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HubSpot Update: Rep Availability Reporting
Manage episode 450127971 series 3605105
תוכן מסופק על ידי George B. Thomas and Sidekick Strategies. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי George B. Thomas and Sidekick Strategies או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Rep Availability Reporting: A New Era of Data-Driven Customer Service
This briefing document reviews the key features and benefits of the new Rep Availability Reporting functionality launched within the Help Desk product. The update empowers Help Desk Managers with comprehensive insights into their team's availability, enabling data-driven decision-making for enhanced efficiency and customer satisfaction.
Key Features:
- Peak Workforce Insight: Pinpoint the highest number of available representatives at any given hour, facilitating optimized resource allocation.
- Availability Analysis: Gain granular understanding of rep availability through detailed percentage breakdowns by status (e.g., available, away).
- Team Health Visibility: Obtain a comprehensive view of team availability both within and outside standard working hours for proactive staffing and planning.
The Need for Enhanced Reporting:
Help Desk Managers often struggle with maintaining team efficiency and effective planning due to insufficient reporting on rep availability. The product update directly addresses this pain point:
"Helpdesk Managers face challenges in maintaining team efficiency and effective planning due to a lack of comprehensive reporting on rep availability."
Benefits:
- Improved Team Efficiency: Accurately measure team performance and make informed decisions to optimize overall efficiency.
- Enhanced Planning Processes: Leverage data insights for proactive staffing and strategic planning.
- Elevated Customer Satisfaction: Ensure timely customer support by optimizing rep availability and reducing wait times.
Functionality and Access:
Users can access the new Rep Availability Reporting via:
- Service Hub Analytics Suite: Pre-built reports for maximum available reps by hour, availability percentage by status, and availability inside/outside working hours.
- Custom Report Builder: Utilize new data points like "Availability Status," "Time in Availability Status," and "Count of Available Users" to create tailored reports.
Target Audience:
The Rep Availability Reporting feature is available to users with a Service Pro or Service Enterprise Seat.
Impact:
This update marks a significant step towards data-driven customer service management. By providing unprecedented visibility into rep availability, Help Desk Managers can now make informed decisions that will enhance team efficiency, optimize planning, and ultimately drive higher levels of customer satisfaction.
47 פרקים
שתפוManage episode 450127971 series 3605105
תוכן מסופק על ידי George B. Thomas and Sidekick Strategies. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי George B. Thomas and Sidekick Strategies או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Rep Availability Reporting: A New Era of Data-Driven Customer Service
This briefing document reviews the key features and benefits of the new Rep Availability Reporting functionality launched within the Help Desk product. The update empowers Help Desk Managers with comprehensive insights into their team's availability, enabling data-driven decision-making for enhanced efficiency and customer satisfaction.
Key Features:
- Peak Workforce Insight: Pinpoint the highest number of available representatives at any given hour, facilitating optimized resource allocation.
- Availability Analysis: Gain granular understanding of rep availability through detailed percentage breakdowns by status (e.g., available, away).
- Team Health Visibility: Obtain a comprehensive view of team availability both within and outside standard working hours for proactive staffing and planning.
The Need for Enhanced Reporting:
Help Desk Managers often struggle with maintaining team efficiency and effective planning due to insufficient reporting on rep availability. The product update directly addresses this pain point:
"Helpdesk Managers face challenges in maintaining team efficiency and effective planning due to a lack of comprehensive reporting on rep availability."
Benefits:
- Improved Team Efficiency: Accurately measure team performance and make informed decisions to optimize overall efficiency.
- Enhanced Planning Processes: Leverage data insights for proactive staffing and strategic planning.
- Elevated Customer Satisfaction: Ensure timely customer support by optimizing rep availability and reducing wait times.
Functionality and Access:
Users can access the new Rep Availability Reporting via:
- Service Hub Analytics Suite: Pre-built reports for maximum available reps by hour, availability percentage by status, and availability inside/outside working hours.
- Custom Report Builder: Utilize new data points like "Availability Status," "Time in Availability Status," and "Count of Available Users" to create tailored reports.
Target Audience:
The Rep Availability Reporting feature is available to users with a Service Pro or Service Enterprise Seat.
Impact:
This update marks a significant step towards data-driven customer service management. By providing unprecedented visibility into rep availability, Help Desk Managers can now make informed decisions that will enhance team efficiency, optimize planning, and ultimately drive higher levels of customer satisfaction.
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Content Remix Freeform Prompting: A Briefing Date: November 11, 2024 Source: Product Update Announcement Topic: Freeform Prompting in Content Remix Key Takeaway: This update introduces a powerful new feature to Content Remix called "Freeform Prompting," which significantly expands user control and creativity within the AI-driven content generation process. Main Themes & Features: Enhanced Creative Control: Freeform prompting enables users to move beyond pre-set content transformations and provide specific, customized instructions to the AI. This allows for greater alignment with individual creative vision and strategic goals. The announcement emphasizes this, stating: "With freeform prompting, you can better apply your creative and strategic strengths to the content remix process." Increased Efficiency: By providing clear instructions, users can guide the AI to produce desired outputs more efficiently, reducing manual editing and rework. Flexibility in Content Transformation: Users are no longer limited to direct transformations. Freeform prompting facilitates a wider range of content manipulations, from summarizing complex documents to adapting content for specific audiences. Familiar Interface: The freeform prompting functionality utilizes a chat-based interface, similar to popular AI tools like ChatGPT and Breeze Copilot. This ensures a seamless and intuitive user experience. Illustrative Examples: The announcement provides two examples showcasing the versatility of freeform prompting: Example 1: Transforming a blog post into a targeted press release by providing the AI with specific audience details. Example 2: Extracting key quotes and focused information from a multi-topic whitepaper by instructing the AI to concentrate on a specific topic. Availability: Freeform prompting is available to users of the following plans: Professional Customer Platform Enterprise Customer Platform Content Pro Content Enterprise Impact: This update represents a significant advancement in AI-powered content creation tools. By providing more granular control and flexibility, freeform prompting empowers users to leverage AI more effectively for their content needs, ultimately leading to more creative and strategic content outputs.…
Breeze Copilot Live Call Integration Briefing Doc Date: November 12, 2024 Subject: New Feature - Chat with Copilot during live calls (Private Beta) Overview: This document summarizes the key features and benefits of the new Breeze Copilot live call integration feature. What is it? The new feature allows sales and service representatives to interact with the AI assistant, Breeze Copilot, during live calls. By clicking the "Copilot" button in the calling interface, reps can access Copilot and ask questions in real-time. Why is it important? Currently, Breeze Copilot assists reps by providing insights from past calls. This update expands its functionality, enabling reps to leverage its capabilities during ongoing conversations, thus streamlining their workflow and boosting efficiency. Key Features: Real-Time Question Answering: Reps can ask Copilot specific questions related to the live call and receive immediate answers. Live Transcript Integration: Copilot utilizes the call's live transcript to provide accurate and contextually relevant responses. Outbound Widget: The feature is accessible through a dedicated widget within the outbound calling interface. Use Cases & Sample Prompts: The feature empowers reps with a range of capabilities, including: Note-Taking: "Draft notes for this call so far?" Follow-Up: "Help me draft a follow-up email for this call" Customer Insights: "Does the caller have any open tickets/deals?" Availability: This private beta feature is currently available to users with the following subscriptions: Professional Customer Platform Enterprise Customer Platform Sales Pro Sales Enterprise Service Pro Service Enterprise Impact & Benefits: Enhanced Productivity: Real-time assistance from Copilot allows reps to focus on the conversation and make informed decisions quickly. Improved Customer Experience: Faster access to information leads to quicker resolutions and more personalized interactions. Increased Sales & Service Efficiency: Streamlined workflows and data-driven insights empower reps to close deals and resolve issues efficiently. Conclusion: The Breeze Copilot live call integration represents a significant step forward in leveraging AI to enhance sales and service operations within HubSpot. The private beta offers a valuable opportunity for early adopters to leverage this powerful tool and gain a competitive advantage.…
Briefing Doc: Draggable Chat Widget Feature Update Date: November 12, 2024 Source: Product Update - Connected Email | Inbox Subject: Draggable Chat Widget Feature Release Overview: This product update introduces a new feature that allows website visitors to drag the chat widget to any location on the screen. This addresses a previous issue where the fixed position of the widget could potentially obscure important website content. Key Highlights: User benefit: Enhances user experience by providing flexibility and preventing the chat widget from obstructing crucial information or controls on the website. Functionality: Website visitors can easily drag the chat widget by clicking on the designated dragger (a series of 10 dots) located beside the chat launcher icon. Admin control: Administrators have full control over this feature and can enable or disable it through a dedicated toggle in the platform's settings. This toggle is found in "Settings > Inbox & Help Desk > Help Desk (or Inboxes) > Chat > Web Chat > Configure". Scope: The draggable functionality is currently limited to web-based chatflows and does not extend to mobile app experiences. Availability: This feature is available to users across various subscription tiers including CMS Enterprise, CMS Pro, Marketing Enterprise, Marketing Pro, Sales Enterprise, Sales Pro, Service Enterprise, and Service Pro. Importance: This update directly addresses a potential usability concern raised by customers, as stated in the source: "The fixed position of the chat widget poses the risk of covering up essential information and controls on customers' websites." By allowing users to reposition the chat widget, this feature promotes a more seamless and user-friendly browsing experience. Potential Impact: Improved customer satisfaction: The increased flexibility offered by the draggable widget can lead to higher customer satisfaction by eliminating a source of frustration. Increased engagement: A more accessible and less intrusive chat widget may encourage users to engage with customer support more readily. Next Steps: Communicate this feature update to all relevant stakeholders. Update user documentation and help materials to reflect this new functionality. Monitor user feedback and engagement with the draggable chat widget to assess its impact and identify any potential areas for improvement.…
Rep Availability Reporting: A New Era of Data-Driven Customer Service This briefing document reviews the key features and benefits of the new Rep Availability Reporting functionality launched within the Help Desk product. The update empowers Help Desk Managers with comprehensive insights into their team's availability, enabling data-driven decision-making for enhanced efficiency and customer satisfaction. Key Features: Peak Workforce Insight: Pinpoint the highest number of available representatives at any given hour, facilitating optimized resource allocation. Availability Analysis: Gain granular understanding of rep availability through detailed percentage breakdowns by status (e.g., available, away). Team Health Visibility: Obtain a comprehensive view of team availability both within and outside standard working hours for proactive staffing and planning. The Need for Enhanced Reporting: Help Desk Managers often struggle with maintaining team efficiency and effective planning due to insufficient reporting on rep availability. The product update directly addresses this pain point: "Helpdesk Managers face challenges in maintaining team efficiency and effective planning due to a lack of comprehensive reporting on rep availability." Benefits: Improved Team Efficiency: Accurately measure team performance and make informed decisions to optimize overall efficiency. Enhanced Planning Processes: Leverage data insights for proactive staffing and strategic planning. Elevated Customer Satisfaction: Ensure timely customer support by optimizing rep availability and reducing wait times. Functionality and Access: Users can access the new Rep Availability Reporting via: Service Hub Analytics Suite: Pre-built reports for maximum available reps by hour, availability percentage by status, and availability inside/outside working hours. Custom Report Builder: Utilize new data points like "Availability Status," "Time in Availability Status," and "Count of Available Users" to create tailored reports. Target Audience: The Rep Availability Reporting feature is available to users with a Service Pro or Service Enterprise Seat. Impact: This update marks a significant step towards data-driven customer service management. By providing unprecedented visibility into rep availability, Help Desk Managers can now make informed decisions that will enhance team efficiency, optimize planning, and ultimately drive higher levels of customer satisfaction.…
