Tips, Tricks & Best Practices

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PamCotton on February 29, 2024
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
Solved
KHeyer on November 16, 2023
I'm seeking opinions on sending a B2B newsletter the Monday before the US Thanksgiving holiday. I figure it could go either way. Everyone is OOO, and it will get lost in their inbox when they return. OR It's a quiet week, and it might be the best read more
Accepted Solution
Contributor
November 17, 2023 04:28
Hey @KHeyer , While agreeing what @karstenkoehler , @Whathcock , would like to add some points from experience. I've send communication materi...read more
Solved
JOdell on October 30, 2023
Is there a way using hubspot email marketing to send out charts? Option 1 I would like to create a template in hubpot with place holders for the charts. I would send the data to hubspot to build the chart Option 2 I would create the templ read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
October 30, 2023 18:25
I think you will likely have to go with #2 and create the email via the API ( https://legacydocs.hubspot.com/docs/methods/lists/marketing-email-over...read more
Solved
CFord14 on March 27, 2023
We have a specific contact who was identified as unengaged by Hubspot last year. She is specifically asking to receive our marketing emails, which we do not send to unengaged contacts. What can I do to get Hubspot to take her off of the unengaged co read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 27, 2023 13:09
Hi @CFord14 , HubSpot's suppression of unengaged contacts is based on the property Sends since last engagement . This cannot be edited, the v...read more
AB_Provide on March 14, 2023
Has anyone found a way to send an email note to a personalized field? Or found a successful way to override contact owners being people IN HubSpot? (As in, is there a way to override that field and make it an email versus a person from a dropdown li read more
Top Contributor
March 24, 2023 09:55
Hey @AB_Provide ! As @MiaSrebrnjak mentioned it would be nice if you can share a clear example. Looking to your message it seems that it's possib...read more
EConway on October 11, 2022
📊 State of Marketing 2022 + UK Spotlight! 📊 Planning your marketing strategy for 2023? Download now the report now. The State of Marketing Trends 2022 + UK Spotlight report is a comprehensive look at how read more
Contributor
October 12, 2022 08:42
Thanks for sharing, I'd like to show you the really interesting facts about how the pandemic impacts on marketing around the world. I think now we s...read more
katie_cort on August 04, 2022
Hello! From working with customers on various email automation campaigns and working through deliverability questions that naturally come up, I wanted to compile a post that includes best practices on email automation (specifically marketing email read more
Community Manager
August 05, 2022 09:53
Hey, @katie_cort ! These are great tips 🙂 Thanks for sharing them with us!
EnesCinar on June 24, 2022
Hi all, As you know, email marketing is one of the powerful channels for marketers to boost revenue generation and brand awareness. According to Gartner , " Email has long had an excellent reputation for delivering in terms of ROI, but in a new read more
Top Contributor
September 16, 2022 05:55
I made this same request to my (wonderful) Hubspot account person earlier this year - because most of our customer data comes from other intregrated ...read more
PAviles on March 01, 2022
Hello all! We have contacts that have 2 to 3 emails associated with them. we send them emails to their primary email, but it's constantly changing as it gets replaced with the latest email entered. This means that we invite people via their read more
Community Manager
March 02, 2022 17:53
Hello, @PAviles ! I want to add some of our top experts to share their ideas @JonPayne @Alex_ @andrus any recommendations to @PAviles ? ...read more
Solved
phyllisrush on February 23, 2022
We are a B2B SaaS software company. We have two email newsletters we want to send out. One is a general marketing email newsletter, with our latest blog posts, eBooks, and Case Studies. The other one is a product update newsletter. Clients and prosp read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 23, 2022 13:47
Hi @phyllisrush , This depends on the content and target group. The email frequency could for example also be much higher as long as it's usef...read more
fiachra_duffy on September 08, 2020
A/B Testing is now in Beta Reach out to your Customer Success Manager and ask to be enrolled - no need for complicated workarounds anymore! 🙌 Here is a short video walking you through the steps to setup A/B testing in any of read more
Member
May 12, 2022 09:56
The best information is that there's an replace at the real functionality entering into testing, so no want for workarounds
paxton on June 20, 2017
What is a permission pass email? It's an email that asks the question, “Do you want more email from us?” Smart email marketers send these to their inactive contacts as a last effort before cleaning them from their lists. After the campaign read more
9 upvotes
14 Replies
Participant
February 28, 2024 12:40
There is a good example article here: www.leadgenius.com/resources/executing-permission-pass-data-with-leadgenius-a-comprehensive-guide
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