クリエイティブな才能を開花させよう

JClark4

When enrolling someone in a sequence, I'd like to take a template email and adjust it specifically to that person. At the moment, I then have to change the entire template (which is not good becuase others use this) or I have to save it as a new template (which is going to cause a TON of new templates). I'd like to be able to apply it to just the single person I'm enrolling at the moment.

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.

Eagle

Set custom days for email sends with sequences In conjunction with the ability to only send emails during the weeks days, it would also be needed to set custom schedule of which days & times emails should be sent out or even for tasks to be created. Exectly like it is currently possible for workflow actions

LucasM

There needs to be a better line of sight for the number of sales sequences scheduled to be sent on certain days. This also needs to be visible when creating the sequence. This would benefit both sales leaders and sales teams as it would help prevent users from enrolling too many contacts into a sales sequence. And, if too many users end up enrolling into the sales sequence, there should be a better way to manage the send cap other than not sending the email. Some of the necessary functionalities already exist in Sales Loft and Outreach. Proposed Solution A possible solution would include 3 new functionalities. A total enrollment dashboard with a scheduling calender to determine when in the future would be a good time to start the sequence. Scheduled Send Forecast A total number of emails is schedule to be sent on the scheduled day when enrolling contacts, including estimates with and without emails blocked by tasks. Email Scheduling Load Pause and send the emails on the next available day, prioritizing the longest waiting emails first. (Optional) This would require a predictive model determining the average time it takes a user to complete a task blocking a sequence, and forecasting sends based on how long it takes them to complete. This could include the functionality of auto-completing tasks if they are not completed within a certain timeline.

NRana3

After a sequences has been executed, there are several types of error that might come. The major issue is the daily limit send error. Whenever this happens, our end goal is to create a list and send the emails again through workflows. Can HubSpot provide a feature on the performance tab - from where we can create a list and do the needful. I know the user whose email has been used can do this manually, but I am looking for an automatic solution.

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.

03874

Last Contacted is not granular enough for our team. They also need to be able to see when the last email was and when the last call was. Those properties exist on the company record, is there a reason they are not also on the contact records? This is something that should be a default hubspot calculation, not a custom build. TIA! @rwebb1 @adimarino BDRs will be very appreciative!

marcy730

We have noticed that when using sales templates and offering the unsubscribe link there is soo much space between the copy of the email and the unsubscribe copy. Right now, if you want to get rid of that space, each person would have to do that manually. Which sales people just aren't going to remember to do or do. I would love to control this through my admin dashboard or on the actual templates. From Support: I've done a lot of research on this and have found similar comments from other customers however unfortunately at this time the spacing here is by default in the compose window and it can't be customized (other than manually when you compose an email), I can see there have been some requests internally in the past but not enough as of now there has not been enough feedback to warrant updating this as it would be a portal wide edit to all user accounts

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.

DOatley

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.

クリエイティブな才能を開花させよう

Edit Email in Sequence Without Altering the Template or Saving New One

Sequence as an Association

Set custom days for sequences actions

Sales Sequences Send Limit Monitoring & Management

Ability to create a list from the Sequence Enrollments page.

Empty tokens need to prompt or stop templates from sending

'Last Called' Property

Control Space between Sales Template Copy and UnSubscribe Link

End Date for New Deals to be Attributed to Sequence Performance

Support for Aptos and size 11 in HubSpot e-mails

実装済み

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