Briefing Doc: Figma Design Kit for UI Components Date: October 22, 2024 Source: Product Update Announcement Theme: Empowering developers and designers to build and plan custom card designs using a Figma Design Kit. Key Highlights: Purpose: The Figma Design Kit provides a visual representation of UI components used in React-based custom cards, serving as a single source of truth for design. Target Audience: Developers and designers creating custom cards. Initially, access will be granted to a limited set of developers for preview and validation. Availability: Sales Enterprise and Service Enterprise plans. Benefits: Facilitates design planning for custom cards. Enhances communication with stakeholders about UI Extensibility possibilities. Enables creation of demos and proposals prior to development. Provides a library of all current UI components, variants, and visual states. Clarifies customizable aspects of UI components. Functionality: Users can copy components from the Figma library and modify them as needed. Important Note: The original Figma Design Kit should be used as the source of truth for updates. Quotes: "This new Figma Design Kit is a visual source of truth for the UI components in React-based custom cards." "Now, teams can create mocks and brainstorm designs with their customers even before development begins." "Note: To get the latest updates please use the original Figma Design Kit as the source of truth." Action Items: Review the Figma Design Kit and provide feedback during the preview phase. Utilize the kit to create demos, proposals, and mockups for custom card designs. Stay updated with the latest changes and additions to the kit.…
Marketing Email Size Optimization Update Briefing Source: HubSpot Product Update Announcement - "Estimated Email Size in Marketing Email Editor" (October 22, 2024) Key Theme: Improving email deliverability, engagement, and conversion rates by providing users with email size estimates and mitigating the risk of email clipping. Important Ideas/Facts: Email Size Impact: "Every Marketing Email has its size, which affects the way servers and inbox providers will handle its content. The size depends both on the HTML code (tables, text, links) and graphics embedded in the email." Clipping Risk: "Large emails are more likely to encounter problems during its delivery, and HTML emails that exceed 102 KB are at risk of email providers like Gmail 'clipping' your email." New Feature: The update introduces an "Estimated Size" feature in the top right corner of the HubSpot Marketing Email editor. This provides real-time insights into the email's size. Detailed Breakdown: Clicking on "Estimated Size" opens a table indicating the risk of clipping and recommending actions to optimize size. Personalized Email Consideration: "If your email contains any personalization, it is recommended to preview as a contact for the most accurate estimate as personalization will change the content of the Email, and therefore the size of the Email for each recipient." Availability: This feature is available to all HubSpot users across all hubs and tiers. Actionable Takeaways: Marketers should be mindful of email size and aim to keep it below the 102 KB threshold to avoid clipping. Utilize the new "Estimated Size" feature to monitor email size and optimize content as needed. When using personalization, preview the email as a contact to obtain a more accurate size estimate. Quote: "With this rollout, the Estimated Size of your Marketing Email will now be surfaced in the top right of the Email Editor, providing users with more visibility into their total email size and help reduce the impact of client clipping."…
HubSpot Mobile Optimized Email: A Briefing Introduction: This briefing document summarizes the key features and benefits of HubSpot's new mobile-optimized email functionality, based on the provided product update information. Key Features: Module and Section Visibility Control: Users can now choose to hide specific modules or entire sections of an email for either mobile or desktop viewers. This allows for tailoring content to the specific device and enhancing user experience. ("To customize which modules or sections appear for desktop or mobile recipients..." ) Customizable Mobile Layout: The update provides the ability to change the column layout and disable automatic column stacking on mobile devices. This allows for greater control over how the email is displayed and ensures optimal readability on smaller screens. ("...toggle the All devices switch off, then configure the column layout for Desktop and the stacking layout for mobile.") Device-Specific Styling: Marketers can now adjust background colors, spacing, and other styling elements for both desktop and mobile versions of the email separately. This allows for a more visually appealing and consistent experience across devices. ("In the Background or Pacing section in the left pane, toggle the All devices switch off, then configure the background or spacing styling for Desktop and for mobile.") Mobile Template Customization: The update also allows for customization of template background and body color for desktop and mobile separately, further enhancing the visual appeal on different devices. ("...toggle the All devices switch off, then configure the background or body colour for Desktop and for mobile.") Benefits: Enhanced User Experience: By optimizing emails for mobile devices, marketers can deliver a more user-friendly and engaging experience for recipients who view emails on their smartphones or tablets. ("...enhancing your end recipient experience...") Improved Engagement Rates: A better mobile experience can lead to increased engagement with email content, such as higher open rates, click-through rates, and conversions. ("...improving engagement rates...") Higher Conversions: By optimizing the email experience for mobile users, businesses can drive more conversions and achieve their marketing goals more effectively. ("...and ultimately drive higher conversions.") Availability: This feature is available for Marketing Pro and Marketing Enterprise HubSpot users. Conclusion: This update is a significant step forward in empowering marketers to create effective, mobile-first email campaigns. By leveraging the new mobile optimization features, businesses can ensure a seamless and engaging experience for all recipients, ultimately driving better results from their email marketing efforts.…
Briefing Doc: Declarative Optional Scopes for Public Apps - HubSpot API Update Date: October 21, 2024 Subject: Mandatory Update for Public App Scope Declaration Summary: This document reviews the upcoming changes to HubSpot's API, specifically regarding the declaration of optional scopes for public apps. Starting October 21, 2024, self-selection for declaring optional scopes will be disabled, requiring developers to adopt new advanced settings for managing app permissions. Key Points: Mandatory Transition: All public app developers must transition to the new advanced auth settings and explicitly define required, optional, and conditionally required scopes for their applications. Failure to comply by October 21, 2024 will result in the app becoming unavailable for installation by customers. Enhanced Security and Installation Process: This update is primarily driven by a need to enhance security for public apps and improve the app installation experience from the HubSpot App Marketplace. Dynamic Permission Requests: While enforcing stricter scope management, the new settings retain the ability for apps to dynamically request specific permissions based on factors like tiered features or user-controlled functionality. Universal Impact: This update affects all HubSpot hubs and tiers, underscoring its significance for the entire developer ecosystem. Key Quotes: "We are disabling the option for developers to self-select into declaring optional scopes on October 21, 2024." This statement emphasizes the mandatory nature of the update and the firm deadline for compliance. "These new settings ensure that all of the permissions that an app may request are controlled in the settings for the app, while still allowing apps to dynamically request specific permissions depending on things like tiered features or user controlled functionality." This clarifies the dual objectives of enhancing security through controlled permissions while preserving flexibility in dynamic permission requests. Call to Action: All developers of public HubSpot apps are urged to review the detailed information provided in the Developer Changelog post: "Advanced auth and scope settings for public apps". This resource will offer technical guidance on implementing the new advanced settings and properly defining the scopes required by their applications. Potential Impact: Improved Security Posture: The enforced scope management will mitigate potential risks associated with overly permissive app access. Streamlined App Installation: Clearly defined scopes will lead to a more transparent and user-friendly installation process for customers. Increased Developer Responsibility: Developers will assume greater responsibility in meticulously managing and declaring the scopes required by their apps. Next Steps: Familiarize yourself with the updated scope management system and advanced auth settings. Review the "Advanced auth and scope settings for public apps" Developer Changelog post. Update your public app's scope definitions in accordance with the new requirements before the October 21, 2024 deadline. This briefing document serves as an overview of the upcoming changes. Developers are strongly encouraged to consult the official HubSpot documentation and developer resources for comprehensive technical details and implementation guidance.…
Product Update Briefing: Workflow Enhancements for Record and Task Creation Date: October 21, 2024 Subject: Enhanced Association Labeling in Workflow Record and Task Creation Actions Key Takeaway: This product update introduces significant improvements to the "Create Record" and "Create Task" actions within Workflows, providing users with greater control over association labeling and relationship management between records. Main Themes: Enhanced Control over Associations: The update addresses previous limitations in defining relationships between records created through workflows. "[P]reviously, when using the Create record and Create Task actions in Workflows, there were limited options for how to handle the relationships between the enrolled record and the newly created records." Granular Association Labeling: The update introduces "[u]pgraded association options to both of these actions, which allow more control over which associations are created, as well as the ability to apply relationship labels." This allows for more precise and informative relationship mapping within the system. Improved User Experience: The update simplifies association management by introducing "a new section for configuring associations" within the "Create task or Create record actions in workflows." This streamlines the workflow creation process and makes it easier for users to establish desired relationships between records. Impact: Increased Efficiency: The ability to clearly define and label associations between records created through workflows will streamline data management and improve overall operational efficiency. Enhanced Data Accuracy: Precise association labeling will enhance data accuracy and make it easier to track and analyze relationships between different records. Improved Reporting and Insights: The ability to leverage association labels in reports and analyses will provide users with more comprehensive and insightful data, leading to better decision-making. Availability: This feature is available to users with the following subscriptions: Marketing Pro, Marketing Enterprise Ops Pro, Ops Enterprise Sales Pro, Sales Enterprise Service Pro, Service Enterprise…
Breeze Intelligence Product Update Briefing Doc Date: October 21, 2024 Subject: Breeze Intelligence - Learn with HubSpot Academy in Copilot Overview: This product update introduces a new feature within the Breeze AI Copilot called "Learn with HubSpot Academy." This feature leverages HubSpot Academy's extensive library of over 6,000 video tutorials to provide users with on-demand learning and support directly within the HubSpot software. Key Features: AI-Powered Content Recommendations: Users can ask questions related to HubSpot functionality and receive personalized video recommendations from the HubSpot Academy library. Seamless Integration: The "Learn with HubSpot Academy" prompt is conveniently located within the Copilot interface, accessible from both the HubSpot Academy homepage and the main navigation bar within the HubSpot software. Broad Topic Coverage: The feature supports a wide range of topics including "connecting your email, integrating with third-party applications, or any feature in the HubSpot Hubs!" Benefits: Accelerated Learning: Provides immediate access to relevant educational resources, enabling users to quickly find answers and learn new HubSpot features. Improved User Experience: Offers a streamlined learning experience by integrating HubSpot Academy content directly within the user's workflow. Increased Adoption and Proficiency: Facilitates faster user onboarding and encourages ongoing learning, leading to increased HubSpot proficiency and platform adoption. Availability: The "Learn with HubSpot Academy" feature is available to all HubSpot users, free of charge , regardless of their Hub or subscription tier. Impact: This update represents a significant step forward in democratizing access to HubSpot Academy's vast knowledge base. By embedding learning directly within the platform, HubSpot empowers users to become more self-sufficient and proficient, ultimately driving greater value from their HubSpot investment.…
HubSpot Mobile Lead Management 2.0: A Detailed Briefing This briefing document reviews the planned update to HubSpot's Mobile Lead Management system, scheduled for release on October 21, 2024. The update, dubbed "Mobile Lead Management 2.0", aims to empower sales representatives with enhanced prospecting capabilities directly from their mobile devices. Key Highlights: Enhanced User Experience: The update focuses on a redesigned mobile interface with new features designed for easier navigation and lead discovery. The goal is to move beyond a simple list view and provide a more intuitive and powerful mobile experience. Improved Prospecting Productivity: The update directly addresses the need for sales reps to prospect efficiently from anywhere. The redesigned mobile app will help reps achieve key prospecting goals, like generating qualified leads and scheduling discovery meetings, ultimately leading to increased deal closures. Seamless Cross-Platform Integration: A key focus of this update is to align the mobile experience with the desktop version, ensuring consistency across platforms. This will allow sales reps to manage their pipelines seamlessly, regardless of location or device. Key Features: Saved Views: Reps can leverage predefined or custom filtered views for focused lead management. For example, views for "open leads," "target account leads," or "leads with recent activity" will enable efficient pipeline management. Multiple Pipelines: Reps can now navigate and manage leads across multiple pipelines on their mobile devices, mirroring the functionality available on the desktop platform. Board (Kanban) View: The update introduces a Kanban-style board view, providing a visual overview of the selected pipeline. Reps can easily move leads across stages with simple swipe gestures. Quick Filters/Sorting: Reps can filter and sort leads within specific views using key properties, enabling them to prioritize and focus on the most important leads. View Non-Assigned Leads: Authorized reps and managers can access and view leads assigned to other team members, enhancing team collaboration and pipeline visibility. Target Audience: This update is specifically targeted at Sales Hub Professional and Enterprise users who utilize the "Leads" object within their sales prospecting process. The new mobile experience will be available on both Android and iOS devices. Impact: This update is expected to significantly improve the mobile lead management experience for HubSpot users. By providing a more robust and user-friendly interface, sales reps will be able to: Prospect more efficiently: Access and manage leads from any location, leading to increased productivity. Close more deals: Improved prospecting capabilities translate to more qualified leads and better conversion rates. Work more seamlessly across platforms: A consistent experience between desktop and mobile platforms ensures efficient pipeline management. Quotes: "We want sales reps to be able to prospect from anywhere." "The new design and enhanced features for the mobile prospecting process represent a significant qualitative advancement over the current experience." "This update lets sales representatives create and manage their pipeline smoothly across channels. This helps them work better and be more productive from anywhere, whether they are at the office or on the go." Conclusion: The Mobile Lead Management 2.0 update promises a significantly improved mobile experience for HubSpot users. The combination of new features, enhanced usability, and cross-platform consistency will empower sales reps to manage their pipelines and prospect effectively, regardless of their location.…
