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Tips, Tricks & Best Practices

Pesquise soluções em Tips, Tricks & Best Practices ou faça uma pergunta

PamCotton on Fevereiro 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 Leia mais

Responder Announcement best practices Workflows

5 avaliações positivas

5 Respostas

Coolananth

Participante

Abril 22, 2024 04:46

Nice

Adriane on 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, Leia mais

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

9 avaliações positivas

3 Respostas

Jnix284

Participante de valor | Parceiro 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...Leia mais

Sundas on Abril 19, 2024

Buyer Persona

I am a B2G marketer. My target audience is in a very niche industry. The are only 18000 companies that are the decision-makers in the target audience. Any recommendations for creating personas? I am using Hubspot for email marketing and practicing i Leia mais

Responder best practices

1 avaliações positivas

1 Respostas

Shubham_Sharma

Colaborador(a)

Abril 20, 2024 01:20

Hey @Sundas When creating personas in a niche industry, it is recommended to start simple and keep the first version of your ideal customer p...Leia mais

Solucionado

JSchnakenberg on Abril 11, 2024

Creating Workflow when specific form field has been filled out

Hi Community, At our trial version download forms we have an optional text field for a message. So visitors can add specific questions or comments when filling out the form. is there anyway we could create a workflow that only triggers if s Leia mais

Responder best practices

0 avaliações positivas

5 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Abril 11, 2024 03:54

@JSchnakenberg enabling re-enrollment for the "Message is known" filter means that the workflow will trigger every time the value in the field "Mes...Leia mais

Solucionado

Marianamerino on Março 27, 2024

What are the best steps to follow after getting a new marketing contact.

Hi all, I do the marketing for a Real Estate Development Company, right now we are doing the marketing for our most recent development: English Lane Phase II. We have ads running and people signing up to receive information about the properties, I Leia mais

Responder best practices

0 avaliações positivas

3 Respostas

Accepted Solution

colinwitt

Colaborador(a) | Parceiro Ouro

Março 27, 2024 12:45

Hi @Marianamerino , I think the most important thing is, that the leads receive some kind of confirmation E-Mail and the content they would expect ...Leia mais

Solucionado

JMartin1094 on Março 26, 2024

CRM & Modules Starter Checklist?

I've been driving a platform migration and buildout for just over three months now, and definitely have gotten a lot out of the knowledge center & Academy materials. But since this is my first time managing a CRM, you don't know what you don't k Leia mais

Responder best practices CRM Getting Started Marketing Professional Sales Service

1 avaliações positivas

4 Respostas

Accepted Solution

Crystal_Hopper

Conselheiro(a) de destaque

Março 26, 2024 15:56

Hi @JMartin1094 ! Congrats on your first CRM management job! I would encourage you to join this group also: HubSpot Community - HubSpot Admi...Leia mais

Solucionado

MGater7 on Março 26, 2024

Moving associated deals independently

Hey everyone, I'm looking for tips/advice on moving deals associated to a singe contact, indpendently from eachother. For context, a contact has potential to have more than one deal that are not related to eachother. Currently, form submiss Leia mais

Responder best practices

0 avaliações positivas

3 Respostas

Accepted Solution

colinwitt

Colaborador(a) | Parceiro Ouro

Março 27, 2024 06:22

As soon as you have a data point that makes it possible to identify the deal that should be updated to trigger the next steps, this should be rather ...Leia mais

CurryCat on Março 20, 2024

Recruitment Marketing and Employer Branding

Hi HubSpot Community, Just curious if there's anyone who's using HubSpot for recruitment marketing and employer branding purposes? I would like to hear more about your HR tech stack and best practices using HubSpot for recruitment marketing.

Responder best practices Integrations

0 avaliações positivas

1 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Março 21, 2024 01:22

Hi @CurryCat , There is an existing ongoing thread around this which you might find interesting 🙂 https://community.hubspot.com/t5/CRM/U...Leia mais

Solucionado

SBlocq on Março 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 Leia mais

Responder best practices Forms Marketing Email Workflows

0 avaliações positivas

2 Respostas

Accepted Solution

Whathcock

Top colaborador(a) | Parceiro Diamante

Março 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...Leia mais

Solucionado

sschmidt2621 on Março 06, 2024

Collecting RSVPs

In the past, I've created a form to collect RSVPs. This works well, other than one roadblock I continue to run into. Suppose Sally (for example) fills out an RSVP form for Joe (for example). In that case, Hubspot automatically assumes that Joe shoul Leia mais

Responder best practices

0 avaliações positivas

2 Respostas

Accepted Solution

LouiseHare

Top colaborador(a) | Parceiro

Março 06, 2024 14:46

Hi @sschmidt2621 , Will only Joe's contact need to be updated from this RSVP? If so, you can do this very simply by turning on this setting...Leia mais

JScharpe on Março 04, 2024

Pros and Cons for Email with link vs. Direct link

I am looking for input on which is better. (if this is not the correct place for this, im sorry!) I have a form collecting lead info (name and email) and offereing a Free Guide. Is it better to send an email with a link to the guide or just send Leia mais

Responder best practices

0 avaliações positivas

3 Respostas

JScharpe

Participante

Março 05, 2024 09:47

Wow! Thanks for the feedback. These are all great points to think about. I appreciate the help.

Solucionado

marconetrio on Março 04, 2024

Customize lifecycle stages without breaking automatic properties?

I am currently trying to move my small nonprofit's account into using lifecycle stages (we have been relying on deal stages for the customer journey but this is less effective). Our org is a degree program provider, so the default lifecycle stage na Leia mais

Responder best practices CRM Professional

0 avaliações positivas

4 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Março 05, 2024 00:43

@marconetrio the "Became a" properties are an exception and are being deprecated. You should see all of these properties including the "Entered" pr...Leia mais

OliaGozha on Março 01, 2024

Advice: how better to use brand archetypes

Hey folks 👋 Does anyone here use brand archetypes in their marketing? Would you mind sharing your experience with this approach? I'm figuring out whether this thing is worth the effort to apply to brands I'm working with. Any success/failur Leia mais

Responder best practices

1 avaliações positivas

5 Respostas

Jnix284

Participante de valor | Parceiro Elite

Março 11, 2024 12:31

Excellent insight as always @danmoyle , thanks for sharing the article, it was a really helpful overview!