Here are the updates relevant for managers: 

• Book meetings on behalf of other users (beta).
• New HubSpot embed for Salesforce (beta).
• Payments:
  • Edit subscriptions (beta).
  • Edit the next payment date for subscriptions.
  • Create and send payment links from contact, company and deal records.
  • Improved payouts experience.
  • Include multiple payment links in forms.
  • Payments Revenue Reporting Dashboard available in Starter.
• Add conditional logic to the ‘Create record’ form (beta).
• Manage your marketing emails from mobile.
• Automatically associate calls with deals through HubSpot AI (beta).
• Forms reporting moved to the Forms Analyze tab.
• Saved views for website pages and blog posts.

Book meetings on behalf of other users (beta)

Save time and enable call-scheduling team members by using the new release to book meetings on behalf of other users directly on the deal, ticket, company, or contact record. 

The release enables you to report on who scheduled a meeting and who was assigned the meeting. For example, you can now report on which business or sales development representatives (BDRs or SDRs) booked meetings for which account executives (AEs).

HubSpot embed for Salesforce (beta)

Save yourself and your team’s time from switching between HubSpot and Salesforce to see the complete view of the data using the new Salesforce HubSpot embed as part of HubSpot’s Salesforce integration. 

Previously, only the five most recent HubSpot timeline activities and a limited number of properties were viewable in Salesforce.

HubSpot Payments receive many long-awaited improvements

If you have been unable to derive the benefits of using Payments, such as seeing and using payment data in the same system as your other reporting, the latest releases from HubSpot may eliminate that barrier to adoption.

• To make it easier to upsell and retain customers who need to make changes to their subscriptions, you can change products, prices, quantities and discounts without canceling and restarting the subscription.
• To improve the customer- and financial-team experience, you can edit the next payment date for subscriptions instead of canceling and restarting the subscription. This feature is especially useful for businesses where the first payment is made immediately to reserve services for upcoming months. Regular billing occurs on one particular date for all customers.
• To help your team save time and make it easier to get paid, you can create and send payment links from contact, company and deal records. It now takes 10 seconds to create the link, compared to 3 minutes before this release. 
• To quickly and easily reconcile bank deposits with HubSpot Payments transactions, the payouts experience in Payment Settings now shows:
  • The estimated date the payment will arrive in your bank account.
  • Failed payments to take action on.
  • The customer’s email address.
  • A link to the Payment record to more easily identify the payment source.
• To allow customers to select which product they want to purchase within one form, you can include multiple payment links on forms.
• To save time creating reporting, the out-of-the-box Payment revenue reporting dashboard is now available in the Dashboard Library for HubSpot Starter customers, in addition to the current availability for Enterprise and Pro levels. 

Add conditional logic to the ‘Create record’ form (beta)

Ensure your team is gathering complete, relevant and accurate data for reporting and insights by utilizing the new release to add conditional logic to properties with defined options inside the form that creates records in HubSpot. Once a selection is made on the first field, the following fields are customized for the previous option chosen.

Manage your marketing emails from mobile devices

Check the status of marketing emails from the convenience of your mobile device. This release lets you manage your marketing emails in the HubSpot mobile app. 

You can also delete and test emails from the app and see when the email was last updated and by whom, the email details, performance and other key metrics. 

Automatically associate calls with deals through HubSpot AI (beta)

Save your team time and gather more complete data by enrolling in the public beta for HubSpot AI that automatically associates calls with deals. Previously, associating calls with deals was a manual process, which meant many calls were not attached, and the relevant information was difficult for your reps to find and hard for you to report on.

Forms reporting moved to the Forms Analyze tab

You can now find the forms reporting more easily by clicking on the new Analyze tab in the Forms tool. Previously, form analytics were challenging to find within the Reports menu in the Analytics tools. 

Saved views for website pages and blog posts

If you view a specific website page or blog post regularly, you can save time using the new Saved Views. Similar to the Saved Views in HubSpot’s other tools, the views can be shared to enable other HubSpot users to check these same pages or posts quickly.

The post HubSpot’s April 2023 releases: The manager’s guide appeared first on MarTech.

Here are the latest HubSpot updates relevant for managers: 

• AI content assistant (Beta)
• ChatSpot: combining ChatGPT and HubSpot CRM (Alpha)
• Associate “Pop-up CTAs” with campaigns (Beta)
• Use event integration data in Customer Journeys reporting
• Filters for date properties on object index pages
• Create Multiple Knowledge Bases (Beta)
• Drag-and-drop blog post editing modules 
• Create random splits in lists (Beta)
• Make files expire in the file manager
• Use business days in task due date workflows (Beta)
• User records (Beta)
• Property validations for more properties

Accelerate content creation and complete simple tasks faster with baked-in generative AI

Doing more with less seems to be the mantra for 2023. Likely, you are now asked to create more content, run more campaigns and do more reporting with a smaller team than last year. 