HubSpot Integrates with Microsoft Teams for Webinar Registration This product update introduces a significant improvement in the integration between HubSpot and Microsoft Teams, specifically for managing webinar registrations. Key Highlights: Automated Webinar Registration: HubSpot users can now automatically register contacts for Microsoft Teams webinars using contact-based workflows. This eliminates the need for manual registration through Microsoft Teams, streamlining the process and saving time. Dynamic Enrollment Based on Criteria: Workflows allow for segmented and dynamic enrollment based on HubSpot contact properties, such as form submissions or other criteria. This enables targeted webinar promotion and registration. Centralized Marketing Activities: Previously, using Microsoft Teams for webinars required separate registration management outside of HubSpot. This integration allows users to centralize all their marketing activities within HubSpot, including webinar promotion and registration. Improved Data Synchronization: The integration ensures that registered contacts appear both in the Microsoft Teams webinar attendee list and on the corresponding HubSpot marketing event record. This synchronization provides a unified view of webinar participation across platforms. Key Benefits: Increased Efficiency: Automating webinar registration saves time and reduces manual effort. Targeted Audience Reach: Dynamic enrollment based on contact criteria ensures that the right audience is invited to webinars. Centralized Management: Managing all webinar-related activities within HubSpot simplifies workflows and improves overall efficiency. Enhanced Data Visibility: Synchronized registration data between HubSpot and Microsoft Teams provides a comprehensive view of webinar participation. Important Considerations: Integration Requirements: This feature requires the Microsoft Teams integration installed with the "Full Install" option and proper permissions for webinar sync. Workflow Access: Access to workflows is necessary to utilize this feature, requiring a HubSpot Professional or Enterprise plan. Direct Quote Highlighting the Problem Solved: "Previously, contact registration for webinars hosted in Microsoft Teams had to be exclusively done via Microsoft Teams webinar registration forms. This meant you couldn't use HubSpot to centralize your marketing activities for your webinars if you were hosting them with Microsoft Teams, causing you to go back and forth between tools." Conclusion: The integration of HubSpot workflows with Microsoft Teams for webinar registration is a valuable enhancement for users of both platforms. This update streamlines webinar management, improves efficiency, and provides a more centralized and data-driven approach to webinar marketing.…
HubSpot Mobile Chat SDK Briefing Doc Date: October 15, 2024 Source: HubSpot Product Update - "Mobile Chat SDK" Main Theme: Launch of the HubSpot Mobile Chat SDK, allowing integration of HubSpot chat into native iOS and Android apps. Key Features & Benefits: Easy Integration: "Easily integrate HubSpot chat into any iOS or Android app with minimal coding to deliver a support experience that feels contextual and native to your app." Enhanced In-App Support: Offers a comprehensive in-app self-service experience by integrating customer agents, the knowledge base, bots, and other powerful HubSpot tools into the chat. Familiar Interface: "Configure and customize your app's chatflow using the same familiar interface." Improved Efficiency: "Capture essential customer information to resolve issues more efficiently." Availability: Available to all HubSpot hubs and tiers. Limitations: Designed for native iOS and Android apps only. "(Please note: The Mobile Chat SDK is designed for native iOS and Android. If your codebase uses a hybrid framework like React Native or Flutter, you'll need to build your own hooks to integrate it.)" Support & Feedback: Dedicated Slack channel (#mobile-chat-sdk-beta) within the HubSpot Developer Slack Community for user support, feedback, and interaction with the product team. Next Steps: Attend the webinar on October 17, 2-3 pm ET for a live demo and Q&A session. Refer to the HubSpot knowledge base article for detailed information about the SDK. Join the dedicated Slack channel for support and feedback. Key Takeaway: The Mobile Chat SDK represents a significant step towards improving in-app customer support within the HubSpot ecosystem. It offers a robust and flexible solution for businesses looking to enhance their mobile customer experience.…
Briefing Doc: Renewal Center Redesign Date: October 15, 2024 Subject: Product Update - Renewal Center Redesign Target Audience: Professional+ Customers Summary: This document provides a detailed overview of the newly redesigned Renewal Center, highlighting its key improvements and benefits for Professional+ customers. Key Changes: Complete Redesign: The Renewal Center has undergone a significant design overhaul to enhance user experience and address previous shortcomings. Improved Clarity and Information: The redesign tackles issues of friction and lack of clarity that plagued the old Renewal Center. Critical information such as renewal terms, changes, potential savings, and quote comparison capabilities are now readily accessible. Seamless Checkout Experience: The new Renewal Center aligns with the existing checkout process, creating a consistent and user-friendly experience for customers. Benefits for Professional+ Customers: Enhanced Transparency: The redesign fosters transparency by providing a comprehensive overview of the renewal process. Simplified Decision-Making: Easy access to key information like changes, savings, and quote comparisons empowers customers to make informed renewal decisions. Streamlined Process: The consistent design aligning with the checkout process creates a streamlined and intuitive renewal experience. Key Quote: "The old renewal center was causing friction and was unclear when it came to understanding renewal terms. The old renewal center was missing important information such as: changes, savings, and the ability to compare the different quotes with each other. This made it hard to get a clear and complete picture of your renewals." Impact: The redesigned Renewal Center is expected to significantly improve customer satisfaction by simplifying the renewal process and providing greater clarity and control for Professional+ customers. Next Steps: Professional+ customers will be automatically redirected to the new Renewal Center upon accessing their renewal information. No further action is required.…
Briefing Doc: HubSpot URL Personalisation Token Support in Marketing Emails Date: October 15, 2024 Subject: New Feature Release: URL Personalisation Token Support in Marketing Emails Summary: HubSpot has released a new feature allowing users to add personalisation tokens as links within buttons and images in Marketing Emails. This update aims to increase email relevance and conversion rates while streamlining the process for marketers. Key Benefits: Enhanced Personalisation: Allows for the inclusion of unique and personalized URLs stored in contact and other records within your HubSpot CRM directly into email buttons and images. Increased Relevance: Delivers more relevant email content by linking users to specific pages based on their individual data. Improved Conversion Rates: Drives higher engagement and click-through rates by presenting users with targeted and personalized calls-to-action. Time & Effort Savings: Simplifies the process of adding personalized links, eliminating the need for manual customization for each recipient. How it Works: Adding Personalisation Tokens to a Button: Navigate to Marketing > Marketing Email . Select an existing email to edit or create a new one. Drag and drop the Button module into the email body. In the left panel, ensure URL is selected in the "Link to" dropdown. Click Personalize in the "Link URL" field. Add your chosen personalisation token containing a link. Adding Personalisation Tokens to an Image: Navigate to Marketing > Marketing Email . Select an existing email to edit or create a new one. Drag and drop the Image module into the email body. In the left panel, click Personalize in the "Link (optional)" field. Add your chosen personalisation token containing a link. Important Note: "Deal, Ticket, Quote, Invoice & Cart tokens are only available in Automated Emails." Availability: This feature is available to all HubSpot users, regardless of hub or tier. Key Quote: "This rollout allows users to easily add personalisation tokens as the link in buttons and images in your Marketing Email, increasing the relevance of your email content, your conversion rates, all while saving you time and effort." Action Items: Explore the new URL Personalisation Token functionality within Marketing Email. Identify opportunities to leverage personalized links in buttons and images to enhance your email campaigns. Update existing email templates and workflows to incorporate this new feature. This new feature represents a valuable addition to HubSpot's email marketing toolkit, empowering users to create more engaging and personalized email experiences for their audience. By taking advantage of URL Personalisation Tokens, marketers can further optimize their email campaigns for better results.…
HubSpot Academy Picture-in-Picture (PiP) Feature Briefing Date: October 15, 2024 Source: HubSpot Product Update Summary: This document summarizes the key features and benefits of the new Picture-in-Picture (PiP) functionality launched for HubSpot Academy. What is it? HubSpot Academy has introduced a new PiP mode for its video content, including courses, lessons, and on-the-go videos. This allows users to watch Academy content in a resizable, always-on-top window while simultaneously working within the HubSpot software. Key Benefits: Effortless Multitasking: Users can follow video guides or tutorials without leaving their workflow in the HubSpot interface. Stay Focused: Eliminates the need to switch tabs between Academy content and the HubSpot software, allowing for real-time application of learning. Customizable View: Users can adjust the PiP window size and position for optimal convenience. Boost Your Efficiency: Facilitates "learn as you go" by enabling users to watch product updates, walkthroughs, and demos without interrupting their work. Functionality: Activation: A PiP icon appears next to the fullscreen button on all Academy videos, enabling users to activate the feature. PiP is also available within In-App Help and the HubSpot software. Control: Users can adjust the PiP window size and location, pause and play the video, and return to the original video tab for advanced controls like video speed and rewind. Availability: The PiP functionality is available to all HubSpot users across all hubs and tiers. Key Quotes: "Take multitasking to a whole new level with our new Picture-in-Picture (PiP) functionality." "You can continue watching important instructions or inspiration in real time while you work, without having to switch tabs or lose focus on the task at hand." "Learning new features become easy as you learn as you go." Conclusion: The PiP feature is a valuable addition to HubSpot Academy, enhancing the learning experience and boosting user efficiency by enabling simultaneous learning and application within the HubSpot ecosystem. Its availability across all hubs and tiers makes it a universally beneficial tool for all HubSpot users.…
HubSpot Marketing Events API Update: Simplifying Event Management This briefing document reviews the key features and benefits of the recent update to HubSpot's Marketing Events API, specifically focusing on the introduction of endpoints for list association and dissociation. Key Highlights: Enhanced List Management: The updated API introduces new endpoints allowing developers to directly associate and dissociate lists of contacts with marketing events (MEs). "This enhancement introduces a new set of endpoints within the Marketing Events API that allow developers to directly associate and dissociate lists of contacts with marketing events (ME) in HubSpot." Simplified Event Management: This functionality aims to streamline event management for partners and boost the efficiency of tracking and segmenting event attendees. "This feature aims to simplify event management for partners and improve the efficiency of tracking and segmenting event participants." Targeted Marketing Campaigns: By enabling the association and dissociation of contact lists with specific MEs, developers can create more effective event management workflows and target marketing campaigns with greater precision. "This functionality is crucial for developers who need to manage and segment contacts based on their participation in marketing events. This allows for facilitating more effective event management and targeted marketing campaigns." Technical Details: API Endpoints: The Marketing Events API will offer the following functionalities: Associate List with Marketing Events Dissociate List with Marketing Events Read All Lists Associated with Marketing Events UI Updates: While the API facilitates list association and dissociation, the user interface will undergo the following changes: A new "Associations" tab will appear on the ME detail page, displaying lists added through the API. The "Associations" tab will only be visible if associations exist. List association can only be done via the API, not through the UI. If lists are dissociated, the "Associations" tab will be removed. Availability: This API update is available to all HubSpot hubs and tiers. Impact: This update provides developers with powerful tools to manage event attendees and segment contacts based on event participation. It empowers them to create more effective event management workflows and execute targeted marketing campaigns. By simplifying list management within the context of marketing events, HubSpot strengthens its platform's capabilities for event-driven marketing.…
