Great minds think alike

JEsquenazi

Make it so that you can save a snippet with an attachable PDF. The only option is to link it.

JMCabon

It would be very practical for each of Hubspot's existing home pages to allow each user to configure it according to their habits. Having widget-like blocks (like in Dashboards) that can be moved by dragging and dropping would be really cool!

NFricano · ‎Nov 20, 2024

Hi HubSpot Community, I'm writing to share some thoughts and suggestions regarding the new Case Study Beta feature. While it's a fantastic step forward, there are a few areas where I believe it could be further improved to provide users with even more flexibility and customization options. Current Limitations: Limited Listing Page Customization: The current listing page customization options, particularly around tag filtering, feel somewhat restrictive. Being able to create more granular filters and sorting options would significantly enhance the user experience and meet more business needs. Lack of Child Theme: The inability to create a child theme specifically for case studies limits our ability to fully align the design with the rest of our website. No Multilingual Variations: As with HubSpot's blog feature, the ability to create multilingual variations of case studies would be invaluable for global businesses. Header and Footer Customization: While there are some options for customizing the header and footer, they are quite limited. This often leads to design inconsistencies across the website, as the header and footer don't match the overall site design. Proposed Enhancements: Expand Listing Page Customization: Allow for more granular tag filtering and sorting options. (e.g., filter by solution and case study type; sort by date, popularity or custom field) Provide additional layout options for the listing page. (e.g., grid view or card view) Introduce a Child Theme Option: Enable users to create custom child themes for case studies, allowing for greater design flexibility and alignment with the overall website. (e.g. customize sections, fonts, and add new modules) Support for Multilingual Variations: Implement a similar system to the blog feature, allowing users to create different language versions of their case studies. (e.g. create a Italian version of a case study targeting the Italian market) Enhance Header and Footer Customization: Provide more flexibility in customizing the header and footer, including the ability to use custom CSS. (e.g. have more styling options for the menu items) I believe that by addressing these limitations, HubSpot can create a truly powerful and customizable case study tool. What are your thoughts on these suggestions? Are there any other features you'd like to see added to the Case Study Beta?

KHeng · ‎Feb 27, 2024

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.

samglenn · ‎Sep 4, 2019

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate. September 2021 HubSpot Update Hi everyone! Thank you for your enthusiasm for this idea over the past few years. We're glad you're excited about getting folders in different areas of HubSpot's product and we're working on making that a reality. As the original idea mentions a few different product areas managed by different product teams, we're breaking this idea into different ideas to ensure we can provide helpful updates as they're available. Going forward, please use the following ideas for upvotes and comments around different folder requests. Marketing Emails Lists Workflows Sales Tools Please note that while these new ideas have fewer upvotes, we are tracking their association to this idea and counting these upvotes towards the new requests. To ensure we filter new upvotes to the correct areas going forward, we have disabled comments on this idea. Thank you again for using the ideas forum and for your enthusiasm for these products!

Suzie-Mamava · ‎Oct 30, 2020

In the Government space, especially Department of Defense, clickable links for documents are frequently not allowed by their networks. I would like the ability to add attachments to templates, and have them carry over into sequences. This would greatly increase my ability to streamline communication and automate 60% of what I do into templates and sequences.

NFernández · ‎Aug 5, 2024

At the moment in Hubspot only one invoice template can be created. According to the Hubspot Customer Support, this is a tool limitation and it is not possible to create more than one template at the moment. However, we have different types of invoices which apply different type of information (contract period, VAT number applied, amount of VAT, etc). It would be great to be able to create more than one template that better adapts each of the existing scenarios. Thank you very much!

Lucila-Andimol · ‎Mar 20, 2024

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 .

SCoudeville · ‎Feb 16, 2024

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.

Adriane · ‎Sep 4, 2024

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.

Great minds think alike

Snippets and Attachable PDFs

Configurable Home Pages

Case Studies Beta proposed enhancements

Importing snippets

Marketing Emails / Lists / Workflows / Sales Tools - Folders

Ability to add attachments to templates & sequences

Possibility to create more than one invoice template

Custom Object personalization token for sales emails and snippets

Change invoice template

Enhanced Conditional Logic in HubSpot Templates

Recently delivered

Recently in beta