Welcome to our HubSpot Product Spotlight for May. In this blog, we’ll explore some of the team's favourite HubSpot updates from the last month.
Ready? Let’s dive in!
These are all the features now live and ready to use in your HubSpot portal.
The HubSpot GraphQL API for fetching HubSpot CRM data and its associations is now available to customise the CRM customers (Service Hub and Sales Hub Enterprise) for creating complex custom cards.
Custom cards require a great deal of data fetching to show meaningful information and data to users. Fetching associations of CRM objects requires many REST API calls, which can slow down custom cards, and require a lot of extra code to handle multiple requests. The GraphQL API makes it simple to fetch all of the data you need, and its associations, in a single API call, providing a better developer experience and more efficient code.
This module allows marketers and content creators to add a WhatsApp link to their page making it easy for their customers to start a conversation with their business.
Marketers and content creators are looking for meaningful and easy ways to incorporate click-to-message links in their content strategy. The goal of this feature is to make it seamless to add a WhatsApp integration to content.
This module enables them to communicate through WhatsApp and start conversations without having to dig through several pieces of documentation and undergo a complicated setup.
Record association table improvements include new search, quick filter, and pagination features. You can now find the information you're looking for more quickly.
Reps need to quickly access the associations that matter most to them whether it's finding the right contact to reach out to or information about an open deal. For customers with 5+ associated records, this is a time consuming task which requires paging through records in the sidebar/table or going to the index page to find what they need.
Payment Forms have been updated to allow customers to include multiple payment links on a Form.
Based on their selection, visitors will be redirected to the checkout page for the payment link they have selected. (For a walkthrough of the update, visit this loom.)
HubSpot customers often sell a number of different products and services, and require their customers to select which product they want to purchase. Often, this selection is aided by a salesperson. With these improvements, Hubspot customers can now allow their visitors to select and pay for products, extending a touch-less sales experience to Forms.
Currently, custom object permissions are set for all custom object types globally and not per each unique custom object type. We are now able control access granularly for each custom object type.
Since the release, HubSpot customers have been leveraging custom objects to match their CRM data model to the needs of their company. The lack of granular custom object permissions restricted this process because access to these object types were controlled as a group and not individually. This lacks the specificity admins may want over who can access and modify records.
Super admin users are now able to edit another user's profile name and avatar while using the existing log in as user feature; provided the user they wish to edit only exists on one HubSpot account.
Super Admins are often the go-to for supporting their users within HubSpot. They should have the ability to update user profiles as needed to simplify and speed up processes when onboarding new users.
A new form-based editor for HubDB rows, with a preview of how the row will look as a dynamically generated page.
We've heard feedback that folks wanted more visual context while creating content and editing content in the HubDB editor, and now they'll have it! The new editor will enable you to see how your content looks as you are writing, and will give content creators the ability to preview their work in the eyes of the end website visitor. This will give content creators more confidence to work more effectively and quickly.
The Goals app has introduced two new duration options that will allow customers to set goals for a weekly cadence, or a custom timeframe, that can be defined by users. These new options have been added to the pre-existing monthly, quarterly, and yearly durations available in the setup step when creating a goal.
Customers often want to set more granular goals for better performance tracking and now, with weekly durations, customers can set weekly goals to measure performance on a more frequent cadence.
Furthermore, we have also heard, particularly from Marketing Hub users, that oftentimes a goal is not necessarily best suited for one of our existing duration options. Therefore, we have also launched a custom duration option that allows users to define the start and end dates for their goals.
Both new duration options (weekly and custom) are available for OOTB (Template) goals and custom goals.
Please note, very limited reporting is available on weekly and custom duration goals at the moment. Currently, users will be able to see progress against each goal in the goals console and progress over time report in the ‘view details’ side panel for each goal.
The workflow app now supports Goals-based workflows, allowing you to operationalise your goals. This is possible by using already existing goals to set up workflows that can trigger various actions.
