Orange Marketing
This week, we’re diving into the latest features designed to streamline workflows, enhance usability, and improve data management. Read on for a breakdown of what’s new and how it can benefit your team.
Here are the Top HubSpot Updates for the past week ending January 17, 2025:
- Autosave Properties on the Index Page
- User Time Zones for Marketing Content Scheduling and Marketing Index Pages
- Import Find and Replace
- Help Desk Board Layout
Autosave Properties on the Index page
HubSpot now automatically saves property edits made on the CRM index page.
This feature streamlines data entry by reducing clicks and automatically saving information, increasing efficiency and minimizing data loss for CRM users.
How does it work?
When users edit properties on the index page, they no longer need to click ‘Save’. Instead, they’ll see a ‘Save’ status notification at the bottom-left of the screen, indicating when changes are saved.
If you need to undo a property edit, you can click ‘undo’ within the save status component. You can undo your most recent change.
User Time Zones for Marketing Content Scheduling and Marketing Index Pages
The User Time Zone feature is the first step toward a seamless time zone experience across HubSpot. You can now set your preferred time zone for Marketing Content Scheduling (email, social, and SMS) and Marketing Index Pages. Our aim is to expand this feature throughout the platform for consistent time zone experiences, and we'll keep you updated on developments.
Why does It Matter?
Customers operating across multiple geographic regions, such as North America and Europe, often face challenges due to users existing in different time zones. This can impact their ability to effectively utilize HubSpot’s tools. With the upcoming changes, we aim to enhance the experience for teams with users in diverse time zones within the same account.
How Does It Work?
By default, your time zone will automatically align with the location of your device. However, you can adjust this setting if needed. Here's how:
- In-App Adjustment: Wherever the "User Time Zone" feature is available, you'll find a helpful tool tip. Clicking on it will provide a link to change your time zone. For this release, this feature is available on the marketing index pages for email, social, and SMS, as well as within the marketing content scheduling experience for these same platforms.
- User Preferences: You can also update your time zone from your User Record by navigating to Preferences > Profile.
With these settings, all times displayed on the Marketing Index Pages and during Marketing Content Scheduling (email, social, SMS) will reflect your chosen time zone, giving you a more intuitive experience.
Import Find & Replace
The invalid enumeration option remapping tools now support more generic "find and replace" functionality. This supports the original enumeration option remapping functionality, and enables users to take any value in their spreadsheet and replace it with a different value.
Why does it Matter?
Find and replace evolves this feature to handle any data point in your import. This will make most import errors resolvable directly within the import tool -- without a user having to quit import and edit their file offline.
Here are just a few examples, you can accomplish with find and replace.
- If you see an invalid email error in preview validation because you accidentally left an '@' symbol out of one of your email addresses, find and replace will allow you to add this in, and directly resolve this error within the import flow.
- You can also use find and replace to change "Today" and "Tomorrow" in a date property to valid dates like "11/19/2024" and "11/20/2024"
- If you notice a spelling mistake in one of your contacts' names, find and replace will let you resolve this -- saving you a potentially embarrassing personalization token mistake when you go to send an email to them.
- If you realize mid-import you're missing some information, you can now bulk remap empty cell values in your file to a different value of your choosing.
These are just a few of the many ways you can use find and replace to ensure you're bringing clean, actionable data into the CRM.
How Does It Work?
On the mapping step, you'll now see an "Edit Column Values" button upon hovering over the preview information column of the mapping table.
Clicking this option, you'll now see that you can take any value found in the first one thousand rows of your file, and replace it with a value of your choosing. In the below example, we're taking the value "Steph" in the First Name column of your import, and replacing it with "Stephon".
We state how many rows in the first 1000 rows of your file have the value you'll replace. The replacement value will take effect across all instances of the column value in your file (including values beyond the first 1000 rows).
A few other things to note:
- Clicking the options menu to the right, you'll be able to remove a replacement that you created, or choose to simply not import a column value in your file.
- The option to open the error side modal by clicking on the yellow errors icon in the "Mapped" column of the mapping table is still there, and provides you with information on your error, plus the ability to replace column values.
- We will continue to surface for you on the post-import screen which edits you made to your imported data via our remapping tools.
Help Desk Board Layout
The board is a new layout in help desk that provides a visual representation of ticket movement across pipeline stages. Tickets on the board are organized into columns, with each column corresponding to a specific pipeline stage.
The board offers a visual way manage tickets by organizing them into columns that represent pipeline stages. This visual approach helps teams quickly assess the status of each ticket, identify bottlenecks, and prioritize actions effectively.
For managers, the board provides a comprehensive overview of ticket movement supporting more informed decision-making and efficient resource allocation. For reps, it highlights tickets that need immediate attention, enabling faster response times.
How Does it Work?
How do I access the board layout?
- A Service Seat is required to access the board layout.
- You can access the board layout via the new layout switcher (pictured below):
- Select “Board”, hit “Apply”, and the board becomes your default help desk layout. When you exit and return to help desk, you’ll land directly on the board.
- The help desk board operates similarly to the Tickets board. You can switch between pipelines, and the board will respect the view you are currently in. For instance, if you’re in the “Support Pipeline” and “Following" view, the board will display tickets you are following in the "Support Pipeline".
- Tickets can be dragged and dropped between columns, which will automatically update their pipeline stage.
- Clicking a ticket name on a board card will take you directly to the ticket's conversation thread.
- The search function will yield results within the current pipeline selected.
- Sorting and filtering preferences are consistent across layouts, so you can seamlessly toggle between the Board and Table layouts without losing your settings.
- Board cards can be customized via the "Edit Cards" option under "Board Settings.
Note on real time:
In views that display only open tickets (e.g., "All Open"), dragging a ticket to a closed status pipeline stage will cause it to disappear from the board immediately. This is due to help desk's real-time updates that automatically reflect changes in ticket status. To maintain a focused workspace, you may find it useful to collapse the closed status column when working in open ticket views
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