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Tips, Tricks & Best Practices

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Solved

galvanA81 on March 12, 2025

How to manage and order "Documents"

Hello, We are a global company that operates in different countries, meaning different languages and also some Documents sales teams use differ between the regions; because of this we will start working with Business Units and differenciate between read more

Reply Documents

1 upvote

2 Replies

Accepted solution

Lucila-Andimol

Most Valuable Member | Gold Partner

March 24, 2025 06:38

Hi @galvanA81 you are right, for the moment Documents cannot have folders with managed access (like Folders in Files) So the best ideas to cre...read more

Solved

EricDeinoff on February 08, 2024

Hubspot Document Link for LinkedIn Lead Gen Ad Thank You Page

We are running LinkedIn Lead Gen Ads. On the confirmation page, we have a thank you message call to action (i.e. Learn more) and the link will take submitter to a document that is hosted on Hubspot under documents not files. For the cleanest trackin read more

Reply ads Best Practices Documents

0 upvote

1 Reply

Accepted solution

Whathcock

Top Contributor

February 08, 2024 15:08

Hi @EricDeinoff , What sort of metrics are you hoping to track, and what will that data inform? I typically link to a file on a thank you pag...read more

Solved

KaKaRoT on June 26, 2023

Download E-Book Chat Window

Hi, I want to create an e-book download chat window or widget that can be displayed on any of the pages I want. The goal here is to show the visitor an e-book download pop-up on the side of the page where the visitor can download an ebook with o read more

Reply Best Practices Documents Professional

0 upvote

2 Replies

Accepted solution

TomM2

Thought Leader | Platinum Partner

June 26, 2023 09:08

Hey @KaKaRoT this can all be done (with or without a form) through the new CTA tool! It's currently in beta so you may want to opt in to the CTA b...read more

Solved

Isherwood on April 17, 2023

Document Library? (several dozens of PDFs) ?

I'd like to publish a library of technical documents into a landing page, either as a listing or as a grid. All of the documents are PDF's or technical data. I'd prefer to not have to upload them all one-by-one. Could I put them into the Sales Mo read more

Reply Documents

1 upvote

3 Replies

Accepted solution

Crystal_Hopper

Key Advisor | Elite Partner

April 18, 2023 09:09

Hi @Isherwood ! The Sales Module is not where you'd want those documents if you want the public to access them...after your sign up gate. You'll wan...read more

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