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bw-ipim
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Member since ‎Nov 20, 2019
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Activity

megannorris on December 02, 2020
Bring back public preview links
Recently, email preview links were changed to only be visible with a login. I would like to request a solution that brings this back. I see now that the change was made for security purposes and I recognize that I don't fully understand the use case read more
Reply Idea Marketing Emails
165 upvotes
70 Replies
bw-ipim
Contributor
June 16, 2021
Very frustrating that this was changed to require login. Please add it back.
bw-ipim on June 26, 2020
Report shows partial weeks
Hello all. I have created a custom report to show the number of meetings per week for two sales reps. I've displayed the data weekly and filtered for a rolling date range of the last 30 days. The problem is, if we are half way through a given we read more
Reply Discussion Sales Team Productivity
1 upvote
2 Replies
bw-ipim
Contributor
June 30, 2020
Hi Pam, thanks for the reply. It's actually the earlier dates that are cutting off that was the issue, not so much the "today" behaviour. E.g...read more
bw-ipim on June 26, 2020
Report shows partial weeks
Hello all. I have created a custom report to show the number of meetings per week for two sales reps. I've displayed the data weekly and filtered for a rolling date range of the last 30 days. The problem is, if we are half way through a given we read more
Reply Discussion Sales Team Productivity
1 upvote
2 Replies
bw-ipim
Contributor
June 30, 2020
Hi Pam, thanks for the reply. It's actually the earlier dates that are cutting off that was the issue, not so much the "today" behaviour. E.g...read more
Solved
bw-ipim on June 16, 2020
Workflow for customer onboarding form
Hi all. We're a financial services firm and part of our customer onboarding requires them to sign a form to confirm their level of wealth and risk appetite. We currently send them a DocuSign envelope to sign, then manually store it in our cloud read more
Reply Discussion Contacts
0 upvote
2 Replies
Jems212 on January 20, 2017
Update/Overwrite/Append Data Options for Contact Property Fields
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
Reply Idea Contacts & Companies Forms
316 upvotes
97 Replies
bw-ipim
Contributor
June 08, 2020
I also need this! Please consider a form field option "do not overwrite existing data". My issues: https://community.hubspot.com/t5/Lead-Captur...read more
Solved
bw-ipim on June 04, 2020
Marketing email with a form - contact updates and forwards
Hello, I've just sent out a marketing email for a webinar invitation. In it, I created a link to a HubSpot form, which collects first name, last name and email to register for the event. Overall worked well, but I have two questions: Some of t read more
Reply Discussion Forms Marketing Emails
0 upvote
4 Replies
bw-ipim
Contributor
June 08, 2020
Hi @Phil_Vallender , thanks for the suggestion. I think that would work but just makes it all a bit manual. I've faced another issue - a custom...read more
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