HubSpot’s new AI content assistant (beta) can help your team quickly create ideas, outlines and drafts for blogs, landing pages, emails and other content without leaving HubSpot or learning a new tool. 

Other tasks — status updates, drafting follow-up emails, finding and creating reports — can be accomplished using prompts in HubSpot’s ChatSpot tool, which combines ChatGPT and your HubSpot portal’s data and tools. ChatSpot is in alpha and will become more useful over time as it learns from the early adopters and new features are released based on user feedback.

Join the waitlist for both products here.

Pop-ups now included and tracked in Campaign Tools

Using pop-ups to direct users to HubSpot website pages or external pages is an effective way to direct them to landing pages, meeting links and more using banners or popups containing pop-up CTAs (beta). 

You can now see these new CTAs inside the campaigns tool as “CTAs (Beta).” The original CTAs are labeled “Calls-to-action” in the Campaigns tool and “CTAs (Legacy)” during creation. 

Use Event data integrations to create more accurate Customer Journeys 

If events are part of your marketing strategy, you can create a broader and more accurate view of all the customer touchpoints by adding event integration data into the Customer Journey Analytics we reported in November. These reports are now out of beta.

Segment records ‘more/less than [x] days ago’ in object index record pages

View and save more accurate segments of your records on the main object index records page using the new filter for “is more/less than [x] days ago.”

For example, create a filter for contact records created in the last seven days and save that view to easily revisit it without inputting a different date range each time.  

Create different Knowledge Bases to better serve different audiences

Segment your knowledge base content more easily and securely using the new feature to create multiple Knowledge Bases for documentation. Previously, partitioning content in your knowledge base for internal users, customers and the public required using lists and assigning permissions at the article level. That process was difficult to maintain and often resulted in emails sent to contacts by mistake. 

Now you can create up to five separate knowledge bases for different kinds of users and other brands or products, making the search function more accurate and less overwhelming for each audience.

Enable faster blog customizations using drag-and-drop editing modules 

Avoid unsightly off-brand hacks and time-consuming developer requests by using the new release to drag and drop modules into your blog posts’ rich text areas while editing posts.

In the theme of doing more with less, this feature enables your creative team to publish more blog posts without custom development time.

Create random splits in Lists for A/B testing

Last month, the release of random samples in Lists helped eliminate manual spreadsheet exports and imports when segmenting lists for content testing.

This month’s beta release to create random splits in Lists further increases the quick in-HubSpot segmentation work for A/B testing and other uses without needing complicated math equations. 

Inspire action, increase security and keep your portal clean using expiration dates for files

If you want to inspire customers or leads to take action by viewing or downloading a file from the file manager in a certain timeframe while keeping your database clear of old or non-relevant files, use the new expiration dates in the file manager to automatically send files to the trash on a certain date and time.

Note that these are not the Sales tool Documents, where deleting documents would also delete the analytics of who viewed the files, for how long, etc.

Auto-generate more accurate tasks in workflows using task due dates counting business days 

Create more accurate and useful tasks automatically using workflows, with the new beta feature that only counts business days when setting task due dates and reminder dates.

Previously, tasks may have been due on a weekend, which required manual updates or incorrectly overdue tasks shown in your reporting. This update may also help with adoption and attention to tasks, ensuring your teams respond quickly to critical work such as lead follow-up.

View and change user records more easily in User Records

Admins can ensure your team has the correct first and last names, permissions and other settings in one centralized place in the new User Records (beta), which allow admins to edit settings on behalf of the users.

Ideally, in future releases, this user record will expand to be a full object and eliminate tedious workarounds such as making contact records for every employee to enroll them in workflows for internal communications, streamlining employee onboarding and offboarding.

Reduce manual data cleanup using expanded property validation

If you want your team to spend less time on manual data cleanup and more time on strategic projects that achieve your department goals, property validation now includes custom text, number and date picker properties to help ensure the necessary data is entered correctly the first time. This release promotes higher-quality data for more accurate reporting and decisions.

The post HubSpot’s March 2023 releases: The manager’s guide appeared first on MarTech.

HubSpot is publishing more comprehensive monthly updates outside individual portals, such as the “What’s New in HubSpot’s Software” page, previously limited to quarterly roadmaps.

Here’s a list of the latest HubSpot updates relevant to managers: 

• Marketing Campaign custom properties (beta)
• List releases: Create a random sample, clone and restore static lists and ‘has/has not completed’ filters
• Easier social media publishing and email replies on mobile (beta)
• SEO recommendations
• Filter using ‘or’ in views on index pages for all objects 
• Saved task views, clearer workflow errors, resolvable comments and improved comment notifications
• Track more accurate campaign engagement by checking bot filtering status
• Colored deal tags (beta)
• Improved playbook features, survey options and ticket integrations

Marketing Campaigns now have custom properties (beta)

Keep your campaign information and assets organized and report on new types of campaign information, by creating custom properties for Marketing Campaigns. The once-limited Marketing Campaigns feature now behaves like other standard CRM objects (i.e., contacts and deals), so you can organize, filter and report on the custom campaign data most relevant to your business. 

