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Tips, Tricks & Best Practices

Buscar soluciones en Tips, Tricks & Best Practices o hacer una pregunta

PamCotton en Febrero 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 Leer más

Responder Announcement best practices Workflows

5 Me gusta

5 Respuestas

Coolananth

Participante

Abril 22, 2024 04:46

Nice

Adriane en Abril 23, 2024

Optimizing Content Delivery: A Proven Method for Personalized Follow-Up Emails

We frequently partner with clients who offer a diverse range of informational brochures for download on their websites, catering to educational providers showcasing details about their various study programs or similar offerings. Typically, Leer más

Responder best practices CRM Enterprise How-To Marketing Marketing Email Professional Quick Tutorial Workaround Workflows

9 Me gusta

3 Respuestas

Jnix284

Miembro estimable | Partner nivel Elite

Abril 24, 2024 20:07

Thanks for sharing this with me @BérangèreL ! This is pretty cool @Adriane , appreciate you putting this together to share with the community...Leer más

AllisonHanna en Abril 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 Leer más

Responder Enterprise

0 Me gusta

1 Respuestas

Mike_Eastwood

Asesor destacado | Partner nivel Gold

Abril 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...Leer más

JRobertshaw en Abril 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 Leer más

Responder Enterprise

0 Me gusta

2 Respuestas

evaldas

Colaborador líder | Partner nivel Platinum

Abril 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 ...Leer más

KOlmstead en Abril 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 Leer más

Responder Enterprise

1 Me gusta

3 Respuestas

Silveraw

Participante

Abril 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 ...Leer más

Resuelta

DHuntRiverside en Abril 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 Leer más

Responder Enterprise

0 Me gusta

2 Respuestas

Accepted Solution

colinwitt

Colaborador | Partner nivel Gold

Abril 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...Leer más

Resuelta

YK11 en Marzo 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 Leer más

Responder Enterprise

0 Me gusta

9 Respuestas

Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Marzo 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...Leer más

JRobertshaw en Marzo 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 Leer más

Responder Enterprise

0 Me gusta

2 Respuestas

karstenkoehler

Miembro del salón de la fama | Partner

Marzo 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...Leer más

jleow en Febrero 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 Leer más

Responder Campaigns Enterprise Professional

2 Me gusta

1 Respuestas

ReminiKing

Miembro

Febrero 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...Leer más

Resuelta

KKraft1 en Enero 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 Leer más

Responder Enterprise

1 Me gusta

3 Respuestas

Accepted Solution

GRajput

Asesor destacado | Partner nivel Platinum

Enero 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...Leer más

Resuelta

KHassen30 en Enero 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 Leer más

Responder Enterprise

0 Me gusta

2 Respuestas

Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Enero 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...Leer más

Resuelta

DerekBallantyne en Enero 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 Leer más

Responder Enterprise Getting Started How-To Quick Tutorial Workaround Workflows

0 Me gusta

4 Respuestas

Accepted Solution

vikassharma

Participante

Enero 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...Leer más

Resuelta

DGanasan en Diciembre 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 Leer más

Responder Enterprise

0 Me gusta

3 Respuestas

Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Diciembre 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...Leer más

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