I want to segment the customer data so I can see all the activities before the date someoene became a customer as well as after the date they were a customer and did some activity. Currently hubspot is merging all their activities whether it is the number of pageviews, number of form submissions or number of sessions and so on. I want to clearly see that how many pageviews someone had before they became a customer. Example Let's suppose that Bob visits our website and have 5 pageviews, 2 form submissions, 10 sessions. Then later on after sometime Bob becomes our customer and has 2 pageviews,1 form submission and 5 sessions. Currently hubspots merges both the counts resulting in 7 pageviews, 3 form submissions and 15 sessions. I want both of these records to be segregated. This will easily help you to track the acitivities before someone becomes a customer.
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At the moment, you can only use the filters 'Contact opened email' or 'Contact clicked a link in email' when creating a list. It would be really useful for there to be a feature where you could specify a certain amount of times a contact interacted with the email. For example, 'Contact opened email x number of times' or 'More than x number of clicks'. Could this be looked into please? It's really helpful when it comes to lead generation to see how many times a contact has interacted with an email and to group all your high engagement contacts together. Thanks!
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Currently, the drag and drop email editor does NOT pull from system brand settings. So every time you want to create a new email you have to change font colours, fonts, and button colours. As part of the system set-up the brand primary and secondary colours (as well as additional brand colours) can be added. It's a waste of user's time to have to then change these colours every time the drag and drop editor is used.
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We use our hello bar to alert website visitors of timely events (webinars, last date to enroll in our program). However, we manually have to turn off the hello bar, instead of it being scheduled to expire at a specific date/time. Please add this scheduling functionality to the hello bar.
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Dear HS-Community, with every task me and my teammates set the reminder 15 minutes before due, so we have some time to prepare and stay available. I would love to see a default setting to set the reminder XX minutes before due, so we don't have to set it manually with each task.
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It makes no sense to me that locked modules are listed (shown) in the content editor. There should be an option to hide modules from the design manager, similar to how you can choose to make modules available or not in templates and pages. See this image: Locked modules This is poor UX. And it's confusing for content editors to see things they can't edit anyway :)
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As a marketer I want to be able to report on the quality of the MQLs I'm generating as well as the quantity. Yet HubSpot's standard reporting tool doesn't include SQL as one of the default properties in the Lifecycle Stage Funnel/Pipeline reports . In my mind, this is basic 101 reporting needs and shouldn't be a £165pm upgrade cost to the reporting ad-on. Come on HubSpot - play fair!
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We need the ability to change the error messages on forms. Specifically, i would like to change the message on the email validation when you enter a blocked domain into the email field. The error message currently says: Please enter a different email address. This form does not accept addresses from domain.com.
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When you have products assigned to a deal and you create a quote with only a number of those products selected, the remaining products disappear from that deal. What does this mean for the user? - Loss of custom product history (from first quotes on a deal) - Loss of deal value - Negative impact on forecasts and reporting - Multiple sources of information related to a single customer, as the user needs to create new deals for every new product they wish to sell via a quote. - Loss of system efficiency because of above.
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When I am looking tasks I can filter by state, title, type, date and the owner of the task but I can´t filter by the contact or deal thats is associated with the task and it`s makes difficult the work of my team, because we need to know if a contact or deal has more than one task associated. Can you add the filter for this option please?
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