クリエイティブな才能を開花させよう

I have been monitoring how our various sales emails are performing, particularly which emails are performing well on Open Rate and what their Subject Lines are.   It would be really helpful to add the 'Email Subject Line' data as a column to the existing Sales Content Report > Templates report as a new column.   I have to do this manually by clicking and opening each template and then adding the subject line to a spreadsheet. Very time-consuming when you have lots and lots of emails   Existing report:   Column options:   I confirmed with Hubspot Support that this is NOT possible via Custom Reports.     ...その他を表示

Currently the only way to view template folders is "All" view. When switching to the "Owned by me" view, it only shows the templates, not folders. This makes it hard to keep templates organized. Please include folders I've created in the "Owned by me" view.   Also a view that doesn't show templates you've moved into a folder until you enter the folder would be great. If this was the default view i would be fine with that.  ...その他を表示

Currently, we can not use custom object properties in 1:1 email templates as personalisation tokens.    This would allow us to send custom emails with data that we frequently use! One of our main objects is a custom one and we can't send any data stored there to our customers.    This ability would be hugely beneficial!  ...その他を表示

To help show the benefit and usage of snippets it would be beneficial for admins to see the usage of snippets within the portal. This would help to show who is using what snippets and overall if there's any snippets which aren't been used to then allow us to either edit or remove unused snippets. ...その他を表示

Hi All,   Our Sales team is rather small (8 individuals) but works internationally in multiple languages (British English, American English, French, German, Italian, Spanish, Mandarin...). We use Email Templates and Snippets on a daily basis and record each piece of content in multiple languages. In its current form, it requires creating each email template and snippet multiple times, for each language, as individual records. This causes difficulties in managing, finding and updating them -even using folders and private team views.   Our request is the following: Would it be possible to have language variations within the email templates and snippets like we can do with our web pages and blogs? So we can create ONE email template/snippet, and add the content in multiple languages within this same record. This would help both the Sales Ops maintaining them and the Sales team using them.   Thanks in advance, JB ...その他を表示

IDEA: Allow us to use personalized tokens for sales templates!   Hubspot support confirmed that "we do not have the ability to insert personalized image tokens to pull in a marketing email and/or sales template."   USE CASE: Images are the perfect way to customize an email for Account Based Marketing. We'd like to include a screenshot of the website, a LinkedIn profile, etc. ...その他を表示

The placeholder token could be a lot more useful with a small tweak,    at the moment, the placeholder token is *almost* very useful - it allows us to define custom information that the salesperson needs to amend before sending out a template, where that custom information isn't stored in a property field.    however, it still allows the salesperson to send out an email without having customised the placeholder token, which could end in poor customer experience.    At the moment, the placeholder token provides little extra added value than us defining them within the template itself. In fact, it's a little less useful, as in the template we can format it with yellow highlights around the text, which is more noticeable than the current format of the placeholder token.    what would be super useful, is if the system checked whether the placeholder tokens had been overwritten by the salesperson before allowing the email to be sent to the contact. It could even highlight the particular placeholder that the salesperson has failed to overwrite with a message that they forgot to fill it in - a bit like how users cannot complete forms without 'required fields'. This would help increase compliancy and accuracy.  ...その他を表示

The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For example, we have a variety of plans each with their own unique product offerings. A snippet would be a helpful tool for quickly inserting the cost of a specific plan plus it's lineup of products. The text limitation prevents this ability. ...その他を表示

The current quote templates are not very customizable and are limited in modules you can and can't include as well as the placement of them. As far as building your own quote template goes, if you have great knowledge in coding in HubL, it is probably quite straightforward and easy to create. Trying to customize a quote template without the coding knowledge proves to be quite difficult and has restrictions.     A way to makes this more user-friendly and a more streamlined process would be to have either an option to create a template from scratch (similar to building a form), or being able to drag and drop modules to your preferred location (maybe having a grid option to help align them). Another idea for a way to potentially add modules in would be pre-sized boxes (like text boxes) that you could pick out and place, then insert your module into.    -Adding onto the related 2022 post I found:Drag and Drop Editing for Customized Quote Templates   Thanks 🙂 ...その他を表示