Great minds think alike

Hi there! I'm Sam and I work in our Customer Support department. I am working with Matthew on a tricky situation that makes a ton of sense, but it seems what he's looking for isn't possible at this time.   You know how you can set workflow timing to operate during a specific schedule, or use a Based on a schedule enrollment trigger? Do you also know how when you turn on a workflow for the first time, you have the option to select "No, only enroll records who meet the enrollment criteria after the workflow is turned on"? What we need is an option to utilize this enrollment option in conjuncture with a schedule.   In Matthew's example, let's say you want a workflow to notify a user of all tickets that change to a specific stage during a certain period of time daily. Right now, we cannot find any possible way to do this because the existing schedule options simply control WHEN the workflow enrollment trigger and/or actions execute, but not WHEN they met the criteria. So instead of Matthew being of all tickets that change to status "Waiting on us" during a specific window of time, he is instead only notified during a specific window of time of ALL tickets that have met that criteria since the workflow was last active. This totally defeats the purpose!   I checked out the "was updated in the last" filter option for the property in question, but it's only as granular as "1 day" and we're needing it to be granual to the level of hours.   Thank you product experts, engineers and team for considering adding this ability! ...read more

I have 2 requests for the SMS tool we are using with HubSpot: SMS notification timing is not ideal. This is the current method;  Essentially when using time ranges it includes the time of day when this was set plus the range specified in the filter. The example I shared initially for example, if it is 3 PM on 20th August and the filter is for "less than 1 day ago" we look back at the following range: The time now (3pm) until previous midnight (15 hours) on 20th August The entire prior day midnight to midnight (24 hours) on 19th August The entire range included in the filter would be 39 Hours (midnight 19th August until 3 PM 20th August) The issue is that a meeting is scheduled for 2 pm, but by setting a notice for 1 day ahead, it does NOT function on a 24 hours. NOT ideal.   2. Second issue is that more than 1 reminder cannot be sent from the same workflow. (ie: 24 hr and 2 hr ahead of meeting). Only 1 can be sent and it's not even based on the time of the meeting, only the date. 3.  Third issue is based on using contact records, a user can't re-enroll in the workflow. What? Why?   ...read more

Hi team, WhatsApp is a very important tool for LATAM Market, here in Brazil, is used in our daily life. It would be great if you could add a feedback survey for this WhatsApp channel, then we can collect the CSAT with a simplified process from our customers.   Thank you! ...read more

Currently, while we can implement straightforward personalization tokens for greetings, the lack of a user-friendly if/then/else condition directly in templates poses challenges, especially for those not familiar with HubL.   Our customers would like to have a more intuitive, visual interface for implementing if/then/else conditions directly within email and template editors, allowing users to easily create personalized greetings based on contact properties like gender. Use Case to make this more vivid: We have a client who needs to implement the following salutations in German: For female contacts: "Sehr geehrte Frau {{contact.lastname}}" For male contacts: "Sehr geehrter Herr {{contact.lastname}}" For neutral or unknown gender: "Hallo {{contact.firstname}} {{contact.lastname}}"   The first two are easy to do, the last one, however, is problematic if you don't want to build a workaround or if you're not familiar with if statements within templates and therefore can't tell HubSpot the following: "if gender is male or female, then use the values for greeting, salutation and last name. Else use the default value for salutation and individual values for first and last names."  Benefits of a more user-friendly conditional logic within templates Non-technical users could create personalized content without needing to learn HubL syntax. More tailored greetings could enhance user engagement and improve response rates in email campaigns, especially for gender-sensitive languages like German. Users could implement complex logic without cumbersome workarounds, making the platform more versatile for various marketing strategies. This feature would streamline the process of creating personalized content and make HubSpot an even more powerful tool for marketers. I believe many users would appreciate this enhancement, and I encourage others to support this idea. ...read more

I would like to pre-fill the form fields with known data. Not only when a visitor is returning on the same device, but like the dynamic fields you can use in emails or website text. ...read more

I would love to have a way to setup a blog page that could automatically populate with Email newsletters we send (the web page version of the email). It would be a similar setup to a blog index page that automatically features the articles we publish... It would be awesome if we could do the same thing with our email newsletters. Previously we have done this manually - add a link to a standard Hubspot web page but it would seem to me that there should be a way to automate this like when you write a blog article - publish and it automatically populates the blog index page with a link and preview of the actual blog (in this case, an Enewsletter email).   This would be a killer feature!  Upvote if you agree! ...read more

it would be ideal to be able to select the categories of cookies available on the banner accessible to users, so that they do not have the option of accepting them / are not frightened if they are unused cookies ...read more

When sending Marketing emails from Hubspot, when looking at the email detail, Mailed-by section always has a random hubspot email such as bf03x.hubspotemail.net instead of the company/sender email domain. Can we have the Mailed-by section to also list out the sender company domain or email instead of a hubspot one? This will avoid a lot of suspicion that can arise from end user prospect/customers that get emails and looks spammy.  ...read more

The third party conversations are not to be read by clients. But while testing the client portal feature in HubSpot, clients can read the conversations between third parties and the business in the same conversation (as this is just forwarded to the client).   There is no option to hide these third party mails for the client, which is a shame, since this would make working with the client portal so much easier.   On external platforms there is the option to 'Hide Messages By Email: Hide messages in the ticket threads by email'. The e-mails from the adresses in this box won't show up in the portal. This should be great for the client portal in Hubspot. ...read more