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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.
This is highly relevant because, on one hand, it allows for a backup of what has been sent, and on the other, it provides visibility into the organization of the information sent to clients.
Additionally, in some cases, custom fields contain numerical values that change between sendings, making it impossible to retrieve data from a previous sending after multiple iterations. As a result, the function of viewing a test email and checking it as a specific contact is not only slow and prone to errors but also does not get recorded in contact management.
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Esto es de gran relevancia porque por un lado permite tener un respaldo de lo enviado y por otro dar visibilidad a la organización de la información que se envía a sus clientes.
Además, en ocasiones, los campos personalizados son valores numéricos y estos campos cambian entre envío y envío por lo que luego de varios envíos es imposible recuperar los datos de un envío anterior. Por lo que la función de ver correo de prueba y verlo como un contacto específico no solo es lenta y arrojaría errores, sino que hacer esto no queda registrado en la gestión de contacto.
Please please address this issue. Seeing the content of marketing emails SOME WHERE (contact level but ideally company level) would very much make a huge difference in our day to day operations.
Please make this required. This is necessary to protect your HubSpot client to show proof of information sent to their clients. I am surprised this is not a compliance requirement on HubSpot's part. Please tell me this is on the road map for 2025. We recently had the use case scenario for Certificate Modifcation/Maturity to modify within specified timeframe to get a specific certificate rate. We can tell we sent the email on specififed date/time to a specific contact, and if they opened it, but we cannot prove the the contents of the email was (merged records) to show we did notify them on XYZ acct will mature on X day. Please consider for your HubSpot clients + compliance purposes as well.
Hi, Please make this happen it would increase visibility on what we sent to customer to see all information at one place. when you are in a contact card you should be easily able to find and sort emails sent no matter how it was sent, as we are able to see sales emails, same way if we can see marketing emails its best.
I completely support this idea! Having the ability to view the actual contents of marketing emails directly on the contact record would be a huge improvement. It’s really important for both quality assurance and transparency to know exactly what customers are receiving—especially when emails are sent through automated workflows.
This would be really great for frontline staff when customers call in about emails they receive. It would save time for them to know exactly what is being received.
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