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PamCotton on February 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 read more
Reply Announcement best practices Workflows
9 upvotes
20 Replies
MSI_Sakib
Participant
September 18, 2024 05:19
I use SOP for my workflow and tweak it based on need. Currently, I am developing SOP for all the work process such as SEO, Social Media Marketing, Co...read more
JRothschild on October 09, 2024
Can I separate my Modules while building a page?
Hello! I have bought a new Theme to build new website pages and landing pages but I don't know how to see the modules I have bought compared to the other modules (free package or created), especially as they are badly named and organised. Can I ju read more
Reply Enterprise
0 upvote
1 Reply
kennedyp
Community Manager
October 09, 2024 14:17
Hi @JRothschild ! Welcome to the Community-- happy to have you here 😊 ] Are you building this page in the page editor or the design tools?...read more
kara_susvilla on October 08, 2024
3 ways to create compelling customer experiences with the Twilio Segment app for HubSpot
Managing customer data effectively is a challenge for organizations across industries. In HubSpot's 2024 State of Marketing report , one of the top five biggest challenges marketers are facing is having low-quality data. This is where t read more
Reply How-To Integrations Marketing
1 upvote
0 Reply
JPair on October 08, 2024
Streamlining Invoice Contact Associations Based on Association Labels
Currently, when creating invoices from the deal card, all contacts associated with the deal are selected by default to be associated with the invoice. This creates an inefficiency as users often need to manually deselect contacts and associate the i read more
Reply Forms
0 upvote
1 Reply
JessicaBaskey
Top Contributor | Platinum Partner
October 08, 2024 12:10
Hey @JPair , There already is an idea on the ideas forum for this. I'd recommend giving it an upvote and following it for updates. ...read more
JPair on October 08, 2024
Have the Ticket Form in Teams editable
We're setting up an internal ticketing system and wanting to isolate this with ticketing integration with MS Teams. As we're opening this to the whole business, we're wanting to isolate the fields available and what can be selected. For example, we read more
Reply Analytics Tools
0 upvote
1 Reply
kennedyp
Community Manager
October 08, 2024 16:41
Hi @JPair ! Welcome to the Community-- happy to have you here 😊 Could you post a screenshot of the form you are trying to edit? It sounds...read more
Solved
JPair on October 08, 2024
Logic-based consent options in forms
We would like to be able to dynamically change the consent options shown to website visitors in a form depending on their country. Different countries have very different data privacy and consent management requirements now, and it would be ver read more
Reply Workaround
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
October 08, 2024 09:32
Hi @JPair , You're correct, this is currently not possible. While one could use custom properties and workflows to update the actual legal bas...read more
Solved
ASobusiak on October 08, 2024
Reports for the Marketing Department
Is it possible to create a report presenting information about the Deals: a wide overview - initial engagement (how we got the lead), further communication (like the offer), who was involved in the deal from customer's side and what what is our actu read more
Reply Marketing Reports
0 upvote
1 Reply
Accepted solution
Ktamir
Contributor | Platinum Partner
October 08, 2024 05:12
Sure. You can create it as a table and present all the information you want,a s long as they are available as properties.
Solved
pinchvalve on October 07, 2024
Form Submission Info...can I Access?
I am trying to build custom notification emails in a workflow (as opposed to using the built-in notifications on a form) but cannot see a way to include the form submission and web page details. These are on the contact record and default notificati read more
Reply Marketing Email
0 upvote
6 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
October 08, 2024 00:16
@pinchvalve each notification should automatically include a button that takes you to the record it's referencing, but you could also follow these ...read more
Solved
pinchvalve on October 07, 2024
Possible to include company logo in an email?
HubSpot automatically finds compnay logos and displays them in their own form notification email. I am building out my own custom notification emails and would like to keep this feature, but you don't have access to Company information in workflows, read more
Reply Marketing Email
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
October 07, 2024 14:59
Hi @pinchvalve , The logo is pulled via HubSpot insights: https://knowledge.hubspot.com/object-settings/hubspot-insights-on-company-records ...read more
Solved
NBhadoria on October 06, 2024
Hey, I'm Nancy. I'm here to learn about digital marketing.
I'm excited to learn about it and meet new people.
Reply Free
1 upvote
2 Replies
Accepted solution
danmoyle
Most Valuable Member | Elite Partner
October 07, 2024 09:04
Welcome to the Community @NBhadoria ! You've found a good group to be a part of in your journey! I'd recommend connecting with fellow Communi...read more
KRRussell on October 04, 2024
Adding payment to beta forms
Hello all, I am a beta tester for the new forms builder and am unable to find out how to add payment to the forms I create. Am I just not seeing it or does it not exist? Our beta forms are in Sandbox. Thanks, Kim
Reply Forms
0 upvote
1 Reply
Ktamir
Contributor | Platinum Partner
October 06, 2024 11:55
Since this option is available in the legacy form editor as form type, it doesn't seem to exist just yet in the beta version. This a good suggestion ...read more
Solved
jdv123 on October 03, 2024
How important is time zone sending when improving email engagement
Hi all, I'm looking to improve overall engagement for a client and they believe one of the problems is the large number of contacts missing their timezone, which is not allowing them to send based on localized time. They imported most of thier conta read more
Reply Contacts CRM Enterprise Marketing Email Workflows
0 upvote
1 Reply
Accepted solution
CSteinbach
Contributor
October 03, 2024 18:16
It has a level of importance, but is one of many factors when working to improve email engagement (like subject lines, content, sending domain health...read more
Solved
MHanneson on October 03, 2024
Knowledge base
How do I change the logo size at the header. It does not match the rest of the website, and I am using the same logo. It is stretch and it is awful. Help ....
Reply Knowledge Base
0 upvote
2 Replies
Accepted solution
evaldas
Key Advisor | Platinum Partner
October 03, 2024 16:55
Hi @MHanneson , You can edit the logo that shows up in the header of the knowledge base by going to the knowledge base in your HubSpot Portal ...read more
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