Ever wondered how some businesses seem to be a step ahead, always using the latest and greatest features in their marketing and sales tech stack? Well, when it comes to HubSpot, a big secret is often their beta programs! If you want to get a sneak peek at cutting-edge tools and even help shape their development, then getting into a HubSpot beta is absolutely the way to go. This guide will walk you through everything you need to know about joining HubSpot’s beta programs, from why you’d want to, to exactly how to do it, and what to expect along the way. Think of it as your backstage pass to HubSpot’s future innovations, helping you stay competitive and make the most of your platform. We’ll cover how to find these exclusive opportunities, the benefits you can reap, the minor risks involved, and even some of the cool beta features that have rolled out recently. By the end, you’ll be ready to jump in and start exploring!
What Exactly Are HubSpot Beta Programs?
Alright, let’s break down what “beta” actually means in the HubSpot world. In simple terms, beta features are experimental functionalities that HubSpot makes available to a select group of users before they’re officially released to everyone else. It’s like getting a pre-release version of a video game – you get to play it early, but it might have a few bugs or rough edges the developers are still smoothing out.
HubSpot uses these beta phases to gather real-world feedback from users like you. This feedback is super important because it helps them iron out any issues, refine the features, and make sure the tools truly meet the needs of businesses. There are generally two types:
- Public Betas: These are typically more widely available, and you can usually opt into them directly from your HubSpot account. They’re often closer to a final product but still open for feedback.
- Private Betas: These are more exclusive, usually by invitation only or require a request that gets reviewed by HubSpot’s product teams. They might be for more foundational changes or specific user groups, and the features could be less polished.
Past beta features have included everything from new analytics tools to enhanced email marketing functionalities, many of which have eventually become core components of HubSpot. So, keeping an eye on what’s in the beta pipeline can give you a real edge.
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Why You Should Consider Joining a HubSpot Beta
why bother with beta features if they might be a little rough around the edges? Well, the advantages often outweigh the minor inconveniences, especially if you’re keen on innovation. Here are some compelling reasons: Does HubSpot Integrate with Mailchimp? Your Complete Guide to Connecting the Platforms
Get a Competitive Edge
Imagine having access to a powerful new tool months before your competitors even know it exists. That’s exactly what joining a HubSpot beta can give you. By embracing new features early, you can be among the first to leverage the latest tools, giving your business a significant competitive advantage in the market. For example, if a beta offers a more efficient way to manage leads or personalize customer journeys, you can implement those improvements and start seeing results while your competitors are still using older methods.
Influence Product Development
This is one of the coolest parts, honestly. HubSpot genuinely values user feedback, and beta testers play a crucial role in shaping the final product. Your input can directly influence how a feature evolves, ensuring it truly aligns with your needs and objectives. If you spot something that could be improved or have a brilliant idea for an additional functionality, you have a direct line to the product team. This isn’t just about finding bugs. it’s about making the tools better for everyone.
Enhanced Efficiency and Innovation
Beta features often introduce time-saving functionalities or completely new ways of doing things that can streamline your marketing, sales, and service processes. HubSpot is always creating new tools to help businesses do better marketing, sales, and customer service. Getting in early means you can start integrating these efficiencies into your workflow sooner, potentially freeing up your team’s time for more strategic tasks. Plus, it fosters a culture of innovation within your own team, encouraging them to think about how new technologies can solve existing problems.
Prepare for the Future
By getting a sneak peek at what’s coming, you can better prepare your team and your processes for future changes. This could mean updating your internal documentation, providing early training for your staff, or even adjusting your marketing strategies to align with upcoming capabilities. This foresight can prevent scrambling when a major update rolls out officially.
Deeper Understanding of the Platform
Participating in betas often gives you a more in-depth understanding of HubSpot’s capabilities and its direction. You’ll learn the intricacies of new tools and how they fit into the broader ecosystem, making you and your team more knowledgeable and effective users overall. Is It Hard to Get a Job at HubSpot? Let’s Break It Down
The Minor Risks and Considerations of Beta Testing
While the benefits are clear, it’s important to go into beta testing with open eyes. Remember, these are experimental features, and sometimes that means a few bumps in the road.
Bugs and Issues
Beta features are, by definition, still in development. This means they might have bugs, glitches, or unexpected issues that could potentially disrupt your workflow. For instance, a new beta form editor might not support all the developer features of the legacy editor, which could be a drawback for some users. It’s advisable to test new features in a controlled environment or for non-critical projects before fully integrating them into your core operations.
No Guaranteed Support
HubSpot’s official Beta Terms state that they are not obligated to provide any maintenance, technical, or other support for Beta Services. While the community often offers help, and HubSpot product teams usually monitor feedback, you might be on your own if you run into a tricky problem. You also assume all risks and costs associated with your use of beta services.
Confidentiality
Some private betas, especially, come with confidentiality agreements. You acknowledge and agree that the beta services and related information constitute HubSpot Confidential Information. This means you can’t share details about these features publicly until they’re officially released. Jobs at HubSpot Dublin: Your Guide to a Thriving Career
Not Every Beta Is for You
Not every beta feature will be relevant to your specific business needs or marketing objectives. It’s important to evaluate if a beta aligns with your goals before investing time in testing it. If it doesn’t solve a problem you have or offer a clear advantage, it might be better to wait for the stable release.
