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Being able to put checkboxes in multiple column with the ability to also insert images above the text would be very useful.
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Anyway that an impersonation feature could be streamlined to the top of the production queue? I work at a global company and we are trying to set up meeting links for our sales teams. Unfortunately since meeting links are account specific and admins cannot create them it is resulting in a lot of inconsistency, even with previously provided guidelines for sales. While I appreciate all the effort that has gone into making meeting links multi-language and easy to set up, having an impersonation feature would make us a lot more consistent and efficient. We have sales in Asia and Europe and working with them in our separate time zones causes lots of delays when there are problems. I know HubSpot support already has this feature can it be extended to Super Admins for accounts?
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I'm proposing being able to select certain properties to keep when merging. While merging contacts I realized that a lot of the properties of the new record are not accurate for the contact because when merging it selects the most recent value. While in some cases I can see how this would be useful, there are others where it is not. For example, we run our contacts through an email validation software and when I merge 2 accounts, one with a valid email and the other with an invalid email, sometimes the property for the new merged account will say the email is invalid since that is the most recent value for that property. We don't re-run our contacts's emails through the validation again until much, much later, since this is costly. So through merging I end up invalidating valid contacts.
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When a contact is enrolled into a workflow based on ticket triggers, and the workflow sends an email to the contact, the email shows on the contact record but does NOT show on the ticket record. It doesn't appear there is even a filter on a ticket record's timeline that would allow you to toggle on/off marketing emails, suggesting these emails are not designed to show on tickets. I think the Ticket should show all information that was generated regarding any automated emails etc, inside the ticket.
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When I am adding a new contact to an existing company, the screen behind gets grayed out. Why? It should display the company name and maybe even the email address(es) of the other employees so I don't have to remember how to spell the company name OR what special thing they have for their email.
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I would welcome the ability to see tickets created vs tickets closed in a single report vs two separate reports. I want to have a bar chart of daily created vs daily closed to easily compare are we closing tickets out as fast as they are coming in. If anyone knows of a better way to do this that I just haven't been able to build please let me know.
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Hello, A nice feature for chatflow welcome messages would be to be able to ask website visitors a question right away. This is a use case that can be helpful for engaging site visitors. An example: Currently, I have a landing page that is aimed at businesses that have difficulty with a specific piece of software. On the landing page, to ask the user a question requires two steps. (Welcome message) Hi. I have a question for you about Software Name. (User enters chat) Are you happy with Software Name? Yes | No Further engagement... To me, it would be ideal to just ask the question right away. (Welcome message) Hi. Are you happy with Software Name? Yes | No Further engagement...
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Hi there, I'd like to request a feature for chatflows. Currently, I can add a welcome message, but it would be nice to also be able to A/B test different messages to see which has better engagement with my audience. For marketing, this is valuable to know what type of language and tone the website visitors respond to best.
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When exporting the recipient list after sending an email to see the performance of an email, we currently only get the recipient's email address, Hub ID, and other details. However, the first name, last name, and company of the recipients are not included. having these details would make it very easy to see exactly which contacts interacted with the email. Please make this part of the report.
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*Posting on behalf of one of our users* "We only have one member that manages our social media, so the retweet scheduling is important for us so that we can set it to schedule and then I (manager) will approve it and then it goes out in sequence with our other posts. At the moment she has to print screen and send to me to approve. For Twitter the character limit 140 is the older limit, it's now 280 - this allows for more explanation of the images and for more hashtags. We struggle to fit in all our industry hashtags as well as explaining the picture which limits how we write the sentence. We have had to move back into Twitter dashboard a few times for more complicated posts. For example, the Model United Nations event we had last year contains some technical language which is required to explain the committee names etc which takes up a lot of space, but cannot be shortened. For Instagram, we often have series of photos that are part of a campaign. For example we had a campaign of "Halcyon is..." with students and staff holding signs of why they thing Halcyon is a great school - we had to go into Instagram directly to post these up together as a series. This series we also couldnt post to stories, due to the restriction. We ended up not bothering because it was too awkward to do from the phone when we are churning our posts multiple times a week with limited time frame. We might have reached more people if we had that capability. It would be great to have an inhouse cropping system so that our images can be made for the appropriate social media rather than having to create it outside and then importing in the different images. We often post events on both Instagram, Facebook and Twitter which all have different crops. At the moment we use Canva, but we would prefer the convenience of an all in one system."
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