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Tips, Tricks & Best Practices

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DS17 on April 11, 2024

Unable to pull custom object property associated with a contact using personalization token

We're trying to figure out a way to send a few custom product recommendations to our customers. So I created a new custom object named 'Top Recommended Product' and set it up with a many-to-many 'Top product-to-contact' association. Each rec read more

Reply Custom Objects

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

April 12, 2024 00:36

Hi @DS17 , Some personalization for associated objects only works when the email is sent from a workflow based on that object. For example, de...read more

Solved

zacbadgley on December 05, 2023

Events forms with drop down options

Hello! I am spinning up a technical webinar series and looking for ideas of how best to streamline the process. Ideally, I'd like to have a single landing page with a short description of the upcoming events (3-5 at a time). I would l read more

Reply Best Practices Custom Objects Forms Integrations Workflows

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 05, 2023 14:14

Hi @zacbadgley , When you create a form field, that would be the same as a contact property. In the enrollment criteria of a workflow, you wou...read more

SClarance on November 17, 2023

Unique header and footer for different pages

Hey Everyone, Can we create secondary global headers and footers for different pages on a site ? We need to have seprate headers and footers for a couple of pages Thanks

Reply Best Practices Conversations Custom Objects Landing Pages Settings

2 upvotes

3 Replies

DLoeschorn

Member

April 09, 2024 16:05

Can you please share this solution in detail. Where to create and then find another base layout template?

Casady54 on May 15, 2023

Map Form fill Properties to Marketing Event Object Properties

Good afternoon. I am looking for creative ways to map form property input values to match Marketing Event Object properties. The idea is to use an internal form to collect information for a marketing event (tradeshow) and be able to tie it read more

Reply Custom Objects Forms

1 upvote

3 Replies

Casady54

Participant

June 07, 2023 16:56

Posting an update for anyone who stumbles across this. Marketing Event Objects require the use of third-party services. You cannot utilize Hub...read more

Solved

KaKaRoT on February 03, 2023

Lead Status Modified Date Property

Hello, I want to track the last modified lead status date and what was its value when the lead status was changed to. For example, I have a contact "ABC" that has a lead status - SAL and if Account Executive changes the lead status to SAO th read more

Reply Best Practices Contacts CRM Custom Objects Enterprise

0 upvote

6 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 03, 2023 04:09

Hi @KaKaRoT , The Lead status property isn't set up for this kind of reporting, at least not out of the box. SAL and SAO sound like th...read more

Solved

scalabria on June 20, 2022

Editing a default Module

Hi Guys! I hope I can get great feedback regarding an issue with my default email subscription module. I need to edit the style (make it red) of a specific line of text that appears on this module "email.subscriptions.module". The text line is the read more

Reply Best Practices Custom Objects

0 upvote

4 Replies

Accepted solution

scalabria

Participant

June 22, 2022 09:08

Hello guys! Thank you all for the comments, I have managed to solve it using some of your guidance. I have cloned the module and use CSS to style it....read more

Solved

ETatarchenkova on October 13, 2021

connect/synchronize usage data (tracked data on how our customers use/behave on our own platform, li

If that is possible with the HubSpot functionality.... How can I connect/synchronize usage data (tracked data on how customers use/behave on our own platform, like, for example, page views, used filters, downloads, clicks, etc.) with HubSpot. read more

Reply Best Practices Custom Objects Enterprise How-To Marketing Workaround

0 upvote

2 Replies

Accepted solution

ConnorSlivensky

Key Advisor | Elite Partner

October 14, 2021 11:40

@ETatarchenkova You hit the nail on the head. Behavioral Events can be used to simply store data as you said but they can also display those pred...read more

Solved

thomasvbe on September 30, 2021

Best practice to use custom data as workflow trigger and email content

Hi all I'm looking for a best practice to implement custom website event data in HubSpot and use this data in HubSpot to trigger workflows, create lists, and use this custom data to fill emails. Use case: we have different tools on our websi read more

Reply Best Practices Campaigns Contacts Custom Objects Enterprise How-To Workflows

0 upvote

2 Replies

Accepted solution

webdew

Guide | Diamond Partner

October 01, 2021 08:38

Hi @thomasvbe , As this does involve custom code, my advice is that you might need to consult an external developer, but let me see if I can ...read more

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