Hubspot Hack #1 – Testing workflows in sharp mode
Hubspot has a built-in feature for trying out workflows before enabling it, but when creating more advanced workflows with automatic enrollment you might find that it’s not sufficient.
To test a workflow in “live-mode”, set it up the way you want it, and simply add a:
Contact property – email contains: firstname.lastname@example.org
As an enrollment requirement.
You can now safely turn the workflow(s) on, and test it until perfection. When you feel good to, simply remove the requirement.
Hubspot Hack #2 – Use Gmail aliases for form submission tests
If you are an hubspot admin, you probably find yourself signing up in the forms you have embedded externally or added to your COS pages. Sometimes your tests requires you to use a “fresh” email address that isn’t registered in the contacts database.
To achieve this you dont actually need multiple email accounts, you just need one gmail/Gsuite account and use the alias feature which is as awesome as it is underused.
How to use it? Simply add +youralias to your email prefix, for example: email@example.com
Hubspot Hack #3 – Hidden checkboxes for form function
When setting up hubspot it’s quite tempting to take the easy road, enabling form function by adding it directly to a list.
This adds a possibility for human failure, as you have to update the lists each time you add a new form.
For example one of your colleagues might add the new form to the list, but with an “and” parameter instead of an “or”.
Instead, use hidden checkboxes in your forms and create a list which pulls that contact property.
Each time the contact submits the form, you will have that property registered to their profile.
Want to segment all people that have signed up for a free trial? Create a hidden checkbox, called something like:
Free Trial Request
Make it hidden, and toggled as default.
Everytime someone submits that form, they will have Free Trial Request = yes
Added to their contact properties, and you can use a list to include everyone that has free trial request = Yes.
Scale-able, smooth and timesaving.