Gute Ideen sollten geteilt werden

TNadolski

We organize our sales email templates and sequences in folders. There is only a single folder-level structure inside of Hubpsot which limits our ability to keep things organized. Having a second or third level folder structure (i.e. subfolders) would help keep us much better organized.

MGoldstein95

We have some top-performing sequences that we'd like to recall in a list. They live in different folders, and we don't want to clone them. The intent is to have a way to get to our most compelling sequences. One idea is to have a tagging ability in sequences to recall certain sequences in search.

IrisXue · ‎Feb 23, 2024

Currently, there's no customization for holidays and business days in Sequences. There's no efficient way to exclude any specific days when setting up a sequence. The only option available now is to exclude "Business Days", which is just Mon-Fri for every week, not taking any holidays into account. It'd be nice to have the customizable option to: 1) Exclude any specific day 2) Custom our own "Holiday Calendar" and exclude these days Additionally, once there are contacts enrolled to a sequence, edits to "delay time" in between steps do not reflect on currently enrolled contacts. The only way to do it is to manually unenroll those contacts and re-enroll them. However, there's also no way to keep track of those contacts except for manually documenting them.

TNadolski

It would be great to be able to see different sequence enrollments as an association card on the right-hand side of Contact, Deal, Company & Custom Objects records in Hubspot. This would function essentially the same as "List Memberships". The reason this would be helpful is that it's difficult to see different sequences a Contact was enrolled in unless you were to create static lists of each sequence's recipient list.

DOatley · ‎Mär 22, 2024

There main issues I found through testing. I want HubSpot to support Aptos as a default font for emails (from the email editor, and in sequences). I have set Sans Serif set as the font family in HubSpot and when and typing directly in the Editor, my emails are sent using Arial. (Note: Microsoft replaced Arial with Calibri in 2007 and with Aptos in 2024) I consistently use size 11 in e-mails from Outlook (if I copy draft Aptos text into Hubspot, the Aptos font is used when HubSpot sends the mail, however, HubSpot consistently changes the size to 12 when it sends the mail, why? I use Outlook and iPhone for manual e-mail and both clients have recently replaced Calibri with Aptos as the default font. Aptos belongs to the Sans Serif font family and it is described as the perfect font for high-resolution screens. In HubSpot, I cannot pick Aptos as a font, I can only pick a font family. When picking Sans Serif as font family HubSpot uses Arial as the font. How can I update it to Aptos? Calibri replaced Ariel in Outlook and Word in 2007. Aptos does work as a font in HubSpot if I copy and paste it into the mail editor or a sequence but there is an additional bug too. If I draft a message in Outlook using Aptos size 11 (as per my default setting) and copy this text into any kind of mailout from HubSpot or a sequence, HubSpot will send the message using Aptos but the size changes to size 12. I tested it with sizes 14,13,12,11,10,9,8 and HubSpot consistently changes the size of any text (and this includes other text further down in the mail thread) from sizes 11 and 13 to size 12. Size 9 was not changed when tested. Kindly investigate this and revert with a solution. I want my mailouts to be consistent across my mail clients and HubSpot.

DOatley · ‎Mär 4, 2024

Hi, I want to set up sequencing to automate follow-up pings to qualified leads that have not responded within X days. We are using the Sales Hub Enterprise and can trigger sequences on different criteria. The major issue is that we want to continue the earlier conversation and not start a new one. I raised this in the community 1 year ago and assumed HubSpot was listening there too? see link: https://community.hubspot.com/t5/CRM/Setting-up-Sequencing-as-a-reply-to-the-last-email-with-a-client/td-p/768919 I did not realise i needed to raise an idea for this so doing it now.

SCarbonetti

Currently, templates that include tokens that are tied to a category in HubSpot will send regardless of whether or not that information populates within the body of the email. It makes it very easy to send a messed up email to a prospect with missing information. P.S. - Outreach.io has this feature and it makes a huge difference. It may help you keep up with a competitor if you add this feature.

RShayler · ‎Feb 25, 2024

Hi everyone, I have come across an incredibly annoying feature of HubSpot that I wanted to share here to see if other people have experienced it.... It is to do with email subject lines not tracking and threading through in sequences. For arguments sake, let's say I create a sequence with 2 steps. First step is a manual email. With the Subject line 'First Step'. Second step is an automated email, but HubSpot forces me to pick a template. And email templates, I am forced to pre-determine my subject line. For this example, let's say the template subject line is 'Hello'. So when the 2nd automated email comes around after the pre-determined amount of time has passed since email 1 has been sent out. The subject line changes, from 'First Step' to 'Hello' and kind of looks like a new email. Although the thread of email 1 is still, sort of in the body of my automated email 2. Thje subject is different, and it looks like a whole new email, and not really like a thread. This problem also happens with manual emails. So let's say in the previous example, I choose a manual email as my seond step. When I am prompted to write my second manual email when going through my tasks for the day, the email box pops up, but I am unable to see my previous email in the box, and the subject line hasn't been populated with my previous subject line (that being 'first step'). From testing, if I manually copy and paste 'first step' into the subject line for manual email 2 of the sequence, it then does go out and looks like a single, threaded email, but I would much prefer if this subject line was already populated with my original subject line from email 1. (for context, I am setting up these sequences and prompting HubSpot to relate email 2 to email 1 in a thread). So 2 things I would loce changed. Automated emails to have a 'related to email 1' function available for the subject line for me to populate in my template. Subject lines (and body of email) to appear in manual emails that are related to another email. Thanks!

ABecker2

The way that attribution for email sequences is currenlty set up casues there to be an inflation of the sequence performance. Currently, when you enroll a contact into a email sequence, any new deal created for that contact will be attributed to that email sequence. A new deal could close for a contact 5 days after the email send and another 60 days after the email send. Both will show under sequence performance. A new deal could close for a contact that was entered into a sequence 90 days later that did not close as a result of the sequence. However, because they were enrolled in a sequence before that new deal is added to the performance numbers. I would suggest that the first deal that closes within 30-45 days of the email sequence is counted. There should also be an option to manually attritubte a deal to an sequence effort or remove deals.

karstenkoehler · ‎Jan 24, 2023

Hello product team, For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly. Why is this currently a bad user experience for users? Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name. Why is this currently a bad user experience for admins? Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names. If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users. Here's what a solution could look like To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking. Here's a quick mockup of what this could look like when creating a new page. The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited. Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title). (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.) I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc. Thanks in advance for reviewing!

Gute Ideen sollten geteilt werden

Template & Sequence Subfolders

Tagging sequences

Allow Customization for Holidays & Business Days in Sequences

Sequence as an Association

Support for Aptos and size 11 in HubSpot e-mails

Sequences that can thread on earlier messages.

Empty tokens need to prompt or stop templates from sending

Email Subject Lines Not Tracking In Sequences

End Date for New Deals to be Attributed to Sequence Performance

Enforce naming convention for new assets

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version