Timesaver: HubSpot Presets & Notification Profiles
Save yourself time and be at peace knowing that everyone on their respective teams has the same setup by using HubSpot's Presets and Notification Profiles.
These features in HubSpot are now live in Public Beta - you will need to opt into them. Here is how to opt into public betas:
1. Go to your account menu and in the drop down, select product updates. 2. In the left side menu, under Early Access, select Betas.
3. Find the correct beta you wish to enroll in and click Join Beta.
How will HubSpot presets and notification profiles save me time?
Rather than setting up individual accounts for each team member, set up one preset for the entire team. Once you have the sales team preset completed, set up the marketing team presets. Once all the presets are set up, assign them when inviting everyone into HubSpot.
HubSpot allows you may set up presets for:
- Default Homepage (Companies, Dashboards, Contacts, Email etc.)
- Default Dashboard
- Date and Number Format
- Email Signature
How will this give me peace of mind?
Everyone on each team will have the same set up, based on the preset you created. This ensures that everyone will be using HubSpot in the same way. One caveat: users can update and change their personal, permission based settings, at any time. In my experience, new HubSpot users want to get the basics down before customizing their experience and settings. You should be good for at least the first year.
Example use case: how I would use this HubSpot timesaving superpower for the sales team.
Default Homepage: Set to a personal dashboard, private to the respective BDR.
Default Dashboard: See above.
Email Signature: To ensure brand identity and consistency, I would create and upload into HubSpot the correct email signature.
Permissions: I would make sure each BDR could see and edit only the contacts they own or have been assigned to them.
Notifications: I would also ensure each BDR is notified when a contact they own revisits our website.
What presets would you use for your teams? Let me know in the comments.
Hey HubSpotters, What are you working on this week?3 things I am checking out and experimenting with this week: Resolveable comments. HubSpot added a simple checkmark on the top right side of your comments. Allowing you to hide the less important comments once they are resolved. KB article. Requiring questions in playbooks. I'm working with a client that has created a great playbook for their sales team. Adding required questions will ensure he gets the data he needs before the sales process moves along without it. Random split tests. This one is interesting. I'm not sure how I'll be using it just yet, however HubSpot tells us: "You can now split an active or static list into up to 10 individual child static lists. With Split Lists, running an A/B+ test across tools like e-mail, CTA's, and landing pages will help you find the right message to engage with your right audience at the right time." Any fun experiments happening with you and your team? Maybe you learned something awesome last week? Share this (and anything else) that you have happening with the group in the comments. Have a great week!
Will Smith Upvoted, thank you sir!
Hey Matt Sodnicar Zero dollar amounts for deals are currently not possible in HubSpot. (upvote the idea in the community here).It sounds like your goal is to use Sequences and Campaigns that are possibly triggered by a deal event, such as reaching a certain stage. My interpretation is that sequences and campaigns are generally associated with a specific contact or company, as you are sending marketing assets/materials to a person who works at a specific company. I may need more context here, but using a deal may not be the best approach, rather, using the association with a contact and a company to enroll in sequences and use campaigns to track progress. If you're looking to track the amount of points or hours to be displayed on a deal, creating a custom property would be the best way to go. This would then be trackable whenever it is adjusted or changed in the contact or company activity timeline.
Suggested ChatSpot prompts (as of 03-13-2023)Getting Started summary of my portal data. how many total contacts are there. add contact email@example.com and follow-up in 4 days. show monthly summary of web visits last year. send me that as a daily email update. Marketing where do I find a report on my social media performance? show monthly summary of web visits last year. What PPC keywords does canva.com buy? Reporting report of companies summarized by industry. report of contact summarized by country. report of monthly revenue in Q4. Sales/CRM how many companies are there? show recent contacts from georgia. show me company properties that have domain in the name. list my recent notes. assign firstname.lastname@example.org to me. how many contacts do I have assigned to me? move email@example.com to an opportunity. create report of contacts added in Q4 summarized by stage. research company openai.com. Dev/Ops Tools show tickets properties that are numbers. show me custom contact properties. Generative A.I. draft a blog post about artificial intelligence and CRM. generate image of darth vader playing guitar. Conversation/Chat my favorite book is les miserables. do you know who the author is?
Hey HubSpotters, What are you working on this week? Excited for Dharmesh Shah's ChatSpot Alpha 2 updated release today? View full-sizeDownload Are you looking forward to ChatGPT-4 - where you can use photos and videos as inputs and outputs? Looking for an incredible list of AI tools? (try https://theaiexchange.com/) Something not AI related? If you need help...let us know in the comments. If you discovered something new, different or an amazing workaround in HubSpot...let us know in the comments. Have a great week.
Adam Barscewski sounds like a busy week!