HubShots - The Unofficial Down Under HubSpot Podcast
315 episodes - English - Latest episode: 2 months ago - ★★★★★ - 7 ratingsHubShots: the Unofficial Down Under HubSpot Podcast
HubSpot in the real world.
Real world portals. No demo stuff.
What’s working for HubSpot customers.
Hosted by Ian Jacob and Craig Bailey, HubShots is the weekly podcast for marketing managers and sales professionals who are using HubSpot or considering using HubSpot.
https://www.hubshots.com
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Episodes
307: HubSpot Content Hub (formerly CMS Hub)
April 03, 2024 21:24 - 1 hour - 75.1 MBIn this episode we’ll cover: • What Content Hub is • What it replaces (ie CMS Hub) • The main features of Content Hub • Why it is a good choice for building websites • The current gaps • Pricing tiers and when to upgrade • How it compares to WordPress, and whether you should move from WordPress to HubSpot for your website • Final thoughts about the future of Content Hub Full show notes available at: https://www.hubshots.com/episodes/episode-307 Recorded: Sunday 31 March 2024 | Published: T...
306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects
January 25, 2024 23:46 - 21 minutes - 15 MBThis edition we dive into: • Did you start fast in 2024? • 🆕 HubShots Framework version is available • How to build a simple Marketing View of Contacts • How to build a simple Sales View of Contacts • How to efficiently copy up contact properties to a deal • How to use Saved Sections in HubSpot pages • How to view Merged Tickets • Midjourney v6 prompt for adding text • Strategy versus Tactics • Using Associated Objects in Lists Full show notes available at: https://www.hubshots.com/episodes...
305: The End of 2023 HubSpot Bumper Episode
December 07, 2023 23:01 - 52 minutes - 36.3 MBThis edition we dive into: • Preparing for a Fast Start in 2024 • Quick shots (Loom, Clearbit acquisitions) • Active lists of non-marketing contacts who used to be marketing contacts • How to build a list of ZoomInfo contacts • Adding images in meetings in the HubSpot app • Using LinkedIn Sales Navigator with HubSpot - pros and cons • How to find who created a contact • Sequence sender score analysis • Triggering SMS to contacts from a workflow • Blocking contacts with free email addresses...
304: What was useful from HubSpot’s annual event and product announcements?
October 12, 2023 23:00 - 1 hour - 42.1 MBThis edition we dive into: • HubSpot’s recent product announcements and what we can learn from them • Is HubSpot a CRM or a Customer Platform? • Campaign Assistant, now with added AI • Prospecting tool benefits • The Workflow cleanup feature is pretty handy • Using WordPress and HubSpot CMS together • HubSpot Guide Creator • What languages does HubSpot Chatbot support • Workflow action: Future Date Calculator • Adding Emojis to record sections • How to reduce hard bounce rate on email sends ...
303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking
September 20, 2023 06:25 - 32 minutes - 22.2 MBThis edition we dive into: • Deal lists and list limitations • Alex Hormozi’s book launch and course • Why Workflow descriptions are useful • Midjourney prompts • HubSpot CMS Hub redirection magic • The end of email tracking is nigh Full show notes available at: https://www.hubshots.com/episodes/episode-303 Recorded: Friday 25 August 2023 | Published: Friday 01 September 2023
302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines
August 03, 2023 23:00 - 32 minutes - 22.4 MBThis edition we dive into: • HubSpot Social Calendar versus Campaign Calendar - which to use? • How to create Contact Views for Sequence activity • How to limit Workflow actions to only execute on specific days • Child Themes are limited to only 5 per Pro and 10 per Enterprise accounts • Why you shouldn’t share Preview links to web pages • Midjourney prompt of the week • A tip for writing headlines that will level up your game • An overview of AI you should read Full show notes available a...
301: Threads, Workflow updates, Landing page tip, Proactive Excellence
July 20, 2023 23:00 - 33 minutes - 22.9 MBThis edition we dive into: • Proactive Mediocrity to Proactive Excellence • Re-Onboarding idea • Should you have a navigation menu on landing pages? • Total Revenue field on company records • Workflow action Copy and Paste • Content Assistant (ie AI in HubSpot) • Wishlist: Import WordPress Comments into HubSpot • Midjourney prompts • Meta Threads: The Kindness Before the Storm • Unclogging your Stuck Pipeline • HubShots Framework poster Full show notes available at: https://www.hubshots.com...
