Orange Marketing
Hey there! Welcome to this week's HubSpot Updates recap. We're here to keep you up to date with the latest features and improvements HubSpot has rolled out. This week brings some cool updates that can help boost your productivity and make your work smoother.
Here are the Top HubSpot Updates for the past week ending October 7, 2024:
- Billing for Subscriptions Enhancements,
- Campaign API,
- Content recommendations for Inbound Calls.
Billing for Subscriptions Enhancements
There are new features available when Billing for Subscriptions in HubSpot:
- Support for multi-year recurring billing frequencies (2,3,4,5 years)
- The ability to decide if invoice emails should be sent to customers on each billing date
- Support for selecting the TaxID to display on Invoices
- UI enhancement to more easily open the invoice sidebar instead of the invoice PDF
Why does it Matter?
The new search and filtering features revolutionize duplicate management, empowering users to focus on the pairs that matter most. By instantly surfacing relevant duplicates, this enhancement dramatically boosts efficiency and user satisfaction. This streamlined process not only saves valuable time but also enhances data accuracy, enabling businesses to make more informed decisions and optimize their workflows for greater productivity.
How Does It Work?
When creating a subscription, customers can select the contact and line items that should be billed. There are a few new options available in Line Items and Advanced Settings:
Multi-year frequencies are now supported when Billing for Subscriptions. Customers can convert a deal or quote with multi-year frequencies to a subscription or create a new subscription using these frequencies.
By default, Invoices are automatically emailed to buyers so they can pay on each billing date. Customers can now select whether invoices should be sent automatically and the TaxID(s) that should be added to each invoice.
Clicking on the Invoice from the sidebar of a Subscription will now go to the Invoice sidebar instead of the Invoice PDF. This allows for a more unified experience without customers needing to search for the Invoice to take action or see relevant information.
Campaign API
The Campaign APIs are designed for customers, developers, and app partners to effectively create, manage, and analyze marketing campaigns and assets.
This includes the CRUD and Batch API, the Asset API, and the Metrics API. Operations involving direct manipulation or analysis of marketing assets beyond their association with campaigns are not covered by these APIs.
API Descriptions
CRUD and Batch API: This API provides extensive campaign management capabilities. Users can create new campaigns, retrieve existing ones, update campaign details, and delete campaigns as needed. The update functionality allows for partial modifications, affecting only the specified properties and ignoring unused and read-only properties. Additionally, batch processes are supported to handle multiple campaign operations in a single request, enhancing operational efficiency.
Asset API: This API allows users to list, add, or remove all assets associated with a campaign.
Metrics API: The Metrics API will provide access to critical campaign performance metrics, such as Contacts, Sessions, revenue attribution, budget, and spend insights, to aid in strategic decision-making and performance evaluation.
How does it work?
Create a campaign: Create a campaign with the given properties and return a copy of the object, including the ID
Read a campaign: Get a campaign with the given properties
Read a page of the campaign: Control what is returned via properties query param. This functionality includes the ability to sort campaigns by name, created_at, and updated_at fields, as well as search campaigns by name or a part of the name
Update campaign: Perform a partial update of a campaign identified by the specified ID. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.
Delete campaign: Delete a specified campaign.
List assets: List all assets of the campaign by asset type
Get Campaign Metrics Counters: Retrieve key metrics for a specified campaign, such as sessions, new contacts, and influenced contacts
Get Metrics Contacts Breakdown: Retrieve a list of new contacts and influenced contacts
Get Revenue Information: Retrieve revenue information specified campaign
Get Campaign Budget and Spend Information: Retrieve information about the budget and spend items for a campaign, including the total budget, total spend, and remaining budget
Content Recommendations for Inbound Calls
This update introduces a powerful new feature designed to supercharge your inbound calls. Reps can now receive real-time content suggestions while on Inbound calls, ensuring they always have quick access to the right resources.
Why does it Matter?
This will help support reps resolve issues faster by providing instant access to relevant resources during calls and reducing the need for manual searches. It empowers reps with the right info at the right time, boosting confidence and productivity during calls.
How does it work?
Selecting content:
- To begin, navigate to Breeze AI > Customer agent.
- Select the Content tab and click "Add Content"
- Choose from HubSpot content, including website pages, landing pages, blogs, and KB articles, or import public URLs
- Once added, the content you've selected will appear under the "Using AI" section
Receiving Recommendations:
Please note: This functionality is only supported during inbound calls
- After receiving and answering a call, we will periodically check to see if any of the resources added to your content library match the context of the conversation.
- Once a match is found, it will appear in the call remote.
- Users will see a brief summary of the content, along with a link to the resource.
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