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Tips, Tricks & Best Practices

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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

4 avaliações positivas

4 Respostas

MiaSrebrnjak

Gerente da Comunidade

Março 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...Leia mais

NT_ on Abril 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 Leia mais

Responder Professional

0 avaliações positivas

1 Respostas

trevordjones

Especialista reconhecido(a) | Parceiro Diamante

Abril 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...Leia mais

beatrizlima on Abril 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. Leia mais

Responder Announcement Marketing Social Tools Webinar

2 avaliações positivas

1 Respostas

BérangèreL

Gerente da Comunidade

Abril 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 ,...Leia mais

RishabhS on Abril 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 Leia mais

Responder Starter

1 avaliações positivas

1 Respostas

PamCotton

Gerente da Comunidade

Abril 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...Leia mais

AllisonHanna on Abril 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 Leia mais

Responder Enterprise

0 avaliações positivas

1 Respostas

Mike_Eastwood

Conselheiro(a) de destaque | Parceiro Ouro

Abril 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...Leia mais

Solucionado

JBRAF on Abril 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 Leia mais

Responder Free

0 avaliações positivas

2 Respostas

Accepted Solution

JBRAF

Membro

Abril 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...Leia mais

DS17 on Abril 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 Leia mais

Responder Custom Objects

0 avaliações positivas

1 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Abril 12, 2024 00:36

Hi @DS17 , Some personalization for associated objects only works when the email is sent from a workflow based on that object. For example, de...Leia mais

Steven4 on Abril 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 Leia mais

Responder Forms

1 avaliações positivas

1 Respostas

Crystal_Hopper

Conselheiro(a) de destaque

Abril 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 ...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

GVerini on Abril 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.

Responder Forms

0 avaliações positivas

6 Respostas

Accepted Solution

Jnix284

Participante de valor | Parceiro Elite

Abril 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...Leia mais

Solucionado

Jereno on Abril 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 Leia mais

Responder CTAs Developer How-To

0 avaliações positivas

1 Respostas

Accepted Solution

Jnix284

Participante de valor | Parceiro Elite

Abril 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...Leia mais

eyockim on Abril 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 Leia mais

Responder Professional

0 avaliações positivas

1 Respostas

evaldas

Top colaborador(a) | Parceiro Platinum

Abril 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...Leia mais

JRobertshaw on Abril 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 Leia mais

Responder Enterprise

0 avaliações positivas

2 Respostas

evaldas

Top colaborador(a) | Parceiro Platinum

Abril 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 ...Leia mais

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