HubSpot Ideas

jenniferlim

Save email draft in CRM

It would be great if HubSpot would allow me to save a draft of my email in the CRM.

Actualizaciones de HubSpot
Estado actualizado a: Being Reviewed
February 21, 2024 03:14 PM

Hi all! The messages are reaching me! Apologies for not posting an update sooner. I'm putting this into Being Reviewed because it is a project I am hoping we can get to later this year. I can't make any promises right now though.

Reading through the comments, it looks like there are a few different ideas represented here, falling into two main categories:

  1. The ability to intentionally save an email in a Draft state because you're still workshopping the content, reviewing with colleagues, etc., and want to revisit it later.
  2. An autosave functionality in the email communicator that reloads the content previously there if there is a glitch or you accidentally refresh your browser, etc.

It will likely take a few different teams to accomplish these different asks. If we're able to work on one and not the other, I will clarify that here and create a separate idea to track, if necessary. UPDATE: https://community.hubspot.com/t5/HubSpot-Ideas/Autosave-draft-emails/idc-p/926848 was put on my radar as a related post. Let's use that one to track if 2 is your use case, and this will be for 1!

Estado actualizado a: Not Currently Planned
March 19, 2021 04:53 PM

Hi everyone - Thanks so much for your comments and engagements on this thread. We take your feedback very seriously and have been tracking the popularity of this request. We don't currently have the bandwidth to tackle this work right now, so I'm updating the status of this idea to reflect that. Apologies that it's not better news, but I will be back here with an update if and when we are able to move forward with this!

98 Comentarios
ghrs123
Miembro

So annoying that we can't save drafts

KNicholson
Miembro

Completely agree. It's incredibly frustrating that I can't save a draft email to send later! It seems bizarre to have to use both gmail and hubspot to send emails. I would love to see drafts as a feature. 

Raquelflydesk
Miembro

Yes please like in any email editor, it would be useful to be able to save as draft, for many reasons!

VvanNiekerk
Miembro

Would you kindly look at the idea of creating an option to create DRAFT emails (not marketing emails), where your superior can first check the email before it has been sent to the client?

 

This would be normal emails, like requesting shipping information from a client, or answering a question they might have about a product we are selling. 

 

If one is a junior team member and we need the junior to contact clients our our behalf, but we want to check the email for lets say grammar or spelling mistakes before the email is sent out?

 

 

Anonymous
No aplicable

This is a MUST HAVE feature, my colleague just has lost quite a big email reply. Please reconsider implementing it. Thanks.

JMuse
Miembro

I've been burned by the no-draft lack-of-feature several times now.  I would greatly appreciate this improvement.

riccardocycland
Miembro

I add to this also:

I'd like drafts to be accessible by the whole team.

E.g

I have to train a new employee, he/she prepare draft emails, then a senior check it and send it

 

MManning
Miembro

I continue to be frustrated by the absence of auto-save when composing notes or emails. I have lost notes and message drafts many many times and am forced to begin again. Let's get up to 2022 and provide auto-save feature, please!

PNavarrete
HubSpot Employee

Having the option to save a draft while creating a sales email template would save a lot of time when accidentally closing the window or refreshing the page. My customer accidentally did it so we hope this is implemented. 

nthatcher-airbr
Colaborador

The auto-save feature would be nice specifically on the Sales Email Template creation. 

RicardoU
Participante

Hello, 

Any update on this @hroberts ?

 

This has been reported in this thread since November 2018 

This same issue was reported in July 2017 Here https://community.hubspot.com/t5/Email-Marketing-Tool/Saving-an-email-draft-in-Hubspot-CRM/m-p/23519 

 

This is a really basic yet critical feature. 

JTorres30
Miembro

Any update? I have the same issue, lost all my email 😕 would like a draft option

MilesHeadStart
Colaborador

Throwing another comment into the ring here just to reiterate my support for this feature - although it sounds like it will fall on deaf ears given how long and old this thread is.

nthatcher-airbr
Colaborador

Following up with the rest of the community on this. @goconnor Can we get a community manager to give a comment on this idea?

Ftribuni
Miembro

Hi

 

coming from Missive, I really find useful to share emails's draft before to send. Unfortunately, I can't do it in Hubspot when preparing an email inside a Deal

 

Tks

 

Francesco

scastles
Miembro

This needs to be a part of this platform. I hope to see this developed ASAP. 

BPrice7
Participante

Its been too long that members have asked for this feature. An essential feature might I add.

CDulock
Miembro

We have self-driving cars, drones, and with it being 2022, the year George Jetson was born, we should at least be able to save email drafts in Hubspot.

 

Even though there has only been less than 200 people who "like" this thread, statistics say for every 1 person that complains, there are 27 more that don't speak up... let's just call it 4,000+ people are complaining about this.  It's pretty wild Hubspot doesn't carry the most common function of any email client (drafts). It would save us a lot of money in team time from losing drafts and having to rewrite stuff.

 

If you want to take this implementation to the next level, shared drafts like Front has would be even better. Commenting like Front has on emails would be next level as well. #its2022letsgo

boz928
Participante

This is a standard feature in any web app worth its weight. Persistent saving as the email is typed is a necessary feature. I regularly (once a day or more) lose the emails that I'm composing in a Hubspot browser. It's incredibly frustrating. And I think this is a standard feature of web protocols - it's just something that Hubspot would need to enable in their compose windows. Something as simple as adding a single line of code to the compose window. 

 

I'd use a full email client but unfortunately (and this is the one reason that I regret migrating from win to mac), MacOs doesn't offer any decent email client. Hubspot does not publish a Hubspot plugin for Outlook for MacOS. I understand that business decision. It makes sense.

 

But not enabling the auto-save feature that Hubspot has already completely developed and deployed in their support modules for all email-compose windows is wildly irrational. 

 

As I'm typing this reply into the Hubspot support module, I see that at the bottom of the compose window, it says, "Your content was last auto-saved at 4:24 PM" so even the Hubspot support module auto-saves when drafting. But not when drafting an email in hubspot? This is madness! 

 

Since you already use this feature in your support suite, please enable it hubspot-wide in your email-compose windows. 

 

Thanks. 

MWeik
Miembro

This would be huge for us and general use. I understand bandwidth issues, but this is so necessary. Please reconsider this soon!