HubSpot’s September releases include templates for Campaigns, simpler ways to edit information for CRM records, pre-built reporting for SEO and HubSpot Payments, improved video overlay tools and segmentation, and streamlined new user setup features.
Use Campaign templates to recreate successful campaigns quickly
Continuing the Campaign tool enhancements from July’s releases, you can now set up templates based on successful campaigns or best practices. This feature enables you to give your team guidance on the steps to create a standardized campaign while allowing for customization as needed. Opt into this public beta using this feature in your HubSpot portal.
HubSpot CRM records improvements
Save time by editing records directly on the index page (beta) within the table’s column, like editing a spreadsheet. Previous methods of editing Contacts, Companies, and other object property values required multiple clicks into or around each record. Users accustomed to spreadsheets will find the interface familiar, encouraging data cleaning and completion for more useful reporting.
Get a more accurate picture of customers’ and prospects’ journeys when your team manually logs new sources of interactions in records, including SMS, LinkedIn messages, WhatsApp messages, and postal mail. Logging these interactions yields a complete view of customer actions, reducing the instances in which customers need to repeat themselves, which improves their experience. Logging more communications...
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