Briefing Doc: Sunset of Automatic Ticket Assignment for Sales Users in Help Desk Date: October 14, 2024 Source: Help Desk Product Update Subject: SUNSET: Automatic ticket assignment for sales-seated users in Help desk Summary: This update outlines a significant change to the Help Desk functionality, specifically regarding automatic ticket assignment. Effective immediately, only users with Service seats will be eligible for automatic ticket routing and assignment within Help Desk. Key Changes: Automatic Routing Rules: Sales-seated users will no longer be eligible for inclusion in "Specific users and teams" automatic assignment rules. Tickets will be routed to available Service seat users or remain unassigned if no eligible users are found within the rule. Contact Owner Assignment: Automatic assignment to the Contact Owner now requires the Contact Owner to possess a Service seat. If the Contact Owner lacks a Service seat, fallback routing rules will be applied, which also require Service seats for "Specific users and teams" selection. Team Assignment within Help Desk: Assigning a ticket to a team from within the Help Desk workspace will only consider users with Service seats on that team as eligible for assignment. Manual Assignment: Sales and core seated users can still be manually assigned as the Ticket Owner through the assignment dropdown within the Help Desk workspace. Rationale: The update is driven by the platform's focus on Help Desk as a dedicated workspace for reactive support. Full access to Help Desk features, including automatic ticket assignment, now necessitates a Service seat. As stated in the update, "Help desk is an opinionated workspace for reactive support and a service seat is required to access all of the features, including automatic ticket assignment." Impact: Organizations relying on automatic ticket assignment to sales users in Help Desk will need to adjust their workflows. Consider the following: Service Seat Provisioning: Determine which users require Service seats to maintain current ticket routing and assignment processes. Routing Rule Review: Review and update existing Help Desk routing rules to ensure proper ticket flow with the new limitations on Sales seat users. Process Adjustments: Update internal processes to reflect the changes and ensure effective ticket handling and response times. Affected User Groups: Service Pro users Service Enterprise users Next Steps: Evaluate current user base and Help Desk routing rules to assess the impact of this change. Communicate this update to all relevant stakeholders within the organization. Adjust user seat assignments and Help Desk configurations as needed to maintain desired workflows.…
HubSpot Marketing Events Data Now Available in Custom Report Builder This briefing document reviews the October 14, 2024 product update announcement regarding the availability of marketing events data in HubSpot's custom report builder. Key Highlights: Enhanced Reporting Capabilities: HubSpot users can now build custom reports incorporating data from the "marketing events" object. This allows for comprehensive analysis by combining event data with other HubSpot data. Data Accessibility: The update grants access to a wide range of marketing event data, including: Marketing Events: Details like name, description, start/end dates, organizer, cancellation status, and import status. Marketing Event Participation: Information on individual participation such as attendance duration, attendance percentage, and participation state (e.g., attended, no-show). Marketing Event Analytics: Aggregate data points like total registrations, cancellations, and attendances. Report Building Process: To create a custom report, users must select either "Marketing event participations" or "Marketing event analytics" as the primary data source to avoid data conflicts. They can then join this data with "Marketing events," "Contacts," and other relevant data sources. Significance: Improved Insights: "Previously, reporting capabilities for marketing events could be limited because HubSpot’s custom report builder didn’t support the marketing events object." Now, marketers and event managers can gain deeper insights into event performance and engagement. Data-Driven Decision Making: The ability to analyze event data within the context of other HubSpot data empowers teams to make more informed decisions regarding their marketing strategies. Important Considerations: "Event finished" Property: This property is not automatically updated and requires manual API updates. It is recommended to utilize the "end date" property for reporting on past events. Data Source Selection: Choosing either "Marketing event participations" or "Marketing event analytics" is crucial to define the report's focus and prevent data conflicts. Availability: This feature is available to all HubSpot customers with Professional plans or higher. Additional Information: Detailed instructions on creating reports using the custom report builder are available in the relevant HubSpot knowledge base article. Pre-built marketing event reports will be integrated into the marketing analytics suite in a future release. Quotes: Limitation before the update: "Previously, reporting capabilities for marketing events could be limited because HubSpot’s custom report builder didn’t support the marketing events object." Data source selection importance: "It’s important to select either ‘Marketing event participations’ or ‘Marketing event analytics’. This defines whether a report will be built on top of the participation state or the registration activities of the participants." This update signifies a substantial improvement in HubSpot's reporting capabilities, providing users with more powerful tools to analyze and optimize their marketing event strategies.…
Product Update Briefing: Mobile Meeting Duration Input Date: October 14, 2024 Subject: New Feature - Indicate Meeting Duration in Mobile App Summary: This product update introduces a new feature for mobile users, allowing them to specify the duration of a meeting when logging or editing it within the app. This enhancement aligns the mobile experience with the existing functionality on the web platform. Key Highlights: Problem: Mobile users currently lack the ability to specify meeting duration, a feature available on the web version. Solution: A new "Duration" option will be added to the "Log Activity" section for meetings. Users can select their desired duration from a list of predefined options. Benefits: This feature improves user experience by providing parity between mobile and web platforms, allowing for more accurate and consistent meeting logging. Availability: This feature will be available to all users, across all hubs and tiers. Direct Quote from Source: "When creating a meeting on mobile, users would like to indicate the meeting duration the way they can on web." Implementation Details: Access Meeting Logging: Navigate to a record and tap on "Log Activity," then select "meeting." Specify Duration: Tap on the "Duration" field to access the duration selection screen. Choose Duration: Select the desired meeting duration from the provided list and tap "Done." Important Note: It is crucial to remember that this document outlines current development plans, which may be subject to change. The availability and specific implementation details of this feature are not guaranteed and may evolve over time.…
WhatsApp Pricing Update: Free Service Messaging Date: October 10, 2024 Summary: This product update announces a significant pricing change for WhatsApp messaging within HubSpot, effective November 1, 2024. Service conversations , defined as conversations initiated by recipients, will become free . Key Details: Free Service Conversations: "Starting November 1st, Service conversations will no longer count towards your WhatsApp usage limit." Paid Conversations: Marketing, Utility, and Authentication conversations will still count towards the usage limit. Free Tier Remains: HubSpot will continue to provide the first 1,000 Marketing, Utility, or Authentication WhatsApp conversations per month for free. Conversation Type Examples:Utility: "Related to a transaction i.e. billing statement" Authentication: "Providing users with a one time password authentication message" Service: "When a customer initiates the first message" Marketing: "Promotional or product related messaging" Impact: Positive for Customer Service: Businesses can now offer free customer support via WhatsApp, encouraging customer engagement and potentially reducing support costs. Cost Savings: Businesses can strategically leverage service conversations to reduce their overall WhatsApp messaging costs. Target Audience: HubSpot Marketing Hub users on the following plans: Marketing Enterprise Marketing+ Pro Service Pro Service Enterprise How it Works: When a customer initiates a conversation, businesses will not be charged for the ensuing messages. Quote: "Now, when a customer initiates a conversation you will not be charged for it." Overall: This pricing update makes WhatsApp a more attractive channel for customer service interactions within HubSpot. By removing the cost barrier for service conversations, businesses can enhance customer experience and potentially reduce their overall support costs.…
HubSpot Table Visualization Conditional Formatting: A Briefing These sources detail a new feature in HubSpot reporting: conditional formatting for table visualizations . This feature, available across various Hubs for Professional and Enterprise tiers, allows users to highlight data trends and insights within table reports. Key Functionality: Applicable to: Number, currency, percent, and duration property types in table visualizations. Color palettes: Ten different color palettes with automatic gradient scales are available. Users can also customize color selections. Value settings: Users can define minimum, midpoint, and maximum values to control color scaling. Automatic values can also be applied. Duration field settings: Users can set specific time measurements (seconds, minutes, days, weeks) for duration fields to ensure accurate color scaling. Removal: Conditional formatting can be easily removed from specific columns. Benefits: Enhanced Data Visualization: "...users produce impactful table reports that highlight important data and help viewers develop actionable insights quickly." Flexibility: The feature allows users to visualize different types of data and format information based on specific values or ranges. Ease of Use: Both the custom report builder and single object report builder offer straightforward access to conditional formatting options. Key Points: Beta Status: As of October 9, 2024, the feature is still in beta. Automatic Values Limitation: "auto values show a gradient based on the values visible on the current page of the table, not all values in the column." Multiple Column Formatting: Users can apply conditional formatting to multiple columns simultaneously for enhanced data highlighting. Example: The first source provides a marketing email analytics example showcasing how conditional formatting can highlight important data points within a table visualization. Conclusion: This new conditional formatting feature for table visualizations in HubSpot represents a valuable tool for enhancing data analysis and presentation. It empowers users to create more impactful and insightful reports across various marketing, sales, service, and operational contexts.…
Briefing Doc: Associating Forms with Campaigns in [Product Name] Date: October 9, 2024 Source: [Product Name] Product Update Subject: New Feature - Associating Campaigns to Forms in the new Forms tool Key Highlights: Feature Launch: [Product Name] is launching a new feature that allows users to associate forms with specific marketing campaigns. This functionality is available within the new Forms tool. Functionality: Users can link a form to a campaign in two ways: Selecting a form from the File dropdown. Selecting a Campaign from the Settings menu. Benefits: This feature offers several key advantages: Enhanced Data Visibility: Provides a comprehensive view of how marketing campaigns are driving form submissions. Improved Decision Making: Allows for data-driven decisions regarding campaign optimization and resource allocation. Optimized Performance: Enables users to track campaign effectiveness and make necessary adjustments to improve results. Impact Statement: "[Associating forms with campaigns] allows for detailed performance tracking, making it easier to understand the effectiveness of each campaign and optimize for better results.” Availability: This feature is available to users with the following plans: Marketing Pro Marketing Enterprise Marketing+ Pro Marketing+ Enterprise Action Items: Marketing teams should familiarize themselves with the new feature and begin associating forms with relevant campaigns. Training materials should be developed and disseminated to ensure widespread adoption and utilization of the feature. Track the impact of this feature on campaign performance and data analysis capabilities. Next Steps: Monitor user feedback and identify any potential improvements or enhancements to the feature. Explore potential integrations with other marketing tools to further streamline data analysis and campaign management.…
Product Update Briefing: Customizable "About" Section on iOS Date: October 8, 2024 Subject: Enhancement to mobile app functionality, specifically the "About" section on iOS devices. Overview: This update addresses a current limitation in the iOS app where customizations made to the "About" section of a record on the web platform are not reflected in the mobile view. The update will synchronize these customizations, ensuring consistency across platforms. Key Highlights: Problem: iOS users currently do not see customized property sets from the web platform's record sidebar reflected in the mobile app's "About" tab. Solution: The update will enable users to customize the "About" tab on their iOS devices by mirroring the customizations made in the left sidebar settings on the web version. Benefits: This enhancement will reduce information overload and improve user experience by allowing users to tailor the information displayed in the "About" section to their specific needs. Quote: "A customized view of the About tab will help eliminate the noise and information overload when users try to find information about a record." Availability: This feature will be available to all hubs and tiers. Disclaimer: It is crucial to note that the information presented in this product update reflects the current development plans and is subject to change. The availability, specific features, service tiers, and pricing are not guaranteed and may be modified without prior notice.…
