Great minds think alike

It would be great if HubSpot had a calendar for Marketing which showed all content going out - currently there are separate ones for Social, Email, and Campaigns. Please can one be made that combines all of the above calendars?  ...read more

Key Elements: A/B Test Type Selection: Prompt for Test Type Selection: When users set up an A/B test for an email, they are prompted to choose the test type from a list (e.g., Subject Line, Preview Text, Content, Sender Name, Email Template, CTA, Personalization, Other). Customizable Option: An "Other" field is available for users to add their own category if it's not listed in the default options. Preview Page for A/B Test Review: Side-by-Side View: After selecting the A/B test type, users should be able to preview both versions (A & B) of the email on the same page. Test Confirmation: The page should clearly show the differences between the A & B versions, allowing users to verify that the test setup (e.g., subject lines, CTAs, content) is correctly configured before launching. A/B Testing Dashboard: Test History Tab: A dedicated A/B Testing tab is added to the user's dashboard, where they can view all previously conducted tests. Filters by Test Type: Users can filter past tests by the selected test type, enabling them to track and analyze their experiments in specific categories. Test Results & Analytics: Include the ability to view performance metrics for each test type, helping users evaluate their A/B testing efforts over time. Potential User Benefits: Better Organization: Users can categorize and manage tests more effectively, making it easier to track and optimize specific aspects of their emails (e.g., subject lines or CTAs). Test Confirmation: The side-by-side preview ensures that the test setup is correct before sending, reducing the likelihood of errors. Detailed Analytics: By categorizing tests and viewing past results in a structured way, users can better analyze which test types (e.g., subject lines vs. CTAs) contribute most to their email performance. Why It’s Valuable: Improved User Experience: Streamlining the A/B testing setup process with category selection and preview features would save users time and prevent mistakes. Data-Driven Decision Making: Filtering tests by category gives users a deeper understanding of which elements of their emails are most impactful, allowing for more targeted optimizations in future campaigns. Comprehensive Reporting: With the ability to track and filter test results by type, marketers can gain more actionable insights, making it easier to iterate and improve their email marketing strategies. Next Steps (for implementation): User Feedback & Validation: Conduct surveys or user interviews to validate that this feature aligns with customer needs and expectations. Feature Development: Collaborate with product teams to design the interface for selecting test types and previewing email variations. Testing & Optimization: Roll out the feature in stages to gather feedback and make adjustments to ensure it’s as user-friendly and functional as possible. ...read more

Currently the deal currency has to be set manually for each new deal. This can cause issues in a context of international sales operations.    Please create standard tools to automatically set the currency of a deal. My preferred way would be to have a currency selector (based on the currencies setup in my account) on the customer company. When a new deal is created, the company currency would be set as a default. Alternatively you could also look into some logic to make it based on the country.  ...read more

It would be great to be able to notify teammates when property has changed from one known value to known another.   For example, we have a link property that tracks our website links that we build for clients. Sometimes we have to update the website link after it has been sent to the client. If we could have a way to trigger a workflow to when a known property has changed to a new known property that would be very helpful and save my team a lot of time. ...read more

Currently View Only seats limit access to view reports from key tools like Sequences and Surveys. As View Only seats are going to be used by managers and executives who don't need to do anything on HubSpot but want to see reporting, it makes sense to allow them to view reporting for ALL tools used on the Platform.  ...read more

I'd like to be able to report on whether an email from the same user was a sales email or a service email (for existing clients).  Users can be emailing leads and customers at any given point, but we cannot split the activity type for reporting purposes.   The same users are making all activities, and as activity can't have custom properties there's no way to distinguish how many sales or service emails are being sent per user/team   We tried using the lifecycle stage for reporting, but once the record became a customer the activity all goes against a customer record, not a lead We also tried calculating the amount of sales activities on a record before it becomes a customer, but reporting that didn't work either. ...read more

Actually all the status for quotation make an assumption that the quotation will be approved by the client, or makes changes. But if the quotation is not approved, the only options to not confuse this quotation with anothers one who are waiting for the sign, is to deleted or archived. If you deleted the quotation, you dont have any register on the deal, the company or the contact. Will be a good idea to add a new status on quotes call "Rejected". With it, you can know what offers or product the client rejected in the past, and dont make confussion about what quotes are really in other status like "waiting for approval" or "pending to sign".    ...read more

Currently in the association card you can only search on your primary property of your custom object, but it would be useful if you could also search on the secondary property (or another property of your own choosing).    Example (Logistic industry): Some associates know a SAP ID by heart, others are more likely to search on name or location. ...read more

In the Goals dashboard, there is a very nice gauge visualization of the goal progress (image). This is built combining two KPI's (KPI value and Target Amount, where the Target Amount is represented as the "full throttle" 100% of the gauge and the KPI value is represented by the indicator line and listed amount, and by using a custom "hs_group_correlation_uuid" filter which I can't find any information about.   This is a pre-built HS report for Goals, and it is not (to my knowledge) possible to build in a custom report. Obviously, a shame, as it would be AMAZING to display this on a sales dashboard, with options to filter by pipeline, team, sales rep, date period etc.   Please upvote this idea if you would like to represent your team's goal status like this!   ...read more