Las grandes mentes piensan igual

When using snippets in emails, it would be great to filter by team, job function, indivitual, etc.  I currently have to scroll through a long list of snippets created by others in order to find the ones that pertain to me.    We are working on creating a series of snippets for the sales people to be able to use, and would like to remove as much friction as possible to help them use those snippets.   Even though I can create folders and manage snippets in the "manage" view, that doesn't do any good when actually using the snippets. It would be great to filter snippets in a similar manner as when using templates. ... Mostrar más

The Situation:   In short what our company does is build custom DIY steel framing kits for small structures (i.e. Tiny Homes, ADU's etc.). My role in our company is the Help Desk and a S.D.R. The bulk of what I do day-to-day is answer questions via the Conversations Inbox or Email while learning about our lead's plans and qualifying them for our sales process.   One of the most common types of question I get is if I can provide examples of our product or process, or provide a quote for stock designs. Because they are frequently asked questions, our company has gone and created documents and resources to better answer them (a picture's worth a thousand words after all).    Here are some examples of Snippets with Documents I would use: "Sure thing! Check this out: {Volstrukt Kits: What we can offer}. The first half of it lists our services and the second half has our most popular designs. If we can find a style you like there then we can start talking ballpark numbers"   And   "Also, if you haven't already, check out our {Modular Catalog}. There are a lot of designs in it that are ready-to-print, but at this point think of them more as inspiration for your personal plans. For example, check out the 3-d model of M019{Web Link}."   These are actual snippets I frequently find myself using, but Hubspot has no functionality to allow me to insert the actual documents within the snippet. (I inserted the links here for example purposes through some time/effort and copy/paste. In reality the links would be blank, and if copied like here all the Document tracking will be from wherever I copied link).   This is only a slight issue when writing an email: find the corresponding document though the Document Tool and fill in the blank. BUT when using the Inbox tool, I have to redirect leads/customers to their email to check the thing I just sent them, and most of the time they don't return.   The Idea: The idea is to add the functionality to be able to include links to Sales Documents within the Snippets tool. This functionality is something already included in Templates, so it shouldn't be too difficult to add.   I understand when using the Template tool the Email Property is always known, making sending Documents easier, but with Snippets that's not always the case. The fix I see for that potential issue is using a system similar to when a Document gets shared: If the Email Property is not known then ask for an Email Address before allowing access.   I know a functionality like this would make my job a lot easier, and I hope others feel the same way.   ... Mostrar más

The snipper feature is great.   If you use it alot and want to vary your emails then you end up having lots of snippets- which you then need to scroll through. It would be handy to be able to put them in folders or have a predictive search?    ... Mostrar más

When writing email templates to be used both as stand alone emails and in sequences, the Hubspot Owner Contact Token is always first Name and Last name. This is to formal for our companies communication style. Can we have a Hubspot Owner contact token which is first name only in Hubspot Sales? Currently we have to adapt every Hubspot owner contact token in every template and sequence before we send it out. This is very manual and defeats a lot of the core purpose for the templates. Please let me know if you need clarification. Cheers. ... Mostrar más

The sales email templates only allow the use of Contact & Company properties but a lot of contextual data is captured in the Deal. It would be great if we could use Deal properties in the email templates – we could make the emails way more relevant and avoid a whole lot of copy pasting we're having to do right now. ... Mostrar más

It would be nice to include pictures in a snippet, treat it more like a rich text box that has formatting so that more informative building blocks can be created.    Who - service/sales team goal - quickly build elements of an email or communication, espeically for use in comments/notes and live chat, tickets, tasks, etc. value - save time finding the right image/screenshot examples - just about every rich text editor has image capability, not sure why they can't be added to snippets. ... Mostrar más

When i am creating an email from a contact record, then select "insert template" ... I want to see folders not a list of templates. ... Mostrar más

proposed option to add Imagine you have 7+ fields like the screenshot below. You could throw in a multi select field that would give users less “choice fatigue”. It would display either like the multiselect option in hubdb or like some of the IDE's link field options below. ... Mostrar más

Requesting the ability to lock down access to create, edit, or delete snippets by teams or users. Our company requires approval from department heads before a snippet can be created/ used. This will help eliminate the amount of unnecessary and incorrect snippet creation.  ... Mostrar más