Previously, many companies used complex naming conventions as workarounds to store campaign information in the name. There was no way to report on that naming information as individual pieces of data. Watch a video about this release here.

List releases: Create a random sample, clone and restore static lists and ‘has/has not completed’ filters

If you are running A/B tests, creating personalized actions for a specific active or static list, or choosing contest winners randomly, the new beta release to create a random sample from any list will eliminate the previous workarounds and potential errors from exporting and importing spreadsheets. This new feature allows you to choose a percentage or a count of list members who will be added to a new static list.

You can restore accidentally deleted lists for up to 90 days using the new ‘Recently Deleted’ tab. If you need to filter a static list differently or turn it into an active one, you can now clone it and make those changes. Previously, only active lists allowed cloning. Watch a video about these two releases.

There’s also a new list filter for reporting who has or has not completed a Marketing Event, Media Interaction, or Custom Behavioral Event. The previous ‘is known’ filter for these events was not clearly understood, and it was difficult to segment contacts who had not completed the event.

Easier social media publishing and email replies on mobile (beta)

Using the new HubSpot mobile app features, your team will be better equipped to create and correct social media posts on the go. They include mentioning pages for greater visibility, previewing the link image or choosing the site preview in the post for greater relevance and dynamic hashtags to check correctness while editing the post. In-app editing features also now include changing text, attachments, mentions and link previews.

Encourage greater adoption and data collection by using the new beta release to send and reply to emails within the mobile app. This ensures the emails are timely, tracked and all team members on all devices can see the latest conversation and context for the record.

Dig deeper: HubSpot debuts ChatSpot generative AI tool

New SEO recommendations

Your website can get more traffic by using several new SEO recommendation tools. These tools scan websites for broken external links your team needs to fix, verify pages are working properly and confirm which pages are correctly blocked from search engines. Learn more here.

Filter using ‘or’ in views on index pages for all objects 

Find relevant information across multiple properties faster and create views in real-time, using the new ‘or’ filtering on the main index page for CRM objects such as contacts, companies and deals.

Previously the workaround was to create lists using the “or” filter, which required more steps, took additional time to load and cluttered the Lists area with unnecessary items.

Monitor teams’ work more easily with saved task views, clearer workflow errors, resolvable comments and improved comment notifications

You can more easily monitor specific team members’ tasks or important types of tasks by using the new release to create and pin saved views of tasks, limiting the information to what is most relevant to your needs.

The “workflows with errors” tab has been renamed “at-risk workflows.” That should alleviate some anxiety since items appearing on that tab may not have been true errors or were errors that had been resolved. Admins can now prioritize and ignore risks that are not relevant.

Quickly check if you’ve responded to your team’s comments and see if they are getting the answers they need using the new resolvable comments beta feature in the collaboration sidebar. Encourage your team to resolve the comments incorporated into their work to make finding any unresolved comments that still need to be addressed easier.

See more comment detail and context without logging into HubSpot, thanks to the improved email notifications for comments, including a new subject line format for threading comments in the inbox.

Previously, your inbox may have been overloaded with notifications requiring multiple steps to see important context before responding.

Track more accurate campaign engagement by checking bot filtering status

Determine whether your email engagement metrics are accurate or if they are being inflated by bots by checking the email post-send page for the new status indicator Bot Filtering setting.

If you recently switched to HubSpot and your email engagement metrics are different than in past systems, try toggling this switch on or off to see if bots were the reason your previous system’s engagement numbers were higher.

Use colored deal tags to help your team prioritize deals (beta)

Help your teams prioritize the full or constantly changing deal pipeline boards using the new beta for colored deal tags. Your super admin can create up to 10 deal tags based on a set of conditions, such as deals with a value greater than a certain amount. When the conditions are met, the colored tag automatically appears on the deal in the board view. The board can also be sorted and filtered by the deal tags.

Gather and report on customer feedback more easily with improved playbook features, survey options and ticket integrations

Collect more customer information, guide team members through calls more efficiently and keep your team focused on the customer during calls by using Sales Playbooks inside the HubSpot App for Zoom meetings.

This feature allows your team to use any HubSpot playbook, track and log data on records, search and view existing contacts and associate a playbook with a specific HubSpot contact record, all within the Zoom call without switching tabs or windows. See the feature in action in this video.

Customer service reps can lead consistent calls and collect more reportable information using the Customer Onboarding playbook during their first call with a new customer, a critical point in the relationship to make a good first impression.

