Tips, Tricks & Best Practices

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PamCotton on February 29, 2024
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
Community Manager
March 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...read more
AFish on March 28, 2024
Hi there, I have a large list of contacts that do not have the "phone number" property correctly formated in HubSpot so I cannot send them SMS through HubSpot or mark them as SMS subscribed. Correct number format is +1 (123) 123-4567 read more
0 upvote
0 Reply
Lyna on March 28, 2024
I’m exploring a 9-month research project at my university, investigating how businesses leverage marketing automation tools like HubSpot to attract and retain profitable customers. This study will involve an in-depth study of the integration of Hu read more
0 upvote
1 Reply
Community Manager
March 28, 2024 17:54
Hey @Lyna , thank you for reaching out!! Your proposed 9-month research project focusing on investigating how businesses utilize marketing a...read more
Marianamerino on March 27, 2024
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 read more
0 upvote
2 Replies
Contributor
March 28, 2024 07:47
You must go deep into the basics of email marketing. Remember that every service-based industry is using email marketing strategy. Regular promotiona...read more
weason on March 26, 2024
Hi all, We want to have a marketing content box on our forms that when checked, will tell hubspot the contact is a marketing contact. What is the best way to do this? We don't want everyone filling in the form to be deemed a marketing contac read more
0 upvote
1 Reply
Hall of Famer | Partner
March 27, 2024 00:44
Hi @weason , It sounds like you may be confusing marketing consent and marketing contact status. Marketing consent options for forms: htt...read more
MVizualCreati on March 26, 2024
Hi there, anyone know why i am not seeing reel time analytics, its been more than a week already. And open & click rate are the same? I'm just wondering why the data are all the same. It did not changed. The results given the day after it was s read more
0 upvote
1 Reply
Hall of Famer | Partner
March 27, 2024 00:49
Hi @MVizualCreati , Can you provide a bit more detail? Which type of email did you send (marketing, sales) and where exactly are you checking ...read more
JMartin1094 on March 26, 2024
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 read more
Key Advisor
March 28, 2024 15:30
@JMartin1094 should we start a list somewhere? Ask other community members to participate? Would you be interested in participating?
MarissaO on March 26, 2024
I am working on a few different landing pages and when I go to add a PNG image to the page, a white box appears, rather than the transparent background. Does anyone have any solutions or tricks to keep the transparency? Attached are examples of read more
1 upvote
6 Replies
Top Contributor | Platinum Partner
March 27, 2024 09:50
Don't mean to crash the party but saw the right questions asked here by @Crystal_Hopper and after digging a little deeper, it appears that what @c...read more
Solved
MGater7 on March 26, 2024
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 read more
0 upvote
3 Replies
Accepted Solution
Participant
March 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 ...read more
Solved
BButterfield on March 25, 2024
Hi Everyone, Apologies if this isnt the right location. Before the question let me explain the use case; In our business it is common to have multiple open deals in hubspot for a company. We can have a deal for a certain product or service and then read more
Accepted Solution
Hall of Famer | Partner
March 26, 2024 01:05
Hi @BButterfield , This should be pretty straight forward 🙂 First, you would create a company-based list of contacts that are associa...read more
NAlves7 on March 25, 2024
Hi, Trying to update a form to Avenir Next font. This is what I've been able to find. HubBot told me "Avenir Next is a font used by HubSpot for its branding across various platforms." yet I can't seem to find it. Am I missing something? I can' read more
0 upvote
1 Reply
Key Advisor | Partner
March 25, 2024 14:13
Hey @NAlves7 HubSpot forms use a selection of google fonts within their themes. This cannot be changed within the UI. You can however also use a...read more
NMackay on March 25, 2024
Hello, I know this has been posted multiple times before but have @hubpost developed a way to clone a deal so that we aren't replicating each time, with minor changes? Thank you.
0 upvote
2 Replies
Participant
March 25, 2024 16:45
@NMackay hey there, so far I am not aware of any native solutions from HubSpot, however I can defenetly recommend to take a look at CloneNer ...read more
LConsulting72 on March 23, 2024
Hi, Can i add a attachment to a marketing mail? or is it only possible to add a url thats linkes to a document? I would like to add a pdf to this mail. Regards, Jonathan
0 upvote
2 Replies
Hall of Famer | Partner
March 23, 2024 15:08
Hi @LConsulting72 , No, this is not possible. Sending emails in bulk is too high of a risk for the receiving party, as attachments could also ...read more
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