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Tips, Tricks & Best Practices

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PamCotton on February 29, 2024

Working smarter, not harder - with Workflows! | Share your Workflows optimization tips

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

Reply Announcement best practices Workflows

9 upvotes

20 Replies

MSI_Sakib

Participant

September 18, 2024 05:19

I use SOP for my workflow and tweak it based on need. Currently, I am developing SOP for all the work process such as SEO, Social Media Marketing, Co...read more

Solved

SMachacek2024 on May 28, 2024

Email Header

Our email header is not looking right in Outlook It is odd because Outlook 2016 (Windows 10) The header doesn't show our logo in the upper left of the header And it is still stacking on mobile. Any ideas or any ways to make the header co read more

Reply Email Deliverability

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

May 28, 2024 09:45

Hi @SMachacek2024 , HubSpot has explained this behavior here and also provided troubleshooting steps: https://knowledge.hubspot.com/marketing...read more

Rana_Vikral on May 28, 2024

How can I improve my email open rates?

Are you looking for ways—how you can improve the email open rates? Here's something valuable I would like to share: There are two main factors, in general, that influence the decisions of your subscribers. Subject Line Relations read more

Reply Email Deliverability

0 upvote

1 Reply

PamCotton

Community Manager

May 28, 2024 17:11

Hey @Rana_Vikral , thank you for sharing these valuable insights on improving email open rates! Your emphasis on optimizing subject lines a...read more

Solved

fafaba on April 04, 2024

Transactional emails - Best Practices?

Hi, Our transaction emails add on is finally set up and I have some questions about it: - From what I understood, transactional emails are email that can't be unsubscribed from, correct ? - So it means, I can have a different footer with read more

Reply Email Deliverability

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

April 04, 2024 09:58

Hi @fafaba , @fafaba wrote: From what I understood, transactional emails are email that can't be unsubscribed from, correct ? Corre...read more

Solved

KHeyer on November 16, 2023

Sending a B2B email on the Monday before Thanksgiving

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

Reply Email Deliverability Marketing Email

0 upvote

4 Replies

Accepted solution

FCorbaci

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

Email Dynamic Chart/Graph

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

Reply Email Deliverability

0 upvote

1 Reply

Accepted solution

Ben_M

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

Unengaged Contact wants Marketing Emails

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

Reply Email Deliverability

0 upvote

5 Replies

Accepted solution

karstenkoehler

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

Is there a way to "send a note" to an internal email?

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

Reply Developer Email Deliverability Workaround Workflows

0 upvote

2 Replies

jforte

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

[Free Report] State of Marketing 2022 with a UK Spotlight

📊 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

Reply Academy Analytics Tools best practices CRM Email Deliverability Feedback Surveys How-To Marketing Marketing Email Quick Tutorial Reports

7 upvotes

3 Replies

BSwaper

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

Email Automation and Deliverability Best Practices

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

Reply Contacts Email Deliverability Marketing Marketing Email Professional Workflows

7 upvotes

3 Replies

stevefoster91

Member

October 04, 2024 09:19

Great insights on email automation! Clear goals, targeted personas, and engaging content are essential. Deliverability matters too—ensure you email o...read more

EnesCinar on June 24, 2022

IP Time Zone Property

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

Reply best practices Email Deliverability How-To Marketing Marketing Email

1 upvote

3 Replies

auto-mate

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

Solved

phyllisrush on February 23, 2022

Best practices on B2B newsletter frequency

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

Reply Email Deliverability

0 upvote

1 Reply

Accepted solution

karstenkoehler

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

How to A/B test within a Workflow (workaround with guide video)

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

Reply Email Deliverability Workaround Workflows

36 upvotes

18 Replies

wZuzjDS

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