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Tips, Tricks & Best Practices

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Solucionado

galvanA81 on Março 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 Leia mais

Responder Documents

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Solução Aceita

Lucila-Andimol

Participante de valor | Parceiro Ouro

Março 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...Leia mais

Solucionado

EricDeinoff on Fevereiro 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 Leia mais

Responder ads Best Practices Documents

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Whathcock

Top colaborador(a)

Fevereiro 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...Leia mais

Solucionado

KaKaRoT on Junho 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 Leia mais

Responder Best Practices Documents Professional

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2 Respostas

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TomM2

Autoridade no assunto | Parceiro Platinum

Junho 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...Leia mais

Solucionado

Isherwood on Abril 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 Leia mais

Responder Documents

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Solução Aceita

Crystal_Hopper

Conselheiro(a) de destaque | Parceiro Elite

Abril 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...Leia mais

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