July’s version of HubSpot includes new ways to track spending, collaborate, manage cookies, leverage conversational intelligence, and more. Here’s a friendly guide for them.
Identify campaigns that are over/under budget
Upcoming campaign ROI feature includes a Campaign Budget report to track which The campaign is over or under budget. It should help users allocate budget and demonstrate ROI.
Campaign budgets have two new features: numeric fields and currency settings. This is a significant improvement over the previous version, which had a text box for entering currencies and numbers. This makes it impossible to use it as a calculated numeric field for reports.
Your team may need to complete a cleanup of past campaigns to use this field for historical reporting. Fill in the new budget field with the values ​​from the old read-only budget field before the old budget field disappears on September 8.
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Auto-Track Terms
Voice conversations are a rich source of information and insight for managers, but they are extremely difficult to mine. Few managers have the time to join or listen to all of their team’s calls. The new track term feature looks to help with this.
It allows users to define phrases – keep track of terms – that HubSpot’s Conversation Intelligence feature can find. These terms can be set to trigger automated workflows (ie, refer a contact to customer service for follow-up) or send a notification to her manager (ie, require additional training).
Creating lists based on tracked terms can make personalized outreach easier and faster for your team.
Read more about session intelligence tracking terminology or watch this video.
Email collaboration feature (beta)
Marketing email comments feature allows teams to discuss email ideas and settings Collaborate. Modifications and corrections can be made more efficiently by adding comments and tagging other users to the email section. This is an improvement over the previously tedious process of reviewing and modifying email ads, which often required multiple browser tabs or windows.
In our previous release notes, we reported that the commenting feature is expanding to more tools for better collaboration between teams, departments, and managers.
Watch a video about reviews.
Cookie scan (beta) and dismissal
As a manager, you may be responsible for making sure your team works Alphabet Soup that complies with privacy laws, requiring cookies to be blocked before consent is obtained.
The cookie scanning feature allows you to scan, classify and block cookies until consent is obtained. It applies to all cookies: external, third-party and HubSpot.
If you do not use this feature, HubSpot’s cookie banner will only manage cookies from HubSpot and native integrations.
and also. There is now a built-in close button that closes the banner if your site doesn’t use the Opt-In Required feature. This option previously required custom code, so this release could improve user and customer experience if it complies with applicable privacy policies.
Read more about scanning and managing cookies or watch this video.
Read about using the cookie banner close button.
Register for the beta function by yourself (beta)
How about “meta”? HubSpot is rolling out (beta) a feature to make features in public beta more accessible.
Super Admins will soon be able to opt-in to beta features themselves without having to contact your HubSpot representative or locate buttons in obscure places in the UI.
Have your Super Admin view this video tutorial to get started.
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The views expressed in this article are those of the guest author , not necessarily MarTech. The authors of the staff are listed here.
About the author
Jen is a Remotish, HubSpot RevOps and WebOps agency. Her work includes developing programs, processes, and programs such as knowledge management programs (wikis), comprehensive employee onboarding programs, and referral partner programs, which generate 45% of the company’s revenue and earn her an award from Revenue.io 2022 RevOps Hero Award. She is a HubSpot Revenue Operations Certified Course Professor, INBOUND2021’s RevOps Correspondent, and a panelist on the INBOUND After Hours show and MoPros Career Fair. Jen is currently writing a book on RevOps to combine her love of research, writing and lifelong learning.
About the author
Jen is a Remotish, HubSpot RevOps and WebOps agency. Her work includes developing programs, processes, and programs such as knowledge management programs (wikis), comprehensive employee onboarding programs, and referral partner programs, which generate 45% of the company’s revenue and earn her an award from Revenue.io 2022 RevOps Hero Award. She is a HubSpot Revenue Operations Certified Course Professor, INBOUND2021’s RevOps Correspondent, and a panelist on the INBOUND After Hours show and MoPros Career Fair. Jen is currently writing a book on RevOps to combine her love of research, writing and lifelong learning.
