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This edition we dive into:• Overview of HubShots hubs in 2023• Areas of opportunity with HubSpot for your business• Email Marketing Approvals• HubSpot Meeting tip for free/busy• Conversation Handoff process improvements• Impersonate a User in HubSpot• Gotcha: Deactivating a user who has a paid seat • Which tools have folders and sub-folders • 11 Th…

This edition we dive into:• Obligatory mention of AI• Reducing contact friction with event invitations• The power of lists - using product and line item criteria• Connecting personal inbox versus generic inbox into HubSpot• Understanding Permissions for Notes on Contacts, Deals, Tickets• Goodbye internal SMS notifications in workflows• Quickly see …

This edition we dive into:• How (and when) to merge duplicate contacts in HubSpot• How to use HubSpot’s SEO Analyze tool• How to turn off annoying ‘New Unassigned Conversation’ notifications• How to automate getting a response from contacts on inactive deals• How to use the new Last Viewed column in Dashboards• Listener question: How to change the …

This edition we dive into:• Challenging your norms - learn from my mistakes!• Using Emojis in HubSpot• Using calculation fields to calculate commissions • The dangers of editing enabled workflows• The dangers of confirmation biases• The dangers of re-engagement campaigns (revisited)• Choose original sender of email forwards into Conversations• List…

This edition we dive into:• Outcomes versus Activities• Deal pipeline board view currency switcher on totals• Setting lifecycle stages on forms• Setting lifecycle stage when creating deals• Customer ticket portal settings• Re-engagement email campaigns getting accounts suspended• Stopping personal emails from getting logged in HubSpot• Gratitude re…

This edition we dive into:• Are Ticket pipelines the real Operations Hub?• Reminder about enabling betas• Inline editing• Using Service Hub for lead qualification processes• Other uses for Ticket pipelines• Association labels - pros and cons• Questions: They Ask, You Answer• Should I write Knowledge Base articles or blog posts?• Knowledge bot benef…

This edition we dive into:• Setting the scene• 2 ‘A’ words ⇒ 2 ‘E’ words• Automation journey• Workflow deep dive• When to upgrade to Pro• When to upgrade to Enterprise• How we can helpFull show notes available at: https://www.hubshots.com/episodes/episode-288Recorded: Thursday 06 October 2022 | Published: Friday 14 October 2022…

In this 2nd episode of HubShots Special, we chat with Kevin Fremon of Helpful Hero about HubSpot CMS SEO tool, CMS Starter thoughts, theme pricing and more!Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-2Recorded: Monday 22 August 2022 | Published: Friday 30 September 2022…

In this episode, we chat with Kevin Fremon of Helpful Hero. We interview Kevin Fremon from Helpful Hero, creator of the popular CLEAN theme (including CLEAN Pro and CLEAN Lite) for HubSpot CMS. We chat in detail about HubSpot CMS, the good, the bad and the awesome.Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-1…

This edition we dive into the first blend in-person with online attendees for INBOUND22, our thoughts and favourite takeaways.Full show notes available here: https://www.hubshots.com/episodes/episode-287Recorded: Tuesday 13 September 2022 | Published: Friday 16 September 2022Ian Jacob and Craig Bailey

This edition we dive into:• Asking for help• Converting an Automated Email to a Regular Email• Reminder: Actions Menus on objects• Using Sender personalisation in Snippets • Custom properties on Product library items• HubSpot Campaign Analytics• HubSpot Custom Reporting basic video series now available• Using Comments throughout HubSpot• The danger…

This edition we dive into:• Old school channels - should you still use them?• Confusing HubSpot Form options - explained!• Using the Prospects tool• Tickets created from forwarded emails - best practices• Workflow unenrollment feature• Are you relying on Paid Channels too much?• HubSpot Custom Report Builder - intro series• Reminder about Phishing …

This edition we dive into:• Managing contact hygiene• The hidden danger of churn• Finding bounced contacts, including Mailbox full• Unbouncing contacts manually• Managing duplicate contacts• Using surveys to check customer interactions• Automating notifications and tasks to help manage contacts• What to do versus How to do it• Using contact validat…