300: 7 Years of HubSpot Tips
June 22, 2023 23:00 - 38 minutes - 26.7 MBThis edition we dive into: • 7 years and 300 episodes • HubSpot Email List columns layout • Sales pipeline best practices • Ticket pipeline best practices • CMS Hub Content Staging • Wishlist: syncing properties • Shoutout • The best tool to use is the one you know how to use well Full show notes available at: https://www.hubshots.com/episodes/episode-300 Recorded: Wednesday 14 June 2023 | Published: Friday 23 May 2023
299: Activity timeline filters, Bulk Edit records, Inbox permission, Redirect domains
May 18, 2023 23:00 - 20 minutes - 14.3 MBThis edition we dive into: • There’s no common, linear path your contacts take • Using Filters on Activity timelines • Bulk Edit contact records • Inbox permissions are important • HubSpot Redirect Domains (and why they are so handy) • Gotcha with sending automated emails when a ticket form is submitted • Email Send Frequency cap (Enterprise feature) • Bad Email content (don’t do this!) Full show notes available at: https://www.hubshots.com/episodes/episode-299 Recorded: Thursday 11 May 20...
298: Mastering HubSpot - Attribution, Form Optimization & CMS Enterprise Secrets
May 04, 2023 23:01 - 34 minutes - 23.3 MBThis edition we dive into: • Be Proactive, Be Honest • Where does Attribution sit in your HubSpot implementation plan? • Form performance tips • How to log replies from Contacts into HubSpot • Renaming Ticket Name based on Ticket Properties • Setting the date format for blog posts (and listing) • Saving Column layouts in Lists • Why Upgrade to HubSpot CMS Hub Enterprise • What is the XML Sitemap used for in HubSpot Full show notes available at: https://www.hubshots.com/episodes/episode-298 ...
297: Tough times, AI tools, HubSpot List tips, Sending emails to more contacts
March 30, 2023 23:00 - 31 minutes - 21.4 MBThis edition we dive into: • ‘Everything’ fatigue • Tough economic times and the need to send more, relevant, email • AI tools take off - how should you respond • Creating random samples of contacts from lists (Segmentation) • Results from using Multivariate CTAs on our website (Attribution) • Building a View for sales reps of clients who have been sent an email from another system (Activity) • Last Activity date versus Last Modified date (Properties) • Sending an already sent email to more...
296: The HubShots Framework
March 09, 2023 08:47 - 19 minutes - 13.4 MBThis edition we dive into: • Are you in a state of overwhelm using HubSpot? • Introduction to the HubShots Framework • The 5 stages of the HubShots Framework • Focus areas of the HubShots Framework • Sneak peek into the HubSpot specific details • 3 real world examples of the HubShots Framework in action • How you can download the HubShots Framework as an A3 Poster PDF • How to get started using the HubShots Framework Full show notes available at: https://www.hubshots.com/episodes/episode-2...
295: Strategy takes time, Paid seat deactivation, Deal close gotcha on app, Notification profiles
February 09, 2023 23:01 - 35 minutes - 24 MBThis edition we dive into: • Who forgot to plan out their 2023 - it’s not too late • Deactivating a user now releases the paid seat they were consuming • Chat and Slide-in popups competing for attention on the bottom right • Deal close behaviour on Desktop versus in-app • ‘Last email received from contact’ HubSpot ticket property • Notification profiles are so handy • HubSpot Security Centre - is it confusing for you too? • Non Fit personas • Xero invoice sync • Avoiding the ChatGPT ineffici...
294: HubSpot in 2023, Approvals functionality, HubSpot Meetings tip, Paid seat gotcha
February 02, 2023 23:00 - 27 minutes - 19.1 MBThis 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 Things You’re Probably Not Using in HubSpot that You Should Be Online Masterclass Full show notes available at: https://www.hubshots.com/e...
293: Notes permissions confusion, reducing contact friction, power of lists, AI
January 25, 2023 03:19 - 32 minutes - 22.6 MBThis 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 which Hub tiers in a portal (if not an Admin) • Efficiency and Effectiveness and AI • ChatGPT example Full show notes available at: https:...
292: Systems to Merge contacts in HubSpot, New SEO tool, Annoying notifications
December 08, 2022 23:01 - 27 minutes - 19 MBThis 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 email sending domain • HubSpot in the real world • How to organise a QuickCheck of your HubSpot portal Full show notes available at: https:...
291: Learn from our HubSpot mistakes, using emojis, calculated fields and conversation forwarding
November 17, 2022 23:01 - 25 minutes - 17.5 MBThis 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 • Listener question: Trigger a sequence from a workflow Full show notes available at: https://www.hubshots.com/episodes/episode-291 Recorded: ...
290: Setting Lifecycle stages on forms and deals, Re-engagement emails gone wrong
November 03, 2022 23:01 - 33 minutes - 23.2 MBThis 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 reminder • The joy of unread books Full show notes available at: https://www.hubshots.com/episodes/episode-290 Recorded: Wednesday 02 Nove...
