For those of us who spend most of our time writing emails, building web pages and designing workflows in HubSpot, there are a lot of features that help us to work smarter.
The simple yet robust platform makes tracking deals and writing blogs so much smoother and more integrated than the Word documents and spreadsheets of the past. Best of all, HubSpot is constantly launching new products, features and updates.
As a HubSpot Diamond Partner, we often get to hear about updates first, and we get to try out new features before we recommend them to our clients. Here are the 2021 updates that we’re most thankful for this year.
When a client needs to automate processes, we often build the groundwork of a workflow for clients to use on their own in the future. That’s why we’re so excited about workflow action placeholders.
Previously, if you wanted to build a workflow, you needed everything to be ready. Building an email nurture drip? Every email template, task and list had to be ready to go. With a RevOps or MOPS person building the framework for the creative team to fill in, this often created bottlenecks or missed steps.
Now you can build a workflow and add actions without specifying the finished content. You won’t be able to turn your workflow on until all the placeholders are completed, so there’s no risk of forgetting to add your content later.Check out the HubSpot Knowledge Base to learn more about saving placeholder workflow actions.
The sales side of HubSpot also got a huge update using placeholders. When building email templates for sales sequences, who hasn’t included some version of [enter details here] hoping that your sales rep doesn’t forget to change out that text?
Now you can add a placeholder token to the template that must be changed before the email can be sent. This makes it easy to see which content needs to be updated and prevents sending before the email is completed.
When building a sales email template, just click Personalize and then select Placeholder in the Type dropdown. Add the text you want to show in the placeholder and insert into the email. Let out a sigh of relief knowing that no one will ever see your internal notes again.Check out the HubSpot Knowledge Base to learn more about adding personalization tokens to a template or snippet.
One of the biggest shortcomings of the HubSpot Service Hub product was the limitations of customer surveys. Previously, Service Hub users could only send industry-standard surveys, including NPS, CSAT and CES scores. While these are great to measure progress over time with a standardized format, many customers have been asking for a way to create custom surveys.
With the custom surveys, you can still use question formats like star ratings, date selections, sentiment, drop-downs and open text fields. Additionally, you can add images, headings and text blocks.
For each question, you’ll create a feedback property to track responses on each contact record. Now you can build reports based on these responses to make smart business decisions.Check out the HubSpot Knowledge Base to learn more about creating a custom survey.
The CRM object dynamic pages is a total game-changer for HubSpot’s platform. CMS Hub is a CRM-powered website system, meaning that you can use data in the CRM to inform the CMS.
CRM data can be used to personalize pages with smart content, give members-only access to gate certain pages, and even track what your customers are doing on your site. But with dynamic pages, you can streamline the creation of repetitive page builds based on CRM data in just a few clicks.
Consider a property management website that needs to show all their available rentals. You would want each rental page to have the same format and provide the same information: address, images, price, amenities and rental terms, for instance. You might even want to include a form to apply on the page, specific to this rental.
By building a custom object for rentals, a developer can then build out the page design, and you would just need to create a new CRM object. Fill in the details, and your new property page is automatically published with a dynamic, SEO-friendly URL. Now any user can easily build and edit the listing page for any rental without even touching the website.Check out the HubSpot Knowledge Base to learn more about dynamic pages.
While this is a hefty list of product updates from the year, it’s far from comprehensive. After all, we haven’t even touched Operations Hub here! But what all these updates have in common is that they help teams work smarter, whether they’re improving efficiencies or making important data more usable.