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Tips, Tricks & Best Practices

Pesquise soluções em Tips, Tricks & Best Practices ou faça uma pergunta

Solucionado

LBennett7 on Junho 02, 2023

Unenroll from a workflow when enrolled into sequence

Hi, looking for some advice! We've recently encountered a problem where some contacts were emailed more than we would like because they were included in both a marketing workflow and a sales sequence. i.e. marketing ran a campaign to promote a w Leia mais

Responder Professional

0 avaliações positivas

4 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Junho 02, 2023 05:05

Hi @LBennett7 , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. ...Leia mais

kateflynn on Junho 01, 2023

New Report: Defining the Future of Marketing in EMEA

Decoding the Challenges and Opportunities Faced By Marketing Decision Makers. ➡️ Download the report now In today's rapidly evolving digital landscape, marketing decision-makers in EMEA face an array of complex challenges and un Leia mais

Responder best practices Campaigns Free Marketing Reports

2 avaliações positivas

1 Respostas

kvlschaefer

Gerente da Comunidade

Junho 02, 2023 08:12

I'm excited to read this report! Thanks for sharing, @kateflynn 🙂

PBaxter on Maio 31, 2023

Trapping email changes on a marketing campaign when form filled

Hi, Anyone know how to trap this: - an email is sent to a known recipient - that recipient shares the email with a colleague - that colleague uses that email which directs to one of our forms and fills in new contact details - the details Leia mais

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2 Respostas

delilahkl

Membro

Maio 31, 2023 13:20

To address the issue of erroneously updating the details of the original recipient instead of the new contact, you can implement a solution by filter...Leia mais

Solucionado

SIon1 on Maio 31, 2023

Task assignment doesn't work

Dear all, I am having some trouble with the task assignment function in a workflow. In fact, as you can see from the screenshot there is the filling of the form that should trigger the task assignment and the specific person will be notified whe Leia mais

Responder Professional

0 avaliações positivas

11 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 31, 2023 07:04

Hi @SIon1 , There isn't any automation that marks tasks as completed – another user must have (accidentally) completed this task. And no...Leia mais

smartius on Maio 30, 2023

Newletter Form Best Practices

Hi all, I am getting started with HubSpot. I'd love to setup a new active list with contacts signed up through a simple newsletter box. I'd love to implement the following flow: -> User submits their email on our website which will be sav Leia mais

Responder best practices Contacts CRM Forms GDPR Landing Pages Marketing Email Professional

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1 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 30, 2023 15:37

Hi @smartius , If the contact uses the same email address in both forms, HubSpot will automatically update the contact record in the backgroun...Leia mais

KaKaRoT on Maio 30, 2023

Chat Bot for Lead Capture

Hello, I want to create a chatbot and need to make it live on the website (hosted on WordPress) & on landing pages (HubSpot Professional). In the chatbot, I want to capture a few details from the visitor such as name, email, contact numb Leia mais

Responder best practices Chat Conversations Professional

0 avaliações positivas

1 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 30, 2023 05:23

Hi @KaKaRoT , You can find step-by-step instructions for how to do that here: https://knowledge.hubspot.com/chatflows/create-a-bot Ple...Leia mais

JRobertshaw7 on Maio 29, 2023

Automated Email Triggered off Form Submission

Hi, Our client has a team that sends out adhoc messages to a pre determined list, this team is not a marketing team and has no need to have hubspot access. Nor do they have the skill set or time to be building out marketing emails. We are lookin Leia mais

Responder Enterprise

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1 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 30, 2023 00:25

Hi @JRobertshaw7 , Interesting use case – have you considered inviting these users into HubSpot and using the email approval feature? https:/...Leia mais

kateflynn on Maio 25, 2023

Webinar: Unleash the Power of Data-Driven Marketing with HubSpot's Advanced Marketing Reporting

June 6, 2023 | 2:00 - 3:00 PM (BST) | 9:00 - 10:00 AM (ET) ➡️ Register now How to use HubSpot's Advanced Marketing Reporting tools to leverage growth and demonstrate the value of your marketing strategies. Leia mais

Responder best practices Free How-To Marketing Marketplace Webinar

3 avaliações positivas

0 Respostas

KYesweker on Maio 24, 2023

Conversion process for existing contact submiting a new hubspot form

We use Salesforce & hubspot by-directional sync. We have multiple Hubspot landing pages and web forms we use to capture leads. When a new person fills in the form, a new lead is created in Salesforce which works great but when an existing cont Leia mais

Responder Professional

1 avaliações positivas

3 Respostas

OPerek-Clark

Colaborador(a) | Parceiro Elite

Maio 24, 2023 10:58

@KYesweker Good question! @TomM2 and @jolle both ask great questions and offer helpful recommendations – I recommend checking those out! ...Leia mais

ss522 on Maio 24, 2023

About features by plan

Hello I am a beginner・ I would like to ask you two questions. We are currently considering the introduction of HubSpot/Marketing Hub's "Starter plan". 1.Can Marketing Hub manage leads (contacts)? Will the CRM function be a separate plan? 2.Is Leia mais

Responder Starter

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JulieMM

Membro | Parceiro Elite

Maio 24, 2023 11:12

Hi - the HubSpot CRM is included in all the plans. You get an unlimited number of contacts but a limited number of marketing contacts (people you ca...Leia mais

seobrien on Maio 22, 2023

Lists of Contacts ranked and organized by Target type

How do I create a Dashboard Report that shows Contacts ranked by Score in lists organized by Target Companies?

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0 avaliações positivas

1 Respostas

HFisher7

Top colaborador(a) | Parceiro Elite

Maio 23, 2023 07:31

@seobrien - If on a professional or enterprise subscription, you can: - create a custom report with contacts and companies selected as the data so...Leia mais

kateflynn on Maio 22, 2023

[Free Report] Social Media Trends 2023 Report

Explore the top trends in social media for brands to know, along with opportunities, challenges, and helpful new data to optimise your social content.. ➡️ Download the report now Let’s face it — social media marketing i Leia mais

Responder Campaigns Marketing Email Playbooks Reports Social Tools

3 avaliações positivas

1 Respostas

varundhana

Membro

Maio 27, 2023 14:54

I am aiming to be known for providing accurate infomation in related to SEO, including keyword research, internal linking,head forms and etc.