HubSpot Automated Token Deactivation: Briefing Document Date: October 27, 2023 Source: HubSpot Product Update - Automated Deactivation for Publicly Exposed Tokens (GitHub) - October 8, 2024 Summary: HubSpot is implementing a new security feature to automatically deactivate API tokens exposed in public GitHub repositories. This proactive measure is designed to enhance data security and mitigate risks associated with publicly exposed tokens. Key Features: Automated Deactivation: Newly identified tokens exposed on public GitHub repositories will be automatically revoked. Token Types: This feature covers various HubSpot tokens, including: Developer HAPI Keys Personal Access Keys (associated with the CLI) Private App Tokens SMTP Tokens Notification and Remediation: Impacted accounts and administrators will be notified via email with instructions and links for remediation. Proactive Opt-In: Customers can opt-in and enable this security upgrade before the mandatory rollout on April 7, 2025. Universal Application: This feature applies to all HubSpot hubs and tiers. Rationale: "Security is foundational to building trust with customers and partners." - HubSpot Product Update This feature directly addresses the security risk of publicly exposed tokens, which can be exploited by malicious actors to gain unauthorized access to sensitive data and systems. How it Works: GitHub Secret Scanning: HubSpot leverages GitHub's secret scanning capabilities to identify exposed tokens. Token Deactivation: Upon identification, HubSpot automatically deactivates the exposed token. New Token Generation: When possible, HubSpot will regenerate a new token. Account Notification: Impacted accounts and administrators are notified via email with instructions for remediation. Impact: This feature significantly enhances HubSpot's security posture by: Proactively mitigating security risks: Prevents unauthorized access via exposed tokens. Protecting customer data: Safeguards sensitive information from potential breaches. Building trust: Demonstrates HubSpot's commitment to customer and partner security. Call to Action: Customers are encouraged to opt-in and enable this security feature before the mandatory rollout. The documentation provides detailed information on how to activate this feature. Further Information: See the original HubSpot Product Update for complete details. Consult the HubSpot documentation for technical information and implementation guidance.…
Connect.com Launches iOS Mobile App for Professionals on the Go Date: October 7, 2024 Source: Connect.com Product Update - iOS Mobile App Summary: Connect.com, a platform for professional networking, learning, and growth, has launched a new mobile app for iOS devices. The app brings key features of the platform to mobile, allowing users to connect with others, access resources, and manage their professional profiles while on the move. Key Features: Profile: Users can "Highlight your work experience and HubSpot skills on your professional profile using real HubSpot data and verified certification." Communities: Users can "Join communities filled with passionate professionals eager to share insights and collaborate for success." Messages: The app facilitates private communication, enabling users to "Message your connections privately with 1:1 Messaging." Rationale: The launch of the mobile app reflects Connect.com's understanding of the evolving needs of professionals in a mobile-first world. The company emphasizes the importance of accessibility and convenience, stating: "In today's fast-paced world, where we're always on the go and mobile devices are an integral part of our daily lives, it's no surprise that most people access social networks through their phones." Impact: The iOS app is expected to significantly enhance the user experience by: Increasing engagement: By making Connect.com's resources readily available on mobile, the app aims to increase user engagement and participation. Boosting productivity: Professionals can now seamlessly manage their professional development and networking activities from anywhere. Expanding reach: The app caters to the growing number of mobile-first users, potentially expanding Connect.com's user base. Future Developments: The product update highlights that this is just the beginning for the Connect.com mobile app: "With many of the top features from Connect.com already built in, and more exciting updates on the way, this app ensures you stay engaged and productive while on the move." This suggests a roadmap of continuous improvement and feature additions based on user feedback and market trends.…
HubSpot Product Update: Team Never Log List Expansion This briefing document analyzes the impact of a recent HubSpot product update regarding the "Never Log" feature for email logging. Key Changes: Team Email Integration: The Never Log list, previously applicable only to individual HubSpot-connected email accounts, now extends to team-based email accounts like Conversations Inbox and Help Desk. This eliminates the previous inconsistency where the exclusion applied to personal but not team accounts. Enhanced Privacy Control: This update empowers customers to prevent logging timeline activities for specific email recipients across all team-based email interactions. ("Product Update" source) Functionality: Super Admin Control: Users with Super Admin permissions can manage a global Never Log list within HubSpot's email logging settings. ("Exclude recipients from CRM email logging" source) Blocking Mechanism: By adding email addresses or entire domains to the Never Log list, HubSpot will refrain from: Logging incoming emails as CRM activities or creating new contacts from those addresses. Generating activity entries for outgoing emails sent to addresses on the list. Partial Logging: If an email thread includes recipients both on and off the list, HubSpot will only log activities for those not included. ("Exclude recipients from CRM email logging" source) Limitations: The team Never Log list does not apply to email threads associated with: Team email addresses. Third-party integrations. ("Exclude recipients from CRM email logging" source) Benefits: Improved Data Hygiene: Prevents unnecessary clutter in the CRM by excluding irrelevant email communications. Increased User Control: Provides greater control over which email interactions are tracked and reflected in HubSpot's activity log. Enhanced Privacy: Allows businesses to honor requests from individuals who wish to have their email interactions with the team remain unlogged. Implementation: The "Exclude recipients from CRM email logging" source provides a step-by-step guide for both managing personal Never Log lists and the team-wide list accessible to Super Admins. Impact: This update directly addresses customer confusion and requests for consistency in the application of the Never Log feature. It empowers businesses to maintain cleaner CRM data, improve user control, and better respect individual privacy preferences.…
1 HubSpot Updates: Connect HubSpot Tickets to Microsoft Teams and Sync Replies 10:32
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הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיHubSpot Help Desk: Enhanced Collaboration and Efficiency for Support Teams This briefing document reviews two sources related to HubSpot's help desk tool, focusing on its features, recent updates, and benefits for support teams. Source 1: Overview of the help desk workspace (September 26, 2024) This source provides a comprehensive overview of HubSpot's help desk workspace, highlighting its capabilities and functionalities. Key takeaways include: Centralized Support: The help desk serves as a unified workspace for managing customer support tickets, consolidating interactions from various channels like email, chat, phone, forms, WhatsApp, and Facebook Messenger. This allows support agents to handle all inquiries within a single interface. Collaboration and Access Control: While the full feature set is available to Super Admins and users with Service Hub seats, users with Service or Sales Access can still view and collaborate on tickets within the workspace. This promotes teamwork and ensures that relevant information is accessible to those who need it. However, access control features allow administrators to manage ticket visibility and ensure data security. Channel Integration and Ticket Management: Users can connect different communication channels to the help desk, streamlining ticket creation from various sources. The platform also offers robust ticket management features, including default and custom views, team organization, and right sidebar customization for efficient workflow organization. Automation and Efficiency: HubSpot's help desk aims to optimize agent productivity by automating tasks and providing tools for streamlined workflows. Key features include automated ticket routing based on agent skills, customizable working hours and availability status, and the ability to set SLA goals to ensure timely ticket resolution. Source 2: Product Update - Connect HubSpot tickets to Microsoft Teams and sync replies (October 7, 2024) This source announces a significant product update that integrates HubSpot's help desk with Microsoft Teams, focusing on enhancing team collaboration and ticket resolution efficiency. Key takeaways include: Seamless Microsoft Teams Integration: The update enables connecting HubSpot tickets to specific Microsoft Teams channels and synchronizing replies between the two platforms. This integration allows support teams to collaborate effectively within their preferred communication environment. Streamlined Collaboration and Faster Resolution: Previously, ticket notifications in Microsoft Teams were limited. The enhanced integration allows for real-time collaboration on tickets directly within Teams, improving communication and speeding up issue resolution. Bi-directional Sync and At-mentions: The update enables bi-directional synchronization of ticket comments and replies between HubSpot and Microsoft Teams, including @mentions. This ensures that all team members stay informed about ticket updates and can easily loop in relevant colleagues. Quotes: "Support teams want real-time connectedness and collaboration with other internal stakeholders to resolve tickets quickly and efficiently." "Now, you can easily configure a connection between HubSpot's help desk tool and Microsoft Teams with informative, out-of-the-box notifications about new tickets to specific channels (without needing to set up workflows), an embedded action to update tickets from Teams, and the ability to sync ticket comments with MS Teams threads replies for better collaboration and better customer service." Conclusion: HubSpot's help desk provides a comprehensive platform for managing customer support operations, offering tools for efficient ticket management, team collaboration, and automation. The recent integration with Microsoft Teams further enhances these capabilities, enabling seamless communication and collaboration within a familiar environment. This update significantly improves support teams' efficiency and ability to deliver timely and effective customer service.…
HubSpot Meeting Rotations Update Source: HubSpot Product Update, October 7, 2024 Topic: New Meeting Rotations Feature for Scheduling Pages Key Themes: Improved Round Robin Scheduling: This update introduces Meeting Rotations, providing more control and flexibility over round robin scheduling in HubSpot. Automation and Efficiency: Meeting Rotations automate member updates and streamline scheduling page management, saving time and reducing manual effort. Fair and Strategic Meeting Distribution: The update enables even distribution of meetings amongst team members or weighted distribution based on specific criteria, ensuring fairness and allowing for strategic assignment. Most Important Ideas/Facts: Meeting Rotation Functionality: Users can create Meeting Rotations by navigating to Settings > Tools > Meetings > Meeting Rotations. Dynamic Membership: Rotations can be populated based on teams or groups of individuals. Any changes made to the team or group automatically update the rotation. Distribution Logic: Users can choose between even distribution of meetings or a weighted distribution. This allows for assigning different meeting loads based on factors like experience level or performance. Scheduling Page Integration: Meeting Rotations are integrated with scheduling pages. When a visitor accesses the page, they will only see the availability of the next rep in the rotation, determined by the chosen distribution logic. Automated Updates: Changes made to a Meeting Rotation automatically reflect on all scheduling pages using that rotation. User Requirements: To be booked through a scheduling page's meeting rotation, reps must have: Calendar connected to HubSpot Scheduling pages turned on Sales Hub Pro+ seat "Available" toggle turned on in the Meeting Rotation settings. Key Quotes: "Instead of prioritizing showing the most availability on a scheduling page before assigning a meeting, round robin scheduling pages will now offer the option of distributing the meeting assignments evenly between rotation members or assigning meetings based on a weighted rotation." "This way, teams can choose to give onboarding reps fewer meetings, assign the most meetings to the best sales reps, or give every rep an equal number of meetings." "Using a meeting rotation to populate your scheduling page members can save time. Round-robin members can be populated based on a team or a group of individuals through a meeting rotation. When any changes are made to the Meeting Rotation, those changes are reflected in all scheduling pages that use that meeting rotation." Target Audience: This update is relevant to HubSpot users in Sales Pro, Sales Enterprise, Service Pro, and Service Enterprise tiers who utilize scheduling pages and round-robin meeting distribution.…
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The Update Algorithm By Sidekick Strategies
1 How to set up Retargeting Audiences in Hubspot? 15:19