This update is available to all Sales, Marketing, and Service Hub, Pro and Enterprise customers.
Goals and Workflows were disconnected, siloed solutions. We've heard from customers that they want to use Goals in Workflows to better manage their business based on goals data.
With this new integrated experience, you can use goals to set up various workflows to drive action across your business. This integration can help you unlock the value of goals from an operational perspective in a few ways:
We're expanding country support for HubSpot provided numbers. Local numbers in Ireland are now available with more countries to follow.
HubSpot provided numbers can be used for inbound and outbound calling. Admins are able to acquire numbers and assign them to any user with a paid Sales, or Service Hub seat.
With this new improvement for subscription changes, you can now edit ongoing subscriptions billed in HubSpot. Forget cancelling subscriptions to make changes to the underlying products, their prices, quantities and discounts offered and edit subscriptions in HubSpot with ease.
Previously, the only action available on ongoing subscriptions was cancelation, even for the smallest of the changes. Changes to the next payment date, subscribed products or services, seats or quantities of the products change frequently over the course of any B2B service term and having cancelation as the only way to make changes was frustrating for you and your buyers.
All workflow customers can now quickly see the impact of issues within each workflow's Issue Details panel. This new panel includes the actions and contact records connected to each separate issue.
Additionally, Enterprise customers can take workflow monitoring a step further by customising reminders about the workflow issues they want to monitor. Users can choose to ignore trivial issues indefinitely, while critical issues can be set for review every time they occur. Users can also choose to review specific workflow issues on certain dates or after set time periods.
Based on customer feedback, this update also includes the ability to change the label of a tab on the main workflows page from "At-risk" to "Needs review". The criteria used to surface workflows within that tab were not changed. The new "Needs review" label better reflects the various types of issues that cause workflows in need of review. To accompany this change, the corresponding tab label on the workflow details page has been changed from "Risks" to "Issues".
When automation isn't working as expected, it can negatively impact a customer's business and their customers. Prior to this release, users would have to search workflow logs, contact records, and other parts of HubSpot to piece together an accurate understanding of each workflow issue. All workflows users can now learn more about each issue within the workflow's Issue Details Panel.
Additionally, Enterprise customers can decide how frequently they want to review each type of issue. This feature will help customers quickly review issues with their workflows, and mitigate potential problems for their business.
Custom Goals have become even more customisable! You can now create custom goals for all your custom objects and numeric properties. This update can be accessed through the Custom Goals wizard in the Goals App.
Please note custom event-based goals and date/date-time goals aren’t supported yet.
Custom Objects play an important role in helping customers customize their HubSpot CRM. Customers have expressed a great interest in using their custom objects to track key metrics and measure performance through the Goals App.
Previously you could only create custom goals for 7 object types: deal, ticket, call, meeting, contact, company, and conversation. Now you can use all your custom objects and create a custom goal against any of them. This new feature will allow you to measure and track metrics that truly matter to the success of your business.
We're redesigning the activity creator buttons on record pages to make it clearer what each button does and improve accessibility with higher color contrast.
In 2022, the buttons were updated to orange to call more attention/drive clicks to these buttons. We also removed button labels and instead displayed them on hover because we were concerned with internationalisation and the labels not scaling well to other languages. Here is how they looked after this change:
Over the course of 2022, we discovered that customers were having the following challenges:
Website Themes & Templates now features a new collection of themes built specifically for marketers. Enhanced with more page templates, styling options, and user-friendly layouts, each theme makes it simpler than ever to publish engaging content, faster. These themes were created and recently updated by HubSpot Solutions Partners or Providers, experts in web design and development.
With Enhanced Themes for Marketers, you can deliver a delightful customer experience, and leave the heavy lifting to us. These themes are optimised for search, tested against the highest quality standards, and designed with time and cost savings in mind – so you can focus on what matters most.
