Changelog

Package Builder and HubSpot Resources have a new in-app install flow that creates a smoother experience for users.

• Navigation: No more navigating out of the app to HubSpot.

  • New feature: ‘HubSpot Resources’ is now a tab within the app rather than sending you elsewhere.

    • Legacy access: A link remains to trigger the old flow. You can open the sidebar, navigate to your portal, and work as normal. There is also a legacy installer.

• Built-in portal selection: Open the portal, select your account, and you’re good to go.

  • Tab proxy: The system proxies to your browser tab where the source account is.

  • Lock 🔒: A lock icon appears on the dependency-source tab. If you try to close it, you’ll get a warning that changes may not be saved.

  • Live updates: No need to refresh in-app because changes will update live. Refreshing is only needed when using the legacy path.

  • Installer: The installer now works in-app too, so it won’t send you elsewhere. The legacy installer is still available if you prefer it.

• How to: Initiate, build, and install

  • Initiate the package build: Click Partner → Partner Packages → Create Package → Name the package → Click Save.

  • Build package: Click HubSpot Resources → Select your HubSpot Portal → Add your HubSpot Resources → Add Dependencies → Click Publish Package Draft.

    • Legacy build: Select Click here to use the legacy resource builder if you want to still utilize the old way of building a package.

  • Install package: Click Step 1: Start Install → Open Installer → Select your portal or click Open a HubSpot Portal → Select the account → Click Install Resources.

    • Legacy install: Click Use the legacy installer if you want to still utilize the old way of installing a package.

Purpose: We updated our partner dashboard so that it is more useful for partners and their workflows while also improving the look and feel of how it operates.

Partner performance section:

• Progress: Partner journey progression for gaining Supered experience.

  • Milestones: Connect HubSpot, deploy a package, use 10 client seats, and have 50 package installs

• Statistics: View high-level metrics with ease.

  • Metrics include: Client accounts, seats in use, package installs, process boards built, and process rules created

• Client visibility: View metrics across all client accounts and access an account from here or revoke access to an account.

  • Metrics include: Number of process boards, number of process rules, number of process rulesets, and number of active seats

  • Additional features:

    • Sortable columns - View who has built the least or most and compare client activity.

    • Account management - This is the same functionality that you’ll find on the accounts page. You can access an account and revoke access to an account from this location as well.

Events section:

• Goal: Show relevant events from Supered that will help partners sell Supered and improve product usage.

• Upcoming: View upcoming events and see the date, time, duration, and type of event.

  • Share: Share the link and event with clients or co-workers

  • Register: Sign up for the event so you don’t miss it

• Past: In case you’re unable to attend an event, you can view all past events here to watch the recording via the archived link, when provided.

Resources section:

• Goal: Highlight important help center resources that will improve your Supered usage.

• Expert articles: These are your “how to” articles. Learn from the experts!

• Training bundles: Deep dive into various Supered features like process rulesets and action plans with training videos and PDF “cheat sheets” on each topic.

• Capabilities:

  • Open article in the help center

  • Open article directly in Sidekick

  • Share the article link with others

  • See how “helpful” an article has been to others

We now support Quote Template and Quote Template (Legacy) in the package builder.

• Warning: Portal dependent - The ‘legacy’ option is for the old system of HubSpot portals so it may not work in every account. Vice versa, the standard ‘quote template’ option will only work on the newer HubSpot portals and may not be available for every account.

Supered Daniel will walk you through how to create and install packages that include these new resources for quote templates.