Tips, Tricks & Best Practices

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RalphM87 on March 27, 2025
I am trying to manually populate the 'Recent Conversion' and 'Recent Conversion Date' fields for some conversions that aren't the typical hubspot-native kinds (chatflow demo requests, conversions from integrated apps, lead imports). Is there any way read more
0 upvote
0 Reply
MBrown999 on March 27, 2025
Hello, I am not sure if this is the best place for this question -- apologies if it isn't. However, I am curious what are best practices around this particular subject. I have a bespoke property that I have created in 1 language, but the same da read more
0 upvote
2 Replies
Hall of Famer | Partner
March 27, 2025 11:35
Hi @MBrown999 , When you talk about capture, do you mean via a form or by HubSpot users? For forms, it's best practice to create the pro...read more
Solved
Xiawanbai on March 26, 2025
Is it possible to create a list of contacts who received the transactional email? The active list we used has changed, but I need a record of the contacts who were sent the email previously.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 26, 2025 15:13
Hi @Xiawanbai , Sure, transactional emails will show up like any other email in this contact list filter group: Select the email a...read more
Solved
WFoster8 on March 26, 2025
Hi, I'm trying to create a expiration date property. We currently have a membership commencement date and I would like to set up a property that will autofill to the same date the following year. Is this possible? I'm getting stuck on read more
Accepted solution
Hall of Famer | Partner
March 26, 2025 07:04
Hi @WFoster8 , This could be achieved with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties ...read more
Solved
JHendricks160 on March 25, 2025
How do I send an internal email to a team in HubSpot? I see we have mutliple teams setup, but how do I send an email to a specific team? Like if I wanted to send an email to the St. Louis or Buffalo team, how would I send an email to that specific t read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 25, 2025 14:21
Hi @JHendricks160 , HubSpot does not have a dedicated feature for this - it still assumes that you would use an email client alongside the CRM...read more
Solved
HSalah on March 25, 2025
i have a client who has a form that contain 3 multiple checkbox properties april course , may course , june course and each has the same options in checkbox when users fill the form they will choose just one property to fill the client want to be au read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 25, 2025 07:54
Hi @HSalah , Form submission notifications can be set up by following these steps: https://knowledge.hubspot.com/forms/set-up-your-form-submi...read more
FKnowledge on March 25, 2025
Dear Members, I am pleased to join this group and would like to briefly introduce myself. I am new to the realm of online digital products and am currently in the process of learning and building my business. My focus is on creating and read more
0 upvote
1 Reply
Community Manager
March 25, 2025 11:37
Hey @FKnowledge , thank you for posting in our Community! Since you're diving into digital products, HubSpot has some excellent free courses...read more
Solved
Bibiana_R on March 21, 2025
Hi, I'm trying to find what is the best way to track activity (views) for a file. I have several PDF files that we want to share with contacts via email and we want to be abe to see how many contacts actually clicked/viewed them. Option 1 is to read more
0 upvote
2 Replies
Accepted solution
Participant | Gold Partner
March 23, 2025 10:00
You're on the right track – depending on the Hub you're using for your first five documents, you can follow the instructions here: https://knowledg...read more
KKoester on March 21, 2025
Hi everyone, We use HubSpot to manage opt-ins and opt-outs, but by default this only applies to emails. We would also like to include opt-ins and opt-outs for other channels such as phone and mail. Does anyone have a solution or best practices on h read more
0 upvote
7 Replies
Hall of Famer | Partner
March 26, 2025 04:23
@KKoester this is only your internal view – have you checked the preference page? For the purpose of what you're trying to do, it doesn't matter wh...read more
Solved
Afd-mark on March 18, 2025
Hi, Does anyone know how to set a canonical on pages with this in the URL: /page/1 ? Google is scanning them, but we don’t want that to happen. This occurs on the blog overview pages and author pages. The issue is that these pages are not read more
1 upvote
1 Reply
Accepted solution
Most Valuable Member | Elite Partner
March 18, 2025 10:19
@Afd-mark have you tried to use HubSpot's canonical URL settings? In settings, go to Content then Pages and click the SEO & Crawlers tab...read more
jdv123 on March 17, 2025
Hi all, I have an active workflow set up that I updated the timing on from Tuesdays, to Thursdays. (Specifically because there's an email that would have sent tomorrow, but needs updates that aren't ready.) However, when I click the 'contacts in act read more
Hall of Famer | Partner
March 18, 2025 00:43
Hi @jdv123 , Could you please share a screenshot of your workflow settings and where your contacts are currently showing as in action? G...read more
Solved
DJames79 on March 14, 2025
Hi all, While onboarding, we uploaded many images, and only after a couple of weeks did we find that you can create folders. Great, but how do I view the images in a bigger thumbnail format rather than the tiny square, which I can tell what it i read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 14, 2025 06:05
Hi @DJames79 , There are currently no options for changing the preview size for images or videos. You would have to click on it, wait for the ...read more
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