{"id":8633,"date":"2024-09-06T16:10:41","date_gmt":"2024-09-06T16:10:41","guid":{"rendered":"https:\/\/tup.kxe.temporary.site\/enhanced-automation-big-reporting-updates-and-more\/"},"modified":"2024-09-06T16:10:41","modified_gmt":"2024-09-06T16:10:41","slug":"enhanced-automation-big-reporting-updates-and-more","status":"publish","type":"post","link":"https:\/\/okdesign.ca\/fr\/enhanced-automation-big-reporting-updates-and-more\/","title":{"rendered":"Enhanced automation, big reporting updates and more"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p>HubSpot\u2019s August 2024 updates focus on helping your teams work more efficiently, connect with customers in a more personalized wa, and make better decisions backed by solid data.\u00a0<\/p>\n<p>From improving how you engage with your audience to getting more out of your analytics, these updates will give you better visibility into your organization, and better tools to act on what you learn.\u00a0<\/p>\n<p>Let\u2019s take a look at the key <a rel=\"nofollow\" href=\"https:\/\/martech.org\/topic\/marketing-technology\/hubspot\/\">HubSpot<\/a> updates for August 2024 that you won\u2019t want to miss:<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-updates-managers-will-love\">Updates managers will love<\/h2>\n<h2 class=\"wp-block-heading\" id=\"h-updates-hubspot-admins-will-love\">Updates HubSpot admins will love<\/h2>\n<p>And now for a deeper dive.<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-hubspot-updates-managers-shouldn-t-miss\">HubSpot updates managers shouldn\u2019t miss<\/h2>\n<h3 class=\"wp-block-heading\" id=\"h-enhance-cta-performance-with-smart-content\">Enhance CTA performance with Smart Content<\/h3>\n<p><strong>What\u2019s new<\/strong>: The new CTA editor allows you to create Smart Content variations for CTAs, enabling more personalized experiences for your website visitors.<\/p>\n<p><strong>How it helps you<\/strong>\u00a0<br \/>This update empowers you to tailor CTAs based on criteria such as ad source, device type, language and more. By creating different variations of CTAs you can increase their relevance, leading to higher engagement and conversion rates.\u00a0<\/p>\n<p>Managers can leverage this tool to optimize call-to-action performance, ensuring that each visitor sees the most appropriate message within the context of the visitor\u2019s experience.<\/p>\n<p><strong>Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hubs<\/strong>: Marketing, Content<br \/><strong>Applicable HubSpot Tiers<\/strong>: Professional, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-optimize-sales-outreach-with-dynamic-sequences\">Optimize sales outreach with Dynamic Sequences<\/h3>\n<p><strong>What\u2019s new<\/strong>: HubSpot introduces Dynamic Sequences, a sequence type that automates initial outreach and creates manual tasks only for contacts who engage with your emails.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This update revolutionizes sales outreach by prioritizing manual follow-ups only for engaged contacts. Instead of a static approach, Dynamic Sequences allow reps to focus their efforts on prospects more likely to convert, enhancing efficiency and sales outcomes.\u00a0<\/p>\n<p>Managers can better balance automation with personalized touches, ensuring that time is spent on the most promising leads, ultimately driving better results and improving productivity.<\/p>\n<p><strong>Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hubs<\/strong>: Sales, Service<br \/><strong>Applicable HubSpot Tiers<\/strong>: Professional, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-quickly-access-company-summaries-on-records\">Quickly access company summaries on records<\/h3>\n<p><strong>What\u2019s new:<\/strong> HubSpot now offers a company summary card on records, providing a holistic view of key details such as customer journey, product interests, opportunities, stakeholders and engagement history.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This update significantly improves efficiency by consolidating essential company details into a single summary card. Users no longer need to scroll through multiple sections to gather important information. Instead, managers and their teams can quickly build context, allowing them to make informed decisions faster. This feature is especially beneficial for new team members who need to get up to speed on an account quickly.<\/p>\n<p><strong>Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hubs<\/strong>: All Hubs<br \/><strong>Applicable HubSpot Tiers<\/strong>: Pro, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-enhance-user-experience-with-conditional-logic-and-multi-step-forms\">Enhance user experience with conditional logic and multi-step forms<\/h3>\n<p><strong>What\u2019s new<\/strong>: With Conditional Logic in forms, you can tailor questions based on previous answers using advanced logic, and with Multi-Step Forms you can break longer forms into manageable sections. These features make for a better user experience, reduce form abandonment, and improve completion rates.<\/p>\n<p><strong>How it helps you<\/strong><br \/>These updates significantly boost the capability of your forms, enabling you to gather more information without negatively impacting the user experience or conversion rates. Conditional Logic creates a customized, thoughtful interaction by only showing relevant questions, while Multi-Step Forms tackle form abandonment by breaking down long forms into smaller, more manageable parts.\u00a0<\/p>\n<p>Managers can also consolidate tools, as HubSpot\u2019s enhanced form capabilities may replace third-party tools currently used for these features, further streamlining operations and reducing costs.<\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/knowledge.hubspot.com\/forms\/create-and-edit-forms-using-the-new-form-editor\">Learn more about the new form editor<\/a>.<\/p>\n<p><strong>Conditional Logic Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hub<\/strong>s: Marketing, Content Hubs<br \/><strong>Applicable HubSpot Tiers:<\/strong> Pro, Enterprise<\/p>\n<p><strong>Multi-Step Forms Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hubs:<\/strong> All Hubs<br \/><strong>Applicable HubSpot Tiers<\/strong>: All Tiers<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-step-up-your-social-media-management-with-the-re-envisioned-social-inbox\">Step up your social media management with the re-envisioned Social Inbox<\/h3>\n<p><strong>What\u2019s new<\/strong>: HubSpot\u2019s Social Inbox now lets you respond to all <a rel=\"nofollow\" href=\"https:\/\/martech.org\/topic\/social-media-marketing\/\">social media<\/a> messages, view comments on all published posts and manage YouTube messages \u2014 all from one unified platform.<\/p>\n<p><strong>How it helps you<\/strong>:<br \/>Managing multiple social media accounts just became a lot simpler. With the new Social Inbox, you can streamline all your social interactions in one place, eliminating the need to switch between platforms.\u00a0<\/p>\n<p>This ensures that no customer message or comment, including those on YouTube, goes unnoticed, enabling you to maintain an organized and timely response strategy that enhances engagement and customer satisfaction.<\/p>\n<p><strong>Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hubs<\/strong>: Marketing Hub <br \/><strong>Applicable HubSpot Tiers<\/strong>: Pro (excludes YouTube commenting), Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-automate-sales-outreach-with-the-prospecting-agent\">Automate sales outreach with the Prospecting Agent<\/h3>\n<p><strong>What\u2019s new:<\/strong> The Prospecting Agent in HubSpot\u2019s Smart <a rel=\"nofollow\" href=\"https:\/\/martech.org\/topic\/customer-relationship-management-crm\/\">CRM<\/a> researches and executes personalized outreach strategies for prospects, automating the process of building a qualified sales pipeline.<\/p>\n<p><strong>How it helps you<\/strong><br \/>Ideal for Sales Ops and Admins without BDR or SDR capacity, Prospecting Agent automates the research and outreach process. It identifies target companies and contacts within your CRM, researches their business needs, detects intent signals, and crafts personalized emails. This automation ensures timely, relevant outreach (assuming you <a rel=\"nofollow\" href=\"https:\/\/blog.simplestrat.com\/the-surprisingly-high-costs-of-a-messy-crm\">keep your CRM organized<\/a>), helping to build a more qualified sales pipeline with minimal manual effort.<\/p>\n<p><strong>Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hubs<\/strong>: Sales Hub<br \/><strong>Applicable HubSpot Tiers:<\/strong> Professional, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-get-in-depth-insights-with-podcast-reporting\">Get in-depth insights with podcast reporting<\/h3>\n<p><strong>What\u2019s new:<\/strong> HubSpot now offers podcast engagement reporting, allowing you to track key metrics like show performance, episode plays, listener devices, and locations, directly within the platform.<\/p>\n<p><strong>How it helps you<\/strong>\u00a0<br \/>This update is essential for podcast creators looking to optimize their content strategy. With built-in analytics, you can now make data-driven decisions by understanding how your podcast is performing, which episodes are most popular, and where your audience is located.\u00a0<\/p>\n<p>This feature simplifies the process of monitoring podcast performance, enabling managers to easily assess effectiveness right inside HubSpot.<\/p>\n<p><strong>Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hubs<\/strong>: Content Hub<br \/><strong>Applicable HubSpot Tiers<\/strong>: Pro, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-publish-and-track-instagram-stories-directly-in-hubspot\">Publish and track Instagram Stories directly in HubSpot<\/h3>\n<p><strong>What\u2019s new<\/strong>: You can now publish and report on Instagram Stories using HubSpot\u2019s Social tool, managing all your IG content in one place.<\/p>\n<p><strong>How it helps you<\/strong>\u00a0<br \/>Instagram Stories provide prime visibility in your followers\u2019 feeds, helping you capture attention and stay top of mind. This update allows you to manage and track your Stories directly within HubSpot, making it easier to maintain a consistent presence while streamlining your social media management.\u00a0<\/p>\n<p>You can also analyze the performance of your Stories through <a rel=\"nofollow\" href=\"https:\/\/blog.simplestrat.com\/hubspot-reporting-5-costly-mistakes-and-advice\">HubSpot\u2019s reporting tools<\/a>, enabling more efficient and insightful content strategies.<\/p>\n<p><strong>Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hub<\/strong>s: Marketing Hub<br \/><strong>Applicable HubSpot Tier<\/strong>s: Pro, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-easily-find-tickets-with-keyword-search-on-messages-and-comments\">Easily find tickets with keyword search on messages and comments<\/h3>\n<p><strong>What\u2019s new<\/strong>: You can now search for tickets using keywords and phrases from messages and comments within the help desk. This feature includes a new \u201cMessages\u201d column displaying snippets of matching terms.<\/p>\n<p><strong>How it helps you<\/strong>\u00a0<br \/>This update simplifies the process of finding specific tickets, making it much easier for managers (and their teams) to locate relevant information quickly. Instead of wasting time sifting through unrelated tickets, you can now pinpoint exactly what you need using keyword search, boosting efficiency and productivity in managing support cases.<\/p>\n<p><strong>Status<\/strong>: Live<br \/><strong>Applicable HubSpot Hubs<\/strong>: Service Hub<br \/><strong>Applicable HubSpot Tiers<\/strong>: Pro, Enterprise<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-updates-hubspot-admins-shouldn-t-miss\">Updates HubSpot admins shouldn\u2019t miss<\/h2>\n<h3 class=\"wp-block-heading\" id=\"h-unlock-new-insights-with-marketing-events-data-in-custom-report-builder\">Unlock new insights with marketing events data in custom report builder<\/h3>\n<p><strong>What\u2019s new<\/strong>: Marketing events data can now be incorporated into HubSpot\u2019s custom report builder, enabling the creation of detailed, customized reports that combine event data with other HubSpot information.<\/p>\n<p><strong>How it helps you<\/strong>\u00a0<br \/>This update expands reporting capabilities by allowing marketers and event managers to seamlessly analyze the performance and engagement of their marketing events within HubSpot. By integrating marketing events data into custom reports, teams can gain comprehensive insights, driving better decision-making and more effective event strategies. For example, you could build a report that compares the performance of multiple events, one that shows attendance for an event broken down by attendees\u2019 lifecycle stage, and much more.<\/p>\n<p><strong>Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hubs<\/strong>: All Hubs<br \/><strong>Applicable HubSpot Tiers<\/strong>: Professional, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-optimize-your-marketing-emails-for-mobile\">Optimize your marketing emails for mobile<\/h3>\n<p><strong>What\u2019s new<\/strong>: HubSpot now allows you to <a rel=\"nofollow\" href=\"https:\/\/blog.simplestrat.com\/email-marketing-best-practices\">optimize marketing emails<\/a> specifically for mobile within the drag and drop builder, offering control over module visibility, layout adjustments, and disabling automatic column stacking on mobile devices.<\/p>\n<p><strong>How it helps you<\/strong><br \/>With mobile devices becoming the primary platform for viewing email campaigns, this update is essential for improving the recipient experience. The new Mobile Editor empowers you to tailor your emails for mobile viewing, enhancing engagement rates and driving higher conversions.\u00a0<\/p>\n<p>Admins now have greater control over the appearance of emails on mobile, ensuring a more polished and effective campaign <a rel=\"nofollow\" href=\"https:\/\/martech.org\/what-marketers-need-to-know-about-email-deliverability\/\">delivery<\/a>.