Howdy guys,
it's Liv here from Neighbourhood and welcome to our July HubSpot update.
We're back again with a load of new updates
for you this month as HubSpot continues to revamp its platform to ensure that you
can better market, sell to and service your customers through 2021.
This video is designed to give you a head start on all of the latest July features
and updates, allowing you to be ahead of the game in the months ahead.
Let's kick things off by taking a look at the updates currently in public beta.
First off, HubSpot are looking at adding
new features to the marketing events object.
The new features will allow you to one, edit marketing event data from the index
page. Two, create marketing events without an integration to capture all event data.
Three, create custom marketing event
properties to leverage in HubSpot forms, site pages or email. Four, use marketing
event data in dynamic pages to show an overview of upcoming events.
And five, use marketing event data
and revenue attribution reporting to understand the impact of events.
With these new features,
you'll be able to better create, manage and use marketing event data
throughout HubSpot CRM platform, making your job a whole lot easier.
The second update in beta is the CMS Source Code API documentation.
This public document enables developers and integrators to build modules through
an API without ever entering the design manager.
You'll be able to edit all your
assets locally and build tooling to help you move even faster.
The third public beta update is the advance campaign filters.
The marketing campaigns app is levelling
up with their filters in line with CRM standards for filtering,
HubSpot will be adding all the default
campaign properties as available filters and opening up all the same operators so
customers can set filters such as campaign name, campaign notes and campaign owner.
Fourth, on the public beta list is the new home for goal creation and monitoring.
This is essentially a console page displaying the status of active goals
and a wizard experience for creating sales quotas.
With the new release,
it will become easier for HubSpot users to create and monitor their HubSpot goals.
Now, quotas can be assigned to teams, not just individual reps.
In addition, quotas can be assigned
to quarterly and annual milestones, not just monthly.
The next update in beta is sandboxes for enterprise users.
Sandboxes are production like accounts where customers can safely try new things
with the context, but not the impact of production.
These accounts mirror the features,
functionality and limits of the customer's production account.
Sandbox accounts are marked as low trust
to prevent users from sending emails and calling from them.
These sandboxes are different from CMS sandboxes and developed test accounts.
Another feature in public beta to get
excited about is the product module support for marketing emails.
HubSpot will be launching a new email content module that allows you to quickly
and easily insert products into your marketing emails.
This will fully support HubSpot native products today.
In fact, HubSpot are currently working
on integrating third party products like Shopify
in the next phase of beta. Beta update
number seven, you can view external published social media posts in HubSpot.
You can see data from the social post
you've published outside of HubSpot, alongside your HubSpot published posts
for more comprehensive social reporting. As an added bonus,
this will also include post types not currently supported by HubSpot publishing,
such as Instagram carrousel post data and Twitter poll data.
There'll be an option in the HubSpot managed tab to filter these posts
from either internal or external sources. Also in beta, all developer accounts will
require the users to set up two-factor authentication for login.
When two factor authentication is required
on a developer account, HubSpot will automatically send
a notification via email to the users on that account that they have 72 hours
to set up two-factor authentication to protect their login.
After 72 hours, if they attempt to access the account, they'll be forced to set up
two-factor authentication before they can continue.
After this, any time they log in to HubSpot with their
password, HubSpot will also challenge them to verify their login with a second
factor, either via text message or security app.
Last up for the public beta updates, Google leads syncing. You will soon be
able to sync leads gathered from Google ads into HubSpots CRM,
automatically. Running lead form ads on Google is a great way to obtain contact
information of users interested in your products or services.
Being able to sync them into HubSpot CRM
means that HubSpot users can utilise the full power of HubSpot tools
on contacts they've collected through Google lead form advertising.
This integration will sync contact and form information from any Google lead form ad.
Now that was a big list of new features to look forward to.
Now let's have a look at what's new
and ready to use in HubSpot today, starting with sales.
You can now review reps calls on your
phone, not only on iOS, but on Android as well.
Once you update the latest version of the iOS or Android app,
recorded calls are available within the recorded calls button from the more
tab in the app. Here you'll see a list of all the calls that have been recorded
in your HubSpot desktop portal, both video or audio. As well
for sales, admins can now restrict or enable a user's
ability to create custom line items on quotes or deals.
Previously, any user could create custom
line items and add those custom line items to a quote.
The new create custom line items
permission gives admins to control to give this functionality to users who
need it and restrict it for users who might
misuse it. For Enterprise customers with bigger items,
this is a requirement.
The permission, like any other permission,
can also be turned off and on for roles and users and teams.
Next up, HubSpot have provided a refreshed set of workflow templates.
Your workflows tool now has 12 fresh new
templates that will make it easier to automate your most common use cases.
This includes nurturing first conversions, notifying your sales reps about leads,
sending notifications when a meeting is scheduled, assigning new web leads,
welcoming blog subscribers, re-engage in cold leads,
receiving customer feedback, promoting new products,
sending confirmation emails and defining a customer profile.
Moving on now to the upgraded workflows minimap.
HubSpot have made it easier to navigate around your workflows to review what
update automated processes. To pen the mini map, click the show minimap text
in the upper left-hand corner of the workflows editor.
Hover over the map with your cursor to see the names of the actions and branches.
When you find where you want to go, click to jump to that part of the workflow.
Alternatively, you can click and drag
within the minimap to easily scroll around the workflow editor.
When you're done,
hide the map using the collapse arrow in the upper right corner. Last up,
what's new in the HubSpot CMS?
Well, developers can now use new styling controls in their custom modules.
There are 6 new style fields that developers can select from.
They are for border field, gradient field alignment field, text alignment field,
background image field, and spacing field. In the page editor,
click on custom module, click on the style tab and then modify any
of the controls populated there to change the style of the custom module.
And that's it for this month,
I hope you enjoyed these updates and are as keen as we are
to start implementing them today. But as a reminder,
if you ever need any extra help in showing that you're making the most of your
HubSpot investment, we're just an email away.
If you need someone to tell you where you
might be going wrong and HubSpot, what you could improve or what you're not using
to its maximum potential, sign up for a portal audit today.
These are completely free so
there's absolutely no excuse not to.
But for now, that's all from me, happy HubSpotting.