How to Join a HubSpot Beta Program
Ready to jump in? Joining a HubSpot beta is actually pretty straightforward, especially for public betas.
Important Note: To enroll in HubSpot beta programs, you usually need Super Admin access in your HubSpot account. If you’re not a Super Admin, you’ll need to reach out to one on your team and ask them to enroll your portal.
Here’s the step-by-step guide: Landing Your Dream Sales Job at HubSpot: A Complete Guide
- Log In to Your HubSpot Account: First things first, get into your HubSpot portal.
- Access Product Updates: Look in the top right corner of your HubSpot account. You’ll see your profile picture. Click on it, and then select “Product updates” from the dropdown menu. This page is your central hub for seeing what’s new in HubSpot products, including current betas, recently added features, and what’s in development.
- Navigate to the Beta Section: In the left sidebar menu on the “Product updates” page, you’ll find a section called “Early Access” or simply “In beta.” Click on “Betas” to open a list of all available beta features for your account. You might also see tabs like “New to you,” “Recommended,” and “Scheduled for release” which are great for staying informed about general updates.
- Review Available Betas: Browse through the list of public and private beta features. Each beta should have a description detailing what it does, how it works, and who it’s for. Some might have a “Read More” link for further details.
- Join or Request Beta Access:
- For Public Betas: If you see a feature you like and it’s a public beta, you’ll find a “Join Beta” button next to it. Click this.
- For Private Betas: For private betas, you’ll likely see a “Request Beta” button. Clicking this will submit a request to the relevant HubSpot product team for review. Your request will be reviewed, and if approved, the feature will become available automatically in your account.
- Select Enrollment Scope: A dialog box will pop up, asking you to choose who will have access to the feature. You usually have two options:
- “Enroll only me”: This limits access to just your user account. Great for personal testing or if you want to get familiar before rolling it out.
- “Enroll entire account”: This grants access to all users in your HubSpot portal. Make sure to communicate with your team if you choose this option!
- Review Beta Terms Crucial!: Before finalizing, you’ll usually be prompted to review the HubSpot Beta Terms. It’s important to read these, as they outline the conditions, responsibilities, and limitations of participating in beta programs. You’ll likely need to click a checkbox to acknowledge and agree to participate.
- Confirm Enrollment: Click “Join beta” or “Request beta” one last time to confirm.
And that’s it! The beta feature should now be accessible in your account, though it might take a few minutes to appear.
How to Leave a Beta
Decided a beta isn’t for you, or it’s causing unexpected issues? You can leave a beta at any time. Just go back to your profile picture > “Product updates” > “Your betas” in the left sidebar > Click the update’s name > then click “Leave beta.” You can also change the enrollment scope e.g., from “entire account” to “only me” from here.
Recent and Notable HubSpot Beta Features
HubSpot is constantly innovating, with new beta features rolling out all the time. Here’s a glimpse at some of the exciting betas that have been available, often highlighting trends like enhanced AI, automation, and improved user experience:
Revamped Forms
HubSpot’s forms have seen a significant upgrade with a new beta editor. This brings a drag-and-drop interface, making it easier to create and personalize forms. A big highlight is the introduction of multi-step forms, which can break down lengthy forms into manageable steps, potentially reducing visitor overwhelm and increasing completion rates, similar to tools like Typeform. You can even adjust the number of steps and rearrange fields easily. The new editor also comes with enhanced styling options to align with your brand. While some developer functionalities from the legacy editor might not be supported yet, the product team is actively working on future updates. Remote Jobs at HubSpot: Your Guide to a Flexible Career
Advanced Lead Scoring
The lead scoring tool has received a complete overhaul, with a revamped, more visual, flexible, and accessible approach. In public beta for Marketing Pro and Enterprise users, you can now create custom scores based on a wide array of behaviors and attributes for both contacts and companies. This means you can understand which leads are truly worth focusing on by your marketing and sales teams. For Marketing Hub Enterprise users, there’s even AI-Assisted Scoring in private beta, which uses machine learning to predict which leads are most likely to convert, helping to remove human bias. This update allows you to define criteria based on engagement e.g., email opens, website visits and fit e.g., industry, company size and visualize lead potential.
Customer Journey Analytics & Automation Journeys Beta
Understanding the customer journey is critical, and HubSpot has introduced powerful tools in beta to help. Customer Journey Analytics allows businesses to map and analyze the customer journey across multiple touchpoints, providing a visual representation of how prospects and customers interact with your brand. This helps identify drop-off points, optimize marketing campaigns, and enhance the customer experience. Additionally, Journey Automation empowers marketers to create customer-focused experiences that drive meaningful results without complex setup. This new automation tool, available in Marketing Hub Enterprise, is specifically designed for nurturing and guiding people through a journey, offering a cleaner way to build automation compared to traditional workflows.
