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Tips, Tricks & Best Practices

Search Tips, Tricks & Best Practices for solutions or ask a question

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

Adriane on April 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, read more

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

13 upvotes

3 Replies

Jnix284

Hall of Famer

April 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...read more

ajacks228 on March 11, 2024

Alignment Simplified: Enhancing Collaboration and Accessibility in Your Campaigns

Save valuable time and headaches with your Campaigns as these new features will help you collaborate as a team more efficiently & create avenues for more accessible content via Campaigns. Check out this demo!

Reply Campaigns How-To Marketing Quick Tutorial video

5 upvotes

3 Replies

Jnix284

Hall of Famer

March 12, 2024 11:42

Thanks for looping me in @BérangèreL , appreciate the demo @ajacks228 🙌

ajacks228 on January 25, 2024

Time-Saving Hacks: Craft Engaging Emails with Ease

Say goodbye to the drafting challenges of marketing emails and elevate your email game with our new AI-powered email features! Check out this demo!

Reply How-To Marketing Quick Tutorial video

5 upvotes

5 Replies

danmoyle

Most Valuable Member | Elite Partner

January 29, 2024 08:51

Very cool demo @ajacks228 - thanks for the look and examples! I like the use of current content to make the email better, and the change of tone fe...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

pjungaker on October 23, 2023

🎥 Dutch Marketing Hub Demo 🇳🇱

Live Marketing Demo in Dutch Benieuwd om te zien hoe de Marketing Hub er uit ziet in actie? Volg dan de live demo voor marketeers & business owners. 👉🏼 Schrijf je hier in 👈🏼 Populaire featur read more

Reply How-To Quick Tutorial Webinar

3 upvotes

0 Reply

EConway on December 08, 2022

[Free Guide] How to reach out to influencers

🤳 How to Reach Out to Influencers 🤳 ➡️ Download the guide ⬅️ Unsure sure how to contact influencers for a collaboration request? For a marketer, sending your first email pitch to an influenc read more

Reply best practices How-To Marketing Quick Tutorial

5 upvotes

5 Replies

danmoyle

Most Valuable Member | Elite Partner

January 09, 2023 15:51

Great insight @ChristinaKay 😊 Those are important differences for sure. I've seen it said that micro-influencers, those within the commun...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

jforte on March 08, 2022

A SaaS(sy) B2B attribution guide on Hubspot! (Level 01)

A SaaS(sy) B2B attribution guide on Hubspot! I've been asked to make this step-by-step guide and I felt that it would be more helpful if shared here in the community. If you are wondering out how to get started with HubSpot Custom Att read more

Reply Academy best practices Contacts Dashboards Getting Started How-To Knowledge Base Playbooks Quick Tutorial Reports

8 upvotes

8 Replies

jforte

Top Contributor

August 11, 2022 10:07

Hey @AHanno9 thanks for the kudos 🙂 Regarding what you asked we're talking about a new dimension of attribution that I call indirect attribu...read more

Solved

hs-user on June 01, 2021

How to avoid a mess with properties creation?

Hello Team, We are using Hubspot across our European businesses and despite we only gave access to a couple of people for properties creation, our properties list is becoming a mess. Therefore I wonder if there is like a tutorial or white pa read more

Reply How-To Marketing Quick Tutorial

0 upvote

2 Replies

Accepted solution

ConnorSlivensky

Key Advisor | Elite Partner

June 01, 2021 12:11

I'd agree with the export and review method for clean up. But I have a slightly different idea than @karstenkoehler on going forward. I migh...read more

jleow on April 04, 2021

Connecting Your Email Sending Domain with GoDaddy

Connecting your email sending domain adds another layer of authentication to your HubSpot emails by providing HubSpot the permission to send emails on your behalf. This helps prevent your marketing emails from being caught in spam filters read more

Reply Getting Started Quick Tutorial

6 upvotes

2 Replies

PEvans

HubSpot Employee

July 01, 2022 19:04

That's so useful, thank you! Portuguese version here . 🙂

fiachra_duffy on October 16, 2020

Calculating Marketing Contacts – unique email recipients in a month (with guide video)

Marketing Contacts is a new way to control your HubSpot CRM. However, to work out if this would be a good fit for you, you need to know how many marketing contact spaces you would need each month. Here is a short video walking you th read more