Written by: Hayley Bonnett
Published: 27 March, 2023
HubSpot's new property validation rules are a valuable feature that can help ensure the accuracy and consistency of data entered into specific fields. These rules can benefit your business by saving time, preventing errors, and maintaining compliance with regulations.
Property validation rules are a feature of HubSpot that allows you to set specific requirements for data entered into certain fields. Some popular examples include:
First and foremost, it helps ensure that your data is accurate and consistent, which can save you time and prevent errors down the line. Additionally, it can help enforce company standards and best practices, ensuring that everyone on your team follows the same guidelines. This is particularly important if multiple people enter data into the same system.
Another benefit of property validation rules is that they help maintain compliance with regulations such as CAN-SPAM and GDPR. By requiring certain fields to be filled out or certain formats to be used, you can ensure that you collect data in a compliant manner.
First, navigate to the "Settings" tab and select "Properties." From here, select the “Create property” button.
Once you enter your basic information, you will be asked to select a "Field type". This selection determines whether validation rules are available in the following steps. Validation rules are not relevant for every "Field type". They are only applicable to "Single-line text," "Multiple-line text," and "Numbers" field types.
If validation rules are relevant to your selected field type, you’ll see a selection for validation rules.
Different field types display different validation rules, including:
Once you have set up your validation rule, click "Create" to apply it to your property.
By utilizing HubSpot’s new validation rules, you can further utilize HubSpot’s time-saving features and improve the consistency of data.
If you're looking for expert advice, our Certified HubSpot Trainers are HubSpot pros and can help guide you.
Hayley Bonnett is one of our Canadians working from Calgary, Alberta, a great location for her due to her love of the mountains. She recently graduated with a BBA majoring in marketing and is excited to continue learning and further her education even more.