AI-Powered Marketing & Sales Tools Breeze & Marketing Studio
HubSpot is heavily investing in AI, and many beta features reflect this.
- Marketing Studio: This beta leverages HubSpot’s LLM connectors to analyze high-value customers and map out multichannel marketing strategies based on campaign ideas. It also includes features to personalize and amplify marketing campaign messages across various channels.
- Breeze Agents and Assistants: Introduced at INBOUND 2024 and expanding at INBOUND 2025, Breeze is a suite of AI solutions. HubSpot announced 18 new Breeze Agents in beta, designed for marketing, sales, and customer service. These agents can automate tasks like monitoring buying signals, researching target accounts, and sending personalized outreach. The Breeze Assistant works alongside users, remembering preferences and performing tasks like research and meeting prep, while Custom Assistants can be trained on your business processes for specific automation. The Breeze Studio & Marketplace, also in public beta, allows customers to discover, customize, and deploy these AI agents.
- AI-Powered CPQ Commerce Hub: For sales, an AI-powered Configure, Price, Quote CPQ solution is available in beta for Commerce Hub. This tool drafts branded price quotes based on deal context and conversational data, allowing sales reps to tailor them with a drag-and-drop interface and send them for customer review and payment from one page.
Other Notable Betas
- Mobile-Optimized Email Editor: Makes designing mobile-friendly email pages much easier with drag-and-drop capabilities.
- Estimated Email Size: A helpful tool in the email editor that estimates email sizes, with visual cues for high-risk emails, to prevent content clipping by email providers.
- Data Entry Suggestions: AI-powered suggestions based on activity data to streamline CRM data management and improve data hygiene.
- HubSpot Mobile App Beta Android: Allows users to test new mobile app features, functionalities, and interface improvements.
As you can see, the beta in HubSpot is constantly , bringing powerful new capabilities to the platform. Staying engaged with these programs can ensure you’re always leveraging the latest technology to grow your business.
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Maximizing Your Beta Experience
Joining a beta is just the first step. to truly get value, you need to engage with it.
- Communicate with Your Team: If you’ve enrolled the entire account in a beta, make sure your teammates know which tools and features are included. Share the link, forward the description, or even hold a quick training session. It’s helpful to discuss potential use cases and which teams or clients could benefit.
- Provide Thoughtful Feedback: This is where you make an impact. As you and your teammates use the beta, keep notes of any pain points, areas for improvement, or general questions that come up. HubSpot often provides dedicated channels, like a link to a HubSpot Community page, for discussion and feedback within the beta description. Your insights are crucial for developers to understand how products work and how they can be improved.
- Test in a Controlled Environment: For significant new features, consider testing them in a sandbox account or for non-critical campaigns first. This helps you understand the feature without risking your live operations.
- Stay Updated: Regularly check the “Product updates” page in your HubSpot account, or subscribe to HubSpot’s newsletters like Masters in Marketing or The Pipeline for new beta announcements and updates. HubSpot also hosts webinars and has its Academy for learning about new features.
By actively participating, you’re not just trying out a new tool. you’re contributing to the evolution of a platform that millions of businesses use, and that’s pretty cool!
Frequently Asked Questions
What are the main benefits of joining a HubSpot beta program?
The main benefits include getting early access to new features, which can give your business a competitive advantage, and the chance to influence product development by providing direct feedback to HubSpot. You can also enhance efficiency and prepare your team for future changes within the platform.
Who can join a HubSpot beta program?
Typically, Super Admins in a HubSpot account have the ability to enroll in beta programs. If you’re not a Super Admin, you can request that a Super Admin on your team enroll the entire account or just your user.
How do I find available beta features in HubSpot?
You can find available beta features by logging into your HubSpot account, clicking your profile picture in the top right corner, then selecting “Product updates.” In the left sidebar menu, navigate to “Early Access” or “In beta” to see a list of features you can join or request.
Are there any risks involved in using HubSpot beta features?
Yes, there are some risks. Beta features are experimental and may contain bugs, errors, or unexpected issues that could impact your workflow. HubSpot also states that they are not obligated to provide maintenance or technical support for beta services, and users assume all associated risks and costs. It’s always best to proceed with caution and provide feedback.
Can I leave a HubSpot beta program once I’ve joined?
Yes, you can leave a beta program at any time. To do so, go back to your profile picture > “Product updates” > “Your betas” > click the specific beta’s name, and then select “Leave beta.” You can also modify whether only you or the entire account is enrolled from this section.
What kind of feedback does HubSpot expect from beta testers?
HubSpot expects testers to identify product usability issues, report bugs or glitches, and offer suggestions for improvements or additional features. This feedback is crucial for refining the feature before its official release. You can typically submit feedback through dedicated links provided within the beta description in the HubSpot Community. Is hubspot digital marketing course free
What’s the difference between a public beta and a private beta?
Public betas are generally more widely available for eligible users to opt into directly from their HubSpot account. They are usually more stable. Private betas, on the other hand, are often by invitation or require a request that is reviewed and approved by HubSpot’s product teams. They might be for earlier-stage features and can be more experimental.
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