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 attacks • Do you need help with your HubSpot portal? Full show notes available at:...

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 validation services • Quotes of the week • Need help with your HubSpot portal? Full show notes available at:...

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 email performance in a workflow • Workflow gotcha - avoiding race conditions • Custom Reporting tip - using Date Frequency versus Date Part...

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 pages Full show notes available at: https://www.hubshots.com/episodes/episode-282 Recorded: Thursday 28 June 2022 | Published: Friday 08 July 2022

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 Full show notes available at: https://www.hubshots.com/episodes/episode-281 Recorded: Thursday 15 June 2022 | Published: Friday 24...

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 • Using Lists in Workflows • Using Lists in Reports • Using Lists in Dashboards • Using Lists in Smart Content • Using Static Lists in...

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 Full show notes available at: https://www.hubshots.com/episodes/episode-279 Recorded: Wednesday 18 May 2022 | Published: Friday 20 May...

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: https://www.hubshots.com/episodes/episode-278 Recorded: Wednesday 04 May 2022 | Published: Friday 06 May 2022

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 * • 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 •...

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 course recommendations Full show notes available at: https://www.hubshots.com/episodes/episode-276 Recorded: Wednesday 23 March 2022 |...

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 • XSync for Xero Full show notes available at: https://www.hubshots.com/episodes/episode-275 Recorded: Wednesday 2 March 2022 | Published:...

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 training Full show notes available at: https://www.hubshots.com/episodes/episode-274 Recorded: Wednesday 23 February 2022 | Published:...

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 processes quote Full show notes available at: https://www.hubshots.com/episodes/episode-273 Recorded: Wednesday 16 February 2022 | Published:...

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 • The 15 page limit in CMS Starter continues to frustrate Full show notes available at:...

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 times in emails • HubSpot translated forms • When to use HubSpot Surveys (instead of using Forms for surveys) •...

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 • Global Search is your friend • Saving Views with your preferred column layout • Speeding up the HubSpot Add-on in Outlook • Cancel and...

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 of the week Full show notes available at: https://www.hubshots.com/episodes/episode-269 Recorded: Monday 06 December 2021 | Published:...

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 • Conversations Inbox • Snippets and Templates • Meetings • Task Queues Full show notes available at:...

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 • Ads interface is confusing • Can’t create carousel social posts • Campaigns are confusing • Can’t change Lifecycle stage property • Can’t...

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 friend Full show notes available here: www.hubshots.com/episodes/episode-266 Recorded: Wednesday 10 November 2021 | Published: Friday 12 November 2021

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 Yoda Full show notes available here: www.hubshots.com/episodes/episode-265 Recorded: Monday 01 November 2021 | Published: Friday 05 November 2021

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-264 Recorded: 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 terrible sales process • Using In-App Notification workflow actions Full show notes available here:...

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 here: www.hubshots.com/episodes/episode-262 Recorded: Monday 11 October 2021 | Published: Friday 15 October 2021

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 docs Full show notes available here: www.hubshots.com/episodes/episode-261 Recorded: Monday 27 September 2021 | Published: Friday 01 October 2021