Las grandes mentes piensan igual

Hello,   My team is considering migrating from Asana to HS's integrated Projects feature. Overall, it's excellent. However, there appear to be two limitations that may prevent our ability to migrate:   1. Ability to specify "in progress" as a task status. Currently, HS Projects only has "Completed" or "Not Completed." The majority of our projects are long term, involve multiple people providing input, etc. An ability to better track progress would be huge for us. 2. Add the ability to filter projects by owner or creator like you can for Tasks. In Asana, we're using individual "projects" for each marketing campaign. Since each of us is primarily responsible for specific campaigns, we don't really want to see other people's clutter except on occasion (for example if someone is OOO).   Any plans to implement the above in the near future? The rest of the feature set is awesome- adding these 2 things would make it truly usable going forwad. ... Mostrar más

I would find it really helpful to tag contact lists as belonging to a certain campaign, so cloning the campaign also clones the lists, which are an essential part of the campaign.   Here's the background...   We are running training workshops, using an integrated webinar platform. Each workshop has a complex set of assets, with automation and webinar integration, to manage various aspects: Pre-workshop interest surveys to prioritize topics (lists + forms + pages + emails) Announcements with registration links (lists+ forms + pages + emails + workflows + webinar integration) Post-registration communications, offers & reminders (lists+ forms + pages + emails + workflows) Post-workshop survey, training materials & session video links (lists+ forms + pages + emails + workflows + webinar integration) All of these forms, landing pages, emails, workflows, CTAs, and webinar platform integrations have to work together. Contact lists are the glue that holds this together, providing essential targeting, segmenting and state management. In particular: We will often use different registration and survey forms (and therefore different landing pages) for different contact segments.  Each email needs a contact list that filters contacts based on whether they've registered, whether they're current users of our product, and other criteria. Workflows use list membership as triggers and/or for conditional branching. Lists are composable, reusable, and are well-suited to encapsulate complex query criteria. So we use them to simplify the workflows.  Bottom line: We think of each workshop event as its own campaign, and the lists are an essential part of the campaign. We want to be able to clone these campaigns, including the lists, for another workshop, another target audience, etc.   We're very happy with the results we've achieved by creating sophisticated campaigns around these workshops. But we're trying to scale it now, and it's very time-consuming and error-prone to manually copy and modify each component in this complex, interdependent set of assets.  Organizing them into a campaign, and being able to clone the campaign, is the first step towards reducing the overhead of running these workshops.   ... Mostrar más

We recently created a Tracking URL in Hubspot in the hopes of getting insights on the programs we're launching the UTM link for. UTMs are often used to track the performance of campaigns and content. What's currently being provided as a UTM feature doesn't give enough context into how our program is performing--we have no insight to who these people are and if they took action on the page they visited.    From what I understand, it would be helpful to not strip UTM parameters from visited URLs on contact records. If providing this as a searchable value, we can, at a minimum, have the ability to search for contacts related to this activity and/or create workflows that can sync contacts (who visited the UTM link) into our CRM tool.   At a very minimum, is it possible to update Tracking URL functionality in Hubspot to be reportable (with UTM parameters)? ... Mostrar más

A large portion of our sales team uses the same sets of sequences. In an effort to prioritize and organize the different campaigns and sequence tasks, we have built task queues.   To this point, there is no way to assign tasks to queues for multiple users, you may only set them for individual users. The problem being, we have had to clone each sequence for each individual user, then had to build task queues accordingly for each user.    If there was a way, from the sequence task queue assignment, to push the tasks out to multiple users' tasks queues, rather than individual users task queues, that would greatly simplify the organizational process for sequence generated tasks and their completion. ... Mostrar más

I would love to see the ability for a sales sequence to be able to associate to a campaign. If we were to run a campaign for X product, and the sales reps create their own sales sequences, I would like to be able to have them associate it with the campaign so we can get tracking on how many meetings are booked or deals created (not just deals closed) on that campaign.    Basically, I want to know how many good conversations were initiated as a result of the campaign being run.  I can't be the only one who has thought of this. Upvote please  ... Mostrar más