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הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיHubSpot Ads Management & Retargeting: A Briefing This document summarizes key information from various sources on managing ads and retargeting within HubSpot. Main Themes: Centralized Ads Management: HubSpot allows you to connect and manage your Google, Facebook, and LinkedIn ad accounts from one platform. This includes creating ads, defining audiences, setting budgets, and tracking performance metrics (impressions, engagement rate, cost per click, etc.). Data-Driven Optimization: HubSpot provides analytics to measure ad campaign effectiveness. This data allows marketers to understand what's working, optimize underperforming campaigns, and ensure a strong ROI. Powerful Audience Targeting: Leverage HubSpot's CRM data to create highly targeted audiences. This includes segmenting based on website behavior, contact lists, lifecycle stage, and more. Retargeting Strategies: HubSpot facilitates effective retargeting campaigns to re-engage website visitors and leads. This can be achieved through both pixel-based and list-based retargeting methods. Key Ideas and Facts: Connecting Ad Accounts: Connect Google Ads, Facebook Ads, and LinkedIn Ads accounts to HubSpot for centralized management. Creating a new Google Ads account through HubSpot can result in a $500 credit. (Source: HubSpot Marketing Hub Tutorial) Creating Ads: Choose between creating new ad campaigns or adding to existing ones within HubSpot. HubSpot's AI tool can assist in creating relevant and optimized ads. (Source: How to Manage Your Ads Audiences and Retargeting with HubSpot) Define targeting parameters like keywords, demographics, geographic location, and retargeting audiences. Building Audiences: Create audiences based on: Website visitors: Target users based on pages visited, time spent on site, and specific URLs. (Source: Create ads audiences in HubSpot, What are the steps to set up a custom audience for retargeting ads within HubSpot?) Contact lists: Utilize existing HubSpot contact lists to create highly targeted audiences for retargeting. Ensure compliance with data privacy regulations. (Source: How to Create a Dynamic Facebook Audience from a Hubspot List, Create ads audiences in HubSpot) Company lists (LinkedIn): Target specific companies based on industry, size, and more. (Source: Create ads audiences in HubSpot) Lookalike audiences (Facebook): Reach new users similar to your existing audiences. (Source: How to create Google Ads Audiences in Hubspot, Create ads audiences in HubSpot) Syncing with Ad Networks: Audiences created in HubSpot automatically sync with the respective ad platforms. Retargeting: Utilize pixel-based and list-based retargeting methods. Align retargeting goals with specific stages of the buyer's journey (awareness, consideration, decision). (Source: What Is Retargeting? How To Set Up an Ad Retargeting Campaign) Consider campaign goals: Awareness: Re-engage website visitors and increase brand visibility. Conversions: Drive specific actions like form submissions, downloads, or purchases. Leverage retargeting to: Increase customer lifetime value (CLTV) Reduce cart abandonment Introduce new products Important Considerations: Audience Size Requirements: Each ad network has minimum audience size requirements. (Source: Create ads audiences in HubSpot) Data Privacy: Ensure compliance with data privacy regulations when using contact lists for targeting, especially in the EEA and UK. (Source: Create ads audiences in HubSpot) Audience Matching: The matched audience size may be lower than the original list due to factors like cookie matching and contact information availability. (Source: Create ads audiences in HubSpot) Additional Insights: Traditional ads are often interruptive, while HubSpot Ads can blend with content for better engagement. "Traditionally, marketers have struggled to capture people's attention with ads because they're interruptive...But there's a better way to connect with your target audience without being disruptive." (Source: HubSpot Marketing Hub Tutorial) Dynamic Facebook audiences in HubSpot update automatically as contacts are added or removed. "Whenever someone is added to this audience it will automatically add them to that audience and facebook as well so your audience is constantly being updated." (Source: How to Create a Dynamic Facebook Audience from a Hubspot List) Don't overlook the importance of retargeting across different channels, including email. (Source: What Is Retargeting? How To Set Up an Ad Retargeting Campaign) By effectively leveraging HubSpot's ads management tools and insights, marketers can create targeted campaigns, optimize for performance, and achieve a strong ROI.…
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The Update Algorithm By Sidekick Strategies
HubSpot Workflow Enrollment Anomalies Identified by AI: A Briefing Date: September 11, 2024 Source: HubSpot Product Update - "Workflow Enrollment Anomalies Identified by HubSpot AI" Summary: HubSpot has launched a new AI-powered feature that automatically detects and notifies users of unusual changes in workflow enrollment rates. This feature eliminates the need for manual monitoring and calculations, enabling users to proactively address potential issues impacting their workflows. Key Features & Benefits: AI-powered anomaly detection: HubSpot's AI automatically identifies significant fluctuations in workflow enrollment rates, eliminating the need for manual calculations and thresholds. Customizable notifications: Users can configure notification settings to receive alerts about changes in enrollment rates for specific workflows. Proactive workflow management: Early detection of enrollment anomalies allows users to promptly address potential issues and maintain workflow efficiency. Time savings & efficiency: Automated monitoring and notifications free up time and resources previously dedicated to manual tracking. How it Works: Enable AI detection: In the workflow settings, navigate to the "Notifications" section and enable "Get notified if the enrollment rate changes" and "Use AI detection." Configure notification settings: Users can choose to receive notifications based on AI detection or by setting a manual range for enrollment rate changes. Select notification recipients: Specify the users or teams who should receive notifications about enrollment anomalies. Enable notification type: Recipients need to enable "When enrollment rates change" notifications in their account settings. Availability: This feature is available to users with the following HubSpot subscriptions: Enterprise Customer Platform Marketing Enterprise Ops Enterprise Sales Enterprise Service Enterprise Key Quote: "Fluctuating enrollment rates can sometimes be a sign that a workflow needs immediate attention. Until now, in order for customers to get notified of sudden dips or spikes in workflow enrollment, they've needed to make manual calculations when configuring notification settings." Impact: This new feature empowers HubSpot users to: Gain greater visibility and control over their workflows. Improve workflow efficiency and effectiveness. Proactively address potential issues before they impact business outcomes.…
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The Update Algorithm By Sidekick Strategies
1 HubSpot Update: Update to behavior on preference page for subscription types with a "not specified" status 3:16
Product Update Briefing: Communication Preferences Date: October 1, 2024 Topic: Update to behavior on preference page for subscription types with a "not specified" status Summary: This product update clarifies the user experience on the Communication Preferences page by ensuring only actively subscribed communication types are displayed as "ticked". This change eliminates confusion previously caused by displaying both "subscribed" and "not specified" types as active. Key Changes: Visual Representation: Previously, both 'subscribed' and 'not specified' subscription types appeared as 'ticked' on the Preference Page. Now, only subscription types with a status of 'subscribed' will be shown as 'ticked'. Unsubscribe Behavior: "Any subscription type left 'unticked' at the time of saving will be marked as unsubscribed." Consistency Across Portals: This update ensures a consistent experience for all users regardless of the portal's GDPR setting. Previously, the display differed based on this setting. Impact: Reduced User Confusion: The update provides a clearer understanding for users by accurately reflecting their active communication subscriptions. Enhanced Control: Users gain more control over their communication preferences, as they can easily identify and manage their active subscriptions. Quote: "This change reduces confusion for contacts by ensuring they only see the subscription types they are actively subscribed to when managing their preferences." Rollout: This update will be effective for all hubs and tiers.…
Product Update Briefing: CRM Restore from Data Backup Date: October 1, 2024 Product Area: CRM Feature: Restore from Data Backup Summary: This product update introduces a new feature allowing users to restore CRM data to a previous state from an automatically generated backup. This streamlines the data recovery process and eliminates the need for manual data restoration from imported files. Key Features: Seamless Data Restoration: Users can restore updated property values for contacts, companies, deals, tickets, calls, products, and tasks without needing to re-import data files. Automated Backups: The system automatically creates backups, enabling quick recovery from catastrophic data events. 14-Day Backup Retention: Backups are available for restoration for up to 14 days from their creation date. Selective Restoration: The restore tool only overwrites updated or deleted property values, leaving newly created records or properties untouched. Benefits: Time Savings: Eliminates the time-consuming process of manual data restoration. Reduced Errors: Provides a more reliable and less error-prone data recovery solution. Business Continuity: Enables businesses to quickly recover from data loss and minimize downtime. Functionality: Super admins can access the “Restore Data” function within the “Backup” section of the CRM settings. From there, they can choose the desired backup (within the 14-day window) and initiate the restoration process. Quote: "Restoring data manually can be an error-prone and time-consuming process. Having a seamless restore experience enables you to quickly recover from catastrophe, without needing to re-import a file." Availability: This feature is available to all paid HubSpot users across all tiers. Further Information: For detailed instructions and FAQs, please refer to the dedicated Knowledge Base article.…
HubSpot Security Update: Restricting User Login Methods This briefing document reviews the new "Allowed Login Methods" feature recently launched by HubSpot, based on the provided product update information and user guide excerpts. Key Takeaways: Enhanced Security: HubSpot now allows Super Admins to specify which login methods users can use. This allows organizations to enforce stronger security measures by mandating specific login types aligned with their security policies. Available Login Options: HubSpot offers three primary login options: Native HubSpot username and password Social logins (e.g., Google, Microsoft, Apple) Single Sign-On (SSO) for Enterprise plans Granular Control: Admins can enable or disable any combination of these methods. For example, organizations can choose to allow only Google logins, disabling password-based and other social logins. User Impact: Users are informed via email about enforced login methods and the effective date. At their next login, users are limited to the permitted methods and might be prompted to configure a new login if their existing method is disallowed. Important Considerations: Enforcement Delay: After enabling or modifying allowed login methods, there might be a delay of up to 15 minutes before the changes are enforced. Exempt Users: Admins can exempt specific users from the restricted login methods if needed. Quotes from Sources: User Impact: "Users affected by the change will receive an email notification of which login methods are allowed, and the enforcement date associated. The next time they are required to log in, they will be limited to the methods enforced." Purpose: "Allows admins to set more stringent login requirements for their users that meet their organization's security needs" Recommendations: Review & Implement: Organizations should review the new "Allowed Login Methods" feature and configure it to align with their specific security policies. Communicate Changes: Clear communication with users about the changes to login methods and any required actions from their side is crucial for a smooth transition.…
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The Update Algorithm By Sidekick Strategies
Briefing Doc: HubSpot Outbound Dialer Update - Contact Search Date: October 2, 2024 Subject: Enhanced Efficiency with Contact Search for Outbound Dialer Key Takeaway: HubSpot has launched a significant update to its outbound dialer, introducing a search functionality that streamlines the call initiation process. Theme: Improved User Experience and Productivity Details: Feature: The outbound dialer now features a built-in search bar. Functionality: Users can search for contacts by: Name Email address Phone number Company name Impact: This update enables users to quickly locate and dial contacts directly from the dialer, eliminating the need to navigate through multiple screens or lists. Quote: "This update to the dialer offers a new, faster way to make outbound calls in HubSpot." Benefits: Increased efficiency for sales and service teams Reduced call setup time Improved call organization and association Availability: This feature is available to users with the following HubSpot subscriptions: Professional Customer Platform Enterprise Customer Platform Sales Pro Sales Enterprise Service Pro Service Enterprise Call to Action: Encourage users to begin leveraging this new feature to enhance their outbound calling workflow and efficiency.…
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The Update Algorithm By Sidekick Strategies
HubSpot Campaign API Briefing Doc Date: October 2, 2024 Source: Product Update - Campaign API Overview: This document provides an overview of the new Campaign APIs, designed to empower customers, developers, and app partners to seamlessly manage and analyze marketing campaigns and their associated assets. Key Features: CRUD and Batch API: Enables comprehensive campaign management, including creation, retrieval, updating (partial modifications supported), and deletion of campaigns. Batch processing enhances efficiency for handling multiple campaign operations. Asset API: Facilitates the management of assets linked to a campaign, allowing users to list, add, or remove them. Metrics API: Provides access to crucial campaign performance metrics (e.g., Contacts, Sessions, revenue, budget, spend). This data enables informed decision-making and performance evaluation. Use Cases: Create and Manage Campaigns (CRUD Campaigns): Targets app partners seeking to integrate campaign management directly into their applications. Functionalities: "Retrieving and displaying a list of existing campaigns." "Creating and managing campaigns directly within third-party applications." "Retrieving marketing assets with newly created or existing campaigns." Data Integration Service: Benefits customers and developers requiring automated integration of campaign data into external data warehouses. Capabilities: "Automated extraction and loading of campaign data into external data warehouses" Enables real-time analytics by merging campaign metrics with other business intelligence data. API Functionalities: Campaign Management: Create a campaign with specified properties. Read a specific campaign or a page of campaigns. Update campaign details with partial modification support. Delete a specified campaign. Asset Management: List all assets associated with a campaign by asset type. Metrics Retrieval: "Get Campaign Metrics Counters": Retrieve metrics like sessions, new contacts, and influenced contacts. "Get Metrics Contacts Breakdown": Get a list of new and influenced contacts. "Get Revenue Information": Access revenue data for a specific campaign. "Get Campaign Budget and Spend Information": Retrieve budget allocation and spending details. Target Audience: Marketing Pro Marketing Enterprise…
