Wake Up, HubSpot Nation! Unlocking New Value in Your Platform
Good morning, HubSpot Nation! We're here to help you discover the incredible value you already own within your HubSpot portal. This week, we're diving into some fantastic updates that will empower you to boost sales, streamline marketing, and enhance human connections. Let's dig in!
Reporting on Deal Split Goals Just Got Easier
For those of you leveraging HubSpot's powerful Sales Hub Enterprise features, this update is a game-changer. Previously, tracking sales rep performance with deal splits and setting goals against those splits was a manual headache. You needed workarounds, custom reports, and a whole lot of extra effort.
What's New and Why It Matters:
- Direct Deal Split Reports: You can now create single-object reports specifically based on deal splits. No more hitting custom report object limitations!
- Goal Lines Integration: Add goal lines directly to your deal split reports to visualize performance against revenue targets. This means clear, immediate insight into how your team is tracking.
- Automated Goal Tracking: Deal splits are now automatically factored into HubSpot goals for more accurate revenue tracking.
Actionable Takeaway: If you're a Sales Hub Enterprise human, head over to your settings, then "Objects," "Deals," and "Setups" to ensure deal splits are enabled. Once activated, start setting those goals in the system and leverage these new reporting capabilities to empower your sales team and gain crystal-clear visibility into individual and team performance.
Automate Campaigns in Workflows (Public Beta)
Campaign automation just got a massive upgrade! For too long, marketers have been limited in how they could automate actions based on campaign performance or human engagement. Not anymore!
What's New and Why It Matters:
- Campaign Properties in Workflows: You now have access to campaign properties like budget, spend, revenue, and owner directly within workflows. This opens up a world of automation possibilities.
- Campaign Influence Event: A brand-new event fires when a contact is influenced by a campaign. This is huge for triggering follow-up actions!
- Automated Alerts: Trigger alerts when a campaign overspends its budget, ensuring you stay on track and prevent costly surprises.
- Tailored Follow-Ups: Automatically follow up with influenced contacts through tailored sequences, delivering more relevant and timely communications.
- Streamlined Task Routing: Route tasks and updates based on campaign owner or team, ensuring the right humans get the right information at the right time.
- Breeze Assistant Integration: Use Breeze Assistant to create campaign-based workflows with ease.
Actionable Takeaway: If you're a Marketing Hub Professional or Enterprise human, dive into your workflows! Explore the new campaign properties and the "contact is influenced by a campaign" event. Think about those manual tasks you're currently doing related to campaign monitoring or follow-up. Can you automate them now? Start building workflows to alert you of budget overruns, nurture influenced contacts, or even update internal teams when campaigns hit key milestones. Get those event management spreadsheets into HubSpot; you'll see immediate value!
Configure Unsubscribe Links in Email for Finer Control
Email marketing just got a little more nuanced, in a good way! HubSpot now gives you more control over the unsubscribe experience, helping you minimize unintentional opt-outs from all your communications.
What's New and Why It Matters:
- Configurable Unsubscribe Links: You can now choose how an unsubscribe action is applied. Instead of always removing a contact from ALL email communications, you can configure the link to only unsubscribe them from the specific subscription type tied to that email.
- Minimize Accidental Unsubscribes: This helps prevent humans from opting out of all your valuable communications when they only intended to stop receiving one specific type.
- Enhanced Control: Marketers now have more power to manage the unsubscribe experience, giving humans clear options.
Actionable Takeaway: Review your email footers! While the new "Unsubscribe from this subscription type" option is powerful, we still love the "Manage Preferences" route. It adds a little bit of "good friction," allowing humans to see all their subscription options and make an informed choice. This can help them realize there are multiple types of communication they might still want to receive, rather than just opting out completely. Head into your email settings and explore the new options for your unsubscribe links.
Personalization App Now Supports Website Pages
Remember when the personalization app was only for landing pages? Well, good news! It's now expanded to include website pages, bringing all your personalization efforts into one central, powerful place.
What's New and Why It Matters:
- Website Page Support: The personalization app now supports website pages, allowing you to create, manage, and measure personalized web experiences across your entire site.
- Variant Creation: Use "variants" to quickly build audience-specific versions of website pages without duplicating pages or manually adjusting individual modules.
- AI or Manual Configuration: Whether you prefer AI to do the heavy lifting or want to manually configure, personalization helps you deliver the right website experience to the right audience faster.
- Centralized Management: Create and manage personalized page experiences in one place, eliminating duplication and inconsistency.
- Integrated Performance Tracking: Performance is tracked across all variants directly where you build them, making it easier to understand what's working and why.
Important Note: It's crucial to remember that this personalization, like smart content before it, is still based on cookies. For a human to experience a personalized page, they need to have been cookied on that browser. This doesn't diminish its power, but it's an important underlying mechanism to understand.
Actionable Takeaway: If you haven't explored the personalization app yet, now's the time! It's located in your Marketing nav. Think about different segments of your audience and how you can tailor your website pages to deliver a more relevant and engaging experience for each. Start with a key page and create a few variants for different audiences. Track the performance and see the impact!
Add Comments to Workflow Triggers
Workflow documentation and collaboration just got a whole lot better! You can now add comments directly to workflow triggers, not just actions.
What's New and Why It Matters:
- Trigger-Specific Comments: Explain why a workflow starts, share context about complex trigger logic, and collaborate right where the automation begins.
- Enhanced Clarity: Reduce confusion, speed up reviews, and make workflows easier to understand for collaborators, especially when onboarding new humans or revisiting old workflows.
- Improved Documentation: Document critical logic directly within the workflow, ensuring that the "why" behind your automations is always clear.
Actionable Takeaway: Start leveraging trigger comments immediately! Even if you're the sole workflow builder, leaving "breadcrumbs" for your future self or for clients will be incredibly valuable. For organizations with multiple humans working on workflows, this is a fantastic tool for collaboration, clarifying complex logic, and ensuring everyone understands the purpose and function of each automation. Use it to document temporary changes, explain specific conditions, or even tag teammates for discussions.
HubSpot Video Integration in CRM Email and Help Desk (Private Beta)
This is one of those updates that just makes you happy! HubSpot video is now making its way directly into your CRM and help desk emails, streamlining how you share video content with humans.
What's New and Why It Matters:
- Direct Video Insertion: Easily insert videos from your HubSpot video library directly into CRM and help desk emails.
- Video Picker in Composer: A new video picker has been added to the email composer, eliminating manual workarounds like uploading files or copying links from other tools.
- Save Time & Consistency: Quickly pull relevant videos without leaving your workflow, ensuring a more consistent and efficient video sharing experience.
Actionable Takeaway: If you're in the private beta, dive in! If not, get ready! This means you'll soon be able to record a personalized video right within HubSpot (if you're also using that beta feature) and then seamlessly drop it into an email to a lead or a customer support response. Think about the impact of one-to-one video in your sales outreach or customer service. It builds connection, clarifies information, and adds a personal touch that text alone can't achieve. Start thinking about how you can integrate personalized videos into your communication strategy!
Keep Waking Up to HubSpot's Power!
HubSpot is constantly evolving, and chances are, you already own solutions to many of your business challenges. Sometimes, you just need to wake up and discover them! Keep exploring your portal, testing new features, and leveraging these updates to drive better results for your business and better experiences for your humans.
