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Tips, Tricks & Best Practices

Im Forum Tips, Tricks & Best Practices nach Lösungen suchen oder eine Frage stellen

PamCotton on Februar 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 Beitrag ansehen

Antworten Announcement best practices Workflows

4 Likes

4 Antworten

MiaSrebrnjak

Community-Manager/-in

März 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...Beitrag ansehen

NT_ on April 18, 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 Beitrag ansehen

Antworten Professional

0 Likes

1 Antwort

trevordjones

Trendsetter/-in | Diamond Partner

April 18, 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...Beitrag ansehen

beatrizlima on April 17, 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. Beitrag ansehen

Antworten Announcement Marketing Social Tools Webinar

2 Likes

1 Antwort

BérangèreL

Community-Manager/-in

April 18, 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 ,...Beitrag ansehen

RishabhS on April 15, 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 Beitrag ansehen

Antworten Starter

1 Likes

1 Antwort

PamCotton

Community-Manager/-in

April 15, 2024 18:27

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

AllisonHanna on April 12, 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 Beitrag ansehen

Antworten Enterprise

0 Likes

1 Antwort

Mike_Eastwood

Autorität | Gold Partner

April 15, 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...Beitrag ansehen

Gelöst

JBRAF on April 12, 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 Beitrag ansehen

Antworten Free

0 Likes

2 Antworten

Accepted Solution

JBRAF

Mitglied

April 12, 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...Beitrag ansehen

DS17 on April 11, 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 Beitrag ansehen

Antworten Custom Objects

0 Likes

2 Antworten

DS17

Teilnehmer/-in

April 18, 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 ...Beitrag ansehen

Steven4 on April 11, 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 Beitrag ansehen

Antworten Forms

1 Likes

1 Antwort

Crystal_Hopper

Autorität

April 11, 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 ...Beitrag ansehen

Gelöst

JSchnakenberg on April 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 Beitrag ansehen

Antworten best practices

0 Likes

5 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

April 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...Beitrag ansehen

Gelöst

GVerini on April 10, 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.

Antworten Forms

0 Likes

6 Antworten

Accepted Solution

Jnix284

Koryphäe | Elite Partner

April 10, 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...Beitrag ansehen

Gelöst

Jereno on April 10, 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 Beitrag ansehen

Antworten CTAs Developer How-To

0 Likes

1 Antwort

Accepted Solution

Jnix284

Koryphäe | Elite Partner

April 10, 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...Beitrag ansehen

eyockim on April 10, 2024

If known show custom HTML

Hello, This may be a basic question but I am going for it. In Marketo, they have a "if known show custom HTML" feature where if someone fills out a form and the cookie is enabled and maintainted, the form will not be displayed again (instead a c Beitrag ansehen

Antworten Professional

0 Likes

1 Antwort

evaldas

Stratege/Strategin | Platinum Partner

April 10, 2024 13:27

Hi @eyockim , You are correct, this would probably be best achieved with smart content. It really depends on what your theme is and whet...Beitrag ansehen

JRobertshaw on April 09, 2024

Bulk Image Upload Gallery

We have 100's of images that we want to upload into an image gallery. At the moment you have ot add each image indivually/select each image individually. Is there a way we can just load all the images at once into a gallery module? Does any module Beitrag ansehen

Antworten Enterprise

0 Likes

2 Antworten

evaldas

Stratege/Strategin | Platinum Partner

April 11, 2024 12:18

Hi @JRobertshaw , There isn't a default module that would allow bulk upload of images to display on the page. I doubt there would be a custom ...Beitrag ansehen

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