The new Business Review playbook can assist with regular customer check-ins, gathering data from the same customer over time and also to compare customers and discover any signals for positive or negative trends.

It’s now easier to report on customer ratings in custom surveys to gauge customer sentiment now that the survey rating is a “number” type, which supports calculating average ratings over time or across customers. The update applies to new ratings, not historical info not saved in this “number” format. Standard surveys such as CSAT already had this ability.

If your company uses Salesforce cases to collect customer questions or feedback, you can now send and one-way sync those cases into HubSpot tickets for greater visibility of customer feedback across teams using different tools (in beta).

Teams using Hubspot can now see if existing contacts have opened a case in Salesforce, giving all team members more visibility into customer communication and support. Previously, cases had to be synced into custom objects in HubSpot, which are only available for Enterprise users and have fewer reporting and segmentation features than native Tickets.

The post HubSpot’s February 2023 releases: The manager’s guide appeared first on MarTech.

Create custom goals based on any property 

To better hold your customer-facing teams accountable and track progress on department goals, HubSpot Sales and Service Enterprise now allows you to make custom goals based on any property, not just default properties. 

Set notifications for when goals kick off and when they are achieved, exceeded or missed so you can better track, reward, or improve your team’s performance.

Build custom reports using marketing email analytics (beta)

Report on your marketing email performance in new and more relevant ways now that the marketing email analytics are a data source option inside the custom report builder.

Metrics such as open rate and click-through rate were previously only available in the marketing email tool’s analyze space or exported and pieced together in an Excel sheet.

Using marketing email analytics in the custom report builder can tie email performance to other CRM data without using multiple tools. Example reports could include:

• What day of the week has the best open rate.
• What content has the lowest click-through rate and should be reconsidered.

These reports can be added to a HubSpot dashboard where you may view your other manager reporting.

Use HubSpot Subscriptions with free trial offers

Does your company offer a free trial period for a recurring revenue product or service? You can now use HubSpot Subscriptions by scheduling the subscription on a delay during checkout.

For example, the customer would input their payment information today but receive their first recurring expense 30 days from now. (See this video at 1:45.)

Using a subscription this way may solve a common issue where free trials were previously activated within a product app (outside of HubSpot) that may not be integrated adequately enough with HubSpot to seamlessly track and transition those customers from the free trial into their payment period.

Add a terms of service link to HubSpot Payments

If your finance or legal team previously did not approve using HubSpot Payments, you may win them over now that a terms of service link can be added to the Payments links.

You can mandate that customers agree to the terms before allowing them to complete a checkout.

Schedule meetings faster using calendar view

Inspire more adoption of HubSpot meetings to track and use data better now that there is a calendar view when scheduling a meeting on a contact record in the CRM.

Previously, users could not view their calendar’s availability inside HubSpot, so scheduling meetings required multiple tabs and tools. 

Get a more complete view of customer interactions with inbound calls (beta)

Prevent the loss of valuable data and the stress caused by juggling multiple devices and systems by using the new release to accept inbound calls within HubSpot. This release includes managing missed calls and voicemail. 

Having all the call data in HubSpot will provide a complete view of the customer’s interactions with your company and give more context to your team members for a better chance of selling to or delighting the customer.

Manage user security in one view

Understand your risk of security incidents in your HubSpot account using the new Security Center‘s score, built off a checklist or security criteria related to the users and permissions.

As a manager, you may need to ensure your team and your customers’ data is not at risk, especially if your company does not have a robust information security team. 

Onboard and change notification settings by team preset (beta)

Onboard multiple new team members and ensure current team members see the information they need using the new Team presets for settings such as homepage, language and email signature. Previously the presets had to be applied one-by-one to users.

This includes presets for notifications, which previously could only be set up by each user inside their own preferences, making compliance difficult.

When notifications are set up incorrectly, your team will either be overwhelmed with unnecessary information or not receive the information they need to succeed, especially team members who are not logging into HubSpot daily.

The post HubSpot’s January 2023 releases: The manager’s guide appeared first on MarTech.

HubSpot Reporting now supports customizable fiscal years, dashboard property filters and parent-child calculated properties

Is your fiscal year different from the calendar year? HubSpot for fiscal year forecasting and goals now lets you customize reporting for your fiscal year, eliminating the need to download forecasts and goals and manipulate them manually. 

Without asking your admin for custom reporting changes, you can see the info you need for specific properties and segments of your CRM on dashboards using the new property filters (in beta). Previously, the date range was the only filter available for the entire dashboard.

If you target multi-location businesses or have other parent-child company profiles, you can now get a more accurate view of the parent company’s entire business in your reports, saved views and more using calculated properties for parent-child companies (in beta). For example, the sum of the revenue for all the parent’s child companies could be a calculated property used in a report. 