This edition we dive into:• The power of incremental growth• List layouts can now be saved per list• Make sure you use Email Subscription Types properly• Frequency versus Relevancy in your email strategy• How to update a Contact when they’ve left a company• Automatically Re-Open a Closed ticket when a customer replies (to a Closed ticket)• Compare …

This edition we dive into:• Automation and Attribution • Last Referring Site property• Call Direction when logging calls• Menus on Customer portals• CMS Hub Free announced• CMS Hub Starter improvements • Bad pricing pagesFull show notes available at: https://www.hubshots.com/episodes/episode-282Recorded: Thursday 28 June 2022 | Published: Friday 08…

This edition we dive into:• What HubSpot CTAs are• The 4 Main Benefits of HubSpot CTAs• Where to use them• The types of CTAs (Simple, Multivariate, Smart)• Examples of CTAs• Reporting on CTAs• Using CTAs in Lists, Reports, Workflows• Associating CTAs with HubSpot campaigns• Permissions for limiting access to CTAs• Plus, when not to use HubSpot CTAs…

This edition we dive into:• Types of HubSpot Lists• Categories of list criteria• List Limits• Examples of Active Lists • Active List Power Tips• Static Lists - why would you use them?• Reporting on List growth over time• Using Lists in other Lists • Using Lists in Contact Views • Using Lists in Popup Form Targeting• Using Lists in Email marketing •…

This edition we dive into:• HubSpot Forms in detail, including• Regular forms• Popup forms (including Click through forms)• When and how to use progressive form fields• When and how to use behavioural targeting• How to measure form results• Best practices for form naming conventions• Form integrations• How to trigger workflows from form submissions…

This edition we dive into:• How to build a marketing campaign in HubSpot from start to finish, including• HubSpot Lists, files, Landing pages, CTAs and emails• HubSpot Workflows and Campaigns• HubSpot Reports and Dashboards• PLUS: A Google doc with all the key details of a campaign end-to-end for you to copy (see Shot 2)Full show notes available at…

This edition we dive into:• Quick tips for improving your HubSpot efficiency and impact, including• Using Progressive Form fields• How to merge contacts in HubSpot *• How to view all properties on a contact• How to export contacts *• How to pin notes on the HubSpot activity timeline *• How to filter activity timeline items• 4 tips for using Views *…

This edition we dive into:• Speed of response is your differentiator• Overview of the 6 main areas of HubSpot Service Hub• Quick tips and details using Service Hub • Service Hub Quick Start Guide - how get started with Service Hub• When to upgrade from Service Start to Pro to Enterprise• What’s still missing from Service Hub• Service Hub training c…

This edition we dive into:• HubSpot’s Pirate Ad• Expertise versus Opinions• Tips for using Conversations Inboxes for Marketing Email replies• Using Email Scheduling in HubSpot (also works in Gmail extension) to send emails later• Member Protected Knowledge Base articles• Conversations Inbox Allow and Deny settings• The science of when to post• XSyn…

This edition we dive into:• What is enterprise functionality?• Email open rate data with Apple Mail• Image optimisation settings on web and landing pages• Adding images into a contact timeline• Sales pipeline partitioning• Associating contacts and companies automatically• Shopify attribution tip• Deal and Revenue attribution• Marketing attribution …

This edition we dive into:• Reducing friction• The benefits of Marketing Contacts, plus 3 key recommendations for managing marketing contacts• Custom Quote Templates beta• More on Surveys versus Forms• Unenrollment criteria on Deal workflows• ROI in life• Attribution issues with cookie consent• Risk Management versus Efficiency• Systems and process…

This edition we dive into:• The value of laziness• Understanding internal marketing emails• Setting Deal properties (difference between Create Deal cards and Sidebar cards) • Avoiding Soft 404 errors from Knowledge Base articles • A gotcha with the new Insert Proposed Times feature in Google emails• Cookie settings causing attribution problems • Th…

