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Episode 162: Avoiding HubSpot Workflow Mistakes and Replacing yourself with Tools

Welcome to Episode 162 of HubShots!

Welcome to HubShots – APAC’s number 1 HubSpot focussed podcast – where we discuss HubSpot tips & tricks, new features, and strategies for growing your marketing results.

We hope you enjoy the podcast as much as HubSpot’s CEO, Brian Halligan does.

This episode we look at replacing yourself with tools, plus avoiding HubSpot workflow mistakes.

Listen to the episode here: https://soundcloud.com/hubshots/162-avoiding-hubspot-workflow-mistakes-and-replacing-yourself-with-tools/

HubShots, the podcast for marketing managers and sales professionals who use HubSpot, hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

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Recorded: Tuesday 14 June 2019 | Published: Friday 21 June 2019

Shot 1: Inbound Thought of the Week

Analysing data to highlight trends eg HubSpot Trends report:

Reports dashboard 10

There’s a bunch of tools in this space eg see also MAXG: https://www.maxg.ai/ from the team at Square2Marketing which aims to highlight issues to investigate.

Have a look at Artificial Intelligence (AI) is at work in HubSpot > https://www.hubspot.com/artificial-intelligence

Another is Atomic Reach.  It is a content intelligence platform for marketers > https://www.atomicreach.com/

Shot 2: HubSpot Marketing Feature of the Week

Avoiding Workflow mistakes

https://blog.hubspot.com/customers/5-biggest-workflow-mistakes-how-to-avoid-them

An interesting note: delays might be useful right at the start of a workflow in case a Contact’s properties are a few seconds delayed in getting updated.

Sometimes data isn’t instantly populated on an object record when a visitor converts and is created as a contact in your account for the first time. It can take up to a few seconds for the incoming data to populate in the associated properties. If a workflow is set up to assign a new contact to a sales rep based on their form responses, place a delay in as the very first action. If not, the contact may enroll in the workflow seconds before its contact properties have finished updating, and the wrong owner may be assigned as a result. Although this doesn’t always happen, it’s something a one-minute delay can easily take care of.”

And as usual the CTA is to do a HubSpot Academy lesson:

https://academy.hubspot.com/lessons/understanding-workflows-in-hubspot

Shot 3: HubSpot Sales Feature of the Week

Importance of looking at Time in Deal Stage.

This report shows the average amount of time deals spend in each stage of your funnel. Use this report to see how your deals are moving through the funnel and to see where things might be getting stuck.  You can also see what deal stages are being missed all together too!

Reports dashboard 11

Shot 4: HubSpot Gotcha of the Week

Slack notifications for Inbox Email Conversations

Getting Slack notifications for HubSpot Conversations via a team email box doesn’t work as you’d expect

Slack notifications to a channel only work for Chat Conversations.

Settings 11

 

For Inbox Email Conversations you need to set up personal notifications, that end up in your Slack HubSpot app ‘channel’

User Preferences   HubSpot 3

Go to the Assign area:

User Preferences   HubSpot 2

Shot 5: Marketing Tip of the Week

Adding FAQ schema to a web page via Google Tag Manager:

https://www.semrush.com/blog/how-to-add-faq-schema-google-tag-manager/

Two key takeaways:

  1. Schema markup is important
  2. Google Tag Manager is a useful way to insert schema into a site – if you aren’t yet using Google Tag Manager, then it’s time to get on board…

Shot 6: Insight of the Week

The value of tools

Do you consider tools a cost or an investment?

Compare tool costs with staffing costs – what can you replace with a tool?

Is it more accurate, more insightful, less error-prone, faster, easily repeatable, etc

Now consider your own role. Is what you are doing today, replaceable with a tool? If so, then what is the value you are adding? What will you be doing tomorrow?

Examples of tools we’re using: HubSpot, ahrefs, SEMrush, SanityCheck, Zapier, Databox, AccuRanker…

Which tools are you using? Let us know in the comments or tweet us @hubshots: https://twitter.com/hubshots

Shot 7: Podcast of the Week

Inbound Happy Hour

New podcast from our friend Chris Higgins:

https://www.inboundhappyhour.com/

Shot 8: Resource of the Week

700 Facebook Ad examples:

http://kristihines.com/facebook-for-businesses-facebook-ads/

600 Instagram ad examples:

http://kristihines.com/instagram-for-business-instagram-ads/

Shot 9: Quote of the Week

“You don’t have to be big to make a BIG difference in the world.” – Norbert

https://www.instagram.com/p/BygL6-pgmJr/

Shot 10: Bonus Links of the Week

https://rankmath.com/blog/google-indexing-api/

https://www.apollo.io/explorer/

Please leave us a simple star rating as this helps us improve and reach more marketers.

Transcript

[Ian] Hi everyone, welcome to HubShots Episode 162. We talk about avoiding HubSpot workflow mistakes, and replacing yourself with tools. You’re listening to Asia Pacific’s number one HubSpot focused podcast, where we discuss HubShot tips, tricks and features for growing yourselves and marketing results. My name is Ian Jacob from Search & Be Found and with me is Craig Bailey from XEN Systems. How are you, Craig?

[Craig] Yeah, really good and feeling replaceable.

[Ian] That’s right, we are the replaceables.

[Craig] That’s right, in our strive for efficiency it’s all about getting tools and processes in place, so we can provide more value and we’re gonna chat a little bit about that first in the Inbound through the week, but also later in our Inside of the week.

[Ian] That’s right, so Craig, you know, Inbound through the week. this is something I stumbled upon today, is a new report in HubSpot and it’s analyzing data to highlight trends within HubSpot, so what it’s doing is using artificial intelligence from what I can see and it’s showing you things like sessions from email increased by 170% over the last week, new contacts from email increased by 100%. I mean, the screenshot we’ve got and the one I had in my portal had it everything going up, I wonder what happens when things start to go down?

