FEATURED HUBSPOT UPDATES
Improved UX for Personalization Tokens
Owner-type personalization tokens now show which owner sub-property was selected. Previously, when using nested owner personalization tokens, there was no distinction between which owner property was selected, we only showed a placeholder for the parent owner type.
For example, if a user inserts a contact owner > first name token, the token placeholder shows "Contact owner". With this change, the placeholder tokens will now show the parent owner property label and the nested sub-property label when appropriate ("Contact owner > First name").
Drag and Drop Version of the Collaboration Sidebar
The collaboration/commenting sidebar enables marketers to quickly access a handful of useful collaboration and productivity tools across HubSpot.
The original design took up a large amount of vertical space on the right hand side of the screen and could not be adjusted. This upgrade includes a smaller, movable version of the commenting sidebar that can be placed in the ideal location by a user.
Contact Lifecycle Stage Properties
- Date entered {stage id}
- Date exited {stage id}
- Latest time in {stage id}
- Cumulative time in {stage id}
This allows for more robust Lifecycle reporting, which is critical in setting up Lifecycle Stage automations.
Create Formula Fields in the Custom Report Builder
Formula fields perform row-level math on your data table, which means the calculation is performed on a row-by-row basis. This is different to aggregate math, which is performed on the column level.
Approvals in Activity Collaboration Sidebar
Once turned on, approval will be required for all users except super admins in your HubSpot account. Super admins can still optionally request approval from other users in your account.
OTHER BETAS
- New dashboard filtering experience
- Set a contact's SMS or WhatsApp subscription status using workflows
- Automated registration email follow-up for private content
- Gauge visualizations in Custom Report Builder
- Conditional Property Logic
- Drag and drop version of the collaboration sidebar
- Facebook CAPI Instant Forms Migration
- Dashboard Filters