Learning Paths
A path is a way to guide a user via cards, updates, knowledge checks to learn/retrain in the CRM. V1: Updates + Cards Take the user from A→Z through the path Track if they finished, how far they got, how long it took Interface to create a path should seamlessly let you create updates / cards (less priority) Updates created for a path are not visible except during the path "Action based trigger" instead of automatically visible Path can be targeted based on user / group Can be auto-assigned to new users (Onboard) Can be re-validated every X amount of time (Everboard) Remind people if they haven't finished Admin should quickly see who hasn't finished (dashboard) Individual user gets reminded via extension Put into packages V2: Knowledge checks added to paths Multiple choice Verification
Linear Over 2 years ago
Learning Paths
A path is a way to guide a user via cards, updates, knowledge checks to learn/retrain in the CRM. V1: Updates + Cards Take the user from A→Z through the path Track if they finished, how far they got, how long it took Interface to create a path should seamlessly let you create updates / cards (less priority) Updates created for a path are not visible except during the path "Action based trigger" instead of automatically visible Path can be targeted based on user / group Can be auto-assigned to new users (Onboard) Can be re-validated every X amount of time (Everboard) Remind people if they haven't finished Admin should quickly see who hasn't finished (dashboard) Individual user gets reminded via extension Put into packages V2: Knowledge checks added to paths Multiple choice Verification
Linear Over 2 years ago
Partner ticketing for whitelabel
If you have whitelabeling, we want to minimize the involvement of Supered (really should just be domain + chrome extension) Replace the intercom experience with a HubSpot-powered ticketing flow Integrates to HubSpot tickets Optional HubSpot live chat Powered from the partner's instance, which means we need to find a way to integrate that
Linear Over 2 years ago
Partner ticketing for whitelabel
If you have whitelabeling, we want to minimize the involvement of Supered (really should just be domain + chrome extension) Replace the intercom experience with a HubSpot-powered ticketing flow Integrates to HubSpot tickets Optional HubSpot live chat Powered from the partner's instance, which means we need to find a way to integrate that
Linear Over 2 years ago
Supered.io Partner to HubSpot Integration
Be able to use workflows to trigger client account creation and assign packages. For example, Deal is Closed Won → Create client account → Assign xyz package. Please, thanks!! ❤
Lica Wouters Over 1 year ago
Supered.io Partner to HubSpot Integration
Be able to use workflows to trigger client account creation and assign packages. For example, Deal is Closed Won → Create client account → Assign xyz package. Please, thanks!! ❤
Lica Wouters Over 1 year ago
Planned
Allow embedding "process rules banner" into HubSpot UI
User wants to be able to embed a warning banner at the top of the Create Contact form We'd want this to work really across any form in HubSpot Can we put the number of required field errors at the top of the form?
Linear Over 2 years ago
Planned
Allow embedding "process rules banner" into HubSpot UI
User wants to be able to embed a warning banner at the top of the Create Contact form We'd want this to work really across any form in HubSpot Can we put the number of required field errors at the top of the form?
Linear Over 2 years ago
Recuring Process Enforcement Updates
It would be nice for updates popup/banner to have a recurring option, like appearing every Friday to ask your team to do something.
Benjamin Larose Lavallée Over 2 years ago
Recuring Process Enforcement Updates
It would be nice for updates popup/banner to have a recurring option, like appearing every Friday to ask your team to do something.
Benjamin Larose Lavallée Over 2 years ago
Card Tags
Allow ability to associate Tags to Cards so that you can have Cards in multiple collections and packages. If it's not via Tags then simply how can I have 1 Card live in multiple places across collections and cards
Brian Kreutz Over 2 years ago
Card Tags
Allow ability to associate Tags to Cards so that you can have Cards in multiple collections and packages. If it's not via Tags then simply how can I have 1 Card live in multiple places across collections and cards
Brian Kreutz Over 2 years ago
If they “END TOUR” after a guide me it automatically brings them back to all guides. what would be a lot better is if it would stay in Cards so our costumers could resume setting up and learning about their hubspot.
