smoore

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solutions
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Solved

DSwanich9 on May 04, 2022

Sequences and email engagement

Hi there, Is there a way to automatically check whether a contact has engaged with a specific email in a specific sequence? We're looking to do a few things for a client based on engaged with the emails in a given sequence, such as score th read more

Reply Discussion

1 upvote

2 Replies

smoore

Contributor | Elite Partner

May 16, 2022

If you use the Analyze tab you can view the performance of the Sequence. Here is a KB on it. Currently , there is no way to create a list based...read more

Solved

BMetts on October 29, 2021

Assigning Activities to other people

I am in charge of logging meeting for my company and I want to pull reports that show which meetings an individual participated in, not all the assciate contacts. Is there a way to change the person that the activity is associated with if I am logg read more

Reply Discussion Enterprise Meetings

0 upvote

2 Replies

smoore

Contributor | Elite Partner

October 29, 2021

Could you set it to have them manually log a meeting? https://knowledge.hubspot.com/contacts/manually-log-a-call-email-or-meeting-on-a-record ...read more

Solved

lrn24 on June 11, 2021

Default value for "First Name"

Any suggestions for a good default value for the "first name" field other than "friend" that would work universally?

Reply Discussion best practices

0 upvote

3 Replies

smoore

Contributor | Elite Partner

June 14, 2021

We have used "Hi there" "Hi Partner" "Hi Colleague" "Hi Customer" and others depending on whom the email is being sent to. Keep in mind that you'll w...read more

Solved

AineMc on June 14, 2021

Who Is the Email sent from in a sequence?

Hi I am just wondering if anyone can help with this. Who is the email sent from when a sequence is created? Is it the person who creates the sequence or is the sender the person who enrols a contact in the sequence?

Reply Discussion Professional

0 upvote

8 Replies

smoore

Contributor | Elite Partner

June 14, 2021

The sequence owner is the sender and the email signature can include personalization tokens. Here is more info. HubSpot KB on Sequences ...read more

annegaslin on August 02, 2018

View contacts who met goal criteria right within a workflow

It would be nice if we could see a list/round-up of contacts who met a workflow goal and are included in the "GOAL CONVERSION RATE" in the workflow performance tab. You can view/edit the goal right from there, but it would be really nice to be a read more

Reply Idea Workflows

106 upvotes

37 Replies

smoore

Contributor | Elite Partner

November 19, 2019

Please HubSpot, let's make this feature a reality. The number of contacts is listed, can you supply a list from it?

Solved

Renegade on August 29, 2019

Delete Workflow

How does a user delete a workflow in the UI?

Reply Discussion

0 upvote

3 Replies

smoore

Contributor | Elite Partner

August 30, 2019

You can bulk delete workflows leveraging the Workflow Folders feature. Once you create a folder, you can bulk select workflows and move them into th...read more

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