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Chris Carolan
Introduction to HubSpot's July 2023 Updates
On July 12, 2023, HubSpot rolled out several new updates aimed at enhancing user experience and functionality across its platform. These updates cover a wide range of features from HelpDesk team organization to DNS setup, video caption management, invoicing, and data retention policies. This article provides an in-depth look at these updates, detailing each feature and its implementation.
Platform Updates Detailed
HelpDesk Spaces: Enhancing Team Organization
HubSpot introduces "HelpDesk Spaces," a new feature designed to improve team organization and collaboration. These are dedicated team-based working areas within the existing HelpDesk workspace, aimed at providing structure to ticket management and enhancing focus for support teams. High-volume support teams can now organize their tickets more effectively, reducing bottlenecks and improving response times.
- Feature Access: Available in Service Hub Enterprise
- Implementation Guidance: Admins must have super admin permissions to configure spaces and group users based on their organizational structure.
- Beta Request: Join Beta
Streamlined DNS Setup with New Link Sharing Feature
One of the most anticipated updates is the ability to send DNS setup records directly to a colleague. This eliminates the back-and-forth communication often required between marketing and IT teams for DNS configuration.
- Feature Access: No specific access requirements mentioned
- Implementation Guidance: Users can now share a DNS setup link to their IT team or webmaster, streamlining the process of configuring DNS records for HubSpot.
- Learn More: Learn more
Improved Video Caption Management in Social Editor
HubSpot has enhanced its social publishing workflow by adding a "Manage Captions" button when adding videos. This feature allows users to view, edit, and translate video captions directly within the social editor, making it easier to manage multimedia content.
- Feature Access: Included in Marketing Hub Pro or above, or Marketing Plus that includes Content Hub
- Implementation Guidance: Users can now handle everything from preview to editing captions, including generating missing captions and translating them for multilingual audiences.
- Learn More: Learn more
Custom Net Payment Terms for Invoices
Another significant update is the introduction of custom net payment terms on invoices. This allows users to create and select custom payment terms, offering greater control over billing and accommodating customer needs.
- Feature Access: Available in the invoicing tool within HubSpot
- Implementation Guidance: Users can set custom payment terms such as Net 30, Net 45, etc., directly within HubSpot’s invoicing tool.
- Learn More: Learn more
Upcoming Data Retention Policy for GDPR Compliance
Scheduled for release on July 14, 2023, HubSpot’s new data retention policy will allow admins to configure how long customer data is retained within their portal. This feature is crucial for maintaining compliance with GDPR and other privacy regulations.
- Feature Access: Expected to be available for all HubSpot users
- Implementation Guidance: Admins can configure data retention settings to ensure compliance with data privacy principles, such as the GDPR’s "data limitation" principle.
- Learn More: Learn more
Community Discussions and Ecosystem Insights
During the update announcement, hosts Chris Carolan and Casey Hawkins discussed the importance of these new features in streamlining workflows and improving user experience. They highlighted how these updates address common pain points, such as the cumbersome DNS setup process and the need for better video caption management.
Key Takeaways and Next Steps
These updates may not be flashy, but they offer significant improvements that reduce friction in daily workflows:
- HelpDesk Spaces enhance team organization.
- DNS setup link sharing simplifies technical configurations.
- Video caption management in the social editor streamlines multimedia content creation.
- Custom net payment terms offer more flexible billing options.
- Data retention policies ensure compliance with privacy regulations.
For users interested in exploring these new features, HubSpot provides detailed implementation guidance and beta request links where applicable. Stay tuned for more updates and continue to leverage these enhancements to optimize your HubSpot experience.
