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jcoakley
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Member since ‎Dec 20, 2021
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Jacob Coakley

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jcoakley on October 30, 2024
Forms, Marketing Contacts, and Workflows
During HubSpot implementation I was directed by my consultant to not have individual Forms convert people to marketing contacts. Instead they directed us to use a Workflow that would gather all form submissions and mark people as marketing contacts. read more
Reply Discussion Forms Workflows
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jcoakley
Participant
September 25, 2023
Reply to [On-Demand] Q3 Product Roundup Webinar
@KyleJepson - Perfect! Thank you!
jcoakley
Participant
September 25, 2023
Reply to [On-Demand] Q3 Product Roundup Webinar
Hi! I went to Kyle's session at InBound - and in my notes it says that he embedded lots of videos about how to use new features in his deck, but when...read more
jcoakley
Participant
September 28, 2022
Reply to Traffic analytics filtered by list
Agreed! Would love to be able to re-create the Traffic Analytics reports in the Custom Report Builder and then add in custom filtering.
jcoakley
Participant
September 28, 2022
Reply to Using Forms as Survey Substitute
Thanks for the suggestions!
Solved
jcoakley on September 26, 2022
Using Forms as Survey Substitute
Hey, all! Our HubSpot instance doesn't have the Service module -- but we'd still love to do some simple customer satisfaction surveys. I'm looking into how I might design a form to fulfill this function. Yes, a little kludgy, but looking to see what read more
Reply Discussion Enterprise Forms
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