This month's update release from HubSpot brought about some exciting improvements - pretty much like any other month. The most prominent annoucment is HubSpot's new Hub - Content Hub. It's partly a Marketing and CMS hubs re-shape, as well as a creation of a new platform. Let's dive deeper into this update and plently others!
Content has evolved beyond just a lead generation tool. Marketers must create more content than ever, distribute it across more channels at more points in the customer journey, and make it highly personalized. A failure to do so will result in them losing leads, engagement, authority, and—most importantly—customer trust to their competitors.
Learn more about Content Hub here.
In Design Manager, customers can now customize Preference Pages per Business Unit - the same functionality outlined here is now available to Business Unit customers as well! Design Manager can be used to create new templates or modify existing templates for Preference Pages.
Use Case: Ability to customize and modify their Manage Preference page to mirror the look and feel of each Business Unit.
From the Subscription Settings page, Business Unit customers can create unique, customizable re-subscription emails and toggle this experience on or off.
Use Case: Contacts who unsubscribed from marketing emails will need to resubscribe or update their email preferences. You can now create custom resubscription emails that reflect the look and feel of each of your business units.
With just one click, you can respond quickly and intelligently when someone mentions your brand. By analyzing the context of the conversation, our system ensures that your responses are both quick and tailored to the nuances of your social audience.
Use Case: From monitoring their audience's social media interactions to responding promptly, marketers juggle numerous tasks. As a result of the plethora of tasks and challenging discussions unfolding on public channels, our users are often stretched for time. Our goal is to simplify the process, making it easier for our customers to foster thriving communities. We facilitate faster connections with leads and customers on social media by providing assistance with replies.
HubSpot users can now use AI Assistant in Ads to generate ad copy from scratch using simple prompts for engagement, website visit, and lead generation ads.
Use Case: AI assistants can now help you generate ad copy based on simple prompts in Ads. The AI-generated text can also be rewritten, expanded, and shortened for greater control.
The "opt out of all" action in the contact record previously only applied to the Account Business Unit. Portal users can now opt out of a contact from any Business Unit.
Use Case: Perform an "opt out of all" action for your contact for any Business Unit, not just the Account Business Unit.
HubSpot users can now use AI Assistant in Ads to generate ad copy from scratch using simple prompts for Facebook ad sequences.
Use Case: You can now use the AI assistant in Ads which will enable you to generate ad copy from simple prompts. You can also rewrite, expand, and shorten generated copy to give you more control over the AI-generated text.
A new asset type for 'external' assets (non-HubSpot) can now be added to a Campaign: external website pages. External website pages are those that are not hosted by HubSpot. By adding assets from both HubSpot and non-HubSpot, you can take your campaigns to the next level.
Use Case: Integrate and manage marketing assets across different platforms in a more comprehensive and integrated manner.
In the prospecting workspace, sales reps can now see a list of contacts who have re-engaged after being disqualified.
Use Case: By surfacing contacts who have re-engaged through suggested activities in the prospecting workspace, we are making it easier for sales reps to get back in touch with those leads and keep track of all interactions in the CRM.
It is now possible for super admins to grant editing access to deals in a "locked" stage to selected users and teams. When a deal stage was set to restrict editing access, only super admins could edit deals in that stage. When a deal stage is set to restricted access, a super admin can grant other users and teams editing rights.
Use Case: Your sales pipeline guardrails can now be set more precisely and flexible with this enhancement. You can assign certain users and teams editing permissions, while making deals in a specific stage read-only for everyone else.
The new Deal Split API will enable customers to read and write deal splits with their respective percentages via API.
Use Case: There are many businesses where deals are owned by multiple reps, with commissions split between them. The percentage of commission earned by each rep must be represented in HubSpot to reflect shared deal ownership. For customers who manage some of their deals outside of HubSpot or do forecasting outside of HubSpot, it is essential that their deal split percentages are represented accurately across all of their systems. The API could not read or write deal split data until now, resulting in incomplete and out-of-sync data. Customers can have a single source of truth and ensure all their deals data is accurate wherever it is stored with these changes.
With the new Assigned Teams ticket property, customer support leaders and reps can easily manage unassigned tickets for their teams. The target teams will be added to the new Assigned Teams ticket property for tickets that are automatically assigned to Specific users and teams, but are not successfully assigned to users. Moreover, the target teams will receive a notification of the unassigned ticket.
Use Case: Improve the management of unassigned tickets for customer support teams. Assigned Teams ticket property allows teams to identify unassigned tickets and take appropriate action to ensure timely responses, ultimately leading to better customer satisfaction.
HubSpot's Professional and Enterprise customers now have access to four (4) new deal properties to track the progress of a deal:
Use Case: With access to these properties, you can easily identify bottlenecks in your sales process. For example, you can assess a deal pipeline's velocity by looking at the average "latest time" and "cumulative time" of each deal stage.
A SEPA – or Single Euro Payments Area – bank transfer lets customers send and receive cross-border payments in euros.
Use Case: With this launch, customers in the Eurozone can use local bank transfers through SEPA in addition to Euro Credit Cards. With SEPA, customers can reduce their payment processing costs significantly and can offer their buyers the most preferred way of making payments.
Your automated processes now have the option to turn off automatically at a certain date, giving you more control and peace of mind.
Use Case: Using workflows, you can eliminate manual tasks from your to-do list. Most automation users, however, set reminders to manually turn off a workflow that should only run for a certain period of time, like during a promotion, on a day in the future. When workflows are no longer needed, they can be turned off to prevent unwanted updates or communications. With our new setting, we can automatically do this for you, eliminating the need for manual monitoring.
A new analytics tab for contextual, high-level insights on user activity within the Audit Log page of your HubSpot account.
Use Case: The analytics tab sits alongside the audit log and it aims to provide high-level insight into user activity. You can view areas of the account users are working within and what changes are being made.
A new permission is being added which can limit the ability for users to view logged emails and emails from connected inboxes. CRM emails are assigned to the primary sender or receiver of the email. The permission levels can then be set to owned, team, or all.
This does not impact marketing emails sent to contacts.
Use Case: Today, any HubSpot user with access to a contact (in that account) can see emails sent or received from that contact. For many customers, this is an issue since different employees exchange a variety of information with contacts in the CRM, some of which shouldn't be visible to all users. HubSpot is introducing a new permission to limit access to logged emails.
In the import tool, HubSpot now surfaces property usage for lists and workflows. With this method, you can prevent your import from unintentionally enrolling records into lists/workflows that could lead to further downstream data quality issues.
Use Case: You no longer need to cross-reference several different tools in HubSpot to understand whether or not your import is going to impact a list or a workflow.