When importing companies, you can now use any property specified to only accept unique values as a custom unique ID.
Traditionally, import has always leveraged the company domain name property or the HubSpot defined record ID property as the "unique key" to find, dedupe, and update existing company records within HubSpot. This posed problems for customers who did business with franchises (where the domain might be consistent across many different company records), or if they were simply importing data from an external database where a different property was used as a unique ID. Because of HubSpot's strict adherence to company domain name or record ID as a unique ID, customers were not given enough flexibility when bringing their data into the CRM.
Allowing users to leverage any property as a unique ID for company imports makes it easier for users to adopt HubSpot's CRM with confidence that their data will be accurately imported into HubSpot.
We’re overhauling the existing edit permissions sidebar modal to provide admins with a more cohesive and comprehensive editing experience for permissions, permission sets, and seats for their end users. We’re also updating the user table to give admins a more direct link to edit permissions - a highly performed action.
We've heard feedback that editing a user's permissions can be a confusing experience, and it's important for admins to grant their users the correct level of access. We've made it easier to understand how a user is configured to use HubSpot and more quickly visualise this, as well as explaining alternative methods for managing a user's level of access.
You can now clone Line Items from within HubSpot's Line Item Editors.
Many businesses sell multi-year and ramped based offerings where the underlying product doesn't change but the details and pricing do. Previously, if a rep wanted to provide this breakdown of products they would need to either create a net-new line item and manually re-enter all of the fields for the specific terms and pricing, or add the new line item by clicking add line item > selecting from product library > and then adjusting the specific details for that line item. This update allows sales reps to quickly and efficiently clone existing line line items where they're already working for greater accuracy and efficiency.
HubSpot's new re-imagined CTAs tool is now live to all MH and CMS Starter+ customers.
You can now create different types of CTAs for all your needs: pop-ups, slide-ins, embeddable buttons or banners, without the help of a developer or a designer. Thanks to the drag-and-drop editor you get full flexibility to style your CTA exactly the way you want while also ensuring it’s consistent with your website and brand guidelines. These CTAs work both on HubSpot and external CMS pages.
Until now, tools for creating engaging, reusable assets for your website such as pop-ups, banners or embedded CTAs were scattered across two different tools (Legacy CTAs and Forms) and didn't offer the flexibility to create the assets that would be truly engaging and match your website and your brand. The tracking and reporting of these assets was also inconsistent.
The new re-imagined CTAs tool helps you break through the noise and better capture your website visitors' attention, unlocking your website as a channel for your marketing campaigns. All your assets now live under one tool and are tracked consistently across the board.
Super admins can now choose to be notified if a large number of records in their portal have been exported.
Getting your data out of HubSpot for use in another tool or for external reporting is often critical for larger, more complex businesses. But despite the need to get data out of HubSpot, admins at large organisations still want to maintain a level of governance and control over their data. Having the option to turn on a notification that will notify admins if a user on their portal has exported a significant amount of data will create transparency for admins around how their data is being used, when it is being brought outside of HubSpot, and allow them to take quicker action if needed to ensure their data is being leveraged correctly.
We're introducing a new feature that enables users to schedule meetings for their peers within the meeting scheduling flow - making it easier for teams to understand who is booking meetings and for whom. With this feature, users can also use "created by" and "assigned to" filters in reports to track business development reps (BDRs) booking meetings and account executives (AEs) hosting them.
This update helps sales teams streamline the meeting booking process, providing a one-stop shop for all scheduling needs. No longer will BDRs have to use scheduling pages to book meetings on behalf of others. Instead, with just one click, users can now schedule meetings for the right representative directly from the contact record.
Admins can now decide who can publish or schedule marketing emails without requesting an approval first.
Admins want to prevent risk by ensuring relevant team members review and approve marketing emails before it’s sent out, but not all users need to get approval to publish or schedule marketing emails. This new setting gives admins more control over who needs to request approval to publish.
