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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

4 upvotes

4 Replies

MiaSrebrnjak

Community Manager

March 22, 2024 13:33

Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏 Is there something that's costing you a lot of tim...read more

AllisonHanna on April 12, 2024

Webinar Purchase + Follow Up Emails

We are starting to offer paid webinars as a product. A person can go to a landing page and purchase a session. Hi all - We're trying to figure out how to do the following after a customer pays for a session: Send a follow up email to read more

Reply Enterprise

0 upvote

1 Reply

Mike_Eastwood

Key Advisor | Gold Partner

April 15, 2024 00:37

Hi @AllisonHanna Here's a map of how we used to promote Webinar Campaigns for one of our clients: We used Zoom's Webinar P...read more

JRobertshaw on April 09, 2024

Bulk Image Upload Gallery

We have 100's of images that we want to upload into an image gallery. At the moment you have ot add each image indivually/select each image individually. Is there a way we can just load all the images at once into a gallery module? Does any module read more

Reply Enterprise

0 upvote

2 Replies

evaldas

Top Contributor | Platinum Partner

April 11, 2024 12:18

Hi @JRobertshaw , There isn't a default module that would allow bulk upload of images to display on the page. I doubt there would be a custom ...read more

KOlmstead on April 05, 2024

Attributing Emails via GA4 Revenue

Hello! I've been trying multiple times, but I need some help figuring out how to connect Google Analytics to HubSpot, if possible. The goal is to track revenue for each email. Unfortunately, our website isn't and won't be linked to HubSp read more

Reply Enterprise

1 upvote

3 Replies

Silveraw

Participant

April 10, 2024 16:33

I haven't done this yet with Hubspot, but I'd probably start by trying to build some javascript for GTM that grabs the ID and the $ and push it into ...read more

Solved

DHuntRiverside on April 01, 2024

Duplicate Alternate ID for Company Upload

Hey community! I just did a list upload with 22,000 companies to try and accuratelt update company domain names. My challenge: I work in K-12 education, and several schools and districts use the exact same email domain. I know that one solution read more

Reply Enterprise

0 upvote

2 Replies

Accepted Solution

colinwitt

Participant

April 02, 2024 03:50

Hi @DHuntRiverside , you could export the records in question / or all records and do some cleanup work in Excel. Once you have the file ready with...read more

Solved

YK11 on March 19, 2024

Updating contact properties after sending an email

Hi all, Trying to update a custom property on a contact after sending an email. I've created a workflow, but no one is enrolling. When I look into 'why didn't this contact enroll', it picks up that an email was sent but when it checks against t read more

Reply Enterprise

0 upvote

9 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 20, 2024 02:27

@YK11 for the purpose of what we're trying to do here, the trigger is the enrollment. Using the contact property "Last marketing email name...read more

JRobertshaw on March 07, 2024

Trigger Workflow off Marketing Email open excluding a Subscription Type

Hi All, We are building our engagement scoring and want to exclude a subscription type out of the emails that trigger the workflow we originally had the trigger based off " Marketing Emails Opened" = " known" and contacts could re-enroll everyti read more

Reply Enterprise

0 upvote

2 Replies

karstenkoehler

Hall of Famer | Partner

March 08, 2024 00:17

Hi @Jnix284 , If I understand you correctly, you want to trigger a workflow based on interactions with marketing emails - but only if those ma...read more

jleow on February 23, 2024

Creating Campaigns for the First Time? Use the Guided Onboarding Tour!

If it is your first time creating a campaign, it is strongly recommended to use the new guided campaigns onboarding tour! This option will appear for: New users who have never created a campaign in HubSpot. Existing users if there read more

Reply Campaigns Enterprise Professional

2 upvotes

1 Reply

ReminiKing

Member

February 27, 2024 11:15

Absolutely! The Guided Onboarding Tour is an excellent resource, especially for those who are new to creating campaigns. While it's primarily designe...read more

Solved

KKraft1 on January 30, 2024

Best Practices for weekly webinars

Hi Hubspot Community, we would like to hold live info sessions on different dates in order to answer basic questions and collect the e-mail addresses and use this type of "webinar" as a lead magnet. Do you have any best practices on how this works b read more

Reply Enterprise

1 upvote

3 Replies

Accepted Solution

GRajput

Key Advisor | Platinum Partner

January 30, 2024 10:53

Hi @KKraft1 Yes, this is achievable by using different platforms for hosting the webinar like Zoom and GoTo webinar. We can integrate them w...read more

Solved

KHassen30 on January 25, 2024

Campaign Management year over year

We have been utilizing the campaign tool in Hubspot for more than six months now, and I am looking for best practices when managing campaign results and reporting. Many of our campaigns repeat every year...is it best to start a new campaign for a n read more

Reply Enterprise

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

January 25, 2024 14:28

Hi @KHassen30 , This depends a lot on what exactly a campaign entails at your company and how you want to approach reporting. If you want a ho...read more

Solved

DerekBallantyne on January 02, 2024

Recreating automations and journeys from Salesforce Marketing Cloud

Hey HubSpot Community! How easy (or difficult) is it to recreate the automations and journeys that I have in Salesforce Marketing Cloud in HubSpot Marketing Hub? Is there a simple way to copy them across, or does each automation and journey need read more

Reply Enterprise Getting Started How-To Quick Tutorial Workaround Workflows

0 upvote

4 Replies

Accepted Solution

vikassharma

Participant

January 16, 2024 01:33

Hello @DerekBallantyne There is no option to switch other platform to Hubspot platform . first you export the all of your data from other CRM Sof...read more

Solved

DGanasan on December 20, 2023

Display latest source drill-down 2 as a name rather than internal value

Hi HubSpot, I recently created a custom website activity property (latest source drill down 2) & created a workflow to copy contact property (latest source drill down 2) to the custom property for every website activity record created. For read more

Reply Enterprise

0 upvote

3 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

December 20, 2023 01:48

Hi @DGanasan , You could set up a branch in your workflow: If 'Latest Source Drill-Down 2' is [number], Set property value of 'Contact: Most r...read more

Solved

Greeneyesin on December 19, 2023

Handling a huge list of Contacts

Are there any best practices recommendations for working with a Contact List that is over 500,000 unique contacts? If the Contacts are normally resident in HubSpot (eg there are not more flowing in daily from an Integration), is there a way to mana read more

Reply Enterprise

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

December 19, 2023 15:26

Hi @Greeneyesin , Generally the same best practices apply as with smaller list, I'd say. Most importantly, if you don't have certainty that al...read more

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