Show contents of marketing emails on the contact record
Right now when a workflow triggers a marketing email, there is no way to view the actual email the customers gets. It would be useful to see the full email, the same way the Chrome Extension show full emails on the Contact record.
This would allow us QA and review all emails and understand what the cusotmer is actually getting. Without that, it's sort of a guess as to what the customer actually sees and impossible to see if there are issues/errors.
Not sure if it's the same issue, but we also expect when a marketing email is sent out to have the email body content synced with the SalesForce task so sales people see exactly what email content was sent. This is applied with SalesLoft, but with HubSpot we don't see email content on SalesForce tasks, just the subject line.
This problem also exists with transactional e-mails sent via SMTP servers. Here, too, the content of the mail cannot be displayed. It would be very desirable if this function comes in the near future.
hey team, leaving a comment on behalf of a customer. It'll be really great if we have the ability to view the exact content of a marketing email sent to the contact on their activity timeline, this is especially helpful to know if the contact has gotten the email in the right format without having to send multiple test emails to ourselves(-:
Just moved to HubSpot and SHOCKEDthat I cannot see specific emails sent to contacts....whaaat!?! This is a CRM guys, users need to be able to easily see every email sent no matter how it was sent. And I mean the exact email, not a template version.
I came from Zoho and this was a standard (basic) functionality built into the system - Lets make this happen.
ps. If the marketing email is being used as part of a workflow (which I do), then it should be shown (with all details) against all associated records (Contact, Company, Deal etc).
I just ran in to this issue (again) with a Customer Sales User.
This would certainly increase the communication transparency and decrease the click hustle for HubSpot users to change the appearance of the marketing e-Mails in the contact activity feed.
Agreed. Additionally, when you are in a contact card you should be easily able to find and sort marketing emails sent (differentiated from conversation/inbox email or ticket emails)
+1 to this! Really hoping to see the contents of a marketing email on contact records after personalization tokens are being applied, so that it's easy to see what the contact actually received 🙂
It would be extremely helpful to view the actual sent email. We use this for correspondence with the client, where proof of communication is important. There have been a few times when we couldn’t provide the original email.
It would also be beneficial for account managers to see exactly what was sent. Right now, they have to search way too much on their own, especially since our emails are quite complex (with many variables).
Has anyone found a workaround or alternative solution for this?
This is creating significant challenges due to the lack of visibility across communications. As a result, our sales teams are unable to track key interactions, which impacts follow-ups and overall collaboration.
Would appreciate any insights or best practices others have implemented!
Hi @All one suggestion form HS was Compliance-E-Mail-Kopie einrichten<>. We used the BCC-Adress instanz-ID@bcc.hubpsot.com. pay attantion, you have to verify the BCC-Adress activation. our magic was: https://api-eu1.hubapi.com/email/v1/bcc/confirm?portalId=<>intanz-ID&bccEmail=<>instanz-ID@bcc.eu1.hubspot.com<144657996> J.
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