Discover how adding beta features to your HubSpot account can take your business to the next level!
New product updates from HubSpot
HubSpot product updates are here to help you get the most out of your marketing and sales strategies. These updates are packed with new features and improvements specifically designed to streamline your business processes and help your team work even more efficiently. Curious about the extensive possibilities and benefits these updates offer? I am ready to explain everything and guide you through implementing these powerful tools in your day-to-day work!
Updates in this blog:
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Use association labels in the 'Create record' and 'Create task' workflow actions
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Use workflows to register contacts for Microsoft Teams webinars
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Support for URL personalisation tokens in email
Bulk update user email domains
What is it?
Administrators can now bulk update the email domains of their users, making it easier for customers going through a rebrand or an acquisition to update email domains.
Why does this matter?
Previously, administrators could not change a user's email domain. Administrators depended on the user to log in and make these changes themselves, which could be very tedious for both administrators and end users. With this change, a super admin can edit email domains by going to the 'Users and Teams' tab in 'Settings'.
How does it work?
In the 'Settings' menu, under 'Users and teams', the administrator selects the 'Change users' email domains' action in the user table. They then select the new domain they want to change to from a drop-down list. There is a verification step to validate that the administrator has access to both the current domain and the new domain. Once the domain has been validated by the administrator, they see an overview page before submitting their changes. After the changes are submitted, notifications are sent to the users' old and new inboxes.
Who gets it?
Starter+
New onboarding experience for the Shopify app
What is it?
There is now a new onboarding experience for HubSpot's Shopify app, so you can immediately get the most out of both HubSpot and Shopify.
Why does this matter?
The first time you used HubSpot's Shopify app, it could be difficult to understand all the features and how to set them up.
The new onboarding experience now offers a range of ready-made email templates, reports and modules specifically designed to meet your e-commerce needs. The experience consolidates these resources and presents them upfront, so you are fully aware of the benefits of the integration and can easily explore the features.
Who gets it?
All users using the Shopify app have access to this new experience.
Optimised email for mobile
What is it?
You can now optimise your drag-and-drop marketing emails for mobile, improve the experience for your end recipients, increase engagement and ultimately drive higher conversions.
This rollout offers the ability to hide modules and sections on both mobile and desktop, change the layout, and disable automatic column stacking on mobile.
Why does this matter?
Mobile devices are an increasingly popular way for customers to view email campaigns, which means it is now more important than ever to consider mobile devices when designing.
The new mobile editor for marketing email improves the email editing experience, visualising how and where more recipients open their emails.
How does it work?
Changing visibility of modules and sections on mobile:
To adjust which modules or sections appear for recipients on desktop or mobile:
- In your HubSpot account, navigate to Marketing > Marketing email.
- Click the name of a draft email, or click Create email in the top right to create a new email.
- Click the desktop icon or mobile icon at the top of the email editor to view and configure the settings for each device type.
- Hover over a module or section and click the hide icon to hide that module in the version of the email you are editing.
- To show all hidden modules for a version you are editing, click Show all hidden at the top of the email editor.
Changing the layout or stacking on mobile:
To configure different column layouts for mobile and desktop devices:
- Click one of the email sections.
- In the Layout section in the left-hand panel, turn off the All devices toggle, then configure the column layout for desktop and the stacking layout for mobile.
Changing the formatting of a section on mobile:
Adjust how the background or spacing of a section in your email is displayed for recipients on desktop or mobile:
- Hover over a section and click it.
- In the Background or Spacing section in the left-hand panel, turn off the All devices toggle, then configure the background or spacing style for desktop and mobile.
Changing the formatting of templates on mobile:
Adjust how the template background or the spacing of a section in your email is displayed for recipients on desktop or mobile:
- Click Design
- In the Template section in the left-hand panel, turn off the All devices toggle, then configure the background or text colour for desktop and mobile.
Who gets it?
Marketing Pro, Marketing Enterprise
Figma Design Kit for UI components
[This rollout depends on the public beta for UI extensions with CRM tools for developers. See the earlier rollout here]
What is it?
This new Figma Design Kit is a visual reference resource for the UI components in custom cards based on React. This helps developers and designers plan the designs of their custom cards, so they can make more customisations. This tool can be used to create demos and proposals to communicate the possibilities of UI Extensibility to all stakeholders. Teams can now create mocks and brainstorm designs with their customers even before development begins. A preview of what this kit contains:
HubSpot plans to initially release this to a limited group of developers for a preview and to confirm that the Figma kit meets their requirements.
Why does this matter?
- Customers can plan the design for custom cards
- Customers can better communicate the possibilities of UIE to all stakeholders
- All current components, their variants and different visual stages are included in this Figma.
- Customers can easily copy components from our Figma library to their own library and edit them if needed
- It is clear which parts of the UI components they can customise
Who gets it?
Sales Enterprise, Service Enterprise
Use association labels in the 'Create record' and 'Create task' workflow actions
What is it?
The 'Create record' and 'Create task' actions in workflows are being upgraded to support association labels between the enrolled record and the records being created.
Why does this matter?
Previously, when using the 'Create record' and 'Create task' actions in Workflows, there were limited options for how to handle the relationships between the enrolled record and the newly created records.
With this change, HubSpot brings improved association options to both actions, giving you more control over which associations are created and the ability to apply association labels.
How does it work?
If you use the 'Create task' or 'Create record' actions in workflows, you will see a new section for configuring associations.
Who gets it?
Marketing Pro, Marketing Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise
Automated email reminders for invoices
What is it?
With automated email reminders, Commerce sellers can easily set up email reminders that are sent to their customers with an outstanding invoice. The reminders can be scheduled to be sent before, on or after the due date, helping payments happen on time and making manual tracking and follow-up less of a hassle.
This feature is currently available to users enrolled in payments.
Why does this matter?
This feature is for sellers who have sent HubSpot invoices to their customers and the customer has not yet paid the invoice. Instead of manually tracking and following up with customers, sellers can set up automatic email reminders that are sent before, on or after the invoice due date. The email reminds the customer to pay their outstanding invoice.
Who gets it?
Commerce
Support for URL personalisation tokens in email
What is it?
With the rollout of support for URL personalisation tokens in marketing email, users can easily add personalisation tokens as a link in buttons and images in their marketing email, increasing the relevance of their email content and conversion rate while saving time and effort.
Why does this matter?
Unique and personalised URLs are often stored in properties of contacts and other records in your HubSpot CRM.
With this rollout, users can easily add personalisation tokens as a link in buttons and images in their marketing email, increasing the relevance of their email content and conversion rates while saving time and effort.
How does it work?
To add personalisation tokens to a button:
- In your HubSpot account, navigate to Marketing > Marketing email.
- Hover over the email you want to add the button to, then click Edit. Or create a new email.
- Click the Button module in the left-hand panel and drag it into the email body.
- Make sure URL is selected in the Link to drop-down list once it has been added in the left-hand panel.
- Click Personalise in the URL link field.
To add personalisation tokens to an image:
- In your HubSpot account, navigate to Marketing > Marketing email.
- Hover over the email you want to add the image to, then click Edit. Or create a new email.
- Click the Image module in the left-hand panel and drag it into the email body.
- Once added, click Personalise in the Link field in the left-hand panel (optional).
- Add your chosen personalisation token with a link to your email.
Note: deal, ticket, quote, invoice and cart tokens are only available in automated emails.
Who gets it?
All hubs and tiers
Want to know more about these betas or explore other possibilities with HubSpot? Schedule a call with Carel, Yoni or Sander.
