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Hello everyone, I have the problem that I cannot restrict folders for the e-mail templates for individual teams. I can only restrict the individual emails. This means that the teams can see all folders, but not all emails. Maybe some of you have the same problem. It would be good if you could share folders with certain e-mail templates with certain teams and not with others. Best regards Julian Niebuhr ______ Hallo zusammen, ich habe das Problem, dass ich Ordner für die E-Mail Vorlagen nicht für einzelne Teams beschränken kann. Nur die einzelnen E-Mails kann ich beschränken. Das bedeutet, die Teams sehen zwar alle Ordner, aber nicht alle E-Mails. Vielleicht, haben ja manche von euch auch das Problem. Es wäre gut wenn man Ordner mit bestimmten E-Mail Vorlagen an bestimmte Teams freigeben kann und manche eben nicht. Viele Grüße Julian Niebuhr ... Afficher plus

I’ve got a bigger question for in regards to inbound call attribution tracking. I have been struggling with this for a longer while now, also tested different software options (callrail in the past) and so far wildjar has generated the “best” results but still a major challenge. I'm braking down the situation below:   Inbound Call Attribution Tracking Problem Situation Companies running marketing campaigns across various paid and organic channels such as Google Ads, Meta Ads, LinkedIn Ads (one first pain point: Bing Ads is not supported in Hubspot Ads) to attract leads/enquiries.   These campaigns drive traffic to the website. Then, the user can perform one of two conversion actions, a) submitting a contact form (Hubspot form) or b) make a phone call.   Using Hubspot’s native capabilities to track ad interactions and attribution (UTM data: Source/Medium/Campaign/Term mapped into HS default properties: Original Source/Original Source Drill-down 1/Original Source Drill-down 2) this works well for any new contact who’s conversion action was a Hubspot Form submission.   For phone calls however, attribution is not successful.   Case 1: Hubspot Number and Inbound Calls through Hubspot Pain 1 (biggest pain point): when the User creates a new contact through the inbound calls UI while on the call, original source and drill down 1 and 2 will show: Offline sources, CRM UI, Sales Rep name -> This means, all call attribution data is being lost from any Paid Ad source (but also organic sources). However, it’s crucial to understand attribution (source/medium/campaign/kw) data precisely for all conversion actions in order to optimise campaigns and media spend. Pain 2: The user answering the call through Hubspot can only answer the call from the web browser and only if the calling tab is open, but not the Hubspot mobile app Pain 3: Existing contacts with the same phone number aren’t being picked up automatically (HS also struggling with the same number formatted with and without country code at the beginning)   Case 2: Wildjar Call Tracking Software HS Integration (tried different other software options, but all with the same end result of not working) Pain 1 (biggest pain point): Wildjar HS native integration does not pass any attribution information into Hubspot. Even though Wildjar does have all this information stored. Instead a new contact is being saved as: First Name: Inbound Call from Google Ads from [phone number] Original Source: Offline Sources Drill Down 1: Integration Drill Down 2: WildJar Again, this does not help with reporting and optimisation of campaigns at all. Pain 2: Contact records only being created at the end of the call - This means, to capture any information from the call during the call in HS - there is no contact record existing to do that. And any manual contact creation, same as mentioned above, would have this information for source properties: Offline sources, CRM UI, user name.   Case 3: Wildjar + Zapier Using Zapier to pass correct attribution information (source/medium/campaign/kw) into Hubspot. The way it’s set up: User performs google search > user clicks paid result > user makes phone call > call ends > new call contact being created in Hubspot after call ends Pain 1 (biggest pain point): Hubspot automatically sets attribution information automatically as: Original source: Offline Sources Drill down 1: Integration Drill down 2: Zapier which is incorrect as we need to track the actual attribution (organic/paid and then campaign and kw or audience information) Pain 2: In order to pass the correct information (Source: Paid Search, Drilldown 1: Campaign Name, Drilldown 2: Paid Keyword), I need to manually create new custom properties and map attribution information in these. This then however leaves the HS default properties untouched and with false information. Then, I need to create separate reporting for Call contacts and Form Contacts due to different properties used for reporting. Pain 3: Contacts only get created when the call ends, which means, if I want to directly add information from the call into HS, I would need to manually create a contact and then afterwards merge with the Wildjar/Zapier Contact which is tedious. Pain 4: Related to the merging is, that due to HS only using Email Address as unique identifier, call and manual/form contacts don’t get updated automatically with one existing prior to the other.   Solution Required: When creating a new contact from a call within HS using the inbound call UI - obtaining the correct attribution information for both paid and organic sources. Receiving calls directly in Hubspot on both browser & mobile App. Automatically pulling up existing contact record if phone number is recognised in the database (secondary) At the moment, the most viable option is Case 3, and there, the recipient would make notes with pen and paper, and once the call is completed and created in HS, the user would transfer the notes from paper into Hubspot and update that contact manually (name, email, etc.) In saying all of the above - it is still a big struggle and not efficient nor effective.    Thanks for considering.  ... Afficher plus