This edition we dive into:• Are webinars dead?• Tons of tips for sales people for using HubSpot more efficiently, including - Meetings - Tasks - Inbox connections - Lead/customer revisit notifications - Documents - Snippets - Templates - Sequences - Calling from App or browser - Reporting (and scheduled dashboards) - Meetings - inserting proposed t…

This edition we dive into:• Thoughts for 2022• Having perspective and avoiding distraction• Efficiency and Effectiveness with HubSpot• Using Version history on pages and emails to roll back to previous versions• Attribution reporting in Campaigns• Custom Object properties in Forms• Latest Source properties• Tips for Saving time with HubSpot Sales• …

This edition we dive into:• Systems over goals• The power of Active lists built on active lists• Making some deal properties mandatory• When to use multiple sales pipelines • When to use tagging on knowledge base articles• Tips for using Task queues with multiple users• Staying calm under pressure • A correction about email preference groups• Quote…

This edition we dive into our favourite features in HubSpot including:• The timeline• Marketing contacts• Drag and drop page and email builder • Workflows• Popup forms• Layout flexibility on Contacts, Dealers, Objects• Custom Report Builder• Dashboards• Ads integration• Social reporting• Marketing attribution• Campaigns• Design Manager• Conversatio…

This edition we dive into:The top frustrations we hear from customers about using HubSpot (and possible solutions), including:• Marketing contact tiers won’t downgrade• Drag and Drop builder doesn’t work for me• Chatflows are confusing to set up• Can’t create multiple knowledge bases• Knowledge base styling is limited• Survey styling is limited• Ad…

This edition we dive into:• Tools are your friend• HubSpot Email Allow Lists (ie IP addresses for your IT team to implement)• Why HubSpot Email Preference Groups (Enterprise) are finally awesome• Setting up Custom Team Sidebars • Automatically creating and managing Tickets from Conversations • Custom Report Builder is your friendFull show notes ava…

This edition we dive into:• Overcoming department silos• Service Hub across departments• Your survey feedback - thank you!• Service Hub Knowledge Base tips and best practice checklist• Custom Surveys• Visible versus Invisible costs• An appearance by Baby YodaFull show notes available here: www.hubshots.com/episodes/episode-265Recorded: Monday 01 No…

This edition we dive into:• Solving for the Problem• HubSpot Social Monitoring• Reporting on Meetings• Custom Surveys• Clone Workflow Action• The start of the Google downfall?Full show notes available here: www.hubshots.com/episodes/episode-264Recorded: Monday 25 October 2021 | Published: Friday 29 October 2021…

This edition we dive into:• HubSpot Payments announced• HubSpot Roadmaps• Using Analytics Views in Traffic Analytics reports• How to send internal notifications when a new blog post is published• How to optimise channels versus optimising ads in a channel• How to use the Knowledge Base searched for terms to drive content ideas• An example of a terr…

This edition we dive into:• Is the online event format over?• Saved Sections in Emails and Pages• HubSpot Deal Splits • XML Sitemaps for your Knowledge Base articles• HubSpot Clear Property Action in workflows• Facebook fallout• The cutest video of a goat and a monkey eating berries• Are you interested in HubSpot Coaching?Full show notes available …

This edition we dive into:• Breaking down big goals• HubSpot Ads sequences• HubSpot Meetings overview• HubSpot Workflow Action to add contacts to an Ads Audience • Knowledge Base Support Forms• Engagement Progressions • Bookmarks in Google docsFull show notes available here: www.hubshots.com/episodes/episode-261Recorded: Monday 27 September 2021 | …

This edition we dive into:•The relief of single, simple steps•HubSpot blocking knowledge base listing pages (not articles)•HubSpot Email Health Report tips (selecting by Subscription type)•HubSpot Sales reports•HubSpot Rotate Owner Workflow Action (and quick tip)•Avoiding the flight to tactics temptation•HubSpot Password Security reset date setting…

This edition we dive into:• Learning from HubSpot’s pricing models• HubSpot CRM Suite Professional• What it includes• Who it’s for• When you should upgrade• Interesting upgrade examplesFull show notes available at: www.hubshots.com/episodes/episode-259Recorded: Monday 06 September 2021 | Published: Friday 10 September 2021…

