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MisterKennedy
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Member since ‎Mar 3, 2023
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MisterKennedy
Participant
June 22, 2023
Reply to Automate the association of a Payment to a Deal?
I found a way... I was using the "Payments" button in an Email to get a button link, but this way does not provide a means to specify a Deal. It's ...read more
MisterKennedy
Participant
June 21, 2023
Reply to Automate the association of a Payment to a Deal?
@JackCoopersmith I have a Deal-based automation workflow. When a deal is enrolled, it gets sent an Automated Email that contains a Payment Link. ...read more
MisterKennedy
Participant
June 20, 2023
Reply to Automate the association of a Payment to a Deal?
Thank you both, @kvlschaefer & @JackCoopersmith ! Is there any documentation available regarding the rollout or use of "simplified payment li...read more
Solved
MisterKennedy on June 15, 2023
Automate the association of a Payment to a Deal?
Per the "manage payments" documentation here: https://knowledge.hubspot.com/payments/manage-payments "A payment record will be created and associated with the relevant contact, company, subscription , and deal record." What happens when I hav read more
Reply Discussion Payments
0 upvote
6 Replies
MisterKennedy on May 23, 2023
Default Text Only From Personalization Token
Hello, I have an Automation>Workflow with a Contact enrollment trigger where at least one associated Deal meets certain conditions. One of the action steps is "Send Email." The email uses personalization tokens, but whenever I try a test case read more
Reply Discussion Marketing Email
0 upvote
1 Reply
MisterKennedy
Participant
May 18, 2023
Reply to Do Email Tokens Suppoort Specifying a Contact's Associated Deal?
oh, ha - nevermind, I was helping someone out and the problem turns out to be completely unrelated. As I understand, finding asscociated deals shoul...read more
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