Internal communication improvements for team efficiency and centralization

Managers can make sure the most important information is stored on the HubSpot records for contacts, companies, deals and tickets by using the new feature to convert Slack messages to Notes. 

This is especially helpful for teams using Slack’s free plan, where older messages disappear and for important transaction-related communications between teams that need a date-stamped record, e.g., when a client cancels a contract. Previously, HubSpot supported sending notes to Slack channels via workflow, not sending from Slack to HubSpot. 

Remote team members can more easily contact other team members from their phones, sending you to relevant records to quickly solve a customer or internal issue, using the new internal “@” mention notifications in the HubSpot mobile app. 

Previously this feature was only available for desktops or laptops, causing a lag in communication time for team members working from mobile devices. 

To improve internal communication and customer experiences, non-admin team members can quickly and efficiently find, share or clone each other’s meeting links. In addition, managers or team leads without Super Admin access can now be given permission to create, edit and delete these meeting links on behalf of other users.

HubSpot Payments updates increase sales and adoption potential

Reduce friction for customers to increase upsells and cross-sells with the new optional products featured in HubSpot payment links. This feature eliminates the previously manual, time-consuming and confusing process of creating payment links for each product or product bundle you offer. This release may make using HubSpot Payments more effective than issuing invoices or quotes and attributing additional revenue to a specific sales, marketing or customer success activity.

Increase sales, decrease the sales cycle and reduce manual work for your team by using the new release to sell multiple subscriptions on different frequencies in one checkout experience. This feature is especially helpful for professional services firms with recurring client payments on different billing frequencies or different term lengths in one contract.

Previously, your team had to create multiple quotes and invoices that could potentially confuse customers. This functionality could increase the likelihood of your company using HubSpot subscriptions, which allows you to monitor recurring revenue from different products.

Does your finance team use QuickBooks? HubSpot Payments now supports the creation of refund receipts in QuickBooks, increasing the chance of financial approval to use HubSpot Payments to enable non-finance managers to report on revenue in HubSpot. 

Improve marketing accessibility, conversions and campaign insights

Improve your Facebook advertising performance, personalization and measurement with the new Facebook Conversions API for Forms (in beta). This functionality may lower your ad spend by linking your website and Meta’s marketing data, which yields increased control of content and times for sharing. 

Gain more visibility and efficiency into event and campaign performance by storing your marketing event data as an object in HubSpot, which you can now associate with your HubSpot campaigns. Offline events data association is not supported. 

Make your content more accessible and comply with regulations for hearing-impaired access using the new video subtitles feature. 

The post HubSpot’s December releases: A manager’s guide appeared first on MarTech.

Also, last month: 

• Marketing emails can now be prevented from sending without approval first.
• Campaign reporting is enhanced by an improved “influenced contacts” metric.
• gaining actionable insights from calls is easier with more specific clipping.
• Data collection is more efficient using required properties when creating new deals and tickets.
• Plus, several Payments and Playbooks releases allow managers to access the information they need.

WhatsApp integration for HubSpot

Increase the likelihood of prospects and customers engaging with your content by using their communication method of choice — which now includes WhatsApp. 

The new WhatsApp integration for HubSpot helps you serve the 2 billion people who prefer the app while allowing your team to use a WhatsApp Business account as a channel in the conversations inbox for text or voice messages. 

You can also use approved WhatsApp templates inside HubSpot, add WhatsApp messages as workflow actions, and view reporting on WhatsApp activities. See how it works.

Approvals for marketing emails (beta)

To better safeguard your business against costly mistakes in emails and streamline any existing approval process using multiple tools, you can use the new approvals feature inside HubSpot’s marketing email tool. 

Your HubSpot admin can turn on this option and set it for the appropriate people to be notified to approve before the email can be sent or scheduled. Learn more about best practices to begin using this new release.

Updated Campaigns ‘influenced contacts’ metric

To give you better insights for managing campaigns and adjusting strategy based on what’s working and what’s not, HubSpot’s “influenced contacts” metric has been improved to remove previous limitations. 

The latest release in HubSpot’s Campaigns 2.0 improvements, this updated metric shows the number of contacts that engaged with campaign content to understand how each contact was influenced. 

Content that influenced the contact is now visible when viewing a list of contacts. The campaign details page and campaign analytics reports can use an influenced contacts filter, and you can use the data to create active lists of who was influenced or what influenced them. 

Call releases that eliminate confusion and manual work

It’s now easier to train team members using actual call recordings in HubSpot, and improve marketing content based on the voice of the customer, by sharing specific recording clips with your team. 

Previously, you could define the start time but not the end time. Defining start and end times to the recording clip should help you highlight the relevant part of the call for that specific learning. If the clip is shorter, the team is less likely to become confused or lose interest since they can’t see what’s relevant. 

Similarly, a new release attaches comments on call recordings to the specific section of the call the commenter is referring to, preventing back-and-forth user messages for clarification.

