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Tips, Tricks & Best Practices

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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

5 upvotes

5 Replies

Coolananth

Participant

April 22, 2024 04:46

Nice

Steven4 on April 11, 2024

Setting up a form/questionnaire to display whitepapers

Hi, Not sure if i am looking for a form but what i want to achieve is sort of a form/questionnaire where you answer a couple of questions and depending on the answers you will end up seeing whitepapers that matches your answers. I.e Question 1 read more

Reply Forms

1 upvote

1 Reply

Crystal_Hopper

Key Advisor

April 11, 2024 10:23

Hi @Steven4 ! As part of this, are you expecting to collect email addresses? If yes, then my suggestion below won't be ideal. You might have ...read more

Solved

GVerini on April 10, 2024

Email signup checkbox form

I want to auto-populate active lists based on a form that asks customers which news feeds they would like to sign up for. Having trouble figuring out how to create a checklist in a form that I can connect with active lists.

Reply Forms

0 upvote

6 Replies

Accepted Solution

Jnix284

Most Valuable Member | Elite Partner

April 10, 2024 21:01

@aviafriat26 with active lists, there's no need to use the workflow to segment the contacts, this can be done directly from the list via correspond...read more

Solved

kburnett on April 01, 2024

Formatting Checkboxes

I've created a custom property comprised of four checkboxes. These checkboxes are displayed vertically, but I'd rather display them horizontally. How can I display those checkboxes horizontally?

Reply CTAs Forms

0 upvote

5 Replies

Accepted Solution

Ben_M

Key Advisor

April 02, 2024 11:39

@kburnett wrote: I can't find any place in Hubspot to apply custom css to a Hubspot CTA or Form. Custom CSS can only be applied from your p...read more

juandavidq on March 28, 2024

Radio Button labels positon

Hi, I would like to know if it is possible to place the radio button labels next to the radio button and not below as you can see in the image. With CSS I have achieved some customizations but this I have not been able to do. Any suggest read more

Reply Forms

0 upvote

1 Reply

Ben_M

Key Advisor

March 29, 2024 09:06

Are you choosing the option to use the form as Raw html? If so, the position is likely controlled by the on-page CSS. Would you be able to share a li...read more

Solved

willchc on March 26, 2024

Marketing consent by form property

Hi all, We want to have a marketing content box on our forms that when checked, will tell hubspot the contact is a marketing contact. What is the best way to do this? We don't want everyone filling in the form to be deemed a marketing contac read more

Reply Forms

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 27, 2024 00:44

Hi @willchc , It sounds like you may be confusing marketing consent and marketing contact status. Marketing consent options for forms: ht...read more

NAlves7 on March 25, 2024

Adding Avenir Next in an embedded form

Hi, Trying to update a form to Avenir Next font. This is what I've been able to find. HubBot told me "Avenir Next is a font used by HubSpot for its branding across various platforms." yet I can't seem to find it. Am I missing something? I can' read more

Reply Forms

0 upvote

1 Reply

TomM2

Key Advisor | Partner

March 25, 2024 14:13

Hey @NAlves7 HubSpot forms use a selection of google fonts within their themes. This cannot be changed within the UI. You can however also use a...read more

MSarafzadeh on March 19, 2024

Help using contact properties in forms

Hi, I am updating a form for my equine service company's website. We need to collect the addresses of our customer and the address of the barn their horse is located at. There is a place for them to type their home address. After that, I create read more

Reply Forms

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

March 19, 2024 13:09

Hi @MSarafzadeh , Have you followed these steps when setting up the dependency? https://knowledge.hubspot.com/forms/use-dependent-form-fields...read more

Solved

SBlocq on March 19, 2024

Best practices for updating downloadables

Hello, I'm seeking insights from our community regarding our approach to updating our promotional materials. Periodically, we refresh our whitepapers, brochures, and catalogs to align with emerging trends and introduce new products. As a result, th read more

Reply best practices Forms Marketing Email Workflows

0 upvote

2 Replies

Accepted Solution

Whathcock

Top Contributor | Diamond Partner

March 19, 2024 08:40

Hi @SBlocq , If we're making small updates (i.e. a pricing change, refreshing some stats, or the name of a service changed), we'll replace th...read more

Solved

JulianaRC on February 04, 2024

Pre-populated Fields and Landing Pages

Hi Community, I have a unique situation, where we are hosting an event in March. For this we are inviting people from our database and also market externally. For a better experience, I don't want people from our database filling out their de read more

Reply Forms Landing Pages

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 05, 2024 00:15

Hi @JulianaRC , You can pre-populate a form on a landing page with known contact information by adding a hyperlink to your landing page within...read more

Solved

CP02 on February 01, 2024

Using workflows notification for form submissions

Hi community 👋 Has anyone used workflow notifications to detect webform inactivity? I'd like to set up a safety net to alert us that we've had no submissions from a specific form in say 36hrs. Is it possible to do this with a workflow? Is the read more

Reply Forms

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 01, 2024 07:08

Hi @CP02 , This is not possible directly, no. Workflows only trigger when something is present, not when something is absent. In that sense, w...read more

Solved

EMcGrath on January 31, 2024

Reducing non-bot spam on Forms

Has anyone found a good way to reduce the number of form entries by non-bot spam? Through Recaptcha, we've been able to reduce the number of bot entries on forms, but are still seeing what appears to be human-entered spam email addresses. We assume read more

Reply Forms Marketing

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 01, 2024 00:52

Hi @EMcGrath , If these people expect to receive a piece of content after the submission, make sure to make it very clear on the landing page ...read more

Solved

jennifer0123 on December 18, 2023

Best Way to Deliver a Document and Track.

Is there a best practice for sending a document or allowing a document to be downloaded through our website? We are planning to use Forms and Automation to auto-send a requested document and sales/marketing would like the requests tracked somewh read more

Reply best practices Forms GDPR

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

December 19, 2023 00:51

Hi @jennifer0123 , Is your main question about which subscription type to use for these emails that deliver the content? The best but mo...read more