:20

Hi @pinchvalve , You can reference values in properties used in forms (via personalisation tokens in internal notifications), but not specif...read more

Solved

pinchvalve on October 07, 2024

Possible to include company logo in an email?

HubSpot automatically finds compnay logos and displays them in their own form notification email. I am building out my own custom notification emails and would like to keep this feature, but you don't have access to Company information in workflows, read more

Reply Marketing Email

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 07, 2024 14:59

Hi @pinchvalve , The logo is pulled via HubSpot insights: https://knowledge.hubspot.com/object-settings/hubspot-insights-on-company-records ...read more

NBhadoria on October 06, 2024

Hey, I'm Nancy. I'm here to learn about digital marketing.

I'm excited to learn about it and meet new people.

Reply Free

1 upvote

2 Replies

danmoyle

Most Valuable Member | Elite Partner

October 07, 2024 09:04

Welcome to the Community @NBhadoria ! You've found a good group to be a part of in your journey! I'd recommend connecting with fellow Communi...read more

KRRussell on October 04, 2024

Adding payment to beta forms

Hello all, I am a beta tester for the new forms builder and am unable to find out how to add payment to the forms I create. Am I just not seeing it or does it not exist? Our beta forms are in Sandbox. Thanks, Kim

Reply Forms

0 upvote

1 Reply

Ktamir

Contributor | Platinum Partner

October 06, 2024 11:55

Since this option is available in the legacy form editor as form type, it doesn't seem to exist just yet in the beta version. This a good suggestion ...read more

Solved

jdv123 on October 03, 2024

How important is time zone sending when improving email engagement

Hi all, I'm looking to improve overall engagement for a client and they believe one of the problems is the large number of contacts missing their timezone, which is not allowing them to send based on localized time. They imported most of thier conta read more

Reply Contacts CRM Enterprise Marketing Email Workflows

0 upvote

1 Reply

Accepted solution

CSteinbach

Contributor

October 03, 2024 18:16

It has a level of importance, but is one of many factors when working to improve email engagement (like subject lines, content, sending domain health...read more

Solved

MHanneson on October 03, 2024

Knowledge base

How do I change the logo size at the header. It does not match the rest of the website, and I am using the same logo. It is stretch and it is awful. Help ....

Reply Knowledge Base

0 upvote

2 Replies

Accepted solution

evaldas

Key Advisor | Platinum Partner

October 03, 2024 16:55

Hi @MHanneson , You can edit the logo that shows up in the header of the knowledge base by going to the knowledge base in your HubSpot Portal ...read more

Solved

MVerma57 on October 03, 2024

Help Needed with Updating Feedback Email "From" Address

We need assistance with updating the "From" address on an email that’s currently active in HubSpot. The email is part of a survey campaign, and the "From" address should be changed to reflect a general company email rather than an individual who no read more

Reply Enterprise

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 03, 2024 03:29

Hi @MVerma57 , If you're referring to a regular automated email, you can open the email under Menu > Marketing > Email > Edit email a...read more

Solved

IKubrakov on October 03, 2024

Track enrollment in specific workflow via custom event

Hi! Is there a way to create custom events based on workflow enrollment, met goals, and workflow completion? Example: a contact enrolled in a nurture workflow - it records as a custom event. As a result, I can track how many events have occurre read more

Reply Enterprise

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 03, 2024 02:42

Hi @IKubrakov , Does it have to be an event? The easiest solution would be creating a custom date property, using "Set property value" to docu...read more

SimonPadbury on October 02, 2024

HubSpot Analytics - Engagement / page groups

Hi all, Google Analytics is increasingly missing visitors, because they say no to third party cookies, etc. So our numbers are taking a hit, while we're still seeing a traffic showly incrreasing in the HS web analytics dashboard. Is there a read more

Reply Analytics Tools

0 upvote

4 Replies

SimonPadbury

Participant

October 03, 2024 12:43

Hi Kennedy, At this stage, I would just like to see monthly aggregated Page Views. E.g. I have various department heads that I report to, and the...read more

Solved

JHeeder on October 02, 2024

Display a PDF on a KB Page

Hello. I'd like to display a PDF file on a KB page. Any help will be appreciated.

Reply Knowledge Base

0 upvote

4 Replies

Accepted solution

Mike_Eastwood

Key Advisor | Gold Partner

October 02, 2024 18:47

Hi @JHeeder To display "non-standard" content in HubSpot I recommend coding a Custom Module . A Custom Module can be added to a Knowl...read more

Solved

JVermunt on October 02, 2024

Is the lead status property deprecated now that we have lead objects?

It feels like the lead objects feature with the prospecting tab is a more extensive version of the lead status property. I am wondering whether this means the "lead_status" property is now deprecated, as it is still present in many places in HubSpo read more

Reply best practices

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 02, 2024 08:39

Hi @JVermunt , It's still there, yes, and I assume that's mostly because the property is somewhat in use in many, many HubSpot portals. Simila...read more

Solved

LLu0 on September 29, 2024

SOS: Automated Email Triggered by Form Submission from Paid Search Source

Dears, Hope you are doing well! We'd like to ask if anyone knows how to set up an automated email triggered by form submission specifically from paid search source. We tried many times in the workflow setting of testing using that the or read more

Reply Free SNA Starter TOS

0 upvote

2 Replies

Accepted solution

Jnix284

Hall of Famer

September 29, 2024 13:10

@LLu0 the easiest way to do this is to create a dedicated form with dedicated landing page so that it's only used for your paid search ads. This al...read more

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