Hello product team,
For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly.
Why is this currently a bad user experience for users?
Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name.
Why is this currently a bad user experience for admins?
Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names.
If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users.
Here's what a solution could look like
To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking.
Here's a quick mockup of what this could look like when creating a new page.
The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited.
Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title).
(In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.)
I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc.
Thanks in advance for reviewing!