It would be helpful to be able to export campaign data to csv.   Possible ideas for what to include in the export columns: Campaign name Campaign ID Start date End date Sessions New contacts Incfluenced contacts Closed deals Influenced revenue  Number of associated assets (broken down by asset type; i.e., emails, pages, CTAs)   Related KB: https://knowledge.hubspot.com/articles/kcs_article/cos-pages-editor/how-do-i-email-or-export-campaign-data   If you would find this functionality useful, please add your use case below as well as what you'd find helpful in a campaign export! ... Mostrar más

According to the support team, the Influenced Revenue in Campaign Analtyics is "an imperfect metric at the moment because we include all deals associated with these contacts."   This means that "any deal that is associated with any influenced contact is brought into [the] influenced revenue figure, regardless of when the deal was closed."   We need the ability to have influenced revenue look at deals that were Created and Closed AFTER the campaign was created and Created BEFORE the campaign was created but Closed AFTER the campaign was created.   An added layer of complexity is the report date range filters. I think we need to have the report dates impact how the revenue looks. For example, if I filter to see contacts influenced by a campain within the last 90 days, we shouldn't see deals that closed in a windo prior to that 90 days.   Here's the best way I can illustrate this: Campaign Influence Report to view "Contacts influenced for the past 90 days" Inbound 18 Campaign, Created 1/1/18 Inbound 17 Camapaign, Created 1/1/17 Today's date: 8/08/18 Look back range: 8/06/18 to 5/08/18   Let's say there are two deals associated to one contact: Contact Name: Bobby A Smith Deal 1 Created 12/10/17 Deal 1 Closed 1/15/18 Deal 1 Amount: $5,000 Campaign(s) Associated: "Inbound 17 Campaign" and "Inbound 18 Campaign"   Deal 2 Created 1/10/18 Deal 2 Closed 5/10/18 Deal 2 Amount: $1,000 Campaign(s) Associated: "Inbound 18 Campaign"     My proposal is that deals could appear as influenced in two ways. Deals created after the campaign was created and have closed within the dates that you are filtering in the influence report AND contacts were influenced by the campaign. Deals created before the campaign was created but closed after the campaign was created AND a contact was influenced by the campaign. In the above example, Deal 1 would appear against rule 1.  Based on Rule 1 (above), the results for the "Inbound 18 Campaign" should be $1,000 of influenced revenue based on the create date of the deal. This is because the deal was created after the campaign was created and closed after it was created.   In the above example, Deal 1 and 2 would appear against rule 2. Based on Rule 2 (above), the results for the "Inbound 18 Campaign" should be $6,000 of influenced revenue based on the close date of the deal. This is because the deal was created before the campaign was created and closed after it was created.   I think the data would need to appear in two different columns: Influenced Revenue: Created and Closed Influenced Revenue: Closed   The columns would have tool tips to explain how these columns are calculated.   Taking it to another level, interesting and perhaps useful data would be: Influenced Revenue: Created Deals  This would be all deals created within that lookup window and associated to that campaign   I think the default behavior should be that all deals should not be included in "Influenced Revenue" unless the deal was created after the campaign was created.   These other metrics I'm proposing should be additional and optional to add to your columns in the report. ... Mostrar más

hi there HubSpotters    If you connect a piece of content to a HubSpot campaign :   - it will be unplugged form other campaigns - it will bring with him all the old stats and connect them to the campaign you just created   Would be great to have the possibility to: - connect a piece of content to multiple campaigns - have the possibility to reset stats for that piece of content once plugged to a new campaign    The problem is that now I need to clone landing pages and other pieces of content if I want to measure results for a specific set of items associated with a campaign.    Cheers, Riccardo  ... Mostrar más

Hey, We need to be able to attach contacts we upload to a campaign in Hubspot. Let's face it, not many companies are 100% online, we all go to events and attend conferences where we get contacts, or even do hosted paid and are given lists of contacts (who have downloaded our content, not outbound). Salesforce allows us to attach contacts to a campaign with a workflow, could be an idea.   It would also be useful to be able to attach contacts to a campaign for "deal source" purposes > when we send an MQL to an SDR, they get in touch, and the person forwards them to someone else in th company, so we can also attach that person to the source campaign!   Because I don't have this posisbility, I have created a set of altnerate custom sources to track my marketing activities ROI and it is not fun.   Please find a way of doing this! Cheers, Alivia   ... Mostrar más