Hubspot just released new email scheduling functionality for the Reporting Add-On tool. This was a MUCH needed feature requested by a lot of Hubspotters. Now you can choose to send yourself or your team members a Dashboard Email in real-time, Daily, Weekly or Monthly.
Navigate to your Reporting Add-On and click on "Email" at the top right.
Click on "Send" and fill out who you want to send it to, the subject line, a message that will display at the top of the email and choose when you want it delivered.
The report looks very nice in your inbox on both desktop and mobile and the person receiving it can click on it and it takes them right into the dashboard. Note: When clicking on it using an iPhone, it always asks me to login or to go to the Hubspot Marketing App.
Think of the possibilities here. Since we work in the franchise space, we use this as a way to send reports to each franchisee in the system. If you have defined Sales and Marketing teams, this is also a good way to keep them more aligned.
How do you see yourself using this new feature in your business? Comment below.