HubSpot just released this great Beta: https://knowledge.hubspot.com/properties/create-sync-properties   However, it lacks one critical functionality: these sync fields currently can not be used as mandatory fields.  Use case:  You have a field called delivery address on the primary associated company. Before the deal can be moved into Closed Won, that property must be populated. Making the sync property mandatory on the deal level forces the user to go to the company record and update it.  ... Afficher plus

This request is referring to the email health tool in HubSpot: https://knowledge.hubspot.com/marketing-email/monitor-your-email-sending-reputation-with-the-email-health-tool   At the moment, this tool is a great overview for marketing emails in general. However, there are improvements that would make it easier to draw conclusions and take action - most notably the ability to see health broken down separately for marketing emails, one-to-one emails sent through HubSpot and transactional emails. Thanks in advance for considering this request. ... Afficher plus

From the index view on any object type, we can check boxes to select multiple records and a Bulk Actions menu appears:   Please add the ability to "Bulk Associate" records to this menu.   This should honor the association settings and limits defined on the object settings. For example, if Ticket associations are not enabled, the option to associate a Ticket record won't appear.    Or if there is a finite number of maximum associated records, it would prevent the user from exceeding it via the Bulk Associate action.   It would be even better to set Association Labels in this same manner or remove associations entirely.     ... Afficher plus

The one thing that really annoys me about Hubspot forms is that you have to create custom property if you want to add a custom field to a form.   We have a lot of different forms, most time for just a short amount of time but with multiple entries by the same client.  So we don't want custom properties bloating our contact.    We would like to be able to add an unlimited amount of form fields that isn't connected to a property.  Just like you for example can do in Gravity Forms or Formidable Forms. This data could be saved on the form submission itself or be added to the marketing event attendee (in some cases). ... Afficher plus

According to HubSpot's Support team, whether a HubDB created Page appears in the XML Sitemap or not can only be controlled at subfolder level.    We have a scenario where a parent page should be indexed by search engines, but the many pages within the subfolder should not. Unfortunately, this means the entire subfolder of content has to be included in the sitemap so that the parent page is easily indexed.    We've added a noidex code to the subpages, but at scale this is a huge number of pages we're telling search engines to crawl via the XML sitemap, only to then say "don't index".   And the result is that we have thousands of these noindex pages clogging up Google's crawls of the site, and significantly delaying the indexation of new content.    A solution like a Yes/No column in the HubDB table that says "Include XML Sitemap" would be ideal. We've tried developing one, but it is not being recognised by HubSpot and is being overridden by the Subfolder rule mentioned above. ... Afficher plus

This request is referring to this feature: https://knowledge.hubspot.com/marketing-email/set-up-an-email-frequency-safeguard   At the moment, the email frequency safeguard applies to regular emails and automated emails without further customization options.   This lack of additional settings typically makes the email frequency safeguard too aggressive. Once the specified number is hit, emails are suppressed. This is problematic in some scenarios: Certain types of promotion are more important than others. Some companies want nurturing emails to go out but additional promotion beyond that nurturing suppressed. There aren't any options to force out important emails and ignore the frequency safeguard - without disabling it entirely.   The email frequency safeguard would be a lot more useful if the following were possible: Setting in the marketing email editor to ignore the email frequency safeguard (essentially allowing single emails to bypass the safeguard) = allowlist Options to specifically mark emails that should be suppressed in case of a too high email volume = blocklist Settings to delay marketing emails for up to X days to not violate email frequency safeguard settings Overview / dashboard of marketing emails suppressed due to frequency safeguard (which marketing emails were most affected by it?) Thank you for considering this request!   ... Afficher plus

We upload thousands of customer product images. The only way we can search for them now is to put every image element into the file name. For instance, patio-plants-pergola-water-feature-17. While that's great for getting a somewhat good SEO-optimized image, it's a bit of a pain. It would be great to have image tags in the file manager so we can create custom tags and then make the search experience better.  ... Afficher plus