An additional calls-related release eliminates manual work and prevents overlooking important customer information. Inbound (incoming) calls are now automatically associated with the existing contact and/or company record. Previously, the calls had to be manually attached.

Payments releases for taxes, fees and subscription billing dates

HubSpot’s Payments features now enable you to see revenue information more easily, reduce friction from the customer purchasing experience, and attribute revenue to marketing more directly.  

Here are enhancements that may aid you with getting started or using Payments:

• Businesses can now add taxes and fees to quotes.
• Your HubSpot admin and accounting team will be able to communicate more easily now that the payment settings in HubSpot have been simplified and the language clarified.
• To match your company’s billing cycles for a particular day or allow for your company to service onboarding before beginning recurring payments, you can now set a future first payment date using Payment links for recurring subscriptions. Previously, the subscription billing date would be the same day of the month that the customer chose to make their first payment. This release will soon apply to Quotes, too. 

Playbooks releases ensure adoption and better use of collected data

Collecting data via Playbooks can help marketing teams gain insights into what customers and prospects are talking about during calls. Here are some of the latest updates:

• To create a better customer and user experience, Playbooks can now update properties on associated records. This ensures all teams and users find the information they need, no matter which associated record they are viewing. Previously, the properties were only populated on one record directly attached to the Playbook. 
• Another release makes it easier for your team to know which playbook to use based on the value of the deal stage property, contact lifecycle stage property, ticket status, or ticket category. This increases the chance the teams will use the Playbooks, fulfilling the goals for which it was created. 
• The Playbook editor experience is now more intuitive and less frustrating, making it simpler to improve Playbooks more often or create new Playbooks as needed to increase the success of your teams.

Set required properties for new tickets and deals in every stage

To ensure you have the data you need for accurate reporting, outreach automation and personalization, you can now require certain properties to be filled out before a deal or ticket is created for each stage. 

Show only the relevant required properties when creating a deal or ticket to collect the information you need more easily without the team wasting time manually inputting irrelevant information.

Previously, team members could avoid inputting the required information by creating new deals or tickets instead of moving existing records to new stages. 

The post HubSpot’s November releases: A manager’s guide appeared first on MarTech.

The ability to customize lifecycle stages and goals for business-specific success metrics was also introduced last month, along with improvements for importing complete sales activity to HubSpot, tracking campaign spend and exporting campaign data.

In addition, several HubSpot Payment improvements were rolled out and data governance was improved for better security, compliance and trustworthy reporting.

Customer journey analytics launched in beta

The customer journey analytics reporting tool provides a visual depiction of the touchpoints that are moving customers toward conversion and those that are not. This functionality will allow Enterprise users to filter down to specific campaigns, forms or pages to:

• Optimize any area of the customer journey.
• See the average time it takes for contacts to go from one step to another.
• Allow you to answer questions not included in legacy funnel reporting.

The feature was announced at INBOUND22, where Nicholas Holland, general manager of Marketing Hub and VP of Product, said individual customer journeys can be fragmented and unpredictable, but you can see a clearer path if you track a similar group of customers. He also said by compiling disparate data in one place, the need for additional tools, a CDP for example, is eliminated. 

Want to know more? My colleague Liam Redding takes a deep dive here. 

Customize HubSpot to match your business terminology with custom lifecycle stages

Getting everyone in your organization to speak the same language is difficult, especially when your business terminology doesn’t match that of your key software vendors. And let’s face it, they never match. 

But customizing HubSpot to match your business terminology is now possible with the custom lifecycle stages feature, which lets users name the steps in the customer journey. Combined with the custom journey analytics, users get a more tailored and accurate view of prospects and customers.  

Changing stage names to match your company’s terminology and removing unused stages may be the easiest first step to implement. At the other end of the spectrum, adding lifecycle stages would be more complex, and require a thorough audit of your HubSpot portal to update reports, forms and other tools. 

Custom lifecycle stages is a long-awaited feature and in beta for many months. During that time, HubSpot discovered that almost 40% of businesses had created workarounds to compensate. As a result, there may be complex changes to make in your system to use new options for the built-in stages. 

Payment updates for QuickBooks integration, discount codes

Several features were introduced for Payments users: 

• An integration with QuickBooks that creates an expense for HubSpot payments processing fees, ensuring revenue/expenses is properly booked without additional manual work. 
• If you use discount codes for promotions, rewarding loyalty and tracking groups of people who purchase, HubSpot Payments now allows for discount codes. 
• Viewing payment history is sometimes necessary for your team to gather context about the status and actions that occurred. HubSpot Payment activity is now in the activity timeline for deal, contact and company records associated with the payment.