Several HubSpot-built Google integrations now use an updated authorisation framework. While previously these integrations requested permissions for several integrations at once, moving forward each integration will only request access to the minimum required functionality to make the integration work properly.
Updated integrations: Personal email, Conversations, Meetings, Documents, Blog, SEO
Note: Other HubSpot-built Google integrations are not impacted by this change.
Previously, these integrations were built to optimise for users who wanted to connect to Google in multiple ways. This made it easier when setting up additional integrations, but gave HubSpot more access to some customers’ Google accounts than they were comfortable with, or their IT team permitted.
For example: To connect our Gmail integration, users previously also had to allow access to Calendar, Drive, and Search Console data. If that was not acceptable, the only other option was to use our generic IMAP integration and lose the ability to authenticate directly with Google.
You can now customise the header and footer on your deal boards.
Admins can now customise the following:
With this feature, we're offering more choice and flexibility for admins to customize how the board view appears for users.
Introducing snippets support in playbook note fields. Now, you can save commonly used phrases as snippets and reuse them in playbook notes with ease. Plus, you can format your notes using rich text editing tools.
Account managers, customer success managers, and other customer-facing teams can now save frequently used phrases as snippets and reuse them in playbook notes with ease. This will save users time when entering repetitive information. The snippet support also includes basic rich text editing capabilities, allowing users to format notes more efficiently and include hyperlinks.
Following the release of the drag and drop version of the collaboration sidebar in Workflows, we are now adding this drag and drop version into HubSpot Dashboards.
The collaboration/commenting sidebar enables users to quickly access a handful of useful collaboration and productivity tools across HubSpot.
However, the original design took up a large amount of vertical space on the right-hand side of the screen, and could not be adjusted. With this upgrade, we're introducing a smaller, movable version of the commenting sidebar that can be placed in the ideal location by a user.
Historically the collaboration sidebar has been static; it's fixed to the right-hand side of the screen, with the only customisation option being to hide it completely. This new moveable version gives users the ability to choose where on the screen the sidebar should be placed.
Additionally, the sidebar takes up the full height of the screen. We wanted to optimise how we use the space by introducing a smaller, draggable version of the sidebar, which can be placed on any edge of the screen.
You now have the ability to sort your data by the property label, which allows you re-sort your report in alphabetical order .
Sorting is an important aspect of ensuring that your report is visualising data in the most impactful way. It has the power to organise data from various vantage points and can change the story your report is telling.
Before, you had three options available for sorting:
However, there wasn't an option to sort your report in true alphabetical order, especially when using "HubSpot user" property types in your report. Now with this small but mighty addition of "Label" for sorting, you can ensure that the property label is used for sorting versus the property value.
You can now create a report that visualises multiple metrics from one XY chart.
With the exception of a combination chart—where you can add two y-axes to a single report visualization—you were only able to report on one measure at a time when using XY charts. This limitation stopped you from being able to compare related metrics alongside each other, requiring you to create separate reports to showcase each metric.
XY visualisations now no longer have this limitation. When reporting on measures that are broken down by the same dimension, you can add up to ten metrics to the same report. What used to take countless report variations using the same data can now be done from a single visualisation, allowing you to maximise the custom reports you build and make comparisons from the same vantage point that much easier.
Creating NetSuite Sales Orders directly from within HubSpot just got more powerful.
You can now:
Learn more about it in this loom video.
If your reps are negotiating prices when closing deals in HubSpot, they want to see those prices in NetSuite. You can now choose to send your HubSpot negotiated prices to NetSuite Sales Orders.
Your accounting team considers NetSuite their source of truth. When it comes time for an audit, you want your relevant PDFs and attachments at your fingertips in NetSuite. Automatically send those attachments to NetSuite from within HubSpot. Easy peasy.
Include attachments with a single click:
We now have expanded support for NetSuite Items. If you're using Assembly Items or Kits/Packages (which are not supported by Product Sync) you can still use them to create Sales Orders. Learn more in our knowledge base article.
