クリエイティブな才能を開花させよう

This is a feature request for SaaS accounting and finance teams. We need to be able to export a CSV file of our subscriptions in which each line item is itemized—as opposed to the current situation, in which line items are grouped together based on what subscription they're part of.  Currently, if a customer subscribes to our SaaS product AND customer support, the subscriptions are listed as "SaaS +1" etc. which makes it difficult to actually see what's going on.    We tried several ways to separate these line items out for easy billing, but there's currently no way to do so. Help appreciated! ...その他を表示

To allow Goals on any Custom properties Goals have improved greatly, however, this feels like the next logical step.  For example we have custom properties on Contact for Response code and on Deal Marketing Channel. We really to set goals against each option of the property and see month on month and year on year development.  To easily see our Targets VS Actual.  Woould love to them bring these into reports ...その他を表示

HubSpot now has Campaign data available in Custom Reports, which is a huge improvement on top of adding ROI and spend to the Campaign tool.   Now, we need ROI and spend to be available in the custom reporting tool via the Campaign object to be able to create line by line comparisons of campaigns similar to what can be done in the Campaign comparison. We just want to be able to add it to a dashboard and custom report too.  ...その他を表示

It's necessary to be able to add contacts to marketing events through other means than only importing them; form, lists or workflow functionality. Crucial to be able to calculate marketing events in revenue attribution. ...その他を表示

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.   ...その他を表示

Key Elements: A/B Test Type Selection: Prompt for Test Type Selection: When users set up an A/B test for an email, they are prompted to choose the test type from a list (e.g., Subject Line, Preview Text, Content, Sender Name, Email Template, CTA, Personalization, Other). Customizable Option: An "Other" field is available for users to add their own category if it's not listed in the default options. Preview Page for A/B Test Review: Side-by-Side View: After selecting the A/B test type, users should be able to preview both versions (A & B) of the email on the same page. Test Confirmation: The page should clearly show the differences between the A & B versions, allowing users to verify that the test setup (e.g., subject lines, CTAs, content) is correctly configured before launching. A/B Testing Dashboard: Test History Tab: A dedicated A/B Testing tab is added to the user's dashboard, where they can view all previously conducted tests. Filters by Test Type: Users can filter past tests by the selected test type, enabling them to track and analyze their experiments in specific categories. Test Results & Analytics: Include the ability to view performance metrics for each test type, helping users evaluate their A/B testing efforts over time. Potential User Benefits: Better Organization: Users can categorize and manage tests more effectively, making it easier to track and optimize specific aspects of their emails (e.g., subject lines or CTAs). Test Confirmation: The side-by-side preview ensures that the test setup is correct before sending, reducing the likelihood of errors. Detailed Analytics: By categorizing tests and viewing past results in a structured way, users can better analyze which test types (e.g., subject lines vs. CTAs) contribute most to their email performance. Why It’s Valuable: Improved User Experience: Streamlining the A/B testing setup process with category selection and preview features would save users time and prevent mistakes. Data-Driven Decision Making: Filtering tests by category gives users a deeper understanding of which elements of their emails are most impactful, allowing for more targeted optimizations in future campaigns. Comprehensive Reporting: With the ability to track and filter test results by type, marketers can gain more actionable insights, making it easier to iterate and improve their email marketing strategies. Next Steps (for implementation): User Feedback & Validation: Conduct surveys or user interviews to validate that this feature aligns with customer needs and expectations. Feature Development: Collaborate with product teams to design the interface for selecting test types and previewing email variations. Testing & Optimization: Roll out the feature in stages to gather feedback and make adjustments to ensure it’s as user-friendly and functional as possible. ...その他を表示

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. ...その他を表示

To quickly access blog views, CTA clicks, or other analytics for a specific blog post, I used to simply click on the dropdown menu (as shown in the screenshot below) from the blog content listing in HubSpot, then search for the desired blog to view its stats. However, the new process redirects me to the reporting page, which is far less user-friendly.   How can I efficiently search for a specific blog's analytics now? Why am I required to customize the columns I want to see every single time I access the page? Even when I select the columns I need and save the report to a dashboard, those preferences are not retained. Isn't one of HubSpot's primary purposes to provide seamless access to analytics? The lack of a search bar for this functionality is incredibly frustrating.    Related, the listing of blogs, landing pages, or website pages don't link to the pages like they used to, adding ANOTHER extra step. Can we get the previous analytics hub back, please?     ...その他を表示

Who: Executives, Sales Management, Sales Reps, Revenue Operations   Goal: To ensure consistency in reporting by having control over the order in which values (e.g., ‘Won’ vs. ‘Lost’) are displayed in reports. This will help avoid confusion and discrepancies when analysing sales performance.   Value: Clarity & consistency: Ensures all reports follow the same structure, reducing misinterpretations. Improved decision-making: Standardised reporting makes it easier for executives and sales managers to compare data across reports Efficiency: Eliminates the need for manual workarounds or explanations when inconsistencies arise. Many reporting and BI tools (e.g. SalesForce, Tableau, Looker, Power BI) allow users to define custom sorting orders for categorical data, ensuring consistent report structures. Implementing a similar feature would help align HubSpot reports with industry standards.   ...その他を表示