MarianaG

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Mariana Godsen

I'm a full-time HubSpot expert who is always auditing, cleaning, and organizing the CRM to drive successful marketing campaigns. I love building a process and solving HubSpot mysteries :)

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MarianaG on March 23, 2023

Control unenrollment in Surveys and keep contacts in a delay

The surveys do have a delay option, but it does not work as a delay in a workflow. We had a survey with a 10 day delay that actually does not keep the contacts in the delay and unenroll them because they no longer meet the criteria that got them read more

Reply Idea Feedback Surveys

0 upvote

0 Reply

MarianaG on February 24, 2023

Marketing Automation Specialist

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Reply Discussion Marketing Role

0 upvote

1 Reply

MasterTomer on February 02, 2022

Feedback Surveys | Editing A Survey After Publishing

It would be great if it will be possible to edit a survey after publishing. Right now when the survey is published, I cannot edit or delete questions from the survey, I need to clone it.

Reply Idea Feedback Surveys

11 upvotes

4 Replies

MarianaG

Contributor

February 22, 2023

YES! When we have surveys that are running like a workflow, we need to be able to edit like an automated email

nkumar on July 05, 2020

Auto Send Chat Transcript

Hi Team, Can we have the option to send Chat Transcript automatically once the chat is finished? Also, an option to copy the chat transcript to his/her manager or team head. Regards.

Reply Idea Conversations

25 upvotes

9 Replies

MarianaG

Contributor

August 04, 2022

100%! i would love to be able to automatically email the chat transcript to specific team members

roop on August 28, 2018

Workflows centered on date property

Currently we can only center workflows around a contact date property. Can you add this functionality to company date properties.

Reply Idea Workflows

74 upvotes

23 Replies

MarianaG

Contributor

August 04, 2022

it would be great to be able to create a deal based workflow centered on a date

MarianaG on June 27, 2022

Custom object based workflows

Currently, when you create a custom object it's very limited the associations listed in the workflows. even though we can create a workflow based on a custom object, there are a series of actions that are not possible (i.e send SMS), and when yo read more

Reply Idea Custom Objects

1 upvote

0 Reply

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