Show a pipeline tag when customers haven't viewed your onboarding plan

Steal this HubSpot pipeline tag setup to add a tag to a deal or ticket when your customer has never viewed your onboarding plan

Use this template in Arrows
Show a pipeline tag when customers haven't viewed your onboarding plan
👇  Download our 7 best playbooks for running customer success in HubSpot.
Made by
Arrows
Category
Onboarding
Operations
Type
Tips
Tools used
Arrows
HubSpot

Steal this cheat sheet to run CS in HubSpot

Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.


You'll also be subscribed to our newsletter, which includes new posts added to The Vault.

If you're managing customer onboarding in a HubSpot deal or ticket pipeline, especially at a high-volume, you know how important it is to have an at-a-glance overview of your customer's progress.

You can set up tags on your onboarding pipeline to be able to easily track the critical data points that mean the most to you.

In this example, we're creating a tag when a customer has never viewed your onboarding plan.

Here's how it works:

PRE-WORK:

Make sure you've set up the Arrows > HubSpot data sync ahead of time.

Here are the properties we'll be using for this tip:

  • Arrows # of Participant Views
  • Arrows Days from Start Date
  • Arrows Plan Status

1. In HubSpot, go to pipeline settings page to access deal tags

(We'll use deals in this example, but the functionality will be the same if you're using tickets for onboarding)

To access your deal tags, go to Settings > Deals > Pipelines > Customize deal tags > Add tag

2. Set up your tag settings

In this example, we want to show a tag on the onboarding pipeline when a customer has never opened their Arrows onboarding plan.

3. Add your filters

We're filtering by:

  • Arrows Plan Status is equal to Active
  • Arrows Days from Start Date is greater than 3
  • Arrows # of Participant Views is equal to 0

Now you're all set! Here's how the tags will appear on your pipeline once the deal or ticket object your Arrows plan is associated with meets that criteria:

Steal this cheat sheet for running customer success in HubSpot

Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.