Lists, Lead Scoring & Workflows

EmWingrove
Participant | Elite Partner
Participant | Elite Partner

Naming Convention Feature for Lists/Segments

SOLVE

is there a way in hubspot to force naming convention adoption? i know you can do some of this with deals and other objects when you auto create them, but what about segments (lists)?  i'm looking for ways to avoid relying on humans to create and name segments/lists, bcause the risk of error is incredibly high, and we use the actual name of the list in workflows and even reports. Same with forms.  Woudn't it be nice to have a setting where you could set the naming convention structure somewhere in settings, then each time you make a new list it defaults to that convention? or even if it were just an ai feature within segments that learns how lists are named and then makes a suggestion? 

 

this creates so many issues where hubspot users are blaming hubspot for limitations/bugs, or the implementation partner is being blamed for building something incorrectly -  but really its just the end user being a human and making normal typos. 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Naming Convention Feature for Lists/Segments

SOLVE

@EmWingrove wrote:

Woudn't it be nice to have a setting where you could set the naming convention structure somewhere in settings, then each time you make a new list it defaults to that convention?


YES! I want this so bad – and actually have requested this a while ago here: https://community.hubspot.com/t5/HubSpot-Ideas/Enforce-naming-convention-for-new-assets/idi-p/745831

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Naming Convention Feature for Lists/Segments

SOLVE

@EmWingrove wrote:

Woudn't it be nice to have a setting where you could set the naming convention structure somewhere in settings, then each time you make a new list it defaults to that convention?


YES! I want this so bad – and actually have requested this a while ago here: https://community.hubspot.com/t5/HubSpot-Ideas/Enforce-naming-convention-for-new-assets/idi-p/745831

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes