Lead Capture Tools

Shay
HubSpot Product Team
HubSpot Product Team

Your New Experience in Marketing Free & Starter

Users of Marketing Free and Starter, welcome home. We are very excited to announce a few new additions to your account which we hope will give your marketing strategy an extra boost. Today, you’ll find a brand new dashboard and reporting experience inside HubSpot, a more robust contacts application, and a brand new form submission email notification.

 

New dashboard
In the dashboard you’ll find all your usual reports, but more flexibility when it comes to your data. You can now adjust the date range for your reports to preset ranges, or completely customize the time ranges.

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In addition, you can now export all the data on your dashboard on an individual basis or as a recurring send to your team. Use this data to track your progress, or demonstrate the effectiveness of your marketing campaigns. 

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Prefer to catch a glimpse of your recently returning contacts first thing when you log in? You can drag your reports around and add them in the order and size that suits you and your business.

 

New submission notification email

We know that it’s important to get back to a lead as soon as possible, that’s why you’ll find a brand new email notification for all form submissions in your account. This email doesn’t just have a new design, but also a brand new sending infrastructure ensuring that you get notified of submissions immediately.

 

New contacts

Have you ever wanted to filter your contacts database? Attach quotes or other files to the record? Add notes? Edit contact properties or even create new ones? All are now possible with the brand new contacts application inside HubSpot Marketing Free. Bringing the power of HubSpot CRM directly to your account, you can now:

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Looking to take advantage of the full power of HubSpot CRM, with Deals, Companies, and Tasks? Click ‘Create a deal’ or ‘Add a company’ in the sidebar of any contact record and you can activate the full HubSpot CRM in your HubSpot Marketing account.
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We’re excited to get these updates in your hands to take advantage of the newest features and get the most out of HubSpot. If you have any questions or feedback, please let us know below. ~Shay

 

23 Replies 23
leelanau
Participant

Your New Experience in Marketing Free & Starter

I agree with the other users in that the valuable information from the old emails is missed and should be brought back! When a user completes a form on our site, we already get an email notification and we don't need a second one saying the same thing. What we loved about HubSpot emails is the detailed information on how users use our site and where they came to the site from.

 

Can we find this information somewhere else?

Shay
HubSpot Product Team
HubSpot Product Team

Your New Experience in Marketing Free & Starter

Hi @leelanau, wanted to add a little extra info to my last comment, to answer your question around where to find this info previously found in the email. Each email should include a blue button to bring you directly to that contact record in your account. This record includes the full timeline of page interactions for new contacts, including any interactions that happened after the submission itself occured. This particular info was not available in the email itself. On top of this, the contact record includes information about the visitors traffic source, including a full breakdown of that source in the case that it's something like Social Media, you'll also find the social media website available too. 

 

With the newest updates to contacts too, from the contact listings page you can use the filtering options in the left sidebar to search for specific groups of contacts, for example all contacts that found you via Social Media. This is a little more info about these traffic sources and more info on these new filtering options. If you wanted to learn a little more about this new contacts tool, and the HubSpot CRM that powers it, this video should help

 

If there's anything I can clarify please do let me know.

0 Upvotes
abrown
Participant

Your New Experience in Marketing Free & Starter

Agreed! I prefer the old email format as well! Since the change yesterday, we are no longer seeing the pages that a user visited on our website before converting, and we are no longer seeing the Original Source Drill-Down--which to us is very important as we track where our users are coming from, and which mediums are most successful. How can we get this information to show again in the email submissions we receive?