All new features are available both in our workflows and in our manual create flow.
Admins will be able to make the line item association mandatory when creating a deal. This means that reps will be required to populate this field at the time of deal creation.
As part of a new deal, ensuring line item associations is critical for downstream reporting and data quality. Missing line item associations lead to inaccurate reporting. And while creating 'Missing Line Item' tasks and reminder notification workflows for the sales reps helps, we routinely see deals missing crucial line items with the current process making annual & monthly revenue reporting inaccurate.
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
Now, you can quickly see the impact of issues within each workflow's Issue Details panel. This new panel includes the actions and contact records connected to each separate issue.
Additionally, if you are an Enterprise user, you can take workflow monitoring a step further by customizing reminders about the workflow issues you want to monitor. You can choose to ignore trivial issues indefinitely, while critical issues can be set for review every time they occur. You can also choose to review specific workflow issues on certain dates or after set time periods.
Also, this update includes changing the label of a tab on the main workflows page from "At-risk" to "Needs review". The criteria used to surface workflows within that tab is still the same. The new "Needs review" label better reflects the various types of issues that cause workflows to be in need of review: some issues are minor while others are more critical. To accompany this change, the corresponding tab label on the workflow details page has been changed from "Risks" to "Issues".
Prior to this release, you would have to search workflow logs, contact records, and other parts of HubSpot to piece together an understanding of each workflow issue. Now, you can learn more about each issue within the workflow's Issue Details Panel.
Additionally, if you are an Enterprise user, you can decide how frequently you want to review each type of issue moving forward. These tools will help you quickly review issues with your workflows, and mitigate potential problems for your business.
Following the release of the drag and drop version of the collaboration sidebar in Workflows, we are now adding this drag and drop version into HubSpot Dashboards.
The collaboration/commenting sidebar enables users to quickly access a handful of useful collaboration and productivity tools across HubSpot.
However, the original design took up a large amount of vertical space on the right-hand side of the screen, and could not be adjusted. With this upgrade, we're introducing a smaller, movable version of the commenting sidebar that can be placed in the ideal location by a user.
Historically the collaboration sidebar has been static; it's fixed to the right-hand side of the screen, with the only customization option being to hide it completely. This new moveable version gives users the ability to choose where on the screen the sidebar should be placed.
Additionally, the sidebar takes up the full height of the screen. We wanted to optimise how we use the space by introducing a smaller, draggable version of the sidebar, which can be placed on any edge of the screen.
HubSpot's new CTAs tool is launching into Public Beta available to MH and CMS Professional and Enterprise customers.
The new CTAs tool helps you break through the noise and better capture your website visitors' attention, unlocking your website as a channel for your marketing campaigns. You can now create different types of CTAs for all your needs: pop-ups, slide-ins, embeddable buttons or banners, without the help of a developer or a designer. Thanks to the drag-and-drop editor you get full flexibility to style your CTA exactly the way you want while also ensuring it’s consistent with your website and brand guidelines.
And if you’re looking for some inspiration, we offer a wide range of templates to help you get started.
In-built tracking allows you to easily measure your CTAs' effectiveness across both HubSpot and non-HubSpot pages.
Introducing a new contact property for Private Content, “Member email”. This property allows users to view the email address that Members are receiving Private Content emails on. The following is a full list of Private Content emails that can be sent out to the "Member email" property value:
This new property is available to all portals by default, but the only portals that will see a benefit from using this property will be the following hubs and tiers that can use Private Content for logging onto the Customer Portal or for accessing Private Content on KB, Blogs, or Pages:
We have upgraded the way you can track and manage your Campaign budget and spend.
Each Campaign now includes a dedicated ‘budget’ space (=tab) to help you track individual Campaign budget and spend items.
