Digital Smiles logo

Digital Smiles

-drop blog post editing and user records, these updates make it easier to do more with limited resources. HubSpot 2023 Releases: Streamlining Workflow with AI, CTA Tracking, and More

Doing more with less seems to be the mantra for 2023, and business managers everywhere are being asked to create more content, run more campaigns and do more reporting with a smaller team than last year. Luckily, HubSpot is here to help with its latest March 2023 releases, which include AI content assistant, ChatSpot and more. Here's a guide to the latest HubSpot updates and how they can help you streamline your workflow.

AI Content Assistant (Beta)
Create ideas, outlines and drafts for blogs, landing pages, emails and other content faster with HubSpot’s baked-in generative AI. This AI content assistant enables teams to quickly create content without leaving HubSpot or learning a new tool.

ChatSpot (Alpha)
ChatSpot combines ChatGPT and your HubSpot portal’s data and tools, enabling teams to accomplish tasks such as status updates, drafting follow-up emails and finding and creating reports using prompts. As it learns from early adopters, new features will be released based on user feedback.

Pop-ups and CTA Tracking (Beta)
Direct users to HubSpot website pages or external pages using banners or popups containing pop-up CTAs. You can now see these new CTAs inside the campaigns tool as “CTAs (Beta).” The original CTAs are labeled “Calls-to-action” in the Campaigns tool and “CTAs (Legacy)” during creation.

Customer Journey Analytics (Out of Beta)
Create a broader and more accurate view of all the customer touchpoints by adding event integration data into the Customer Journey Analytics. This allows teams to better understand the customer journey and create more accurate reports.

Object Index Record Pages (Beta)
View and save more accurate segments of your records on the main object index records page using the new filter for “is more/less than [x] days ago.” This makes it easier to revisit a certain set of records without inputting a different date range each time.

Multiple Knowledge Bases (Beta)
Create up to five separate knowledge bases to better serve different audiences. This makes it easier to partition content in your knowledge base for internal users, customers and the public, and ensures emails are sent to the right contacts.

Drag-and-Drop Blog Post Editing Modules
Enable faster blog customizations using drag-and-drop editing modules. This allows teams to publish more blog posts without custom development time, saving time and resources.

Create Random Splits in Lists (Beta)
Eliminate manual spreadsheet exports and imports when segmenting lists for content testing with the new release to create random splits in Lists. This makes it easier to quickly segment lists for A/B testing and other uses without needing complicated math equations.

File Manager Expiration Dates
Inspire customers or leads to take action by viewing or downloading a file from the file manager in a certain timeframe while keeping your database clear of old or non-relevant files. Use the expiration dates in the file manager to automatically send files to the trash on a certain date and time.

Task Due Dates Counting Business Days (Beta)
Create more accurate and useful tasks automatically using workflows, with the new beta feature that only counts business days when setting task due dates and reminder dates. This prevents tasks from being due on a weekend and eliminates the need for manual updates or incorrectly overdue tasks shown in reporting.

User Records (Beta)
Ensure your team has the correct first and last names, permissions and other settings in one centralized place in the new User Records. This eliminates tedious workarounds and streamlines employee onboarding and offboarding.

Property Validations
Reduce manual data cleanup using expanded property validation which now includes custom text, number and date picker properties. This ensures the necessary data is entered correctly the first time, resulting in higher-quality data for more accurate reporting and decisions.

These new HubSpot releases are designed to help managers do more with less by streamlining their workflow. From AI content assistant and pop-up CTA tracking to drag-and

Originally reported by Martech:
This article was written automatically by artificial intelligence. Please make us aware if you have any concerns about this automatically generated content.

Our content includes affiliate links. This means that we may receive a commission if you make a purchase through one of the links on our website. This will be at no cost to you and helps to fund the content creation work on our website.