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Tips, Tricks & Best Practices

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galvanA81 le Mars 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 Lire la suite

Répondre Documents

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2 Réponses

Solution Acceptée

Lucila-Andimol

Membre irremplaçable | Partenaire solutions Gold

Mars 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...Lire la suite

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EricDeinoff le Février 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 Lire la suite

Répondre ads Best Practices Documents

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1 Réponse

Solution Acceptée

Whathcock

Contributeur de premier rang

Février 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...Lire la suite

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KaKaRoT le Juin 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 Lire la suite

Répondre Best Practices Documents Professional

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2 Réponses

Solution Acceptée

TomM2

Leader d'opinion | Partenaire solutions Platinum

Juin 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...Lire la suite

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Isherwood le Avril 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 Lire la suite

Répondre Documents

1 Mention J'aime

3 Réponses

Solution Acceptée

Crystal_Hopper

Conseiller clé | Partenaire solutions Elite

Avril 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...Lire la suite

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