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jleow
HubSpot Employee
HubSpot Employee
Member since ‎Jan 18, 2019
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jleow on February 23, 2024
Creating Campaigns for the First Time? Use the Guided Onboarding Tour!
If it is your first time creating a campaign, it is strongly recommended to use the new guided campaigns onboarding tour! This option will appear for: New users who have never created a campaign in HubSpot. Existing users if there read more
Reply Discussion Campaigns Enterprise Professional
2 upvotes
1 Reply
jleow on August 17, 2023
Copy and use manually input values from single-line text properties in filters, workflows, and lists
If you have an important segment of contacts or companies, it’s best to keep track using a list. This is ideal as you can use the list for sending marketing emails, to use as workflow enrollment triggers, creating ad audiences, and more. read more
Reply Discussion Lists Workflows
5 upvotes
3 Replies
Solved
Sarah_K on November 12, 2018
Files - Replacing a new PDF with an old one
Hi! According to this article ( https://community.hubspot.com/t5/Blog-Website-Page-Publishing/Replacing-PDFs/m-p/176579 ) I should have a place to replacet the PDF I have uploaded, but these screen shots look like a slightly older interface. I don't read more
Reply Discussion
0 upvote
15 Replies
jleow
HubSpot Employee
July 13, 2023
Hi @JMayne @SMeyer28 , Currently there isn't a way to force a fresh view of the file from HubSpot's end. But if you're manually sharing the file...read more
Solved
JVenter on May 11, 2021
Use of email open (or clicked) states in workflows?
Is it possible to branch a workflow based on whether an email was 1) opened, and 2) link inside email clicked? Use case is where I'd like to send a different follow-up email depending on if 1) email was not opened, 2) email was opened but link not c read more
Reply Discussion Professional Workflows
0 upvote
14 Replies
jleow
HubSpot Employee
May 22, 2023
Hi @jk4milli , are you creating a contact-based workflow? Generally, marketing email enrollment triggers and if/then criteria are used with contac...read more
jleow on April 13, 2022
Retrieving All Picklist Property Options
There are times when you may want to export all property options for picklist-type properties such as checkboxes or dropdown menus. A common reason is to audit the options to remove duplicates or outdated values. At the moment, it isn’t po read more
Reply Discussion Free How-To Quick Tutorial Workaround
10 upvotes
6 Replies
jleow
HubSpot Employee
June 20, 2022
Hi @Amy_Brierley , there isn't a way to do so directly - instead, you can clone the deal property as a contact property . 1. From the property...read more
annemarien on August 26, 2020
Export a single property's sub-values (e.g. dropdowns, checkboxes)
We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead. Also do you need an ide read more
Reply Idea Account Settings
247 upvotes
55 Replies
jleow
HubSpot Employee
April 13, 2022
Hi everyone! @jeszhang and I were looking into this roadblock. As a workaround, we can add the property to a form as a form field. In the fo...read more
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