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Tips, Tricks & Best Practices

Tips, Tricks & Best Practices を検索する

PamCotton 2月 29日, 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 続きを読む

返信 Announcement best practices Workflows

4 いいね！

4 コメント

MiaSrebrnjak

コミュニティーマネージャー

3月 22日, 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...続きを読む

Sundas 4月 19日, 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 続きを読む

返信 best practices

0 いいね！

0 コメント

nvawh 4月 18日, 2024

Seeing queued up workflow emails work around

Hello I am looking for a work around for being able to see what queued up emails are waiting to be sent from a workflow in the contact screen. I want to be able to see that there is an email waiting while I am looking in a specific person's cont 続きを読む

返信 Contacts Tasks Workflows

0 いいね！

1 コメント

karstenkoehler

殿堂入り | Solutions Partner

4月 19日, 2024 00:15

Hi @nvawh , This can unfortunately not be done with tasks, no, as workflow can currently not close tasks. In general, HubSpot does not h...続きを読む

NT_ 4月 18日, 2024

Use the history of a property for reporting/workflow/etc

Hey community, I haven't been able to find a solution here, but hopefully somebody knows a nice trick that doesn't involve exporting the property history or an API workaround. Our problem is that two different persons can fill out individual p 続きを読む

返信 Professional

0 いいね！

1 コメント

trevordjones

名誉エキスパート | Diamond Partner

4月 18日, 2024 08:56

Hi @NT_ , Unfortunately, at this time it is still not possible to populate a field with the HubSpot user who made a change to another field w...続きを読む

beatrizlima 4月 17日, 2024

[Webinar] Feature Focus: Introducing Content Hub

Let’s face it. It’s HARD to create valuable content in multiple formats. It’s also hard to manage content across multiple channels. With HubSpot’s new Content Hub, you’ll get the tools you need to keep pace with the changing landscape. 続きを読む

返信 Announcement Marketing Social Tools Webinar

3 いいね！

1 コメント

BérangèreL

コミュニティーマネージャー

4月 18日, 2024 06:04

Hi @beatrizlima thank you so much for sharing this Content Hub Customer Workshop (23rd of April) with the Community!!! Hi @danmoyle , @Jnix284 ,...続きを読む

RishabhS 4月 15日, 2024

How to find low hanging fruits if you are selling multiple solutions?

Dear readers, Do you offer multiple products or services, and are wondering how to find those perfect "low-hanging fruit" sales opportunities? You know, the existing customers who might be a great fit for something new you offer? Here is a simpl 続きを読む

返信 Starter

1 いいね！

1 コメント

PamCotton

コミュニティーマネージャー

4月 15日, 2024 18:27

Hey @RishabhS , Thanks for sharing this helpful strategy! It's a great approach for identifying easy wins among existing customers. Appreci...続きを読む

AllisonHanna 4月 12日, 2024

Webinar Purchase + Follow Up Emails

We are starting to offer paid webinars as a product. A person can go to a landing page and purchase a session. Hi all - We're trying to figure out how to do the following after a customer pays for a session: Send a follow up email to 続きを読む

返信 Enterprise

0 いいね！

1 コメント

Mike_Eastwood

キーアドバイザー | Gold Partner

4月 15日, 2024 00:37

Hi @AllisonHanna Here's a map of how we used to promote Webinar Campaigns for one of our clients: We used Zoom's Webinar P...続きを読む

解決済み

JBRAF 4月 12日, 2024

Issues linking marketing email opt-in to a website form

Hi folks, my web developer and I are new to HubSpot and we're trying to link a HubSpot form to my Wordpress website. We've connected all the fields apart from the marketing email consent to communicate tick box. In the HubSpot form, this is set up u 続きを読む

返信 Free

0 いいね！

2 コメント

Accepted Solution

JBRAF

メンバー

4月 12日, 2024 09:43

Hey Ben, thanks for the message! I think he is using the embed code, but was struggling to match the right object. But we've been working on it again...続きを読む

DS17 4月 11日, 2024

Unable to pull custom object property associated with a contact using personalization token

We're trying to figure out a way to send a few custom product recommendations to our customers. So I created a new custom object named 'Top Recommended Product' and set it up with a many-to-many 'Top product-to-contact' association. Each rec 続きを読む

返信 Custom Objects

0 いいね！

2 コメント

DS17

参加者

4月 18日, 2024 19:05

Hi Karsten, Thanks a lot for your response. I enrolled in the beta and was able to preview the custom object property properly. However, how ...続きを読む

Steven4 4月 11日, 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 続きを読む

返信 Forms

1 いいね！

1 コメント

Crystal_Hopper

キーアドバイザー

4月 11日, 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 ...続きを読む

解決済み

JSchnakenberg 4月 11日, 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 続きを読む

返信 best practices

0 いいね！

5 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

4月 11日, 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...続きを読む

解決済み

GVerini 4月 10日, 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.

返信 Forms

0 いいね！

6 コメント

Accepted Solution

Jnix284

最優秀メンバー | Elite Partner

4月 10日, 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...続きを読む

解決済み

Jereno 4月 10日, 2024

CTA Button Alignment Issue

Hi HubSpot Community, I'm encountering an issue with the alignment of my Call-to-Action (CTA) button within a section on my website. Despite my efforts, I can't seem to get the button to center properly within the section. I've tried adjusting t 続きを読む

返信 CTAs Developer How-To

0 いいね！

1 コメント

Accepted Solution

Jnix284

最優秀メンバー | Elite Partner

4月 10日, 2024 11:41

@Jereno is this a theme you're developing or an existing theme/marketplace theme? Have you already checked the styles tab: You ca...続きを読む