Improved governance enhances security, data and reporting 

Limiting users’ abilities to make changes eliminates errors that could corrupt your data or make reporting inaccurate. Several features were introduced to limit access to authorized users and enhance security: 

• Deal data is now more protected by limiting user access to make changes to deals in certain pipeline stages, such as locking down the Closed Won deals from any changes to amounts or dates. Only Super Admins have access to edit these locked deals, while other users may have read-only access. 
• If you are checking user behavior, assessing the adoption of tools or considering letting a team member go, you can use the audit log and security log to view certain user actions. This information can now be viewed in-app instead of exporting a CSV file.
• When investigating an unexpected change in a HubSpot file, you can now see file history to see who edited files and when. This includes seeing when videos were deleted, which folder images were moved to and which user performed these actions.

The post HubSpot’s October releases: A manager’s guide appeared first on MarTech.

Use Campaign templates to recreate successful campaigns quickly

Continuing the Campaign tool enhancements from July’s releases, you can now set up templates based on successful campaigns or best practices. This feature enables you to give your team guidance on the steps to create a standardized campaign while allowing for customization as needed. Opt into this public beta using this feature in your HubSpot portal.

HubSpot CRM records improvements

Save time by editing records directly on the index page (beta) within the table’s column, like editing a spreadsheet. Previous methods of editing Contacts, Companies, and other object property values required multiple clicks into or around each record. Users accustomed to spreadsheets will find the interface familiar, encouraging data cleaning and completion for more useful reporting. 

Dig deeper: HubSpot pairs community with a connected platform

Get a more accurate picture of customers’ and prospects’ journeys when your team manually logs new sources of interactions in records, including SMS, LinkedIn messages, WhatsApp messages, and postal mail. Logging these interactions yields a complete view of customer actions, reducing the instances in which customers need to repeat themselves, which improves their experience. Logging more communications can also help ensure team members receive credit for their outreach.

Give users and teams the right information with fewer distractions while protecting sensitive information by setting specific view permissions on Notes (beta). This release builds on improvements in viewing permissions added in August.

HubSpot Reporting updates

Create more transparency across teams and eliminate additional steps of logging into financial tools by utilizing a new, pre-built Gross Payment Revenue dashboard to report on revenue from HubSpot Payments.

Prevent the need to log into multiple tools by tracking your website’s organic search performance using Google Search Console from within HubSpot’s SEO tool in the new Analyze tab. This release also may be a step towards reconciling the differences users have reported between HubSpot and Google’s data.

Improved video forms, CTAs and segmentation

Make better decisions based on video interactions now that the Forms and CTA overlays on HubSpot video more closely match the functionality of other HubSpot forms and CTAs. Video forms and CTAs can now be included in campaigns, email notifications, automation, and more. These overlays will adopt any new capabilities introduced to forms and CTAs in the future. 

To better serve the right customer the right message at the right time, you can now segment your database based on video plays, using media interactions as filters to take an automated action based on a user’s interactions in a video. 

Streamline and standardize new user and team setup

Create peace of mind that your teams can access what they need, and know that reporting on their efforts will be accurate by using these new features related to user setup. You can save your onboarding admins’ time and increase the adoption of the tool if everything is set to the new user’s needs before they start working.

Standardize the setup of meeting link pages using the new release to clone meeting link pages. This will help ensure all users follow standards, prevent errors, and allow for more accurate reporting. It also allows users or admins to provide multiple scheduling pages for different contexts without building the meeting link from scratch each time.

Make sure your team is sharing the appropriate contact information with prospects and customers by creating default settings and preferences for groups of users, such as email signatures. 

This release also includes the ability to set up the HubSpot home page for each user or team, so the most relevant page for their role is the page they see most often.

The post HubSpot’s September releases: A manager’s guide appeared first on MarTech.

CRM records improvements

The CRM records received a variety of updates in functionality useful for managers to quickly find the information they need. 

• The Activity timeline has a new tab called Overview, where you can quickly see important information. You can conditionally configure the cards and tables to show only the most relevant information, and create custom cards for the middle pane and sidebar to show any additional information you need to track often. 
• You can manage your CRM developer’s work in one place, inside of the new CRM development menu included with the new CRM card beta. 
• You can now display different properties on deal cards in each sales pipeline board. At a glance, you can see the information most relevant for advancing the deal, such as showing different properties for each product’s pipeline.
• Linking to specific activities in the CRM records, to better communicate exactly what you are referring to, has been added. This functionality could be used in HubSpot tools where new commenting isn’t available. You can also add links to HubSpot activity such as logged emails or Notes to documentation in other software.
• Managers can now create manager-only views and limit what information their teams see with the “no viewing access” permission feature.

CMS tools and dashboards collaboration

The commenting mode and sidebar features, recently introduced in the email editor and other Marketing Hub tools, have expanded into CMS website tools and reporting dashboards.

This feature will enable you and your team to clearly communicate questions and efficiently address quality control issues, instead of sending someone a link to the entire dashboard or CMS screen.

