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Tips, Tricks & Best Practices

Im Forum Tips, Tricks & Best Practices nach Lösungen suchen oder eine Frage stellen

PamCotton on Februar 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 Beitrag ansehen

Antworten Announcement best practices Workflows

4 Likes

4 Antworten

MiaSrebrnjak

Community-Manager/-in

März 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...Beitrag ansehen

Steven4 on April 11, 2024

Setting up a form/questionnaire to display whitepapers

Hi, Not sure if i am looking for a form but what i want to achieve is sort of a form/questionnaire where you answer a couple of questions and depending on the answers you will end up seeing whitepapers that matches your answers. I.e Question 1 Beitrag ansehen

Antworten Forms

1 Likes

1 Antwort

Crystal_Hopper

Autorität

April 11, 2024 10:23

Hi @Steven4 ! As part of this, are you expecting to collect email addresses? If yes, then my suggestion below won't be ideal. You might have ...Beitrag ansehen

Gelöst

GVerini on April 10, 2024

Email signup checkbox form

I want to auto-populate active lists based on a form that asks customers which news feeds they would like to sign up for. Having trouble figuring out how to create a checklist in a form that I can connect with active lists.

Antworten Forms

0 Likes

6 Antworten

Accepted Solution

Jnix284

Koryphäe | Elite Partner

April 10, 2024 21:01

@aviafriat26 with active lists, there's no need to use the workflow to segment the contacts, this can be done directly from the list via correspond...Beitrag ansehen

Gelöst

kburnett on April 01, 2024

Formatting Checkboxes

I've created a custom property comprised of four checkboxes. These checkboxes are displayed vertically, but I'd rather display them horizontally. How can I display those checkboxes horizontally?

Antworten CTAs Forms

0 Likes

5 Antworten

Accepted Solution

Ben_M

Autorität

April 02, 2024 11:39

@kburnett wrote: I can't find any place in Hubspot to apply custom css to a Hubspot CTA or Form. Custom CSS can only be applied from your p...Beitrag ansehen

juandavidq on März 28, 2024

Radio Button labels positon

Hi, I would like to know if it is possible to place the radio button labels next to the radio button and not below as you can see in the image. With CSS I have achieved some customizations but this I have not been able to do. Any suggest Beitrag ansehen

Antworten Forms

0 Likes

1 Antwort

Ben_M

Autorität

März 29, 2024 09:06

Are you choosing the option to use the form as Raw html? If so, the position is likely controlled by the on-page CSS. Would you be able to share a li...Beitrag ansehen

Gelöst

willchc on März 26, 2024

Marketing consent by form property

Hi all, We want to have a marketing content box on our forms that when checked, will tell hubspot the contact is a marketing contact. What is the best way to do this? We don't want everyone filling in the form to be deemed a marketing contac Beitrag ansehen

Antworten Forms

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

März 27, 2024 00:44

Hi @willchc , It sounds like you may be confusing marketing consent and marketing contact status. Marketing consent options for forms: ht...Beitrag ansehen

NAlves7 on März 25, 2024

Adding Avenir Next in an embedded form

Hi, Trying to update a form to Avenir Next font. This is what I've been able to find. HubBot told me "Avenir Next is a font used by HubSpot for its branding across various platforms." yet I can't seem to find it. Am I missing something? I can' Beitrag ansehen

Antworten Forms

0 Likes

1 Antwort

TomM2

Autorität | Partner

März 25, 2024 14:13

Hey @NAlves7 HubSpot forms use a selection of google fonts within their themes. This cannot be changed within the UI. You can however also use a...Beitrag ansehen

MSarafzadeh on März 19, 2024

Help using contact properties in forms

Hi, I am updating a form for my equine service company's website. We need to collect the addresses of our customer and the address of the barn their horse is located at. There is a place for them to type their home address. After that, I create Beitrag ansehen

Antworten Forms

0 Likes

1 Antwort

karstenkoehler

Berühmtheit | Partner

März 19, 2024 13:09

Hi @MSarafzadeh , Have you followed these steps when setting up the dependency? https://knowledge.hubspot.com/forms/use-dependent-form-fields...Beitrag ansehen

Gelöst

SBlocq on März 19, 2024

Best practices for updating downloadables

Hello, I'm seeking insights from our community regarding our approach to updating our promotional materials. Periodically, we refresh our whitepapers, brochures, and catalogs to align with emerging trends and introduce new products. As a result, th Beitrag ansehen

Antworten best practices Forms Marketing Email Workflows

0 Likes

2 Antworten

Accepted Solution

Whathcock

Stratege/Strategin | Diamond Partner

März 19, 2024 08:40

Hi @SBlocq , If we're making small updates (i.e. a pricing change, refreshing some stats, or the name of a service changed), we'll replace th...Beitrag ansehen

Gelöst

JulianaRC on Februar 04, 2024

Pre-populated Fields and Landing Pages

Hi Community, I have a unique situation, where we are hosting an event in March. For this we are inviting people from our database and also market externally. For a better experience, I don't want people from our database filling out their de Beitrag ansehen

Antworten Forms Landing Pages

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Februar 05, 2024 00:15

Hi @JulianaRC , You can pre-populate a form on a landing page with known contact information by adding a hyperlink to your landing page within...Beitrag ansehen

Gelöst

CP02 on Februar 01, 2024

Using workflows notification for form submissions

Hi community 👋 Has anyone used workflow notifications to detect webform inactivity? I'd like to set up a safety net to alert us that we've had no submissions from a specific form in say 36hrs. Is it possible to do this with a workflow? Is the Beitrag ansehen

Antworten Forms

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Februar 01, 2024 07:08

Hi @CP02 , This is not possible directly, no. Workflows only trigger when something is present, not when something is absent. In that sense, w...Beitrag ansehen

Gelöst

EMcGrath on Januar 31, 2024

Reducing non-bot spam on Forms

Has anyone found a good way to reduce the number of form entries by non-bot spam? Through Recaptcha, we've been able to reduce the number of bot entries on forms, but are still seeing what appears to be human-entered spam email addresses. We assume Beitrag ansehen

Antworten Forms Marketing

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Februar 01, 2024 00:52

Hi @EMcGrath , If these people expect to receive a piece of content after the submission, make sure to make it very clear on the landing page ...Beitrag ansehen

Gelöst

jennifer0123 on Dezember 18, 2023

Best Way to Deliver a Document and Track.

Is there a best practice for sending a document or allowing a document to be downloaded through our website? We are planning to use Forms and Automation to auto-send a requested document and sales/marketing would like the requests tracked somewh Beitrag ansehen

Antworten best practices Forms GDPR

0 Likes

2 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Dezember 19, 2023 00:51

Hi @jennifer0123 , Is your main question about which subscription type to use for these emails that deliver the content? The best but mo...Beitrag ansehen

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