Great minds think alike

We would like to be able to segment a user report by how many users in the population are sales or marketing users. This will help us determine if everyone has the correct permissions, and also give us starting points to deeper analyze utilization metrics. "Of the eligible population - all sales users..." etc. ...read more

Hi there!   At the moment, there isn't any option to exclude employee activity from counting towards forms analytics, marketing email analytics or campaign analytics.   For the general web analytics this can be done by excluding IP addresses, however not for other tools in HubSpot.   Why is this important? There needs to be a way to test conversion paths (click marketing email, submit form on page) without skewing the conversion rates before even launching a campaign. (Deleting contacts after testing doesn't do the trick, they still remain part of the email and form analytics.) Especially in larger companies with a lot of employees testing assets, this makes forms and email analytics unreliable.   Thank you for looking into this. ...read more

Hi there,    As a HubSpot user, I would like to analyse forms and their submission in the custom report builder. This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall's  solution to this only works to a limited extent for our use case: "The best place to analyze form submissions is in the Form Analytics page (Analytics Tools > Forms)" What we need:   Filter submissions (e.g. by lifecyclestage of the contact) Further data on submissions (e.g. on which website took it place). Further options for graphical representation. Currently there are only Area, Column and Line. Drill down from the report to the individual contact. Similar to almost all existing reports, a table should open when the report is interacted with. At present, the report only links to the form. And most importantly: A report that depends on the exact time of the submission. First and recent conversion are too imprecise for this.   ...read more

It would be reallty useful if you could add/tag a topic to each social media post so that we can track the social media trends on these and understand what topics work best for our audience.   Then being able to pull of trending reports on these would be helpful to improve our understanding of our audience and what content resonates. ...read more

How does this not exist?  There are folders to organize workflows, but not reports or dashboards.  This is a major oversight.   I have found numerous discussions here and elswhere with many other folx interested in this feature.   Can we please get this on the table for review?  It should be a pretty straightforward architectural change.  Would love to hear from someone in product management on this, perhaps there is a reason that is does not yet exist?     ...read more

Hi HubSpot team!   The data displayed on the Marketing Email > Analyze tab does not allow us to see metrics specifically on our marketing emails (i.e. excluding transactional emails).   That data is therefore of very little value for tracking marketing email performance because data such as open rates is significantly skewed by transactional emails (e.g. when a customer sets up a login to our portal).   Suggestion: On the Email type dropdown on the Analyze tab, add two categories: Marketing emails Transactional emails Here's a screenshot of where I am referring to in the UI: https://app.screencast.com/PQR7nvFdwik6P    The current filters available on the Email type dropdown are too granular (Regular, Regular A/B, Blog, Follow-up etc.) to be of use in answering the question, "How well are our marketing emails performing?" (If however, the Email type dropdown allowed multi-select (currently only one selection can be made), that might be a quick solution to this issue -- but the two additional categories suggested above would be more intuitive for users.   Hope that all makes sense. This, imho, is a fairly obvious feature for a marketing platform like HubSpot.   Thanks! MC ...read more

Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018, Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @krispag  ... ...read more

Hello!   I'd like to be able to associate specific ads from my Ad campaigns to the Hubspot campaigns I create.   For example, If I have a display campaign with multiple ads with different marketing messages, I'd like to be able to associate the specific ad to the a specific Hubspot campaign. Is there anyone else who needs this? ...read more

Hello! I'm a community manager, and I work in the marketing department. Would it be possible to incorporate a Tagging Tool for social media comments on Social > Monitoring?    The "Tagging tool" is a feature on platforms like Sprout Social that allows you to categorize messages manually. You can create custom tags for sentiments (negative/positive comments), events, employee comments, projects, or any topic in your community. By tagging and organizing content, you can keep your team updated on the community's discussions and better understand what's being talked about. It's a valuable tool for gaining insights and making informed decisions.    I have included an image to demonstrate how it looks when using the tool: Tags     For further context and examples, you can refer to Sprout Social's article on internal tagging, available at: https://support.sproutsocial.com/hc/en-us/articles/360057631292-Getting-started-with-internal-tagging ...read more