This new functionality allows you to:
Need extra confidence your integration is syncing with the right record? You can now view NetSuite sync status and linked records directly from the contact record.
This feature is available for contact, company, deal, and invoice records in HubSpot. Learn more in the NetSuite Integration Sync Card knowledge base article.
Seeing sync status directly linked to a HubSpot record gives you a more accurate view of your data.
Use our Settings page to get an overview of your Sync Health, and the Integrations Sync Card to drill down on a record by record basis on what’s happening with your sync.
We are building a dedicated workspace for sales reps that consolidates the entire prospecting experience in HubSpot. This workspace will help reps organize their day efficiently, keep them focused on their daily activities, surface new or urgent activities requiring their attention, and tie everything they do to their big-picture goals. As a result, sales reps that now prospect in HubSpot will feel confident that they can consistently generate enough opportunities to reach and exceed their business goals.
Customers that rely on prospecting to generate business struggle to do so on HubSpot. Sales Hub provides the prospecting tools they need, but our experience is fragmented, and incomplete. We're missing a means to manage higher volumes of activities and we lack an opinion to help reps have more conversations and schedule more qualified meetings. We believe that by introducing a strong prospecting solution, we will help our customers generate more opportunities while making Sales Hub more competitive against point solutions like Salesloft and Outreach.
We have now launched a new object page for Marketing Events.
You can now see all the details about each event in one centralised object page.
This page will be your one-stop-shop for all details about this event, including information about the event, performance overview of registrants, attendees etc, and any associate lists, report, and campaigns for this event.
For more information, check out our knowledge base article on Marketing Events.
Marketing Events in HubSpot allows marketer to sync all their Events data into HubSpot via their event integration of choice, and manage and automate their marketing event activities with a range of HubSpot tools and features.
We have now implemented a dedicated home for each of their events with our Marketing Events Object Page.
The Marketing Events Object Page, gives marketers a one stop shop view to see all the details about each individual event, and how it has preformed.
This makes it much easier for marketers to manage their event activities within HubSpot
We're increasing the number of line items that can be added to a deal from 100 to 200.
We heard feedback that our previous limit of 100 was too restrictive for some of our customers and was preventing from accurately representing their deals in HubSpot.
You can now clone Line Items from within HubSpot's Line Item Editors.
Many businesses sell multi-year and ramped based offerings where the underlying product doesn't change but the details and pricing do. Previously, if a rep wanted to provide this breakdown of products they would need to either create a net-new line item and manually re-enter all of the fields for the specific terms and pricing, or add the new line item by clicking add line item > selecting from product library > and then adjusting the specific details for that line item. This update allows sales reps to quickly and efficiently clone existing line line items where they're already working for greater accuracy and efficiency.
Need extra confidence your integration is syncing with the right record? You can now view Dynamics 365 sync status and linked records directly from the contact record.
This feature is available for contact, company, deal, and invoice records in HubSpot. Learn more in the Dynamics 365 Integration Sync Card knowledge base article.
Seeing sync status directly linked to a HubSpot record gives you a more accurate view of your data.
Use our Settings page to get an overview of your Sync Health, and the Integrations Sync Card to drill down on a record by record basis on what’s happening with your sync.
We have now added the ability to manage Instagram @mentions from within "Monitor Streams" in Social.
Businesses want to better understand how people are engaging with their brand on social media. They want to build deeper relationships through conversations with followers, win new customers & grow revenue, and resolve negative feedback in a timely fashion. We want to support our customers to have an all in one place to manage understanding these messages, and respond when necessary. One of the areas on social media where our customer’s audiences speak about their brand is on Instagram.
Introducing the ability to create ad goals from within the Ads tool! You can now create four different ad goals and track their progress from the Analyze tab within Ads:
Setting goals for ad campaigns is an important component to running ads because it allows you to keep track of how well your campaigns are performing. Now you can keep track of these important Ad goals right beside all of your important reporting within HubSpot.
