Welcome back to our product updates blog! Here’s a rundown of the new features and tools you can now take advantage of. Drumroll please….
Files Recycle Bin
Accidentally deleted a document in your files tool? Or maybe deleted it too soon? It can be stressful when things permanently “poof!” and disappear. Well, take a deep breath and exhale. Just hit the new “Recycle Bin” button to restore a file up to 90 days after it was deleted. Phew!
Smart content lets you dictate which audiences experience what content on your page. In addition to device type, CRM data, and location, you can now define smart content by ad source rule. With this update, you can create smart content rules based on the ads someone has clicked on to access a page.
Easily access your brand’s default colors while editing content. The brand colors that were previously set in the brand settings will now appear in the color picker within the page editor. A simple update, but a real winner!
Look at how sleek and streamlined these redesigned CRM records are! Information on your activity timeline is now condensed and collapsable, so you can see more valuable data at once. Smaller highlight cards, collapsing carrots, and new slimmer association cards all mean less scrolling and more time enjoying the good stuff.
You spoke, we listened. CRM card customization is now available! From now on, you define and decide what properties appear on board and association cards. Your chosen fields will serve as a default, consistently displaying the properties that matter most to you.
Struggling to understand the importance and urgency of certain opportunities? Set the level of attention needed on a deal with the new default deal priority property. View priority property on deal boards in the "about this deal" section of the record sidebar.
Send one-on-one emails to contacts directly from custom object record pages. When assisting prospects or customers, you may need access to information stored on a custom object record. You can now email from within a custom object, so that you have all the context you need while composing your message.
Build out and power your contact lists - contact email, automation, scoring, and more - with filters from custom object and ticket properties. In addition to the current filter families of contacts, companies, and deals, you’ll now also see tickets and every custom object in your portal.
Campaigns and Sequences Data in the Custom Report Builder
Your marketing team can now build custom reports with campaign and sequence data. Measure campaign performance and report on key metrics with greater ease and depth. Whip up reports on any campaign object or event - like landing pages, marketing emails, and more - to become the marketing master we all know you’re meant to be.
Sales teams, we’ve got your back too! Create custom reports on sequence events - like opens and clicks - to better understand which sequences have been most successful. Your team will see exciting results as you unlock new insights on prospect and lead engagement.
We’ve noticed your marketing teams are increasingly focused on highly personalized messages, designing emails with the intention of eliciting customer responses. We’ve added functionality that better enables this type of marketing via a new email engagement event - email reply!
Knowledge Base Import & Export Improvements
Previously, Service Hub users could only import KB articles directly from four platforms: Zendesk, Freshdesk, Helpscout, and Intercom. But oh how things have changed...for the better! You can easily migrate to the KB from other platforms by using CSV. CSV also means exporting, so you can migrate KB content between different HubSpot portals too.
Your service and sales teams can now forecast their upgrading and renewal revenue. This feature enables deeper collaboration between sales and service, while giving revenue teams a more accurate picture of future revenue. It’s the kind of group project you won’t sour on.