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The Update Algorithm By Sidekick Strategies
HubSpot Product Update Briefing: Receive Inbound Calls via Calling Apps Date: October 2, 2024 Topic: HubSpot Calling SDK Enhancement for Inbound Calls Summary: This product update introduces significant improvements to HubSpot's Calling SDK, enabling calling app partners to integrate inbound call functionalities directly within the HubSpot platform. Previously, a lack of inbound call support for calling apps within HubSpot forced users to navigate between separate applications, leading to a fragmented workflow. Key Features: Inbound Call Handling Within HubSpot: Calling app partners can now develop features allowing users to receive and manage inbound calls directly from their HubSpot account. Unified Dialer Interface: A new dialer pop-up window provides a centralized location for managing inbound calls without leaving HubSpot. Call Logging and Recording: All incoming calls, including missed calls, are automatically logged in the call index page. Call recording is available if enabled in both the calling app and HubSpot settings. Benefits: Streamlined Workflow: Users can manage their entire calling experience—inbound and outbound—within HubSpot, eliminating the need to switch between applications. Enhanced Productivity: Consolidating calling activities within HubSpot saves time and reduces disruptions, improving overall efficiency. Improved Call Management: Centralized call logging and recording features provide a comprehensive view of all calling activity, facilitating better tracking and analysis. How it Works: Select Calling App: Choose the desired calling app provider from HubSpot's Calling Settings page. Open Call Tab: Click the phone icon in the navigation bar to access the inbound call connection area. This tab must remain open to receive inbound calls. Log into Calling App: Enter your credentials in the pop-up dialer window to log into your chosen calling app. Set Availability: Once logged in, set your availability status to begin receiving inbound calls. A green dot on the phone icon indicates active call reception. Receive Calls: Incoming calls will trigger an "incoming call" notification in the call icon, prompting you to answer via the dialer pop-up. Important Notes: Calling app partners need to enable the inbound calling feature using HubSpot's Calling SDK and Receive Incoming Calls API. Only one calling app provider can be selected for receiving inbound calls at a time. The call dialer window must remain open in the background to receive calls. This feature is available to all HubSpot users, regardless of their subscription tier. Quote: "Customers can now harness the full potential of calling in one place. With the newly updated dialer pop-up, they can receive inbound calls and seamlessly manage their calling experience directly with their calling app provider, all within HubSpot." Conclusion: This update represents a significant step forward in unifying the calling experience within HubSpot. By integrating inbound call capabilities for calling apps, HubSpot empowers users to manage all aspects of their communication effectively from a single platform, leading to a more efficient and productive workflow.…
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The Update Algorithm By Sidekick Strategies
New order- and cart-based workflow templates available HubSpot Update Date:** September 10, 2024 Source:** HubSpot Product Update - "New order- and cart-based workflow templates available" HubSpot has launched three new workflow templates designed to streamline ecommerce operations and improve customer engagement for users of HubSpot's orders and carts objects. These pre-built templates automate key stages of the customer journey, from welcoming new buyers to re-engaging inactive customers and recovering abandoned carts. Key Features: Ecommerce Welcome Workflow:** Automates a welcome email to customers after their first purchase, bolstering early engagement. > "The welcome email workflow is designed to automatically send an email to customers following their first order placement on your ecommerce platform, enhancing customer engagement and satisfaction." * **Abandoned Cart Workflow:** Triggers email reminders to customers who abandoned their carts, offering incentives like coupon codes to encourage purchase completion. > "This workflow is designed to send email reminders to customers who have initiated the checkout process but left items in their cart." * **Re-engagement Workflow:** Targets customers who haven't made a purchase in over 90 days with personalized re-engagement emails, driving repeat business. > "Utilize this workflow to reconnect with customers whose last purchase from your store was over 90 days ago." **Accessibility:** These workflow templates are immediately available to HubSpot users with Marketing Hub Pro/Enterprise plans and active usage of the orders and carts objects. **Benefits:** * **Improved Customer Experience:** Automated workflows ensure timely and relevant communication throughout the customer lifecycle. * **Increased Sales:** Abandoned cart recovery and re-engagement efforts contribute to higher conversion rates and customer lifetime value. * **Time Savings:** Pre-built templates eliminate the need for manual workflow creation, freeing up resources for other marketing activities. **Actionable Insights:** * Businesses using HubSpot's ecommerce tools should implement these workflow templates to capitalize on automated customer engagement and revenue growth opportunities. * Consider customizing the templates with brand-specific messaging and offers for optimal impact. * Track workflow performance metrics to measure success and identify areas for optimization.…
HubSpot Product Update Briefing: Property Date Tracker Date: September 10, 2024 Product: HubSpot CRM Feature: Property Date Tracker Summary: This product update introduces a new "Property Date Tracker" card across all HubSpot products and editions. This feature enhances deadline management by providing a visual representation of date-based properties' progress. Key Features & Benefits: Visual Deadline Tracking: The card displays the start date, end date, and current date for chosen properties in a clear and concise format. Improved Workflow Efficiency: Users can quickly assess their progress against deadlines for various activities, such as contract renewals. Enhanced Actionability: The visual representation allows users to easily identify approaching deadlines and take necessary actions proactively. Customization: Admins can create Property Date Tracker cards for any object type and customize the displayed properties within the card. Implementation: Navigate to the record customization tab in settings for the desired object type. Select the view you wish to edit. Click "Add cards" on the middle column and choose to create a new card. Within the card builder, select the desired start and end date properties to display on the card. Impact: The Property Date Tracker empowers HubSpot users to: Reduce missed deadlines: The visual cues promote timely action and prevent oversight. Improve productivity: The easy-to-understand format streamlines deadline management and frees up time for other tasks. Enhance client management: Meeting deadlines consistently contributes to a more professional and reliable client experience. Quote: "This card helps users quickly track upcoming deadlines and determine necessary actions. Users more easily assess progress against deadlines based on the start date, end date, and current date for activities such as contract renewals."…
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AI-Powered Call Summaries and Suggested Actions: Revolutionizing Sales & Service Workflows This briefing document reviews the new "AI Assistant | Suggested Next Actions Post Call" product update, launched on September 11, 2024, for Sales Hub and Service Hub Pro & Enterprise users. Executive Summary: This update leverages AI to analyze call recordings and provide representatives with a concise summary and a list of suggested next actions. This streamlines workflows, reduces manual tasks, and empowers reps to focus on relationship building and closing deals. Key Features & Functionality: AI-Generated Call Summaries: The system automatically generates summaries of recorded calls, capturing key discussion points. Suggested Next Actions: Based on call content, the AI suggests relevant actions like booking meetings, sending follow-up emails, or creating tasks. ChatSpot Integration: Reps can use the "Ask a Question" button to launch ChatSpot and: Clarify information related to the call. Generate content for follow-up tasks (e.g., email outlines). Benefits & Impact: Increased Rep Efficiency: Automating summaries and suggesting actions saves reps time and reduces administrative burden. Improved Follow-Up & Engagement: Timely, relevant actions based on AI insights enhance customer interactions and drive conversions. Data-Driven Decision Making: Call analysis provides valuable data for coaching, performance tracking, and identifying trends. How it Works: Enable Features: Ensure "Call Recording", "Transcription and Analysis", "AI Assistants - Customer Analysis", and "ChatSpot" settings are enabled. Access Call Summary: Navigate to a call record page or activity card on a CRM object timeline. Generate Summary & Actions: Click "Summarize this call" to view the summary and suggested actions. Take Action with ChatSpot: Clicking a suggested action launches ChatSpot, enabling reps to review and execute the task. Quote: "Reps have a ton on their plate. They field dozens of calls a day, each with a unique set of subsequent tasks that need to be recorded and actioned. This process can be time-consuming and repetitive. That's where AI-generated recommended next actions and follow-up questions come in." Target Audience: This update is available for users with Sales Hub Pro, Sales Enterprise, Service Pro, or Service Enterprise subscriptions. Conclusion: This update represents a significant step towards leveraging AI to enhance productivity and effectiveness in sales and service operations. By automating tasks and providing intelligent insights, this feature empowers reps to focus on building relationships and driving business outcomes.…
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The Update Algorithm By Sidekick Strategies
1 Essential Apps for Sales Hub 2024 13:12
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הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיHubSpot Launches "Essential Apps for Sales Hub 2024" Collection in App Marketplace HubSpot announced the launch of its "Essential Apps for Sales Hub 2024" collection within its App Marketplace. This curated list highlights recommended apps designed to integrate seamlessly with HubSpot Sales Hub, providing a more powerful and connected tech stack for sales teams. Here are some key takeaways: Focus on connectivity: The curated list emphasizes the importance of a "connected tech stack" for sales leaders to gain a "complete view of prospects and customers" and ultimately "sell smarter and accelerate revenue growth." Wide range of functionalities: The apps included in the collection address various aspects of the sales process, such as: Communication and Scheduling: Aircall, CallRail, Chili Piper, Gmail, Microsoft Teams, Outlook, Slack, Zoom. Document Management and eSignatures: DocuSign, PandaDoc. CRM Enhancement and Data Enrichment: LinkedIn CRM Sync, LinkedIn Sales Navigator. Sales Intelligence and Analytics: Gong, Fathom AI Notetaker. CPQ and Revenue Operations: DealHub, PandaDoc, QuotaPath, RevOps. Sales Enablement: Seismic. Partnership Management: PartnerStack, PartnerStack Network Connect. Organizational Visualization: OrgChartHub. App Card Integration: Many apps within the collection now offer enhanced integration with HubSpot through "App Cards," allowing users to access key features and data directly within the HubSpot interface. Quotes: On the importance of a connected tech stack: "A connected tech stack is a must for sales leaders. Combine Sales Hub with these recommended apps to get a complete view of prospects and customers, so you can sell smarter and accelerate revenue growth." How to access: The "Essential Apps for Sales" collection is accessible to all HubSpot users through the App Marketplace icon within their HubSpot portal. Users can then browse the curated list, select their desired app, and follow the installation instructions. This update reinforces HubSpot's commitment to providing a robust ecosystem of integrated solutions to empower sales teams and drive better outcomes. By highlighting essential apps, HubSpot simplifies the process for sales leaders to identify and implement tools that complement their existing workflows and contribute to their overall success.…
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The Update Algorithm By Sidekick Strategies
1 95+ new and 35+ updated apps in HubSpot’s App Marketplace 11:14
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הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיHubSpot App Marketplace Update: Q3 2024 - A Detailed Briefing This briefing document summarizes the key takeaways from the recent HubSpot Product Update announcement regarding the App Marketplace, released on September 27, 2024. Main Themes: Expansion of the App Ecosystem: HubSpot continues to grow its App Marketplace, adding 95 new apps and updating 35 existing ones. This expansion provides users with a wider range of tools and integrations to enhance their HubSpot experience. Focus on Enhanced Functionality and Integration: Many app updates center around improving existing integrations and introducing new features. This highlights HubSpot's commitment to providing a seamless and powerful user experience through its app ecosystem. Empowerment Through Automation and Data Centralization: Several app updates focus on automating tasks, syncing data between platforms, and providing more detailed insights. This emphasizes the platform's dedication to helping businesses streamline operations and make data-driven decisions. Most Important Facts: New Apps: 95+ new apps have been added to the HubSpot App Marketplace, including notable additions like Adobe Express for content creation and HeyGen for AI video creation. Updated Apps: 35+ apps have received updates, focusing on expanded features and deeper integration with HubSpot. Key updates include: Air Traffic Control: Analyzes HubSpot lists for content relevance and gap identification. Amplitude: Enables building HubSpot lead and customer health scores using Amplitude insights. Calendly: Tracks meeting outcomes (connected, no-show, rescheduled) based on virtual meeting room attendance. Microsoft Teams: Introduces public beta for logging Teams phone calls in HubSpot. Salesforce: Adds bidirectional syncing of HubSpot tickets and Salesforce cases (public beta). Snowflake: Introduces public beta for ingesting Snowflake data into HubSpot. Zoom: Provides visibility into webinar syncing issues and in-meeting app installation. Key Quotes: "This quarter, 95+ new apps recently joined HubSpot’s App Marketplace including content creation app Adobe Express and AI video creator HeyGen." "HubSpot’s App Marketplace has 1,700+ apps, with new ones being added and improvements to existing apps being made every day. Install these new and updated apps to grow better with HubSpot." Why This Matters: The continuous expansion and improvement of the HubSpot App Marketplace empower businesses to: Customize their HubSpot experience: Choose from a diverse range of apps to tailor HubSpot to their specific business needs. Improve efficiency and productivity: Leverage integrations and automations to streamline workflows and focus on high-value activities. Gain deeper insights: Utilize data syncing and enhanced reporting features for better decision-making across different departments. Scale their business: As their needs grow, businesses can seamlessly incorporate new apps and features. This update demonstrates HubSpot's commitment to building a thriving app ecosystem that empowers businesses to achieve their goals. By constantly evolving its platform and offering more integrations, HubSpot solidifies its position as a leader in the CRM and marketing automation space.…