289: Using Service Hub for Internal Business Processes
October 20, 2022 23:00 - 31 minutes - 21.5 MBThis 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 benefits Full show notes available at: https://www.hubshots.com/episodes/episode-289 Recorded: Friday 14 October 2022 | Published: Friday 21...
288: Automation in HubSpot
October 13, 2022 23:30 - 37 minutes - 25.6 MBThis 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 help Full show notes available at: https://www.hubshots.com/episodes/episode-288 Recorded: Thursday 06 October 2022 | Published: Friday 14 October 2022
HubSpot CMS with Kevin Fremon from Helpful Hero - Part 2 (HubShots Special Interview)
September 29, 2022 23:30 - 42 minutes - 29.5 MBIn 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-2 Recorded: Monday 22 August 2022 | Published: Friday 30 September 2022
HubSpot CMS with Kevin Fremon from Helpful Hero - Part 1 (HubShots Special Interview)
September 28, 2022 23:53 - 36 minutes - 25.2 MBIn 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 Recorded: Monday 22 August 2022 | Published: Thursday 29 September 2022
287: INBOUND22 Thoughts
September 15, 2022 23:00 - 35 minutes - 24 MBThis 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-287 Recorded: Tuesday 13 September 2022 | Published: Friday 16 September 2022
286: HubSpot Campaign Analytics, HubSpot Comments, Actions Menus reminder
September 08, 2022 23:00 - 21 minutes - 14.8 MBThis 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 dangers of damaged cables • Do you need help with your HubSpot portal? Full show notes available at: https://www.hubshots.com/episodes/epis...
285: HubSpot Form Options, Paid Channels Overreliance, Custom Report Builder
September 01, 2022 23:00 - 36 minutes - 24.7 MBThis 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 attacks • Do you need help with your HubSpot portal? Full show notes available at: https://www.hubshots.com/episodes/episode-285 Recorde...
284: How To Manage Your Contacts in HubSpot Efficiently
August 25, 2022 23:00 - 32 minutes - 22.6 MBThis 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 validation services • Quotes of the week • Need help with your HubSpot portal? Full show notes available at: https://www.hubshots.com/episodes...
283: HubSpot Top Tips August 2022 Edition
August 18, 2022 23:00 - 30 minutes - 20.8 MBThis 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 email performance in a workflow • Workflow gotcha - avoiding race conditions • Custom Reporting tip - using Date Frequency versus Date Part...
282: HubSpot CMS Free Quick Overview, Plus Improvements to CMS Starter
July 07, 2022 23:00 - 22 minutes - 15.5 MBThis 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 pages Full show notes available at: https://www.hubshots.com/episodes/episode-282 Recorded: Thursday 28 June 2022 | Published: Friday 08 July 2022
281: HubSpot Call to Action (CTA) Best Practices
June 23, 2022 23:00 - 46 minutes - 32.1 MBThis 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 Full show notes available at: https://www.hubshots.com/episodes/episode-281 Recorded: Thursday 15 June 2022 | Published: Friday 24 Ju...
280: HubSpot Lists Best Practices (for Building Marketing Campaigns)
June 02, 2022 23:00 - 40 minutes - 27.4 MBThis 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 • Using Lists in Workflows • Using Lists in Reports • Using Lists in Dashboards • Using Lists in Smart Content • Using Static Lists in...
279: HubSpot Forms Best Practices (for Building Marketing Campaigns)
May 19, 2022 23:00 - 47 minutes - 32.7 MBThis 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 Full show notes available at: https://www.hubshots.com/episodes/episode-279 Recorded: Wednesday 18 May 2022 | Published: Friday 20 May...
278: Building a Campaign in HubSpot from Start to Finish (Best Practices)
May 05, 2022 23:00 - 47 minutes - 32.6 MBThis 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: https://www.hubshots.com/episodes/episode-278 Recorded: Wednesday 04 May 2022 | Published: Friday 06 May 2022
277: HubSpot Top Tips April 2022 Edition
April 08, 2022 05:30 - 27 minutes - 18.9 MBThis 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 * • How to add a simple feedback popup on your site • How to add NPS survey reminder emails * • Reminder to focus on what you can control •...
276: Detailed Overview of HubSpot Service Hub
March 25, 2022 05:30 - 36 minutes - 25.1 MBThis 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 course recommendations Full show notes available at: https://www.hubshots.com/episodes/episode-276 Recorded: Wednesday 23 March 2022 | Pub...
