Scott from the product team here.
We've heard from our customers that sequences reporting does not give a full picture of email performance, and customers must try to stitch this data together by viewing template and sequence reporting independently within HubSpot.
To solve this, we're building open and click reporting directly into Sequences.
If you're interested in getting early access to open and click reporting, upvote this post and we'll reach out to you to let you know as soon as it's available.
we would appreciate the feature, that email signatures will automatically be added when a team member replies to an email within the Conversations / Team inbox. Currently we are using snippets as a workaround, but that should not be the long team solution. Otherswise it doesnt make sense to add a team inbox to hubspot nor does it make sense for our customers to not be able who they are in contact with. Since we are customer centric, thats not what we want
Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a way to better organize each workflow into a folder structure. http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/5739715-folders-to-organize-workflows
Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every time.
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: Connected to Gmail it's getting new records daily from people that have multiple email addresses. Moreover, just doing an import of addresses from other databases can result in multiple Contacts being created for the various email addresses someone might have. Consider myself as an example, I have 12 different email addresses. When I take a new client or job, I'll have another. Those are 13 different records. They are all just me and each of those email addresses should be more easily uncovered as associated with the same person and merged.
What needs to improve Today we have to go into a Contact records and use the Merge function to find the other emails and merge them. That's a manual process. A pain for large Contact databases. The Contact list should have a "Find and Dedup" option. The CRM should find likely duplicates not based on the email identifier but other personal identifiers: same name, similar name in same location, etc. Flag those in the list and make it easy to check the duplicate Contacts and "Merge" them. This really needs to be done as part of the platform as growing companies, teams with many people using Gmail as part of their outreach, etc. will constantly result in new Contact records that can go unnoticed as duplicates of existing records.
When using the Inbox feature, each item must be opened individually. Multiple selections and batch actions are not available (example for closing batch emails or assigning in bulk)
The individual action only results is an extremely tedious and time consuming and inefficient process for managing messages through hubspot.
When people talk to us in Facebook messanger, the replies stay buried in MARKETING > SOCIAL > MESSANGER > AUDIENCE.
This is pretty useless. These should really appear in the Conversations Inbox with the rest of the messages we receive as an additional channel.
When sending multiple marketing emails some contacts risk being recipients of more emails than intended. This because some contacts fit into several lists – this also suggest that these contacts are of special interest. To guard against flooding these contacts I suggest a filter to find the contacts that have received a certain amount of marketing emails or more during a timespan. Currently there are a few filters that can do a part of this: “Marketing emails” – to find contacts that have been sent one specific marketing email. “Contact properties” - “Marketing emails delivered” – to filter on numbers of marketing emails sent to a contact. “Contact properties” - “Last marketing email send date” – to find contacts that have been sent emails before, after or in between dates. But using these filters I would need to create 35 different filters to find out which of my contacts that have received three or more out of the last seven marketing emails sent. My suggestion is making it possible to select several emails under “marketing emails” filtering out contacts that have interacted with all the selected emails according to the chosen condition.