cdorsey

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solutions
2
Replies
6
Upvotes Given
93
Upvotes Received
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Cydney Dorsey

As a veteran member of a small team of dedicated SaaS professionals, I engage daily in Sales, Marketing, Service, Support, and Success activities - all with the same primary end-goal in mind: to ensure the provision of a top-flight software experience for each & every customer.

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Solved

cdorsey on September 26, 2023

Using a single Playbook multiple times on the same record?

We're looking to implement Playbooks as a way to support new employees and deliver a more consistent client experience. One of the ways we would like to do this is by using Playbooks to outline different types of calls, like training sessions, for i read more

Reply Discussion Enterprise

3 upvotes

4 Replies

PBaxter on April 05, 2023

Clearing or refreshing a playbook

Hi all, We're trying out playbooks but I'm struggling with how data 'persists.' We're capturing insights on the company's latest thinking on the market, and come back and use the same playbook again and again. Here's the issue: - agains read more

Reply Discussion Enterprise

4 upvotes

5 Replies

cdorsey

Contributor

September 26, 2023

I'm experiencing the same thing, or something quite similar here - did you ever find anything else out on this? We're looking to implement Playbooks...read more

KDarroch on January 11, 2023

Create Date for Knowledge Base articles

The last updated date is visable but it would be really helpful to see the create date also. I'm a bit surpised this doesnt exist already. I feel like its vital to know how old your support documentation is.

Reply Idea Knowledge Base

11 upvotes

4 Replies

cdorsey

Contributor

September 14, 2023

We've requested this when working directly with the HubSpot Knowledge Base team to provide feedback, and it seemed to be well-received. Honestly, I w...read more

Solved

BKostielney on September 05, 2023

Embed Hubspot Knowledge Base into 3rd party website

Hi, we're looking to embed our Hubspot Knowledge Base into our company website and are looking for some guidance on how to do that. We're hoping to replace our current FAQ page with our Hubspot Knowledge Base in some fashion. https://versomini read more

Reply Discussion Professional Wordpress

1 upvote

2 Replies

cdorsey

Contributor

September 14, 2023

@BKostielney This isn't something that we've found to be possible with HubSpot's current Knowledge Base toolkit. I've spoken with HubSpot on multip...read more

williamwright on February 21, 2020

Issue Tagging on Conversations

When a customer service agent handles a conversation from email, message or chat it would be nice to assign an issue category, so an agent can flag the conversation as: shipping issue, or missing account information. So within dashboards dire read more

Reply Idea Conversations

222 upvotes

65 Replies

cdorsey

Contributor

September 14, 2023

@Lara_Q When I've discussed it with HubSpot, that's exactly what they've suggested - to create a ticket for every conversation! And currently, that...read more

cdorsey on August 24, 2021

Signatures on Email Templates in Sequences Triggered by Workflow

There needs to be an option in Workflows that allows for the assigned Contact Owner's HubSpot Signature to populate to Email Templates and Templates in Sequences triggered by the Workflow. This is a critical element impacting the overall effectivene read more

Reply Idea Sequences Snippets & Templates Workflows

6 upvotes

5 Replies

cdorsey

Contributor

September 14, 2023

@RSrivastava5 I believe this functionality is available exclusively for HubSpot Enterprise accounts...our company upgraded our HubSpot account for ...read more

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