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Tips, Tricks & Best Practices

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Solved
MSuarez6 on May 11, 2022
Create task from property
Hi, I am trying to st up a workflow that creates tasks based on a property selection, For example, If X person selects a property, I would get an specific task. So each property would be tied to a task, however, I am trying to set this up as read more
Reply Professional
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 11, 2022 21:25
Hi @MSuarez6 , If you want something to happen repeatedly, this is always managed through the (re-)enrollment criteria. If/then branches are o...read more
Svea on May 08, 2022
How to resend survey feedback?
Hi, we are also searching for a better solution for sending reminder emails to contacts which haven't conducted our survey yet. This list option may have been a solution before the iOS 15 Update came across. Is there a solution to also send reminder read more
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0 upvote
2 Replies
Jnix284
Top Contributor | Partner
May 09, 2022 13:56
Hi @Svea You could setup a property associated with the survey completion called "survey complete" with the type single checkbox (yes/no) and ...read more
Solved
SWilsonA4u on May 06, 2022
Copy Filed Value from a Ticket to An Associated Deal
Anyone know if this is possible in any way. Im guessing not as I cant see any way to do it in workflows and with it being a possible 1 to many relationship system would need to know specific Deal ID to copy to. Any thoughts on how this can read more
Reply Tickets
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 06, 2022 04:01
Hi @SWilsonA4u , In a ticket-based workflow, you can copy values from ticket properties into deal properties, see the example below: ...read more
STeam0 on May 03, 2022
Super SLA - new SLA reporting and alerting tool for Service Hub!
Hi folks! 👋 We've just launched a tool called Super SLA ( https://supersla.com ) and would love you to try it out and give us any feedback. It lets you: Set per company, source or pipeline SLA rules for your tickets Get warned via read more
Reply Announcement Developer Integrations Tickets
1 upvote
1 Reply
TiphaineCuisset
Community Manager
May 04, 2022 02:53
Thank you for sharing @STeam0 !
CGoodwinOlsen on April 25, 2022
How to send an email update to many tickets
We are looking for advice regarding best practice for handling tickets where the topic/issue, and therefore resolution, is common for multiple customers. Use case : an issue with out product occurs which impacts many or even all customers, so m read more
Reply Admin best practices Contacts Conversations Enterprise How-To Lists Marketing Email Quick Tutorial Service Tickets Workflows
0 upvote
2 Replies
Jnix284
Top Contributor | Partner
May 10, 2022 06:39
Hi @CGoodwinOlsen , You are correct that using marketing email based off of a list would not associate back to the ticket, nor would replies go...read more
Solved
LChamberlain on April 19, 2022
Hubspot Meetings for Support team
Hi Folks! Has anyone here used Hubspot meetings for their Support team? ☎️ I'm looking into ways to provide scheduled support calls rather than folks calling into a call center. I'd love your help!
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0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
April 19, 2022 21:09
Hi @LChamberlain , Yes, a lot of Sales Hub features are also available in Service Hub. For scheduled support calls you could for example look ...read more
Solved
RGerring on April 18, 2022
Auto-capture browser, version, etc. from a form?
Hi All, We've got a Hubspot "Contact Us" form, and this form can be used to report product issues, e.g. bugs on our website. Is it possible (and legal?) to auto-collect browser session data of the person completing the form? e.g. the sor read more
Reply
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
April 18, 2022 21:18
Hi @RGerring , What you're referring to is the user agent string, "a technical bit of information that your web browser sends every time you l...read more
Solved
02091 on April 15, 2022
What is the difference between "Ticket Activity" VS "Ticket Information", pros and cons?
Hi, I am quite new in HubSpot and I am a bit confused between the difference of setting a newly created property of "Object type" ticket to Group: "Ticket Activity" versus setting it up to Group:"Ticket Information". Could someone clarify? read more
Reply Professional
0 upvote
1 Reply
Accepted Solution
JonathanS
Contributor | Elite Partner
April 17, 2022 13:28
Hey @02091 , Property groups are used to keep related properties grouped together when viewing records in HubSpot. There is no performance dif...read more
Solved
PHoward7 on April 12, 2022
Having A Hard Time Creating A Report To Calculate The Number Of Interactions Per Ticket
Hey HS Community, Trying to create a report that calculates the number of interactions/emails per closed ticket. Any tips and tricks will be helpful.
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0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
April 12, 2022 21:41
Hi @PHoward7 , I played around with this a bit and I'm not sure it's possible at this stage. This would be a report in the custom report build...read more
AJohnson8 on April 06, 2022
[HUG] Getting More Out of the New Service Hub | April 28 @ 11:30am (MT)
Getting More Out of the New Service Hub Boulder HUG | Thursday, April 28th | 11:30 AM (MDT), 1:30 PM (EDT) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Boulder HUG led by HubSpot partn read more
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2 upvotes
0 Reply
evanweisenfeld on March 29, 2022
New chat survey in chat transcript emails
We just created our first CSAT survey with the survey tool that pops up in chat when we close a chat. But I'm curious if there is a way to embed a link to take the survey in the chat transcript that automatically gets sent out when we close the chat read more
Reply
0 upvote
1 Reply
TiphaineCuisset
Community Manager
March 31, 2022 01:44
Hi @evanweisenfeld Thank you for reaching out! This is not possible at this stage in HubSpot, I'd recommend posting an Idea in our I...read more
SEichler on March 21, 2022
Adding a copy button to Property Fields
Currently it is easy to copy an email address for a contact. Is there a way to add a copy button to other fields? We often need to grab information for outside, non-templatable documents. We would prefer not to select the property value as we could read more
Reply
1 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
March 21, 2022 22:21
Hi @SEichler , The copy button is, as far as I know, only available for the email address field. Currently, there aren't any settings to toggle ...read more
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How to resend survey feedback?
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