Thanks, Karsten. Unfortunately, we are looking to filter by specific email types and show this data to sales users. I know we can search on a contact...read more
Hi - Looking to use custom report builder to build a report that can list all customers in a matrix with the marketing emails we have sent to them and indicate/flag which of those emails they have clicked. The AI tool only works for single-object re read more
Hi Pam, Unfortunately this is not the issue - the sync is failing on contacts due to secondary email addresses in Dynamics, not because of the fiel...read more
HubSpot has informed me that it will mark Dynamics contacts as duplicates if it has an email in the secondary email address field. Has anyone else run into this problem, if so what did you do as a solution? Their recommendation was basically del read more
Hi @karstenkoehler - one issue with the above is you cannot schedule the export of the report, which is what we need. Our sales users are not train...read more
Is there a way to send an email with a copy of a list to contact owners without them having to enter HubSpot to view the list? We have contacts automatically added to our large 'Bounce List' whenever they bounce. I would like to send a once-a-w read more
Hello, I'm wondering if it is possible to assign a point value to a certain action (i.e. email opens, clicks) versus having to assign if email opened =1, points =1 OR using marketing email to set, as we have a constantly growing number of marke read more
Is there a way to send an email with a copy of a list to contact owners without them having to enter HubSpot to view the list? We have contacts automatically added to our large 'Bounce List' whenever they bounce. I would like to send a once-a-w read more
Does anyone have any tips/tricks around list syncing between Dynamics CRM and HubSpot? Would rather not create custom variables for every list we are trying to bring over. Is the only option manual upload?
Hi All, I am trying to build reporting to tell me how many emails our contacts have opened in a specific time period by territory. The reporting currently is not able to correctly match a quantity of emails opened/clicked to a single contact - read more
Hi - I am using the personalization token for contact owner signature in an email, and the formatting is all wrong. The contact owner signature contains HTML that is not following into the email, and using inline styling is also not correcting read more
Hi All, Wondering what the best way is to allow a contact to update their own email address on our site/via manage subscription page? Would we need to edit that page template? Any examples? Thank you!