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MVickers
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Member since ‎Jan 8, 2021
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Matt Vickers

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folked on August 11, 2020
Access copy of marketing email a contact has received from contact timeline
We often send out marketing emails using contact propery tokens (e.g. first name last name) or dynamic content. After the email has been sent, the contact timeline is updated accordingly: "[CONTACT[ was sent [EMAIL NAME]". When clicking on [EMAIL NA read more
Reply Idea Marketing Emails
82 upvotes
29 Replies
MVickers
Member
February 19, 2024
Yes agreed, once you add personalisation into the email it makes it impossible to see what the client has received. Very much a needed upgrade fr...read more
Nico_Martin on January 04, 2023
Beta Dashboard filters: be able to change frequencies
Hello, Is it possible to add the ability to change the frequency of the date range for all reports in a dashboard? Indeed, by switching to the Beta of table filters, we realize that it is no longer possible to modify the frequency of all the repor read more
Reply Idea Dashboards & Reports
12 upvotes
4 Replies
MVickers
Member
September 18, 2023
Losing the date range option is a terrible idea, moves us backwards instead of forward
atownsend1 on April 12, 2023
Enable filtering of Deals based on workflows they've been in
I'd like to make my triggers for Deals-based workflows able to filter by other deal-based workflow activities. For example, Enroll Deals with a closed date of today, who never enrolled in Workflow A2.
Reply Idea Deals Workflows
1 upvote
1 Reply
MVickers
Member
April 26, 2023
not an ideal solution (nothing ever seems simple to do in my experience) as would only work moving forward At the end of your current workflows a...read more
Solved
MVickers on June 28, 2022
Error for New API
Hi all, we have a new company trying to build an API into our hubspot. We have tried them doing this the same way as previous companies have but they are getting an error. Im not sure what could be causing this but hubspot "sup read more
Reply Discussion
0 upvote
1 Reply
Solved
MVickers on May 13, 2021
New to hubspot - need help
good morning, we have a third party trying to build an API into our hubspot account in order for them to send leads to us They have asked for our • API URL • Security token • API description but as we are new to hubspot im unsure as to how/ read more
Reply Discussion Developer tools
0 upvote
1 Reply
MVickers on March 31, 2021
manually force individual contacts through a workflow step
We have some workflows with delays built in, sometimes a contact will get stuck in the delay even when the event has actually happened. It would be great to be able to manually force individual contacts through a workflow step. the current read more
Reply Idea Workflows
12 upvotes
3 Replies
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