Pearagon Blog

Our Favorite May HubSpot Updates

Written by Alyssa Petty | June 15, 2023 at 8:35 PM

Our Favorite HubSpot Updates for May

1. Automation for Starter Ads

Starter customers of Marketing Hub now have the option to easily create workflows for their ad campaigns. This allows automating tasks like sending follow-up emails when someone interacts with ads during the campaign creation and management process.

CMS & Marketing Hub

Starter, Pro, Enterprise, Live

2. Create Ad Goals Within Ads

There is a new feature to the Ads tool that allows you to set goals directly within the tool. You can now choose from four different ad goals and monitor their progress in the Analyze tab. These goals include:

  • Generating contacts from the first form submission.
  • Tracking the cost per contact in a specific lifecycle stage.
  • Monitoring network conversions.
  • Keeping track of the number of contacts in a particular lifecycle stage.

         CMS & Marketing Hub

         Pro, Enterprise, Public BETA

3. Introducing Weekly and Custom Goal Duration

There are new enhancements to the Goals app by introducing two additional duration options. Now, customers can set goals on a weekly basis or define a custom timeframe according to their preferences. These new options join the existing monthly, quarterly, and yearly durations that are available during the goal setup process.

         Sales & Service Hub

         Pro, Enterprise, Live

4. Use Snippets and Rich Texts Formatting in Playbooks

 There's a new feature in playbook note fields called  "snippets support." This   feature allows you to save frequently used phrases as snippets, making it easier   to reuse them in your playbook notes. Additionally, you now have access to rich   text editing tools, which enable you to format your notes more efficiently and   even include hyperlinks.

         Sales & Service Hub

         Pro, Enterprise, Live

5. HubSpot's Reimagined CTA Tool

 Now you have the power to create various types of CTAs (Call-to-Actions)   without the need for a developer or designer. With the drag-and-drop editor, you   can easily customize pop-ups, slide-ins, embeddable buttons, or banners to   match your website and brand guidelines. These CTAs work seamlessly on both   HubSpot and external CMS pages, giving you the flexibility to design them   exactly the way you want.

        CMS & Marketing Hub

        Starter, Pro, Enterprise, Live

6. Coaching Playlist

 You now have the ability to save call recordings to coaching playlists, which   allows you to onboard and enhance the skills of your representatives more   efficiently and on a larger scale.

         Sales & Service Hub

Pro, Enterprise, Public BETA

7. AI Powered Location Formatting Suggestions for Contacts and Companies

In the data quality formatting issues tool, HubSpot introduced AI-powered location formatting suggestions specifically for contacts and companies. These suggestions will help you ensure accurate and consistent location formatting.

       Operations Hub

       Starter, Pro, Enterprise, Live

8. Payment Revenue Report Dashboard

You can now find the pre-made revenue reporting dashboard in the Dashboard Library. This dashboard provides you with a detailed view of your revenue earned through HubSpot Payments, highlights the best and worst performing products, and identifies the top sales performers. Its goal is to give you valuable insights into your revenue and help you make informed decisions.

        Commerce

        Starter, Pro, Enterprise, Live

9. Edit Subscriptions with HubSpot Payments

In the past, the only option for ongoing subscriptions was to cancel them, even  for minor modifications. However, with this new enhancement, you can now  make changes to ongoing subscriptions that are billed through HubSpot. This  gives you the flexibility to edit and update your subscriptions as needed.

        Commerce

        Starter, Pro, Enterprise, Live

10. Dashboard Sharing for Non-HubSpot Users 

 Previously, it was not possible to directly share a HubSpot dashboard with   someone who doesn't have a HubSpot account. However, we are excited that there is a new feature in Public Beta that allows you to share HubSpot   dashboards via email with non-HubSpot users. This enables you to easily   collaborate and share valuable insights with a broader audience.

           General HubSpot Update

           Pro, Enterprise, Public BETA

11. Record Association Tables 

 Improvements have been made to the record association table, introducing new   search functionality, quick filters, and pagination features. Here's what's new:

  • Search: You can now use the search box to quickly find the specific record you're looking for.
  • Quick Filters: Easily filter records using quick filters, including an association label filter.
  • Pagination: If you have more than five records, pagination will be displayed, making it easier to navigate and search through a large number of associations.

            General HubSpot Update

            Available for All

12. New Collection: Enhanced Themes for Marketers 

 The Website Themes & Templates section now includes a fresh collection of         themes designed specifically for marketers. These themes come with an   expanded selection of page templates, styling choices, and easy-to-use layouts.   With these themes, publishing compelling content has never been easier or   quicker. They have been developed and recently updated by HubSpot Solutions   Partners or Providers, who are experienced professionals in web design and   development.

           General HubSpot Update

           Available for All

13. Email Health Redesign

The Health Tab UI was given a fresh new design and added a range of new insights that provide a clear and actionable overview of email performance:

  • Enhanced health scoring: Now there is a 10-point scale for better accuracy.
  • More detailed health states: HubSpot expanded the health states from 3 to 5, providing a more nuanced assessment.
  • Time series and tabular view: You can now visualize the health score and email volume over time, making it easier to track trends.
  • Enriched FAQs section: They have added more information and answers to frequently asked questions, ensuring you have comprehensive support.

     General HubSpot Update

          Available for All

Lastly,

As HubSpot continues to evolve and innovate, users can look forward to even more exciting updates and features that will further enhance their marketing strategies and overall business success. Embracing these updates will undoubtedly help businesses stay ahead in an ever-changing digital landscape, enabling them to build strong connections with customers and drive sustainable growth.