Great minds think alike

PeterPu · ‎Jan 23, 2023

I would like to be able to track the replies to marketing emails that are sent to a dynamic inbox. I have a system setup to automate our nurture workflows, were we manually sent out an email to nurture contacts, and to make it as personalized we are using dynamic content for each sales rep. But if a contact replies to the emails, the email is not automatically logged in the portal. It just shows which contact replied, but I cannot see it.

TPapen · ‎Jan 23, 2023

Hi, I have been using a workaround for the last ~1.5 years orso in order to be able to send email in calibri front directly from Hubspot. I achieved this by copying calibri formatted text into templates and it would keep the font formatting. When then later editing this email, it would also be written in calibri. Something must have changed very recently because it no longer works like this. The templates are still in calibri but any newly pasted or written text is now completely unformated (meaning sans serif / arial font). Was this some intended change by Hubspot and if so, why? Would it be possible to compensate what has been broken by at least implementing Calibri font, which is basically the standard Outlook font used by majority of businesses? There is already a separate post on the calibri topic. Kind regards, Thomas

ADaramola · ‎Jan 23, 2023

Content distribution goals can be classified into two 1) Identification of purpose ; which involves, asking questions that can help to brainstorm our purpose. E.g what content are we sharing to put impact on marketing and what are our expectations after promoting the content, which is to generate new leads. To achieve this brand awareness must be created, how to increase traffic, generate new lead and convert and retens customers. 2) Crafting a smart goal ; the purpose we identify should help us in crafting our goal. Getting our goals smart is achievable when specific, measurable, attainable, relevant and time bound goals are implemented. All this content marketing strategies could also boost our traffic through earned media

SamsonMartin · ‎Jan 23, 2023

Hi, I would like to develop a interactive dashboard where Marketing team have the options to select partner company, location, language, user gender, Age range and the insights in the dashboard will be automatically updated according to their selection. It will make the team to understand the trends / Patterns availbale behind those data easily and to strategize a plan to improve our services. It is widely availble in all the Business Intelligence tool includes Power BI, Tableau, SAS Viya Excel as well. Sample dashboard

PNie · ‎Jan 22, 2023

Something not especially practicle with it (granted it's beta so funny things expected) Say you make some programmable modules for email and you add them via content more and you see something like Now say you want to a layout like Full Width Image Plus Section Full Width Image It allows you to add different images in both the top and bottom Full Width Image module but renders only the top modules content for both when doing an email preview..... so say you did something like Full Width Image (populated with a green image) Plus Section Full Width Image (populated with a blue image) You'd get Green Image Plus Section Green Image So unlike pages where a module can be reused multiple times on a page to render different content. On email it seems to only use content from the first instance of a module and copies it each time that module is used.

DMyhreCT · ‎Jan 22, 2023

Add a custom header to identify which hubspot organization (account) an email originated from. For example, add a header called "X-HS-OriginatingOrg" This could be useful for creating email hygiene policy (such as allowlisting). allowlisting hubspot's sending infrastructure is not sufficient since this is all shared infrastructure.

FMaher · ‎Jan 22, 2023

Currently I need to maintain a spreadsheet separately to HubSpot that contains a list of all HubSpot users, and the user permissions they do and don't have. This is because the existing 'export' of user permissions is woefully inadequate. The report produces a list of 'permissions' that includes permissions that do not exist on screen. The report content is also very misleading. I have a Head of Sales that has access to ALL Deals, Contacts and Companies. Then we have team members who only have access to Deals, contacts and companies for their team only. There is nothing in the report about team only access. In fact, both the Head of Sales and the team members all have CRM All Viewer. I need to produce a quarterly report displaying what access all users have in HubSpot. I cannot use the current export, as it can't be understood by myelf as an administrator - let alone a non technical person. Based on this I have no choice but to keep a separate spreadsheet, and manually keeping it up to date is a nightmare, as I cannot view permissions or users in bulk. I have to open each user's permission set individually, and compare that to my spreadsheet. Please either fix the current export or create a much better on screen view of which users have each individual permission. It's a nightmare to work with. Very, very frustrated that HubSpot would provide this as a 'solution' to user permission reporting.

EDelGaudio · ‎Jan 21, 2023

Considering that is possible to visualize in deals views: - associated companies - associated contacts - associated tickets - associated custom objects It is very important to visualize also Associated Line Items for the deals. Please add this simple feature otherwise it is very difficult to see this in the report tool, we would this in the normal deals views. Regards

jamiecim · ‎Jan 21, 2023

Since Microsoft cut the support for basic IMAP authentication, we are unable to connect to Exchange IMAP and at the same time connect to a different service for SMTP. This is valid for SMTP/IMAP option under "Other email provider" section. We need the OAuth option for "Other email provider" in order to connect to Exchange via IMAP.

CBN · ‎Jan 21, 2023

When we create emails to send out for both automated and regular emails they often contain links to our website or application. Experience shows that the person creating the email is not always pasting the correct link into the email. So when the mail is opened and the recipient clicks on one or more of the links it may give either a 404 for page not found or actually point to the wrong page. Adding a 'check link' feature would enable us to catch most of these errors prior to sending out the email with faulty or wrong links. I see it being part of 'Check...' All links in the system are checked for a valid http response. If possible then a mini embed of the target is shown as well. This would give a visual check by the user as well. The check result can be shown as one line with 'ok, warning, error'. The user can exand the result and see which links give an error or warning. The mini image is shown as well. Having this feature would minimize the risk of sending out an invalid or incorrect link. Ideally the link widget in the text editor would do the check as soon as your click ok. Then it checks the link in the backgrund while you type on the next part of your email. If there is a problem the link is highed with an icon to show you that the link has a problem. Please let me know if you have questions or need more input in order to understand the requirements or prepare the implementation.

Great minds think alike

Track responses to marketing emails to dynamic contact owner

Copying formatted text into email now clears the formatting

What’s an example of an effective content distribution goal?

Interactive Dashboard

Programmable Email - Modules

Email Header to Identify HubSpot Account/Org

Fix user permission report/export to reflect actual permissions.

Visualize Line items in Deals Views

Adding OAuth for "Other email provider" option (for IMAP)

Check links in email before sending

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