These two tools are specifically important to managers because work in the CMS is eventually public-facing, affecting customer experience and becoming visible to your leadership and board for potential negative feedback when a mistake happens. The CMS tools now have a comment sidebar but do not yet have the new “comment mode” which allows communication attached to specific modules in the tool.

Similarly, dashboards are often created for leadership, so this improvement in collaboration can ensure the reporting is illustrating the story you want to tell. Leaders can then ask questions directly on the dashboards asynchronously instead of waiting to pepper you with questions during a real-time meeting, which can reduce meeting time and stress. You can comment on any type of module in a dashboard, including the video and text boxes you might use to further tell the story with your dashboard data.

This article shows you all the tools with commenting collaboration features, depending on your subscription level.

Compare date ranges in the custom report builder

With the new “date part” feature in the custom report builder, you can now compare time periods in the XY reports and KPI reports. Use this to compare performance and spot trends better.

This release lets you see performance by day of the week, day of the month, day of the year or other granular time periods. It could answer questions such as “Which day of the week do more customers engage with our emails?” and optimize future performance based on the answers you find.

New workflow actions for date delays and deleting contacts 

Two new workflow actions are useful for compliance, reducing unwanted contacts and ensuring actions happen at the right time: delay until a specific date and delete contacts.

You can now set the delay for a workflow to a specific date, which would be useful for the launch of a campaign or other workflow full of tasks and actions to be set at a specific date instead of a varying number of days from now. This eliminates the potential for human error in calculating delays and makes certain delays easier to configure when they don’t have to be based on a previous event occurrence date.

You can also delete contacts with workflows, which keeps your database clean and relevant while reducing manual work. If you are using Marketing Contacts, this release ensures you don’t go over your contact limit (which would result in a larger subscription bill). This also helps your company stay in compliance with privacy laws and eliminate free email domain addresses from your database. Be cautious if you enroll in this public beta. Contacts can be restored, but it can be a time-consuming effort to undo a mistake.

The post HubSpot’s August releases: A manager’s guide appeared first on MarTech.

Identify over/under budget campaigns

The soon-to-be-released Campaign ROI feature includes a “campaign budgets” report to track which campaigns are over or under budget. It should help users allocate budgets and demonstrate ROI.

Campaign budgets has two new features: a numeric field and a currency setting. This is a marked improvement from the previous version which had a text box for inputting both the currency and numbers. This made impossible to use it as a calculated numeric field for reports.

Your team may need to complete clean-up work on past campaigns to use this field for historical reporting. Fill in the new budget field with the values from the old, read-only budget field before the old budget field disappears on September 8.

Tracked terms automates

Voice conversations are rich sources of information and insight for managers, but they’re extremely difficult to mine. Few managers have time to join or listen to all of their team’s calls. The new tracked terms feature looks to help with that.

It lets users define phrases — tracked terms — that HubSpot’s Conversational Intelligence functionality can find. These terms can be set to trigger automated workflows (i.e., refer the contact to customer service for follow-up) or send her manager a notification (i.e., additional training is required). 

Creating lists based on tracked terms can make it easier and faster for your team to personalize outreach.

Read more about Conversational Intelligence Tracked Terms or watch this video.

Email collaboration feature (beta)

The Marketing Emails commenting feature allows teams to collaborate on email creative and settings. Modifications and corrections can be made more efficiently by adding comments and tagging other users on sections of emails. This is an improvement on the previous cumbersome process for reviewing and modifying email creative which usually required multiple browser tabs or windows.

In our previous release notes, we reported the commenting feature was expanding across more tools for better collaboration between teams, departments and managers.

Watch this video about commenting. 

Cookie scanning (beta) and dismissing

As a manager, you’re likely responsible for ensuring your team’s work complies with an alphabet soup of privacy laws that require blocking cookies until consent is given.

The cookie scanning feature lets you scan, categorize and block cookies until consent is received. It works on all cookies: external, third-party and HubSpot. 

If you don’t use this feature, HubSpot’s cookie banner will only manage cookies from HubSpot and native integrations.

Also. there is now a built-in dismiss button that closes the banner if your website does not use the “Require Opt-in” functionality. This option previously required custom code, so this release can improve both user and customer experience if it complies with applicable privacy policies.

Read more about scanning and managing cookies or watch this video. 

Read about using the cookie banner dismiss button.

Sign up for beta features yourself (beta)

How’s this for “meta”? HubSpot is rolling out (in beta) a feature that makes features in public beta more accessible.

Super Admins will soon be able to opt-in to beta features themselves instead of contacting your HubSpot rep or locating buttons in obscure locations in the user interface. 

Have your Super Admin check out this video tutorial to get started. 

Dig deeper: HubSpot’s roadmap for building community through content

The post HubSpot’s July releases: A manager’s guide appeared first on MarTech.