What's new in Service Hub: Customer Portal, custom views, channel switching

 

Jasna Suhadolc

This blog post is a part of the HubSpot Tips & Tricks video series by Actuado. In each blog post, you'll find a useful tip in video format, with transcription.

 

What's new in Service Hub: Customer Portal, custom views, channel switching

Video transcript

You want a 360 degree view of the customer and the power that comes with that? HubSpot Service Hub is connected to the powerful HubSpot CRM platform which gives you additional power.

Welcome to HubSpot Tips & Tricks! I'm Jasna from Actuado and in this video I'll explain what's new in Service Hub: customer portal, custom views and channel switching.

HubSpot added Service Hub to their portfolio in 2018. And now in 2022 it got a big upgrade. It's easy to use like all HubSpot tools, and it's also connected to the powerful HubSpot CRM platform. Putting the customer first enables you to deliver the most authentic service to the customer. 

Customer Portal is a new addition we've been waiting for. It provides transparency and trust for the customer as they can see all the tickets in one place and they can open manage and track them. 

It has three main pages: ticket listing, which contains a table of open and closed tickets ticket detail, which shows the conversation associated with the selected ticket and an optional ticket form which displays a HubSpot ticket form where customers can submit new tickets. 

You can design the portal of course to look and feel like your brand. 

Another new functionality are custom views. They help your team organise and prioritise their work. 

As you can see, a support agent can focus on issues within specific views first. These views are created based on ticket and conversation details and it helps the agent to prioritise their work more. 

Also, real time issue counts help teams understand their work backlog. 

And the third one I wanted to show you today is channels switching. You connect team email, live chat and Facebook Messenger channel to the inbox and then you can easily switch between them on the same thread so you can meet your customer where they are. 

 

Do you have any questions?

Send an email to hubspot@actuado.com.

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Jasna Suhadolc

Jasna is the founder of Actuado and a seasoned digital marketing expert with over 2 decades of experience. She works with international clients on CRM implementation, inbound marketing and sales strategies by providing consulting, training and speaking services. She has a passion for new technologies and shares her knowledge of digital marketing with Doba faculty students. Her agency partners with HubSpot and Vidyard. She is also the author of the book New opportunities of e-communication, a sought-after speaker at conferences and a frequent jury member at awards. She was a long-time member of the Management Board of IABC EMENA.

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