August 2023 Rollup
In August 2023, HubSpot relocated several analytics tools, including Custom Behavioral Events, Legacy Behavioral Events, and Tracking URL Builder, to improve user experience and consolidate insights. Property history exports now include property source information, providing more insight into data changes. A new default module for easier creation of logo grids has been introduced. The Product Library, which simplifies adding frequently sold products during a deal, quote, payment link, or invoice configuration, is now available across all product tiers. Other updates include the availability of team data in Snowflake Data Share, buyers' ability to pay a quote before receiving a signature, and the option to schedule subscriptions with no upfront payment. Lastly, users can enroll in beta to leverage auto-generated invoices for subscription payments.
Developer Updates for August 2023
Analytics Tools Update: Custom Behavioral Events, Legacy Behavioral Events, and Tracking URL Builder Are RelocatingStarting August 2023, customers using Custom Behavioral Events, Legacy Behavioral Events, and Tracking URL Builder will be relocated in-app.
- Custom Behavioral Events will be relocated to the main menu, which can be accessed through Reporting > Data Management.
- Legacy Behavioral Events will be moved within the Custom Behavioral Events app, and users can find it by clicking the arrow icon next to the Create Event button.
- The access point for Tracking URL Builder in Analytics Tools will be removed, and users will need to go to Settings > Account Settings > Tracking & Analytics > Tracking URLs to access it.
These changes are meant to consolidate insights, make reports easier to find, and provide better locations for these tools.
Property Source Information Is Now Available in Property History Exports
Taking stock of your historical data has always been important for maintaining confidence in the quality of your data within the CRM. If a value were changed unexpectedly, the property history export would quickly show you how many records were impacted when they were impacted and let you begin to game plan how you might rollback any changes if needed. This export fell short of telling you the source of property changes. From viewing this export, you might know that two hundred contacts had their "contact priority" property changed last Tuesday from "Low" to "Very High," but you have no insight into how that change was made.
By including property source information in this export, you'll now have all the information at your fingertips to understand what users and tools within HubSpot are changing your data. This will increase confidence in the quality of your data and help you take proactive steps to prevent unexpected changes from impacting your data again.
New Logo Grid Module
Displaying a grid of logos on a page is very common, but getting it to look right with images of varying aspect ratios is difficult. This new default module provides an easier way to create these kinds of grids.
Products Library Is Now Available on All Product Tiers
The Product Library is now available for all product tiers. Products are a critical component of running a business; users need consistently accurate information about the products offered to buyers via Quotes, Payment Links, Invoices, Deals, and other channels.
Previously, HubSpot users with the Free and Starter tiers would need to manually enter this information each time via line items as part of a deal's configuration, leading to inaccurate data and unnecessary repetitive processes.
Now, everyone can easily add the products they sell most frequently in their product library, and they can simply pull them off the shelf during a deal, quote, payment link, or invoice configuration.
Teams Data Now Available in Snowflake Data Share
The teams database object contains information about the teams in your HubSpot account. Learn more about this object on our Knowledge Base.
Customers Now Have the Ability to Allow Buyers to Make a Payment on a Quote before Receiving a Signature
Currently, if you have both e-signature and payments enabled, we require a buyer to sign the quote first and then make a payment afterward. We're now opening up the flexibility to allow buyers to make a payment before signing the quote if they choose to do so.
In the Quotes settings page under Setup, you can see a toggle for "Allow payment of unsigned quotes". This will enable the ability to receive a payment prior to signature. Learn more about this on our Knowledge Base.
Schedule Subscription with No Upfront Payment
Customers can now schedule subscriptions to start billing in the future without collecting any upfront payment on the checkout.
While creating or editing a quote or a payment link, merchants can configure line items with "billing start dates" as future dates & delays from checkout. All the recurring lines can have future dates & delays, making the first payment (due now) amount as $0.
When the buyer proceeds to checkout on such a quote or a payment link, they will transparently see the amount to be paid today as $0 & future charges they are consenting to. The future charges will be completed automatically using the card/ bank info provided at the time of checkout.
When a checkout is successfully completed, an email will be sent out to your buyers about their scheduled subscriptions. Merchants can find these newly created subscription records in their subscription index page with a status called "Scheduled."
‘Contact Us’ Pricing Option Now Available for All App Marketplace Listing Pages
App partners are no longer required to have a pricing plan in order to use the 'Contact us' pricing option on App Marketplace listing pages.
If you are interested in learning more and gaining access to any of the following betas, you may visit the Product Updates > Early Access > Betas section within your account settings.
Automatically Generate Invoices for Subscription Payments
HubSpot payments customers that bill using recurring subscriptions will now automatically have an invoice generated to facilitate revenue tracking.
Invoices will automatically be created by default for all HubSpot payment customers using subscriptions.
When a subscription payment is collected successfully, a paid invoice will be generated and associated with the corresponding Contact and Subscription.
If the scheduled subscription payment fails, an open invoice will be generated for tracking past due outstanding revenue. Then, once payment is made, the invoice will be marked paid.
If desired, this functionality can be disabled in Invoice Settings.
Discuss this rollup on our community forums post.