The goals that are now available are:
The ability for marketers to request approval before publishing a landing page.
Marketers have repeatedly stressed the importance of collaborating with others to develop content (landing pages, web pages, & blog).
Without content approvals, marketers are:
1. Cobbling together multiple tools in an off-platform content creation process
2. Experiencing bottlenecks during the content creation process
3. Lacking confidence when reviewing, editing, and publishing content simultaneously with other users in the editor
4. Having difficulty tracking changes between versions
The ability for marketers to request approval before publishing a blog post.
Marketers have repeatedly stressed the importance of collaborating with others to develop content (landing pages, web pages, & blog).
Without content approvals, marketers are:
1. Cobbling together multiple tools in an off-platform content creation process
2. Experiencing bottlenecks during the content creation process
3. Lacking confidence when reviewing, editing, and publishing content simultaneously with other users in the editor
4. Having difficulty tracking changes between versions
We're introducing the ability to select between threaded and non-threaded email steps within the same sequence.
Before this update, users of sequences were limited to either sending all of their follow-up emails as a reply to a previously sent email or as individual threads. It was not possible to have both threaded and non-threaded follow-up emails in a single sequence.
We heard from our customers loud and clear that this needed to change in order to support different engagement strategies. For instance, changing the subject line of your follow-up emails mid-sequence to get a prospect's attention.
You can now customize how your calculated properties results are displayed.
Formatting options for calculated properties empowers you to tailor the presentation of your calculation results to match your specific requirements. Whether you're analysing data, managing finances, or working with time-related calculations, our formatting capabilities offer you the flexibility and control you need.
For example, ops teams love using calculated properties to make important business data available in their CRM like profit margin on deals so that data can be available for reps and in reporting.
What ops teams don't like is the workarounds required to turn a calculated property into their required format. To get that done today requires multiple properties and a workflow, which creates management headaches and makes the CRM feel overall more brittle.
With this update, no more workaround are required. Admins can now setup a calculated property to display as a formatted number, unformatted, number, currency, percentage, or duration and they are all set.
Rounding for custom calculated properties allows you to now round number values to the nearest whole number or decimal place.
When it comes to calculations, we understand that precision is crucial. Rounding for custom calculated properties will give you more control over your calculations by rounding values to meet your specific needs.
With this update, you can now have more accurate results and streamline your workflows. Whether you're working with financial data, statistical analysis, or any other calculations, our rounding options provide the flexibility and precision you require without the need of any painful workarounds.
We have redesigned the Health Tab UI and introduced an array of new insights that offer an easy-to-digest, understandable, and actionable overview of email performance.
Here are a few notable upgrades in the new design
The health tab is an essential tool for our customers to understand their overall email performance and reputation. We discovered different reporting needs which - due to their diametrical nature - could not be addressed in the previous UI. Our senders demand more reporting features (segments, filters, etc) while maintaining the simplicity of the page and the insights that it offers.
Therefore, we decided to redo the design to provide a platform to accommodate more advanced ways of showcasing email performance.
To help you optimize your website pages, we added over 20 new unique page performance, mobile, and SEO recommendations to your Recommendations in Content details.
In the SEO Recommendations tool in Marketing/CMS Professional, we offer over 40 unique recommendations for pages across your entire website. However, we only showed about 20 of those recommendations in Content Details, under "Optimize" and "Recommendations".
We made improvements so that ALL of the recommendations that are available in the Recommendations tool will now be available in Content Details as well after you triggered a scan from Recommendations Home.
You can use bulk actions to bulk update WhatsApp consent for one or more contacts in your portal.
This is at parity with the current email bulk action update experience.
Currently, a contact's WhatsApp subscription status can only be changed either via the contact record OR if the contact choses to opt-in (or out) using keywords.
While this works for individual contacts managing their subscription status, this has been challenging for portal users to update contacts' consent at scale.
The ability to bulk change WhatsApp consent supports those who: