lilybond

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Lily Bond

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GBcutler on Fevereiro 16, 2021

Better reporting for Playbooks

We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl Leia mais

Responder Idéia Playbooks

208 avaliações positivas

55 Respostas

lilybond

Colaborador(a)

Junho 12, 2023

Would love to be able to report on playbooks and use playbooks in workflows (i.e., if deal stage = X, send playbook completion task). Reporting i...Leia mais

JaclynSchmitz on Janeiro 28, 2020

Ability to A/B Test with Sequences

It would be great to have the ability to easily a/b test with email sequences. Certain emails within the sequence may perform better with variable wording, but there is no easily way to test this.

Responder Idéia Sequences

362 avaliações positivas

125 Respostas

lilybond

Colaborador(a)

Fevereiro 24, 2023

This is a critical functionality that is missing. This makes it extremely difficult to get our sales team engaged as HubSpot users when they've exper...Leia mais

Solucionado

AMMehta on Setembro 21, 2021

WCAG 2.0 4.1.2 Compliance - Iframe Title

I am working towards WCAG 2.0 accesibility compliance and I've run into a snag. <script> hbspt.forms.create({ portalId: "", formId: "" }); </script> this generates the following <iframe id="hs-form-iframe-0" c Leia mais

Responder Discussão Developer tools

5 avaliações positivas

9 Respostas

lilybond

Colaborador(a)

Fevereiro 25, 2022

Hi @dennisedson - are you able to share an ETA/timeframe for release beyond "it's in the works"?

sylwia on Setembro 07, 2020

Filter by lists in the Custom Report Builder

Hi! So far Custom Report Builder doesn't allow to select lists as one of the data sources & fields. The possibility of using contact/company list assets as the condition in the reports would be a big help in creating dashboards based on Leia mais

Responder Idéia Marketing Reporting

11 avaliações positivas

2 Respostas

lilybond

Colaborador(a)

Agosto 24, 2021

Now that cross-object reports are gone, *not being able to use list membership as a filter in custom reports is extremely limiting.* My #1 move w...Leia mais

lilybond on Junho 14, 2021

Esign not working after verification

Is anyone else running into this issue? I'm referencing the default signature module in my template: {% module "signature" path="@hubspot/quote_signature" %} Everything *looks like it's working correctly*, but when someone clicks "Verify to sig Leia mais

Responder Discussão Quotes Signature

2 avaliações positivas

29 Respostas

lilybond

Colaborador(a)

Julho 14, 2021

@ethankopit @jmclaren any thoughts on this? Again, esign was working for us on the new templates and now it's not and is causing a blocker for ou...Leia mais

lilybond on Junho 14, 2021

Esign not working after verification

Responder Discussão Quotes Signature

2 avaliações positivas

29 Respostas

lilybond

Colaborador(a)

Julho 14, 2021

@ethankopit @jmclaren any thoughts on this? Again, esign was working for us on the new templates and now it's not and is causing a blocker for ou...Leia mais

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