HubSpot Ideas

DiegoPI

Customize Meeting Reminder & Meeting Booked Emails

It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be able to make changes to the confirmation email that is sent when a meeting is scheduled.

 

The current text of the meeting reminder email is:

Hello,

This is a friendly reminder that we have a meeting booked on:
11 Jun 2018 17:20 EST

I look forward to meeting with you,
HubSpot-Updates
Status aktualisiert zu: In Planning
October 21, 2023 06:01 PM

Hi everyone!

 

Thank you for all of your thorough ideas. I wanted to let this thread know that we are actively planning some improvements that we can make here based on your feedback. There are a lot of specific requests inside of the broad topic of customization. We won't be solving all of these requests at once, but we are excited to start! I'll keep this group updated with any beta plans. 

 

Thank you all!

November 09, 2021 12:00 PM

Hi Community,

 

Just leaving a note here to let you all know that we're still following this closely and are currently exploring some ways we can best solve this issue, so that we can plan the work in the future. I'll hold off on updating the status of this idea until we have something set in Planning.

 

Best,

Glen

Re: Customize Meeting Reminder Emails - changed to: Not Currently Planned
September 19, 2021 03:34 PM

Hi Community!

 

Wanted to share an update with every here to give some visibility in what the Meetings and Scheduling team is working on, where this problem/idea might fall in priority, and how we are currently thinking about solving it.

 

The team is currently in progress working on these 2 projects:

1. The ability to insert specific, clickable times into email

2. The ability for attendees to cancel and reschedule using the Meetings scheduling experience (idea here)

 

Once these projects are completed, we plan to make some big updates to the scheduling experience from a contact record in the CRM, which we plan should solve this problem and greatly expand the use-cases, flexibily, and convenience for scheduling 1-off meetings. 

 

Following that project, we will be reassessing our major priorities, one of which will be the ability customize/personalize the automated experiences in Meetings. At this stage, we exploring the idea of including 'embedded automation' into Meetings. This would allow for us to leverage the power of Workflows automation to "build" customized flows of reminder emails and more. Beyond work in Meetings, this would also incorporate making meeting/scheduling data more accessible and useful in Workflows for a number of use-cases that we want to support and improve in the scheduling experience.

 

As we progress in our current priorities we will update here with more details on timing and plans. 

October 05, 2020 01:48 PM

Hi Community,

 

Just wanted to provide an update here that this is still not currently planned this year, but we are continuing to follow this thread, and I will post here again once we are ready to begin reviewing to be prioritized for upcoming work.

 

Thanks everyone for your feedback and patience! 

Re: Customize Meeting Reminder Emails - changed to: Not Currently Planned
April 27, 2020 03:37 PM

Hi Communnity,

 

Thank you all for sharing your feedback!

 

For transparency I am updating this issue from "In Planning" to "Not Currently Planned" because we wont be able to get to this in the next quarter. This is one of the top ideas in Meeting, so we will watch this closely and I will make sure to update here periodically until we have a better idea for next steps.

 

Best,

Glen

331 Kommentare
CStorring
Mitglied

Just throwing another voice behind getting this on the roadmap.

JaiceCampos
Mitglied

Either make the meeting link reminder emails customizable or give the option to add meeting time, date, and location to marketing emails so that we can put it into a workflow and have it trigger from there. Right now, they are just blah. We cannot add out logo or anything. Seems very limited and not great for branding

CdHendecourt
Mitglied

Hi, I support the idea.

It would be great to customize the confirmation email.

- ability to add the company logo

- ability to add the description or add a text. For example the customer receives an email from google with the link to the visioconf, I would like to be able to infotm them about the following email coming up + i would like to let them know that if they can't join a visioconf, then they contact me on my phone (+XX XX XXX  XX).

seven
Mitglied

Crazy that these emails aren't customisable!!!

SBungey
Mitglied

Really need this to be possible - the current email has a huge CTA to set up your own calendar, which is just marketing for Hubspot. The ratio is such that this email is really more about lead gen for Hubspot than it is helpful to me. 

 

Will have to balance against the use case for using Hubspot versus Pardot if customisation isnt possible. 

daniraper
Teilnehmer/-in

This is such a basic feature that I am shocked does not exist. Not only would I like to change the subject line and text, but I'd like to include a link to a form and much more. PLEASE add this in, SOON!!

amcg
Mitglied

HubSpot Product Team - please prioritize this! The current template is very limiting. We need more control over the subject and copy. How has this been an open issue since 2018?

ColinMaggs
Mitglied

The ability to customize this template is extremely important to me.

 

+1

 

Shout out to the HubSpot Community and @glencornell, this improvement will truly make HubSpot more valuable!

JusinP
Teilnehmer/-in

also need this feature, it doesn't seem like a big ask

CSegger
Mitglied

The meeting location should be included in the reminder too. I'm shocked it isn't.

PA8
Mitglied

We need to include the zoom link on reminder emails ASAP!
Can't believe this isn't possible yet.

andreb
Mitglied

Pretty much every client that gets the reminder from me emails me back and says: is this over Zoom or a phone call? 

SHart
Mitglied

Please develop this feature now.  Calendly allows yo to do this.  

 

There are two workarounds:

1.  Use a complex workflow

2.  Edit the meetin description

 

The first is genuinely overly complex and not a sensible option unless you havedicated revops who can monitor and update this sort of workflow.

The second does not allow you add in links or propser customisation for prospects.

 

Calendly allows you to create customised email reminders.  Please prioritse this development.

KGannon
Mitglied

The reminder doesn't even tell the people WHO they have a meeting for? They don't know what company or person is reminding them of a meeting? Surely this has to be looked at?

BMedina7
Mitglied

I think having the contact name and phone number would be beneficial in the confirmation email. 

reycepeda
Teilnehmer/-in

HubSpot, pleaseeeee

MattBell
Mitglied

This would be a fantastic new feature!

YiRui_Chua
HubSpot Employee

Commenting for a customer here!

Seeing that this is a top idea in the meeting tool, do we have an update?

josipmarkus
Mitwirkender/Mitwirkende

Hi @glencornell. On April 27, 2020, you provided the following update: 

 

"For transparency I am updating this issue from "In Planning" to "Not Currently Planned" because we wont be able to get to this in the next quarter. This is one of the top ideas in Meeting, so we will watch this closely and I will make sure to update here periodically until we have a better idea for next steps."

 

Reviewing this thread, it seems that the highly important need for greater customizability of meeting confirmation emails has been in discussion within the HubSpot Community for over three years and continues to be requested. Can you please provide an update on where this exists on the development roadmap? If not on the roadmap, then transparency into how it's ranked as a development priority? If it's not on the development horizon, can you please provide guidance on how many upvotes we need to achieve in order to make this a priority?

 

On a related note, nearly a year into using HubSpot, my experience has been that some of the most fundamental must-have features, like customization of calendar confirmation emails and form submission follow up emails is woefully lacking—to the point that using HubSpot for these specific needs deminishes my brand (the automated follow-up emails are off-brand, confusing, and/or look embarrassingly awful), forcing me to look for solutions outside of HubSpot. 

 

I'm a financial investor in HubSpot as well as a client—and thus committed to the success of the company over the long term—but I find myself frustrated and disappointed with the way in which basic features with seemingly easy solutions have been neglected and left unaddressed for one or more years. My business isn't large enough yet to upgrade to the Pro version, which may address these problems entirely or in part, and there are glaring holes in the Starter version, so I feel stuck.

 

HubSpot is an incredible company. I know you and the entire HubSpot team are doing your best to manage what may at times seem like an overwhelming number of priorities. Thank you for all that you do. Please provide guidance on how we can achieve a resolution to this and other critical gaps in HubSpot's basic capabilities? The general guide I see is to "upvote", but it's not clear how many upvotes are needed to actually matter.

 

Thanks so much,

Josip

KNewmanRyan
HubSpot Employee

Hi team, 

 

Writing on behalf of a customer here, this would be a great feature for meeting emails as the style at the moment is very plain. 

 

Thanks so much 🙂