<\/p>\n<p><strong>Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hubs<\/strong>: Marketing Hub<br \/><strong>Applicable HubSpot Tiers<\/strong>: Professional, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-unlock-deeper-insights-with-flexible-campaign-reporting-tools\">Unlock deeper insights with flexible campaign reporting tools<\/h3>\n<p><strong>What\u2019s new<\/strong>: HubSpot\u2019s Custom Report Builder now includes a new data source called \u201c\u2018\u201dCampaigns,\u201d enabling the creation of custom campaign reports with enhanced detail and flexibility.<\/p>\n<p><strong>How it helps you<\/strong>\u00a0<br \/>This update significantly elevates your ability to measure and report on the success of individual or multiple campaigns. By combining default and custom campaign properties, influenced contact events, and associated asset properties, you can now answer critical questions about campaign performance, such as contact movement through <a rel=\"nofollow\" href=\"https:\/\/blog.simplestrat.com\/reasons-to-use-hubspot-lifecycle-stages\">lifecycle stages<\/a>, deal generation and budget vs. spend analysis.\u00a0<\/p>\n<p>This updated reporting capability empowers admins to create more tailored and insightful campaign reports, improving both decision-making and strategy execution.<\/p>\n<p><strong>Status<\/strong>: Private Beta<br \/><strong>Applicable HubSpot Hubs:<\/strong> Marketing Hub<br \/><strong>Applicable HubSpot Tiers<\/strong>: Professional, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-get-new-analytics-for-memberships-reporting\">Get new analytics for memberships reporting<\/h3>\n<p><strong>What\u2019s new<\/strong>: With new membership reporting, users can track contact registration completion rates and private content access performance through four new contact properties.<\/p>\n<p><strong>How it helps you<\/strong><br \/>This update provides admins with more capable and flexible reporting tools for managing memberships. By tracking registration methods, access to private content, and the last access date, you can uncover deeper insights into how your audience engages with your private content. This lets you make more informed decisions around your content and membership strategies.<\/p>\n<p><strong>Status<\/strong>: Live<br \/><strong>Applicable HubSpot Hubs<\/strong>: Content and Service<br \/><strong>Applicable HubSpot Tiers<\/strong>: Professional, Enterprise<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-effortlessly-analyze-revenue-impact-with-multi-touch-attribution-reports\">Effortlessly analyze revenue impact with multi-touch attribution reports<\/h3>\n<p><strong>What\u2019s new:<\/strong> Multi-touch <a rel=\"nofollow\" href=\"https:\/\/martech.org\/topic\/marketing-attribution\/\">attribution<\/a> reports are now part of the <a rel=\"nofollow\" href=\"https:\/\/martech.org\/topic\/marketing-analytics\/\">Marketing Analytics<\/a> Suite, offering easier setup, improved filtering, and contextualized definitions for better understanding and visualization.<\/p>\n<p><strong>How it helps you:<\/strong><br \/>This update simplifies the creation and interpretation of multi-touch <a rel=\"nofollow\" href=\"https:\/\/martech.org\/topic\/marketing-attribution\/\">attribution<\/a> reports, helping you clearly see how your marketing efforts drive revenue. HubSpot\u2019s enhanced tools provide ready-made reports and customizable options, allowing admins to quickly generate insights and add these reports to dashboards alongside custom metrics. This makes it significantly easier to evaluate the effectiveness of your marketing strategies.<\/p>\n<p><strong>Status<\/strong>: Live<br \/><strong>Applicable HubSpot Hubs<\/strong>: Marketing Hub<br \/><strong>Applicable HubSpot Tiers<\/strong>: Enterprise<\/p>\n<\/div>\n<p><em>Contributing authors are invited to create content for MarTech and are chosen for their expertise and contribution to the martech community. Our contributors work under the oversight of the <a rel=\"nofollow\" href=\"https:\/\/martech.org\/staff\/\">editorial staff<\/a> and contributions are checked for quality and relevance to our readers. The opinions they express are their own.<\/em><\/p>\n<p><br \/>\n<br \/><a href=\"https:\/\/martech.org\/hubspots-august-2024-updates-enhanced-automation-big-reporting-updates-and-more\/\">Source link <\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>HubSpot\u2019s August 2024 updates focus on helping your teams work more efficiently, connect with customers in a more personalized wa, and make better decisions backed by solid data.\u00a0 From improving how you engage with your audience to getting more out of your analytics, these updates will give you better visibility into your organization, and better [&hellip;]<\/p>","protected":false},"author":3,"featured_media":8521,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[5],"tags":[],"class_list":["post-8633","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agency"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v27.2) - 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