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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

Solved

SBlocq on March 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 read more

Reply best practices Forms Marketing Email Workflows

0 upvote

2 Replies

Accepted Solution

Whathcock

Top Contributor | Diamond Partner

March 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...read more

Solved

LSinčič on January 23, 2024

Multiple newsletter subscription opt-ins on a same landing page

Hi, I'm in a bit of a pickle. We have a client that offers a few different newsletters. As part of a strategy that would bring them new subscribers, I'd like to create a landing page that could be posted on social media etc. However, I have a dilemm read more

Reply Landing Pages Marketing Email

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

January 23, 2024 03:48

Hi @LSinčič , Adding additional checkboxes, optional, for different newsletters is indeed the best option. When you're in the forms editor, c...read more

Solved

MJakstaite on January 04, 2024

Button alignment to bottom of the layout block

I want to align buttons to the bottom of the layout block, so that it aligns with the photo, however theres no such option. I tried manually aligning them, inserting dividers etc., but it looks bad in the mobile version. Is there a way to do it, so read more

Reply Marketing Email Mobile App Settings

0 upvote

1 Reply

Accepted Solution

TomM2

Key Advisor | Partner

January 04, 2024 06:36

Hey @MJakstaite there's no way to do this within the UI, you would need to add some custom HTML/CSS in order to achieve this. Depending on the mod...read more

Solved

OBetzalel on November 27, 2023

Set contacts as marketing and non-marketing automatically

Hi, I want to set a logic for setting marketing contacts and non-marketing contacts automatically based on the Lifecycle Stage. For example, If the lifecycle stage changes and the lifecycle stage is X and it is not supposed to be a non-marketing c read more

Reply Marketing Email Professional

0 upvote

8 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

November 29, 2023 04:52

Hi @OBetzalel , The workflow will flag the contact to be marked as non-marketing contact at the beginning of the next month. Check back on Dec...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

lorenabracho on October 11, 2023

Mails not opened

When I send an e-mail marketing campaign in the statistics I can easily identify and create a list of the ones that opened the e-mail, but how can I create a list or identify the ones that didn´t open it?

Reply CRM Lists Marketing Email

0 upvote

3 Replies

Jnix284

Most Valuable Member | Elite Partner

October 12, 2023 13:34

You're welcome @lorenabracho - nothing wrong, just wish it was easier 😉

Solved

EMcGrath on October 05, 2023

Giving users the option to unenroll from a drip campaign/ series (versus unenrolling from all emails

We are rolling out a 7 week drip campaign in the near future and would like to give users enrolled in the campaign the option unenroll from the drip campaign. What is the best way to set this up?

Reply Marketing Email

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

October 05, 2023 08:52

Hi @EMcGrath , If this is something you're planning to do more often you could create a specific subscription type for it which contacts can u...read more

Solved

MFranklin4 on September 29, 2023

Gmail restricted my account

Hello community! Google has restricted my account due to sending "spam". Is there a work around setting or best practices to avoid google thinking my marketing emails are spam?

Reply Marketing Email

0 upvote

2 Replies

Accepted Solution

Jnix284

Most Valuable Member | Elite Partner

September 29, 2023 15:27

@MFranklin4 this usually only happens when you're sending at too high of a frequency and the email deliverability is low (too many bounces, unsubsc...read more

Solved

thesamuelcheong on September 08, 2023

Best Practices for Monthly Webinars

I'm looking to consolidate and make this process easier. Context: Webinar runs every month Assets created: Form - unique to the webinar and embedded on non-HubSpot cms landing page Invitation Email that is manually sent Date-based work read more

Reply Marketing Marketing Email Webinar Workflows

2 upvotes

3 Replies

Accepted Solution

Crystal_Hopper

Key Advisor

September 08, 2023 17:12

Hello @thesamuelcheong ! I manage a quarterly webinar and have for the past 5 years. This webinar has the same topic, purpose and setup every quarte...read more

Solved

pahy96 on August 24, 2023

Can I create a link that opens the recipient's email client with a templated email?

I want to have a link in an email that says "Invite your friend" to subscribe. I would like that link to act as a "mailto:" with a prefilled subject line and body text that only requires the user to enter the email of their friend and press send. read more

Reply Marketing Email

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 25, 2023 00:05

Hi @pahy96 , Yes, this is possible and since this type of link follows a simple syntax, you can use pretty much any online generator you find ...read more

kateflynn on July 20, 2023

Behind the Scenes: A Marketing, Sales and CX Pulse Check

[Free Report] Behind the Scenes: A Marketing, Sales and CX Pulse Check ➡️ Download for Free Now Marketing, sales and customer service managers have been at the front line of remarkable change over the past few read more

Reply best practices Campaigns CTAs Free Marketing Marketing Email Reports Sales

2 upvotes

1 Reply

BérangèreL

Community Manager

July 21, 2023 04:59

Hi @kateflynn , Thanks for sharing this interesting report 🙂 Have a great day! Bérangère

Solved

DSaucier on July 12, 2023

Border Radius and Button Hover Color in Emails

Hello, I am looking for any insight into being able to achieve some specific design elements in our emails while retaining the ability to build things via drag-and-drop as much as possible. The two elements we are looking for are: - Applying a bor read more

Reply Enterprise Marketing Email

0 upvote

1 Reply

Accepted Solution