275: Conversations Inbox Hacks, Service Hub Protected KB articles, and HubSpot’s Pirate Ad
March 04, 2022 06:40 - 32 minutes - 22.2 MBThis 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 • XSync for Xero Full show notes available at: https://www.hubshots.com/episodes/episode-275 Recorded: Wednesday 2 March 2022 | Published: Fri...
274: Enterprise Functionality, Email Open Rates in Apple Mail, Sales Pipeline Partitioning
February 24, 2022 22:22 - 22 minutes - 15.5 MBThis 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 training Full show notes available at: https://www.hubshots.com/episodes/episode-274 Recorded: Wednesday 23 February 2022 | Published: ...
273: Reducing Friction, Marketing Contact Recommendations, Custom Quote Templates, Deal Unenrollment
February 18, 2022 01:02 - 39 minutes - 27.4 MBThis 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 processes quote Full show notes available at: https://www.hubshots.com/episodes/episode-273 Recorded: Wednesday 16 February 2022 | Published: ...
272: When to Use Internal Marketing Emails Plus Ways to Manage Multiple Deal Pipelines Properties
February 11, 2022 04:00 - 29 minutes - 20.1 MBThis 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 • The 15 page limit in CMS Starter continues to frustrate Full show notes available at: https://www.hubshots.com/episodes/episode-272 Record...
271: The Lazy Salespersons’ Cheat Sheet to using HubSpot
February 03, 2022 23:00 - 37 minutes - 25.4 MBThis 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 times in emails • HubSpot translated forms • When to use HubSpot Surveys (instead of using Forms for surveys) • ...
270: How to be Efficient with HubSpot across Sales, Marketing & Service
January 27, 2022 23:12 - 29 minutes - 20.4 MBThis 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 • Global Search is your friend • Saving Views with your preferred column layout • Speeding up the HubSpot Add-on in Outlook • Cancel and Re...
269: Tips for Using Lists, Deal Pipeline Properties, Shared Task Queues, and Staying Calm
December 09, 2021 23:00 - 23 minutes - 16.4 MBThis 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 of the week Full show notes available at: https://www.hubshots.com/episodes/episode-269 Recorded: Monday 06 December 2021 | Published:...
268: Top 17 Favourite Features in HubSpot
November 25, 2021 23:00 - 22 minutes - 15.2 MBThis 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 • Conversations Inbox • Snippets and Templates • Meetings • Task Queues Full show notes available at: https://www.hubshots.com/episodes/episode-...
267: Top 16 Frustrations with HubSpot
November 18, 2021 23:00 - 28 minutes - 19.4 MBThis 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 • Ads interface is confusing • Can’t create carousel social posts • Campaigns are confusing • Can’t change Lifecycle stage property • Can’t ...
266: Why HubSpot Email Preference Groups are finally awesome
November 11, 2021 03:41 - 27 minutes - 18.8 MBThis 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 friend Full show notes available here: www.hubshots.com/episodes/episode-266 Recorded: Wednesday 10 November 2021 | Published: Friday 12 November 2021
265: Optimizing Customer Experience with HubSpot Service Hub
November 04, 2021 23:00 - 25 minutes - 17.4 MBThis 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 Yoda Full show notes available here: www.hubshots.com/episodes/episode-265 Recorded: Monday 01 November 2021 | Published: Friday 05 November 2021
264: HubSpot Social Monitoring, Reporting on Meetings & Avoid being sent to Spam
October 28, 2021 23:01 - 34 minutes - 23.7 MBThis 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-264 Recorded: Monday 25 October 2021 | Published: Friday 29 October 2021
263: Inbound Announcements that mattered, Sending internal notifications tips
October 21, 2021 23:00 - 26 minutes - 18 MBThis 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 terrible sales process • Using In-App Notification workflow actions Full show notes available here: www.hubshots.com/episodes/episode-263 Rec...
262: Save time with HubSpot Saved Sections, Deal Splits & Workflow property clearing
October 14, 2021 23:00 - 24 minutes - 16.6 MBThis 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 here: www.hubshots.com/episodes/episode-262 Recorded: Monday 11 October 2021 | Published: Friday 15 October 2021
261: Ad Sequences, Adding to Audiences using Workflow Actions and breaking down big goals
October 01, 2021 02:15 - 27 minutes - 18.5 MBThis 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 docs Full show notes available here: www.hubshots.com/episodes/episode-261 Recorded: Monday 27 September 2021 | Published: Friday 01 October 2021
260: Simple Steps, HubSpot KB changes, Email Health Reports, and Rotate Owner Workflow Action tips
September 17, 2021 02:00 - 31 minutes - 21.5 MBThis 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 •Is it still worth it to create content on our sites? Full show notes available at: www.hubshots.com/episodes/episode-260 Recorded: Mond...