pot November Releases: A Manager’s Guide //

HubSpot’s November releases include the release of the WhatsApp integration. This integration promises to increase user efficiency and contact engagement.

Last month also:

• Now, marketing emails can be stopped from being sent without prior approval.
• Campaign reporting is improved by an improved “influenced contact” metric.
• More specific clipping makes it easier to gain actionable insights from phone calls.
• When creating new tickets and deals, data collection can be more efficient if you use the required properties.
• Managers can also access information through several Playbooks and Payments releases.

Integration of WhatsApp for HubSpot

Use your preferred communication method, which includes WhatsApp, to increase the chances of customers and prospects engaging with your content.

HubSpot now offers a WhatsApp integration that allows you to serve the 2,000,000 users who prefer the app. Your team can also use a WhatsApp Business account to channel text and voice messages into the conversation inbox.

Also, you can use approved WhatsApp templates within HubSpot to add WhatsApp messages as workflow actions and view reporting on WhatsApp activity. Learn how it works.

Approvals for marketing email (beta).

You can use the new approbations feature within HubSpot’s marketing tool to better protect your business from costly errors in email communications and simplify approval processes using multiple tools.

This option can be turned on by your HubSpot administrator. It will notify the relevant people that the email is to be scheduled or sent before it can be sent. To get started with this release, learn more about best practice

Updated Campaigns “Influential Contacts” Metric

HubSpot’s “influenced contact” metric has been enhanced to give you greater insight into managing campaigns and adapting strategy based on results.

This is the latest version of HubSpot’s Campaigns2.0 improvements. It shows how many contacts engaged with campaign content.

When viewing a contact list, you can now see the content that has influenced them. Campaign analytics reports and the campaign details page can include an influence contacts filter. You can also use this data to create active lists that show who or what influenced them.

Call releases that remove confusion and manual labor

It is now much easier to train your team using real call recordings in HubSpot and improve your marketing content based upon the voice of the customer by sharing certain recording clips with the team.

You could previously define the start and end times, but not the middle. The purpose of defining the start and end times for the recording clip is to highlight the learning part. The team will be less confused and lose interest if the clip is shorter.

A new release attaches comments to call recordings to the section the commenter is referring too, thus preventing users from sending back-and-forth messages to clarify.

This additional call-related release eliminates the need for manual labor and helps to ensure that customers are not overlooked. Inbound calls (incoming) are now automatically linked to the contact record and/or company record. The calls used to have to be manually attached.

Payments for taxes, fees, and subscription billing dates

HubSpot’s Payments feature allows you to see more revenue information, reduce friction in customer buying experience and attribute revenue to marketing directly.

These enhancements may help you get started with Payments or use them.

• Businesses can now add taxes or fees to their quotes.
• The payment settingsin HubSpot were simplified and the language clarified, so your HubSpot admin team and accounting team can communicate better.
• You can now use Payment links to recurring subscriptions to set a future payment date. This will allow you match your company’s billing cycle for a specific day, or allow your company service onboarding before starting recurring payments. The customer’s first payment was the day that the subscription billing date was set. This release will also apply to Quotes.

Playbooks releases assure adoption and better use

Marketing teams can use Playbooks to collect data that will help them gain insight into the conversations of prospects and customers. These are the most recent updates:

• Playbooks now have the ability to update properties of associated records in order to improve customer and user experiences. This allows all users and teams to find the information they require, regardless of which associated record they are looking at. The properties could only be populated from one record attached to the Playbook.
• Another release allows your team to choose the playbook that best suits their needs based on the deal stage property’s value, contact lifecycle property property, ticket status or ticket category. This improves the chances that the Playbooks will be used by teams and fulfills the goals it was designed.
• The Playbook editor experience has been made easier and more intuitive. This makes it easier to create Playbooks or improve existing Playbooks, thereby increasing the success of your team.

For every stage, set the required properties to allow for new tickets or deals

You can now request certain properties be completed before any deal or ticket for each stage is created. This will ensure that you have all the information you need to make accurate reports, personalization and outreach automation.

When creating a deal, or ticket, only show the required properties. This will make it easier for you to get the information that you require faster than wasting your time manually entering irrelevant information.

Team members used to be able to avoid entering the necessary information by creating new tickets or deals instead of moving records to new stages.

The post HubSpot November Releases: A Manager’s Guide was first published on MarTech.