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Tips, Tricks & Best Practices

Search Tips, Tricks & Best Practices for solutions or ask a question

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

ajacks228 on May 01, 2024

What’s New in Marketing Hub - April Product Updates

Stay in the loop about the latest features from Marketing Hub in April by watching this quick video. Discover how these updates can supercharge your marketing efforts and drive even better results! 💼 📈 Want to learn more? Head over t read more

Reply Campaigns Marketing Marketing Email Social Tools video

7 upvotes

3 Replies

BShirley

Participant

June 03, 2024 12:52

I'm excited to use these new tools!

ajacks228 on March 11, 2024

Alignment Simplified: Enhancing Collaboration and Accessibility in Your Campaigns

Save valuable time and headaches with your Campaigns as these new features will help you collaborate as a team more efficiently & create avenues for more accessible content via Campaigns. Check out this demo!

Reply Campaigns How-To Marketing Quick Tutorial video

5 upvotes

3 Replies

Jnix284

Hall of Famer

March 12, 2024 11:42

Thanks for looping me in @BérangèreL , appreciate the demo @ajacks228 🙌

jleow on February 23, 2024

Creating Campaigns for the First Time? Use the Guided Onboarding Tour!

If it is your first time creating a campaign, it is strongly recommended to use the new guided campaigns onboarding tour! This option will appear for: New users who have never created a campaign in HubSpot. Existing users if there read more

Reply Campaigns Enterprise Professional

2 upvotes

4 Replies

MJakson

Member

August 08, 2024 23:59

If you're creating a campaign for the first time in HubSpot, it's highly recommended to use the new guided onboarding tour. This tour is designed to ...read more

Solved

BGeorge8 on January 29, 2024

notifications to non HubSpot user

Hi, trying to workout, how to send form notifications to non HubSpot user, is it possiple. Thank you for your help.

Reply Campaigns

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 29, 2024 23:51

Hi @BGeorge8 , This was once possible, but the option has been removed. The main reason for this is that it would otherwise be relatively easy...read more

Solved

CCarter33 on January 22, 2024

using existing PDF with links in newsletter - need just to send out

I have already created a newsletter I want to send out it is in PDF format and has embedded links for additional information - I just want to leverage my email contacts in Hubspot . what is the best way to send this out?

Reply Campaigns

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 22, 2024 15:12

Hi @CCarter33 , HubSpot does not support sending PDFs as marketing emails. If you want to use HubSpot for email sending, you would have to rec...read more

Solved

donrua on November 17, 2023

Many campaigns vs asset object? Confused on how to track multiple dimensions across blog posts.

Please help us understand and resolve an internal debate about how best to track various attributes of assets. Say for example, that you want to track the performance of blog posts assets across multiple dimensions. I've heard advice to create a c read more

Reply Campaigns

2 upvotes

8 Replies

Accepted solution

Crystal_Hopper

Key Advisor

November 30, 2023 10:11

@donrua yes, this is interesting and something I've wished to do on occasion also. Once idea I can offer is the use of Tracking URLs. If any asset ...read more

Solved

PEderaro on October 20, 2023

Conversion and leads

I want to understand how conversations and leads strategies are gotten.

Reply Analytics Tools best practices Campaigns

0 upvote

2 Replies

Accepted solution

Jigar_Thakker

Key Advisor | Diamond Partner

October 20, 2023 10:47

Hey @PEderaro Here is a quick guide on how you can create and execute a lead generation strategy and understand how you make conversation ou...read more

beatrizlima on September 28, 2023

[Free Guide] An Introduction to Elemental Growth

Strategies for Success That Help Businesses Thrive in Unstable Environments ➡️ Download the guide now Businesses in the UK and Ireland have been experiencing economic turmoil, geopolitical shifts, and climate concerns, read more

Reply best practices Campaigns CTAs Free Marketing Reports Sales

4 upvotes

0 Reply

Solved

dhejl on September 14, 2023

Campaign calendar - best way to see *more* information here?

Hi, I'm looking for some advice here from anyone who may have been in a similar situation. We're using the marketing campaign calendar quite heavily, to track the various events/emails/tasks that are happening on any given day. When you read more

Reply Calendar Campaigns Marketing

2 upvotes

3 Replies

Accepted solution

Jnix284

Hall of Famer

September 15, 2023 10:24

Happy to help @BérangèreL , unfortunately @dhejl there isn't a way to customize the properties visible on the Campaign Calendar tool. One o...read more

Solved

KWilds on July 24, 2023

Add active lists to Campaign?

Hello! Is there a way to get an active list added as an asset to a Hubspot campaign? We have an "events attended" field where we can track what contacts we met / attended at different events and want to make sure that those contacts are associat read more

Reply Campaigns Lists

2 upvotes

2 Replies

Accepted solution

Whathcock

Top Contributor

July 24, 2023 15:29

Hi @KWilds , It looks like this is an idea that's currently being considered in the Ideas Forum . I suggest you give an upvote/like to the ...read more

kateflynn on July 20, 2023

Behind the Scenes: A Marketing, Sales and CX Pulse Check

[Free Report] Behind the Scenes: A Marketing, Sales and CX Pulse Check ➡️ Download for Free Now Marketing, sales and customer service managers have been at the front line of remarkable change over the past few read more

Reply best practices Campaigns CTAs Free Marketing Marketing Email Reports Sales

2 upvotes

1 Reply

BérangèreL

Community Manager

July 21, 2023 04:59

Hi @kateflynn , Thanks for sharing this interesting report 🙂 Have a great day! Bérangère

kateflynn on June 01, 2023

New Report: Defining the Future of Marketing in EMEA

Decoding the Challenges and Opportunities Faced By Marketing Decision Makers. ➡️ Download the report now In today's rapidly evolving digital landscape, marketing decision-makers in EMEA face an array of complex challenges and un read more

Reply best practices Campaigns Free Marketing Reports

3 upvotes

1 Reply