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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

11 upvotes

26 Replies

EJack1

Member

December 02, 2024 09:04

"Absolutely! Automating repetitive tasks and setting clear priorities are game-changers. One tip: use workflows to streamline approvals and reduce ba...read more

AndriiKoniukh on November 19, 2024

Single sequence performance detailed report

I am trying to create a report Sequence Name/Contact Email/#of Opens/# of Replies/# of Clicks/Link #1 click (yes/No)/Link #2 click (Yes/No) / Link#3 Click (Yes/No) Is it possible to generate such report on Sales professional Subscription?

Reply Reports Sequences

0 upvote

1 Reply

PamCotton

Community Manager

November 19, 2024 16:57

Hey @AndriiKoniukh , thank you for posting in our Community! Currently, HubSpot's Sales Professional subscription provides sequence performa...read more

beatrizlima on October 09, 2024

[Free Report] The Intersection of Marketing, Data and AI

AI is transforming marketing across Europe. Are you keeping up? Our latest report, created with LinkedIn , explores how leaders are successfully leveraging AI and data solutions to drive operational efficiency and boost customer engageme read more

Reply Marketing Playbooks Reports

4 upvotes

1 Reply

Aakar

Key Advisor

October 10, 2024 22:38

Thanks for this report.

Solved

ASobusiak on October 08, 2024

Reports for the Marketing Department

Is it possible to create a report presenting information about the Deals: a wide overview - initial engagement (how we got the lead), further communication (like the offer), who was involved in the deal from customer's side and what what is our actu read more

Reply Marketing Reports

0 upvote

1 Reply

Accepted solution

Ktamir

Contributor | Platinum Partner

October 08, 2024 05:12

Sure. You can create it as a table and present all the information you want,a s long as they are available as properties.

Solved

MFernandez_VM on January 15, 2024

How do you know # of inbound meetings?

Hello lovely community! I would love to know how would you get this data from your CRM: Total number of meetings generated in a defined period of time (example, last month, last year) but only from inbound sourced contacts. We use Hub read more

Reply Meetings Reports

0 upvote

5 Replies

Accepted solution

DianaGomez

Community Manager

January 16, 2024 20:34

Hi @MFernandez_VM , Thanks for the details and screenshot. Allow me to provide some clarification regarding the property "Date of La...read more

beatrizlima on September 28, 2023

[Free Guide] An Introduction to Elemental Growth

Strategies for Success That Help Businesses Thrive in Unstable Environments ➡️ Download the guide now Businesses in the UK and Ireland have been experiencing economic turmoil, geopolitical shifts, and climate concerns, read more

Reply Best Practices Campaigns CTAs FREE Marketing Reports Sales

4 upvotes

0 Reply

Solved

KOlmstead on September 11, 2023

HubSpot + GA4 Session Source

Hello! Why does GA4 show the session source as hs_email and hs_automation? I want to track the revenue generated by a specific email campaign, but I'm having trouble identifying it in GA4. We use GA4 because HubSpot doesn't track revenue yet. read more

Reply Reports

0 upvote

2 Replies

Accepted solution

CHawkins

Top Contributor

September 11, 2023 16:13

utm_source=hs_email is used for regular emails, blog and RSS emails and feedback survey emails utm_source=hs_automation is used for automated emails ...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

kateflynn on June 01, 2023

New Report: Defining the Future of Marketing in EMEA

Decoding the Challenges and Opportunities Faced By Marketing Decision Makers. ➡️ Download the report now In today's rapidly evolving digital landscape, marketing decision-makers in EMEA face an array of complex challenges and un read more

Reply Best Practices Campaigns FREE Marketing Reports

3 upvotes

1 Reply

kvlschaefer

Community Manager

June 02, 2023 08:12

I'm excited to read this report! Thanks for sharing, @kateflynn 🙂

kateflynn on May 22, 2023

[Free Report] Social Media Trends 2023 Report

Explore the top trends in social media for brands to know, along with opportunities, challenges, and helpful new data to optimise your social content.. ➡️ Download the report now Let’s face it — social media marketing i read more

Reply Campaigns Marketing Email Playbooks Reports Social Tools

3 upvotes

1 Reply

varundhana

Member

May 27, 2023 14:54

I am aiming to be known for providing accurate infomation in related to SEO, including keyword research, internal linking,head forms and etc.

Solved

KaKaRoT on May 09, 2023

Landing Pages and KPIs

Hi, I want to what are the important KPIs for the landing pages and which report should be leveraged to know the performance of landing pages. Can anyone help me create such a report that can provide me with important KPIs of landing pages? read more

Reply Best Practices Landing Pages Professional Reports

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

May 09, 2023 07:26

Hi @KaKaRoT , Have you explored the report library? This would be a great starting point: Menu > Reports > Reports > Create ...read more

Solved

kateflynn on April 11, 2023

2020 Global Marketing Playbook

Get expert advice on planning, launching, and expanding your global marketing strategy from HubSpot, Lokalise, and Rock Content. ➡️ Download the report now There are few things more rewarding than seeing your company grow b read more

Reply Campaigns FREE Landing Pages Marketing Email Reports

3 upvotes

1 Reply

Accepted solution

danmoyle

Most Valuable Member | Elite Partner

April 11, 2023 09:12

This looks like a great resource @kateflynn ! I'm definitely interested in these two points: Develop long-term objectives and smaller SMART goa...read more

kateflynn on March 14, 2023

[Free Report] How to Recharge Your Content Engine During Uncertain Times

Best practices to help you keep growing your business through effective content marketing. ➡️ Download the Report now To get a look behind the scenes at some of the world’s fastest-growing brands, we sur read more

Reply Campaigns FREE Marketing Reports Webinar

4 upvotes

1 Reply

Jnix284

Hall of Famer

July 03, 2023 20:08

This is a really helpful guide with a lot of insights, curious how it might be different now with higher adoption of AI and changes to SERPs. T...read more

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