Grandes mentes pensam igual

paigeleslie · ‎mai 5, 2021

While I understand the idea behind having the Note/Email/Call/Log/Task/Meet shortcuts at the top of the contact cards, it would be excellent if this section could be customisable as well. For example, we've installed an application we'll be ringing from, so it'd be great to remove the Call button from our view so our sales agents don't accidentally use this instead of the app.

Viddy · ‎mar 13, 2022

hi team, posting this idea on behalf of my customer 🙂 "we are looking for a way to be able to easily identify a group of contacts associated to a company record and send them an email quickly. Ideally we are looking to be able to filter these contacts from the drop-down list of email address to easily select the relevant contacts to send emails out to. At present we are able to use Association labels to segment our contacts with labels but it will really be beneficial if we could use the Assoication Label as a filter when composing new emails from the contact record to be able to easily select the email addresses that are relevant. " thanks very much team!

renchash · ‎ago 6, 2020

We are using the beta for preference groups because we have multiple-brands using HubSpot. Unfortunately no matter which brand the email is from, if we have link tracking turned on the link defaults to the primary brand domain. We absolutely can NOT have an email from one brand go out that looks like it has links for another brand in it. See two images attached, these emails are from the brands KeyTrak and Naked Lime but both have links in them that appear to be from email.reyrey.com. The users should be able to select the brand domain the email is attached to so that the link tracking applies the correct domain. This could be done by tieing it to the preference group selected or a seperate drop down where we select the brand domain. The value this provides for multi-brand HubSpot users is that our emails are accurate and the links in them won't confuse our customers or look like spam. The link in this email should be email.keytrak.com The link in this email should be email.nakedlime.com

dylanberno · ‎dez 3, 2019

It would be impactful to clearly highlight MoM & YoY performance on an executive summary in Traffic Analytics. This would offer an effortless experience for users managing analytics within this tool. Reporting on growth is how many users (and agencies) leveraging this tool are measured within their organization - this would solve for easily 'reporting up' performance metrics. This would also offer clear insight into where monthly/quarterly focuses could be and where to begin looking deeper for a story within the data. Within the Attribution tool, affording users a clear view of MoM & YoY by 'Dimension' type would be a huge value add.

cstaffordlena · ‎mai 4, 2021

It looks like something changed on Friday where now when we are mentioned in a note we get a notification, but previously the notification included the full text of what we were mentioned in - now you have to click in to HubSpot to see the full note/call record/etc. This is really inconvenient and not a desirable change. I've received feedback from every single user in our company complaining about this change: "Thank you HubSpot for forcing us to all click in and have 15 HubSpot tabs open." "It's gotta be a bug - the button says "View Reply" which is kind of a random thing to say." "it's such a bummer b/c it was an easy way to prioritize which I needed to open and read right away versus whicH I could save for later review" Can we please go back to sending the full record?

BSolimine · ‎mai 4, 2021

For anyone sending marketing or sales emails, the ability to automatically populate templates with a contact's preferred name as default and fall back to given name. For example, If my contact Michael Smith prefers to go by Mike, any template I use with Mike's contact record should use Mike. This could be an automatic choice where personalizing a template with "Frist Name" chooses preferred name and falls back to First Name if preferred name is empty. Or, it could just be an additional field we can choose when creating templates.

OliviaAZ · ‎ago 5, 2020

Would love to be able to change the color of the font for the form response after submission. For example, if you have a dark webpage, you've already made sure your form is in white text, but when they hit submit, the pop up "thanks for submitting" text is dark and there's no way to change it without making the entire form basic HTML and removing the styling from the entire thing. WIsh it was customizable similar to the rest of the form's awesome and easy styling tools. Thanks everyone!

TCabellan · ‎dez 15, 2020

Before the update of Hubspot, we could rename several tasks in one click. This was a useful functionnality, which isn't available in the new update. How about getting it back?

JamieR · ‎set 30, 2021

Currently, we have the ability to create multiple address/locations in the footer of emails, but can only assign one as the default. We have two main locations that we'd love to show simultaneously to our customers in our footer.

arlogilbert · ‎set 30, 2021

Our agents in the inbox are often answering presales and support questions. While they can insert snippets or provide URLs for somebody to visit, it would be a truly amazing feature if they (or a bot) had the ability to navigate the user to another page (and then optionally force-continue the chat). Bonus, want to make it mind blowing? Let the agent/bot scroll the page to particular points (or just support anchor tags in the page). Use cases: 1) As a support team, if somebody asks a question, I would like to talk them through a knowledgebase article step by step rather in real time rather just sending them the link. 2) As a sales team, when somebody asks about pricing or features, I would like to take them to the specific product/feature page and walk them through the product or feature before offering up a demo. To be clear, I'm not talking about any type of screen sharing here, I'm just talking about using the fact that the conversations script is embedded in the page and can issue a window.location javascript command at will if it needed to. As an alternative, at the very very least, allow bots to embed some javascript. Currently the questions and responses filter out javascript. If we could embed javascript/html in the bot responses, we could kind of create our own.

Grandes mentes pensam igual

Remove the circular icons at the top of the contact card

filter contacts using Association label when composing a new sales email

customize link tracking domain by preference group

Traffic Analytics & Attribution - Clear MoM & YoY Reporting

Meeting/Call Notes not being sent in notifications

Add Preferred Name to Contacts

Form Response Styling

Rename several tasks

Offer multiple address locations in email footer

Conversations: Co-Browsing or Navigation Redirect

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