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The Update Algorithm By Sidekick Strategies
1 Conditional Redirects in the new Forms Editor Update 13:08
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הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיHubSpot Forms: New Editor & Conditional Redirects Briefing Doc Date: October 27, 2024 Source: HubSpot Knowledge Base articles & product update emails Key Themes: New Forms Editor (BETA): Offers a redesigned interface for creating and managing forms, focusing on multi-step forms, advanced styling, and conditional logic for a more personalized user experience. Conditional Redirects: New functionality allows directing visitors to different pages based on their form responses, streamlining lead nurturing and qualification. Important Ideas & Facts: New Forms Editor: Availability: Accessible to all HubSpot users across all plans. Features: Drag-and-drop interface for easy form creation. Multi-step forms for improved user experience and lead qualification. Advanced styling options for forms and individual form steps. Conditional logic for displaying/hiding fields and redirecting to different pages based on user input. Benefits: Improved form building experience for marketers. More engaging and user-friendly forms for website visitors. Enhanced lead qualification and segmentation through conditional logic. Greater control over form design and branding. Conditional Redirects: Availability: Available for Marketing Hub Professional & Enterprise, Marketing+ Pro & Enterprise, Sales Enterprise, and Service Enterprise. Functionality: Redirect users to HubSpot pages, external URLs, or meeting scheduling pages based on form responses. Utilize AND/OR conditions and multiple rules for complex logic. Streamline the user journey from lead capture to conversion. Benefits: Personalized user experience based on individual needs and interests. Increased conversion rates by guiding leads to relevant content or offers. Improved efficiency by automating lead routing and qualification processes. Quotes: Conditional Redirects: "Marketers can smoothly guide visitors to the next logical step, whether it’s more information, a purchase, scheduling a meeting, or qualifying them out, creating a more personalized experience." - Product Update Email New Forms Editor: "Create and use forms with the new forms editor to collect information about your visitors to store in your HubSpot CRM. When using the new forms editor, you can create multi-step forms. Then, style your form to reflect the identity and branding of your business." - Knowledge Base Article Actionable Insights: Begin familiarizing yourself with the new forms editor and its features. Explore how conditional redirects can be implemented in existing marketing workflows. Experiment with multi-step forms and advanced styling options to optimize user experience and lead capture. Leverage conditional logic to personalize the user journey and improve lead qualification processes. Conclusion: The new forms editor and conditional redirects functionality offer significant opportunities for marketers to improve lead capture, personalize the user experience, and streamline lead nurturing workflows within HubSpot. By leveraging these new features, businesses can create more engaging and effective forms that drive conversions and improve overall marketing ROI.…
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AI-Powered Writing Tools in Conversations Inbox + More This document summarizes key product updates released in September 2024, focusing on enhancements to the Help Desk module. Update 1: Customizable Views Sidebar (Released September 16, 2024) What: Users can now customize the Help Desk views sidebar, rearranging, blending default and custom views, and hiding unused views. The "Create ticket" button has been relocated to the top of this sidebar. Why: This addresses the issue of sidebar clutter from irrelevant views, which could impede workflow efficiency in fast-paced support environments. "Maintaining focus is crucial when working in fast-paced support environments. Previously, the help desk views sidebar was static, often cluttering the workspace with irrelevant views." Impact: Increased user control over their workspace, potentially leading to improved focus and faster support delivery. Availability: Service Pro and Service Enterprise tiers. Update 2: AI-Powered Writing Tools in Conversations Inbox (Released September 10, 2024) What: New AI features have been integrated into the Conversations Inbox composer across all channels, including: AI Command Shortcuts: Use the "/" command or highlight text to access AI writing assistance like drafting, rewriting, summarizing, expanding, shortening, and adjusting tone. Proofreading: AI-powered grammar, spelling, and punctuation correction. Popover Modal: Provides greater control over AI suggestions, allowing users to keep or regenerate text. Enhanced Summarize Feature: Now accessible via a dedicated icon in the footer, enabling quick summarization of lengthy conversations for improved handoffs and collaboration (excluding WhatsApp). Why: Responding to customer inquiries efficiently and effectively is crucial. These features aim to streamline response crafting and improve quality, leading to faster response times. "Responding to customer inquiries quickly and effectively is more important than ever, but crafting responses can be time-consuming without the right tools." Impact: Anticipated improvements in agent productivity, response quality, and customer satisfaction due to faster and more efficient communication. Availability: All hubs and tiers. Overall Impact: These updates represent a significant step towards a more efficient and intelligent Help Desk experience. The customizable sidebar empowers users to personalize their workspace, while the AI-powered writing tools automate tedious tasks and enhance communication quality. These changes are likely to significantly impact agent productivity and customer satisfaction.…
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The Update Algorithm By Sidekick Strategies
What is Breeze? Breeze is HubSpot's AI platform designed to make business growth easier. It offers a unified AI experience across the HubSpot platform, simplifying tasks, automating work, and providing data-driven insights. Breeze is deeply integrated with your HubSpot data and tools, making it easy to use and customized for your business needs. What are the key components of Breeze? Breeze is comprised of three main components: Breeze Copilot: An AI-powered assistant that provides insights, recommendations, and helps with tasks across HubSpot, your browser, and on mobile. Breeze Agents: AI-powered experts that automate marketing, sales, and customer service tasks. This includes content creation, social media management, prospecting, and customer support. Breeze Intelligence: A data enrichment solution that provides real-time insights about your contacts, companies, and buyer intent. It leverages large language models (LLMs) and data sourcing to empower your decision-making. How does Breeze ensure the privacy and security of my data? HubSpot prioritizes data privacy and security. Breeze adheres to strict compliance standards: Third-party models are never trained on your data. Data input and output are SOC 2 and GDPR compliant. HubSpot continually vets and updates AI models, ensuring your data is protected and optimized for business use. What is Breeze Copilot and what can it do? Breeze Copilot is your AI assistant within HubSpot. It helps you: Get insights from CRM records: Copilot summarizes records, answers questions about your data, and provides context on customer interactions. Work efficiently: Create tasks, draft emails, and get things done faster using natural language prompts. Collaborate on content: Refine text, translate content, and improve your writing within HubSpot's content editor. Access HubSpot on the go: Research companies, add contacts, and manage your CRM from the convenience of your mobile device. How can Breeze Agents help me automate my work? Breeze Agents are specialized AI experts designed to automate tasks across different business functions. For example: Breeze Content Agent: Generates high-quality content such as blog posts, landing pages, podcasts, and case studies, all tailored to your brand voice and informed by CRM data. Breeze Social Media Agent: Creates engaging social media posts for various platforms, analyzes your social performance, and optimizes your content strategy. Breeze Prospecting Agent: Identifies and researches potential customers, crafts personalized outreach emails, and automates your sales prospecting efforts. Breeze Customer Agent: Provides 24/7 customer support by answering questions, resolving issues, and escalating complex queries to human agents when needed. What are the benefits of Breeze Intelligence? Breeze Intelligence enhances your CRM data with: Data Enrichment: Provides real-time insights and context on your contacts and companies, enabling better decision-making and opportunity conversion. Buyer Intent: Identifies companies in your target market showing interest in your website, products, or services, allowing for more effective prospecting and lead nurturing. Form Shortening: Improves form conversion rates by automatically filling in known information and making the form-filling experience seamless for your leads. How can I start using Breeze? Breeze is available to all HubSpot customers. Many features are accessible for free, with advanced capabilities offered in premium HubSpot editions. You can get started by exploring the Breeze features within your HubSpot portal. Where can I find more information about Breeze and its features? For detailed information about Breeze, visit the HubSpot website or contact HubSpot's sales or support teams. You can also explore the HubSpot blog, knowledge base, and other educational resources for guides, tutorials, and best practices on using Breeze to its full potential.…
HubSpot Product Update Briefing - September 2024 This briefing document summarizes key product updates released by HubSpot in September 2024, focusing on the most important themes and features for marketers. Key Themes: Enhanced CRM Capabilities: HubSpot continues to invest in its CRM with features aimed at improving data analysis, automation, and user experience. AI-Powered Tools: From spam detection to content generation, AI plays a bigger role in streamlining marketing workflows and boosting efficiency. Personalization & Targeting: Updates to CTAs and forms empower marketers to deliver more targeted and personalized experiences. Improved User Experience: Updates focus on making HubSpot tools more intuitive, accessible, and efficient for users. Detailed Feature Review: 1. CRM Enhancements: Time Since/Until Properties: Enables users to analyze data based on time elapsed or remaining until a specific date, supporting more granular reporting and segmentation. (Released Sept 11) Quote: "This functionality enables CRM users to filter, report on, and sort by the time since or the time until an event." Property Date Tracker: A visual card displaying the progress of date-based properties, offering a quick overview of deadlines and facilitating timely actions. (Released Sept 10) Quick Actions Card: A customizable card providing users with rapid access to frequently used actions, streamlining workflows and increasing efficiency. (Released Sept 12) Expanded Data Model: New objects and data templates for industries like Real Estate, Education, and Healthcare simplify CRM setup and customization. (Released Sept 10) Quote: "With the release of the Object Library and Data Templates, we bridge this gap for admins and allow them to select and activate configurations that are tailored to their industry and its needs." 2. AI-Powered Marketing: Gibberish Spam Detection in Forms: AI identifies and filters spam submissions containing nonsensical data, ensuring cleaner CRM data and reducing manual effort for marketing teams. (Released Sept 12) Quote: "We are excited to announce the launch of AI-powered gibberish form submissions detection into Public beta." Enhanced AI Image Generator: Improved image generation capabilities deliver higher-quality visuals, providing marketers with better resources for their content. (Released Sept 3) Content Assistant in HubDB Rich Text Fields: AI-powered content assistance is now available within HubDB, enabling marketers to leverage AI for content creation within this powerful database tool. (Released Sept 9) 3. Personalization & Targeting: Smart Content for CTAs: Create dynamic CTA variations based on user attributes, allowing for personalized calls to action and optimized conversion rates. (Released Sept 11) Quote: "Fine-tune the relevance of your CTAs by creating different variations for categories like Ad Source, Device Type, Language, and more." Embedding Forms in CMS: Integrate forms directly into HubSpot websites and landing pages, creating a seamless lead generation experience within the HubSpot ecosystem. (Released Sept 4) Quote: "Forms are the lifeblood of our customers' lead gen efforts, and embedding them in the CMS means they can use those forms to generate leads on their Hubspot websites and landing pages." 4. Improved User Experience: Turn Off Email Notifications from Footer: Easily manage email notification preferences directly within the email footer, providing more control over communication and reducing clutter. (Released Sept 3) Easier Collaboration with ChatSpot in CTAs: Leverage the power of ChatSpot's collaborate mode for intuitive text generation and editing within CTAs, streamlining content creation workflows. (Released Sept 11) Quote: "Collaborate mode provides a more interactive and flexible CTA creation and editing experience." Serverless Endpoint Function Logs: Enhanced logging capabilities for private app developers using serverless endpoint functions provide greater visibility and debugging capabilities. (Released Sept 11) Conclusion: September's updates demonstrate HubSpot's commitment to empowering marketers with powerful tools and features. By focusing on automation, personalization, and user experience, HubSpot continues to provide a comprehensive platform for businesses to grow better.…
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