Great minds think alike

RyanGarrod · ‎Apr 28, 2021

Within the email builder, when adding a custom personalization token (let's use First Name in this example), the word "First Name is in dark orange, but the "padding" around the word (where the spaces register between words), is way to light. My team has made this error multiple times by total accident. If we could personalize the colors of the tokens appearance in the builder, or remove the "background" color of the token name, that would dramatically help ID any missing or extra spaces. Image one has a space, while image two does not. If you aren't really paying attention, like really looking out for that specific thing, you'll miss it.

EKraaijenzank · ‎Apr 28, 2021

Our sales team is requesting a feature where they easily can see if a contact has sent an e-mail associated with the deal and is awaiting response. See they idea in the attached screenshot

Welho · ‎Jul 30, 2021

Now that the Media plays of Hubspot hosted videos are recorded as an activity on the contact timeline, it would be great to be able to use that information to trigger workflows as well. The goal for this request is to be able to send for example Slack notifications or create other automated follow-up actions when someone starts viewing/completes viewing a specific video. This would be very useful for both marketing to categorise lead actions as well for sales to get notified when an opportunity of theirs watches certain high value videos etc. The feature already seem to exist for example for Wistia integration users, and possibly other integrations as well. However, for us who have chosen to go with the Hubspot hosted videos because of the contact timeline feature don't have the option to use these Media play activities in workflows. So, please add this missing feature for Media play activities Hubspot!

VGilzean · ‎Nov 4, 2021

It would be great to be able to hide blank properties in the the main "about this contact" section to make it easier to see necessary information quickly. I work for a manufacturing company and we use a form with conditional logic on our website that adjusts based on the type of customer filling out the form (Homeowners, restaurant owners, potential dealers, etc). In general, we need to be able to see all of the fields submitted for the form, so I don't want to take them away from the overall view. However, if it's a homeowner that fills out the form I don't need to see "Company Name" "Website" etc because it is always left blank. If the view could adjust to only show the fields with info in them that would be ideal. Example: For a homeowner it would be nice to only see Name Email Phone Address For a potential dealer we still need to see all of the above + Company Name Travel Radius Products they currently install

Pos_Ortho · ‎Dec 20, 2019

I recently sent an email using the subject line Smart Rule and used 5 different smart rules for the subject line, and now I am looking in the email analytics but they don't show up there. I think it would be smarter and more accessible to show them almost like an A/B testing and show the separate smart rules and how they performed with the audience the emails were sent to. I would love to be able to go in and see the clicks and opens like a normal email analytic page. Thanks!

remyf · ‎Feb 15, 2023

We do our best to unify our ad tracking data for reporting across all of our ad and promotional platforms. That being said, the HubSpot ad auto-tracking template doesn't provide us with the ability to simply pass the parameters we set up in each of our ad platforms through to the HubSpot "Original Source" and "Latest Source" properties. We are going end up turning off the ad tracking templates, which is a shame since it seems like the templates could be so much more flexible and powerful if they let clients control what they want to have populated into all of the UTM fields utilizing dynamic capabilities - and capturing ANY Source parameter desired. Role/Team: this would benefit marketing, analytics, and sales Goal: the ability for HS clients to choose what gets placed in the Original Source and Latest Source fields Goal: the ability to unify tracking parameters across all platforms, into HubSpot

NicoleJ · ‎Nov 4, 2021

Have a more detailed error message on Feedback Surveys. Currently, if there is a survey error, the only error message the user will receive when trying to save/publish is "Something went wrong. Unable to save changes right now. Please try again" The actual reason could be that a question has the wrong options chosen or an invalid option, however, the error message doesn't reflect this and is confusing to the user what is wrong. It leads users to think there is an error with the HubSpot Survey function itself, rather than a user error, all while not giving the user fair resources to easily correct the problem and move on.

DKinsella · ‎Nov 4, 2021

Logging on behalf of customer: Need to be able to set different views on cards in tickets for one pipeline only. Just changed a property view and it caused issues for one pipeline but would be very useful for another. When will it be possible to have further customisation control over this for Ticket card views in different pipelines ?

sarahklongerbo · ‎Aug 14, 2018

Using Command+K and then Command+V to easily paste a hyperlink onto selected text is common practice for web writing. With HubSpot's new process for adding hyperlinks, you have to manually select your option (such as "URL") from a drop-down menu before you can paste the URL. This adds an added layer of complication to something that used to be so easy. I suggest HubSpot remove this unnecessary drop-down menu.

TMeecham · ‎Feb 15, 2023

Who (what type of role or team) is the feature for? This feature would be most usefull in accounting and billing envirnments where you need to process a-la-carte or delayed-start payments. What is their goal? The goal is to provide a more seamless way to process customer payments for smaller authorized orders without the customer needing to complete a payment link. For signed contracts that don't have a specific start date and you need to manually begin charging. What value will this add? This offers a greater ease of ordering for customers - some may authorize a payment over email or a recorded call. Billing departments have more flexibility for signed agreements with delayed start dates that are variable. Are there examples of other places or products who have this feature? We currently use quickbooks and it allows to save ACH and Credit Card information. PaySimple did similar but we no longer use it. Screenshots, pictures, drawings, process diagrams, are helpful. From Quickbooks:

Great minds think alike

Change the Format of the Personalization Token in Email Builders

Visual notification for "unread e-mails" in pipeline overview

Trigger workflows off media play activities

Ability to hide blank properties in the main "about this contact" view

Accessing Smart Rule Analytics on Email

Dynamic UTM parameter values to populate Original and Latest Source properties

Survey error messages: Alert when options aren't valid

Different Ticket Card views for different pipelines

Remove drop-down menu so you can still use Command+K and Command+V to add a hyperlink

Saving Client Payment Information

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