This edition we dive into:• Custom Surveys• Workflow email actions (there’s 4 of them!)• Notification filters• Options for Unsubscribe links in email footers• Brands don’t create categoriesYou can listen to this episode of the show here: https://www.hubshots.com/episodes/episode-258Recorded: Monday 30 August 2021 | Published: Friday 03 September 20…

This edition we dive into:• HubSpot CRM Suite Starter• What it includes• Who it’s for• When you should upgrade• How it fits into your company’s technology stackFull show notes available here: www.hubshots.com/episodes/episode-257Recorded: Monday 16 August 2021 | Published: Friday 20 August 2021Ian Jacob and Craig Bailey

This edition we dive into:• The new CMS Hub Starter edition• What’s included, what’s missing• Who it’s ideal for• Where it fits in the overall HubSpot strategyFull show notes available here: www.hubshots.com/episodes/episode-256Recorded: Monday 09 August 2021 | Published: Friday 13 August 2021Ian Jacob and Craig Bailey

This edition we dive into:• Fortune Cookie tweets are gold• HubSpot Workflow Minimap feature is rolling out - very cool• The power of HubSpot Task Queues• Expand All and Collapse All on your timeline• What marketers can learn from debating champions• What COVID statistics can teach us about marketing channel attribution• How to measure content perf…

This edition we dive into:• Having a growth mindset• HubSpot Workflow actions for Enrolling in another Workflow• And how they enable Parent versus Child workflows• Create Deal Attribution cards• Service Hub forms for creating new tickets when the KB doesn’t have the solution you’re looking for• How to reach out to marketing agencies you want to wor…

This edition we dive into:• Why am I seeing Smart TV on my Device Reports?• Our favourite workflow actions (new weekly shot!)• Using the Delay until Event action for marketing and sales• Using Custom Reports to get a list of Contacts with their count of Deals and Tickets• YouTube viewing trends• LinkedIn Ads tipsFull show notes available here: www.…

This edition we dive into:• Solving a problem, versus solving a need• The very handy HubSpot Website Site Tree listing• Reporting on Sequences• Do you use a Testing Backlog• Using Conversations Workflows to Update Service Hub tickets• Storytelling and relatability: Judith Love CohenFull show notes available here: www.hubshots.com/episodes/episode-2…

This edition we dive into:• Psychology studies that have been ‘reversed’ (ie debunked)• What this means for marketers• And how this can motivate us to do A/B testing• How to do A/B testing in HubSpot• Is HubSpot testing whether they can make us do more testing?• Be wary of your biases• The importance of your website’s visual presentation• GA4 guide…

This edition we dive into:• Robots.txt editing in HubSpot• Deal pipeline partitioning• Emailing of dashboard reports tip• Custom report on Dashboards gotcha• Jobs To Be Done personas• Dharmesh on User Experience (and Netflix)• SEO Checklist resources• Ad spotting on Bing - it’s harder than you thinkFull show notes available at: www.hubshots.com/epi…

This edition we dive into:• Twitter and inefficiency• Apple announces new privacy that will essentially report email open rates as 100%• The power of HubSpot Marketing Email reporting to analyse audience characteristics (with examples from our client portals)• Setting your Sales notifications in HubSpot• HubSpot Tracking URLs reminder• Where’s the …

This edition we dive into:• Old versus New• Google rolling out a major algorithm update• HubSpot Form Translations• Comparing HubSpot Forms• How to use Never Log settings to ensure you don’t accidentally log sensitive stuff into HubSpot• How to export out your list of HubSpot users• The Peak and End Rule• Shifting your content budget to customer en…

This edition we dive into:• Creating simple Training• Using Smart Rules in emails• HubSpot Sales Pro clarity on pricing and switching users• How to spy on your competitor’s Facebook ads• Skipping some property updates on contact imports• Email marketing monster guide (and stats malarky)• Benjamin Mangold’s Google Marketing update• Bing Pages (beta)…