Sebastian Johannes
Ashley Freter Almost 2 years ago
If they “END TOUR” after a guide me it automatically brings them back to all guides. what would be a lot better is if it would stay in Cards so our costumers could resume setting up and learning about their hubspot.
Sebastian Johannes
Ashley Freter Almost 2 years ago
Analytics around user engagment- Find out who is viewing cards
The issue here is that I am helping clients adopt and want to see who is viewing what card- to ID the leader or evangelist within the team to help implement and give kudos to!
Andrew Schulz Over 2 years ago
Analytics around user engagment- Find out who is viewing cards
The issue here is that I am helping clients adopt and want to see who is viewing what card- to ID the leader or evangelist within the team to help implement and give kudos to!
Andrew Schulz Over 2 years ago
Customer Portal Idea for the Home Page
Beyond using a form to create tickets as a support feature. Can we create a functionality around task creation and the status updates on the task?
Colten Roderigue Almost 2 years ago
Customer Portal Idea for the Home Page
Beyond using a form to create tickets as a support feature. Can we create a functionality around task creation and the status updates on the task?
Colten Roderigue Almost 2 years ago
Knowledge Base Articles and Customer Feedback Surveys
The ability to deploy these via packages. These can be used as templates for clients - similar to how Email Marketing and Sales Templates are being used.
Ryan Quinn Over 2 years ago
Knowledge Base Articles and Customer Feedback Surveys
The ability to deploy these via packages. These can be used as templates for clients - similar to how Email Marketing and Sales Templates are being used.
Ryan Quinn Over 2 years ago
Get an alert when someone downloads supered
Right now, we have to manually check to see who signed up for Supered and then assign an action plan. Let’s automate this so that we see, in HubSpot, Billy downloaded Supered. - maybe we have to manually assign an action plan or if we can automate that, even better. Thanks!
Tom Wengler 7 months ago
Get an alert when someone downloads supered
Right now, we have to manually check to see who signed up for Supered and then assign an action plan. Let’s automate this so that we see, in HubSpot, Billy downloaded Supered. - maybe we have to manually assign an action plan or if we can automate that, even better. Thanks!
Tom Wengler 7 months ago
Advanced filtering on search. Search by base or asset type
Example: I need to find guide for an action plan, when I go to the search bar I get results for cards, guides and action plans. Yet I only want to search guides under the sales team base.
Blake Lytle 8 months ago
Advanced filtering on search. Search by base or asset type
Example: I need to find guide for an action plan, when I go to the search bar I get results for cards, guides and action plans. Yet I only want to search guides under the sales team base.
Blake Lytle 8 months ago
Home Page Creation
We create our clients home page, with their logo, a welcome video, AI chatbot and support form. Apart from the logo, we set up the same home page. It would be cool to have an option when creating a client account to duplicate/create template home page
Edie Mew 8 months ago
Home Page Creation
We create our clients home page, with their logo, a welcome video, AI chatbot and support form. Apart from the logo, we set up the same home page. It would be cool to have an option when creating a client account to duplicate/create template home page
Edie Mew 8 months ago
Allow sharing of Action Plans, like cards (via .pdf, share link and LinkedIn).
Here’s the problem I’m bumping up against. 1) CEO’s and C-Suite who are not a part of day to day operations, wanting to quickly see where we stand with progress. 2) Having action plans across clients and not being able to see the progress for each without switching in and out of partner accounts (I can create a card in our Supered install and embed the action plans, but currently it adds the full interface) I do not need the action plan to be interactive (ie. it doesn’t need to have the ability to check things off as done)
Lica Wouters Over 1 year ago
Allow sharing of Action Plans, like cards (via .pdf, share link and LinkedIn).
Here’s the problem I’m bumping up against. 1) CEO’s and C-Suite who are not a part of day to day operations, wanting to quickly see where we stand with progress. 2) Having action plans across clients and not being able to see the progress for each without switching in and out of partner accounts (I can create a card in our Supered install and embed the action plans, but currently it adds the full interface) I do not need the action plan to be interactive (ie. it doesn’t need to have the ability to check things off as done)
Lica Wouters Over 1 year ago
