Tips, Tricks & Best Practices

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CGoodwinOlsen on December 01, 2022

Set Marketing Contacts based on Association Labels?

Hi! Is it possible to use workflows to set Marketing Contact status, based also on a contact's association label? Our use case explained: A Deal may have multiple contacts associated, so 1 should always be tagged with the association label "P read more

Reply Contacts CRM Deals Enterprise Marketing Email Sales Workflows

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

December 01, 2022 01:42

Hi @CGoodwinOlsen , Since the association label refers to a relationship between two records, not a single record ( = contact), this can only ...read more

Solved

dmattauch on November 07, 2022

Report for specific marketing email

Hi, I'm trying to build a simple. report with send numbers, open rates, etc for a folder of marketing emails. Eeven though in custom reports i can select "marketing emails" the reporting, it's quite limited. Is it possible to have a simp read more

Reply Marketing Email Reports

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3 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

November 07, 2022 05:45

Hi @dmattauch , Yes and no. Under Menu > Marketing > Email > tab Analytics , you'll see various default reports. These can be ...read more

KevinTOShea on March 29, 2022

Widen Email Template

Hi All, I am hoping some bright spark can help me. I find the width of the standard email template a little narrow and I would like to widen it out. I have changed the size in email/branding (Classic editor)/email body width. However I still se read more

Reply Marketing Email

0 upvote

3 Replies

Mark_Ryba

Contributor | Elite Partner

March 30, 2022 08:02

Hey @KevinTOShea , this is not currently possible with the drag-and-drop email tool. The reasoning is that 600px is the industry standard for email ...read more

AdamLPW on February 04, 2022

Best practice for re-engagement for existing customers and prospects

Hi HubSpotters, Within my database, I have around 1,500 unengaged contacts. Of these, c. 500 are customers; c.1,000 are prospects. I've recently discovered some of my customers who DO want to hear from me aren't receiving my emails. I read more

Reply Marketing Email

0 upvote

2 Replies

AdamLPW

Key Advisor

February 07, 2022 01:35

Hi Karsten, Thanks for your response. Quick bullet-point response: Are you using the marketing contacts - nope, spoke with my HS re...read more

AJohnson8 on December 01, 2021

Milwaukee HUG | HubSpot Tips & Tricks for 2022 | Dec 7 @ 10 AM (CST), 11 AM (EST)

Milwaukee HUG | HubSpot Tips & Tricks for 2022 Tuesday, December 7th | 10:00 AM (CST), 11:00 AM (EST) Registration Open Join your fellow inbound marketers for our final Milwaukee HUG of 2021. Steve James from Str read more

Reply CRM Marketing Email Starter

1 upvote

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Solved

JenWold on November 17, 2021

Unique referral codes in email.

Hello! Is Hubspot set up to be able to implement individual referral codes within emails? Meaning, if I have a file of 10k codes, (one for each email that is sent), can Hubspot input a different code in each email? Each code is single use so tha read more

Reply Marketing Email

0 upvote

8 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

November 17, 2021 22:02

Hi @JenWold , HubSpot can personalize emails for the recipient using these so-called personalization tokens that the support person sent you. ...read more

KHolmes7 on September 15, 2021

Hubspot HTML Signature Issue

Hi all, I am wondering if anyone can help me out. I am having some issues with using a converter (from MS Word to HTML) for my companies signatures. What seems to be happening is when I paste the created HTML into the "HTML" tab in "Ema read more

Reply best practices Connected Email Contacts Conversations CRM Email Deliverability How-To Marketing Email Quick Tutorial

0 upvote

3 Replies

SNigam

Guide

September 16, 2021 07:30

Oo good to hear that your issue have solved and yes you can mark this ticket as solved. Thank you

Solved

Edyta7510 on May 18, 2021

Multiple short workflows vs a few more complex ones

Hi All, I've realized I've got the tendency to create multiple short workflows on my account (vs. more complex ones based on if/then branch). At this point, organizing them in folders still does the job. I was wondering though what is the imp read more

Reply best practices Contacts CRM Deals Enterprise Forms Marketing Email Notifications Settings

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 31, 2022 12:22

Hi @BBaumgardner , I answered a similar question two days ago here 🙂

Solved

JDoty on March 29, 2021

Using personalization when contact gone or deceased

Hello, My team is hesitant to use personalization tokens with first name because they've had people reply to emails in the past saying things like "You've got the wrong person", "They don't work here anymore", ect. Our current customers have read more

Reply best practices Email Deliverability Marketing Email

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 29, 2021 07:02

Hi @JDoty , If you now that your contacts are using shared email addresses, I'd stay away from personalization tokens, unfortunately. The data...read more

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