Great minds think alike

Currently, while we can implement straightforward personalization tokens for greetings, the lack of a user-friendly if/then/else condition directly in templates poses challenges, especially for those not familiar with HubL.   Our customers would like to have a more intuitive, visual interface for implementing if/then/else conditions directly within email and template editors, allowing users to easily create personalized greetings based on contact properties like gender. Use Case to make this more vivid: We have a client who needs to implement the following salutations in German: For female contacts: "Sehr geehrte Frau {{contact.lastname}}" For male contacts: "Sehr geehrter Herr {{contact.lastname}}" For neutral or unknown gender: "Hallo {{contact.firstname}} {{contact.lastname}}"   The first two are easy to do, the last one, however, is problematic if you don't want to build a workaround or if you're not familiar with if statements within templates and therefore can't tell HubSpot the following: "if gender is male or female, then use the values for greeting, salutation and last name. Else use the default value for salutation and individual values for first and last names."  Benefits of a more user-friendly conditional logic within templates Non-technical users could create personalized content without needing to learn HubL syntax. More tailored greetings could enhance user engagement and improve response rates in email campaigns, especially for gender-sensitive languages like German. Users could implement complex logic without cumbersome workarounds, making the platform more versatile for various marketing strategies. This feature would streamline the process of creating personalized content and make HubSpot an even more powerful tool for marketers. I believe many users would appreciate this enhancement, and I encourage others to support this idea. ...read more

I'd like to propose an improvement to the way personalization tokens handle empty fields, particularly for salutations in marketing emails and 1on1 templates. Current Situation: We're using a personalization token for the first name field in our email salutations. When a contact doesn't have a first name, we want the salutation to default to just "Good Morning" without any extra spaces. However, the current behavior adds an unwanted space, resulting in "Good Morning ," (note the space before the comma). Proposed Improvement: It would be incredibly helpful if HubSpot could implement smarter handling of empty personalization tokens. Specifically: When a personalization token is empty and no default value is set, HubSpot should automatically remove any trailing spaces and punctuation associated with that token. Alternatively, provide an option to specify how empty tokens should be handled (e.g., remove associated punctuation, keep as is, etc.). This improvement would enhance the professionalism of our communications and save time that's currently spent on tedious workarounds. ...read more

Currently snippets can only be created manually and there is no way to create snippets in bulk such as through an import. It requires a lot of copy and paste which most users do have the time or resources to devote to.   It would be beneficial to have the ability to mass import snippets in HubSpot, given their versatility across different areas such as contact, company, deal, and ticket records, as well as in email templates, chat conversations, and when logging activities or notes. This feature would be particularly valuable if users could access it on both desktop and mobile platforms with a select multiple option. ...read more

Hello everyone, I have the problem that I cannot restrict folders for the e-mail templates for individual teams. I can only restrict the individual emails. This means that the teams can see all folders, but not all emails. Maybe some of you have the same problem. It would be good if you could share folders with certain e-mail templates with certain teams and not with others. Best regards Julian Niebuhr ______ Hallo zusammen, ich habe das Problem, dass ich Ordner für die E-Mail Vorlagen nicht für einzelne Teams beschränken kann. Nur die einzelnen E-Mails kann ich beschränken. Das bedeutet, die Teams sehen zwar alle Ordner, aber nicht alle E-Mails. Vielleicht, haben ja manche von euch auch das Problem. Es wäre gut wenn man Ordner mit bestimmten E-Mail Vorlagen an bestimmte Teams freigeben kann und manche eben nicht. Viele Grüße Julian Niebuhr ...read more

For the moment in Enterprice licences it is only able to use personalization tokens of custom objects in Marketing emails  BUT not in sales email templates or snippets. We need this information to be availables to better personalize the sales activities . ...read more

Example:  I write "Email Version 1", on Monday I enroll a contact on Tuesday to receive the email on Friday, but on Wednesday I edit that email to be "Email Version 2" - on Friday they will still get email version 1 The only workaround is to clone the sequence, delete the original sequence, delete all the original sequence's tasks, delete the completed and incorrect steps from the newly cloned sequence and re-enroll the contacts at their requisite steps.  A much more expected behavior would be to edit a template and then... the new edits go out to those contacts (as happens with a marketing email if you edit it before it is sent).  ...read more

I want it to be possible to change the invoice template. For Belgian companies it is obliged to note the VAT number of the customer on the invoice. Also i would like to change the lay-out and offer a way to pay by bank transfer.  ...read more

Hello,   I am cleaning my company's template. I identified more than 700 unused templates thanks to the sales content analytics report.    I wanted to select those 700 from there and move them to a cleaning folder BUT that is imposible.   Result: I'll have to go one by one to place the folder in the template.   My request is simply to have the possibility to move the templates in a folder directly from the sales content analytics. It would be such a  time saver.  Maxime ...read more