Insights, Intelligence, or Confusion? + A Tip for Easy-to-Find Templates
Tyler Samani-Sprunk
HubSpot Helper (Simple Strat, HubSpot Hacks, & Orange Admin)
(Finally) some answers to top questions surrounding the sunset of HubSpot Insights and the rise of its replacement: Breeze Intelligence. Plus a quick tip to make it easier for users to find email templates and an old favorite coming to the new Help Desk. By the way, happy MLK day!
What's Inside:
App of the Month: Hublead
This edition is brought to you in part by my favorite way to connect HubSpot with LinkedIn: Hublead! Hublead makes it super easy to add any LinkedIn profile as a contact, track LinkedIn activities, and report on it all right within HubSpot. Check out last week's edition for a Hublead deep dive, or try it free today.
App of the Month is a paid sponsorship from app developers I trust. To inquire about getting your app featured or to learn more, click here.
On Your Radar
What's Happening with Insights & Intelligence
When HubSpot announced Breeze Intelligence and it's record enrichment capabilities last year, they quietly mentioned that it would be replacing the HubSpot Insights feature that used to fill in some company properties for us for free.
Exactly how this would happen has caused a lot of confusion, some anger, and a slight bit of panic. But this past week, HubSpot gave us a bit more clarity about what's going to happen and when, and made an important change of plans based on customer feedback.
So with this new info, let's clear up some of the most common questions I've been hearing folks ask:
What even is HubSpot Insights?
HubSpot Insights was the name for the free feature that filled in a variety of company properties when a company was created, like the company name, employee size, industry, address and more.
When is HubSpot Insights going away?
If you're new to HubSpot in the last few months, your account may never have had it. If you're a legacy user that's turned on Breeze Intelligence, Insights is already deactivated. For everyone else, the sunset date is March 17th.
What's happening to the properties that were filled by HubSpot Insights?
The data added to your company records by HubSpot Insights will stay, but it will not be updated.
Is HubSpot just charging us for something we used to get for free?
Sort of. It's true that HubSpot used to enrich company records for free, and now you'll have to pay for them to enrich records. However, there's a bit more to it than that:
Will company names be blank for new company records unless I pay for Breeze Intelligence or add them manually?
That was the plan, so you may have seen some blank company names popping up for you if you're in one of those groups of folks who already lost access to HubSpot Insights. However, HubSpot listened to the feedback and has walked this back. Company names will now continue to be updated for free as long as the company's domain is saved to their record.
Should I buy Breeze Intelligence credits for enrichment?
If your primary goal is enriching inbound leads to learn more about them for things like improved segmentation and fit scoring, Breeze Intelligence is definitely worth exploring further as an enrichment solution. However, if your primary goal is finding new cold leads or enriching cold leads to get their contact info, Breeze Intelligence will not be a good fit for your needs.
Update Of The Week
Help Desk Board Layout
Loving HubSpot's Help Desk, but hating you have to leave it every time you want to see tickets in a board view? Then this update is for you!
Just like it sounds, this public beta is letting you see your help desk tickets in a board view for easy visualization of where tickets stand in your support pipelines.
Your board view will work almost exactly like the standard tickets board view, with just a couple of things to note:
To get a rundown of all HubSpot's January updates + some practical and creative use cases for them, join me Wednesday, February 5th, for my monthly New & Now webinar!
Admin's Assignment
Make Email Templates Easier To Find
I was talking to a relatively new HubSpot user the other day and he pointed out a frustration I hadn't ever thought about, but now can't get over. The folder experience for one-to-one email templates is awful.
He and his team had done a great job of organizing all their email templates into a clear folder structure. When you navigated to the email templates management screen, it was an organized thing of beauty. But when you went to send an email using one of these templates, it was chaos. While folders appear in the list of templates options, so do all the templates that are inside those folders - and the folders don't even appear first!
While we can't really fix this, there is a simple trick that's been around for decades that we can use to at least make sure our folders appear first on the list. But if anyone from the HubSpot product team is reading - can we get a real fix pretty please?
Until then, my recommendation is simple: add an asterisk to the beginning of your folder names. As soon as you do, they'll appear first on the list of templates for your users as long as they aren't filtering by a specific user or sorting by something other than name.
To update folder names navigate to templates, click the checkbox to the left of a folder's name, then click 'Rename' at the top of the table.
It's a small win, but an impactful one for making folks day-to-day use of HubSpot just a bit easier.
I publish this newsletter to help HubSpot admins navigate the firehose of HubSpot updates and tips to get exactly what they need to make an impact. If you find it helpful, please subscribe and help spread the word!
Happy HubSpotting,
The Orange Admin
GTM Engineer | Empowering Brands to Scale by Accelerating Pipeline
1 个月Question though, for scoring purposes, knowing what company visited is nice and all, but how do you know who to reach out to? The disconnect between companies showing activity, yet no known contacts having that activity occur has confused some of my clients.