[Craig] I was wondering that as well, yeah, trends, we only show you the good trends so it seems like everything’s working. Yeah, but that’s right it’s really about analyzing and it’s probably on the size of the data set that it can analyze as well and also frequency, all those kind of things, especially when its talking about email marketing and that kind of stuff. But, yeah, it’s really interesting to see these becoming part of the actual report stack.

[Ian] Yes.

[Craig] And by the way just reminding people when we say a report in HubSpot we’re talking about one of those little widgets that appears on your dashboard. Oh, by the way you can drill into them into a bunch of the reports,

[Ian] Yes, you can.

[Craig] not this particular one, but bunch of reports especially trend lines and things you can drill into them.

[Ian] That’s right, and I think what’s highlighted that there are multiple things, you know, I’ve highlighted there is actually a page on HubSpot it talks about artificial intelligence at work in HubSpot and over the course of the years we know HubSpot have actually purchased products or businesses that specialize in artificial intelligence and then they have now integrated that into HubSpot. And it’s starting to surface a lot of that through the, for example, the SEO tool within HubSpot. It’s one of them, we’re gonna actually use it.

[Craig] Yeah, that’s right and look it’s it’s kind of pretty commonplace now. People are building the tools right left and center for all this kind of insight and analysis. And as we have, well, it goes back to the data sets doesn’t it?

[Ian] Exactly.

[Craig] ‘Cause we have more data to analyze, we can actually make quite useful and insightful predictive analysis.

[Ian] That’s right, and I think there’s another one that I’ve actually tried out and it’s a content intelligence platform, which actually hooks into HubSpot called Atomic Reach.

[Craig] I’ve heard of these guys

[Ian] Yes.

[Craig] actually, and I noticed when you sent it to me earlier, I was like, oh, I’ve got to log in.

[Craig] Correct.

[Craig] Oh, it’s expired I must have tried a long time ago ’cause I love trying out tools. You know, folks if there’s any tools you’d like us to try just send us a login. If you’re a vendor and you’ve got a tool that you’d like us to try out and maybe mention on the show send us a login and we’ll take a look, always keen to check these things out.

[Ian] That’s right, so we encourage you to actually have a look at it because it can make a difference.

[Ian] All right, Craig, on to our HubSpot marketing feature of the week and this is about avoiding workflow mistakes.

[Craig] This is a HubSpot blog and you know how we’ve done a few episodes. This almost felt like, I was wondering if this was, you know, how we had one on all the big mistakes we see?

[Ian] Yes.

[Craig] And then we had another one on workflows? This was kind of great combination of those two ideas, I’m not saying they took the idea from us at all but I just kind of flagged in my mind, oh yeah, this is a really good post. Why didn’t we do an episode called, Avoiding Workload Mistakes? Anyway, it’s a really good post. They go through a few things, five key ones actually. The one that I wanted to highlight is a bit of a gotcha. I hadn’t really thought of this but talking about using delays in workflows especially at the start of a workflow, which I actually kind of do by default anyway.

[Ian] Yes you do, yeah.

[Craig] But it turns out there’s a good reason for doing that and that’s because often a contact, so they fill out a form, submit, it can be just a couple of seconds before some of those fields are updated on a contact. And so the the author of the post was saying, let’s say you had a workflow triggered by a form submit.

[Ian] Yep.

[Craig] That then works on the contact. There might be fields on that contact that aren’t updated until after they’ve already been into the workflow.

[Ian] Okay.

[Craig] So the point is if you’ve got entry criteria that are dependent on a few things, not only the form but also contact properties, they may or may not actually fire correctly. So, it was one of those things where put a delay at the study workflow, if someone gets into the workflow and maybe they shouldn’t have. Well, you’ve probably got a goal or some exit criteria to get them out. But just this idea what if you had branching that relied on some of those criteria maybe something that they had entered in the form. Unless you had a delay, it might not have picked those up correctly. So they call that a workflow mistake to avoid. I call that a deficiency in HubSpot ’cause there’s a delay before the HubSpot should take care of that for you surely.

[Ian] Yes.

[Craig] However, the point remains just be smart about that and it’s pretty simple to put a minutes delay at the start of every workflow just for good measure.

[Ian] And what’s a good time for a delay, Craig?

[Craig] I’d go the minimum so like a minute.

[Ian] Minute, yes.

[Craig] Like I don’t think you can choose seconds, but yeah, all you need is 10, 20 seconds.

[Craig] Now, we’ve run into this before, right? Because when you have multiple forms and you go form submit on one page, goes to the next page, and the deck doesn’t pre-populate with what they’ve put in the previous form. It’s because there’s that slight delay in the record getting updated and then pulled back. So we’re aware of it, I just hadn’t thought of it in terms of workflow so good tip there thanks.

[Ian] Yeah. So I think if you’re in marketing, which some people might not realize, if someone inputs data in a form, it actually has to go into HubSpot and then if you’re trying to collect it on the second page to display it again or to pre-fill it, it actually needs to come back. So it’s doing this two-way journey, it’s not just passing it from one page to the next just so be aware of that. All right, Craig, HubSpot sales feature of the week. This is one we have been talking about as we look more to deal stages, and this is a report that’s available where it talks about the time in deal stage. I know for a fact people look at this and they try to understand where the parts of this sales flow is stalling or are things, particular things, happening at stages and it’s taking too long? And so we’ve been looking at this across multiple clients to understand which stage is actually taking too long and you’ll probably see from a screenshot in my example which stages are being totally missed altogether and nothing’s actually going in there or they’re basically skipping that stage in the sales process. So that might be an indication as to understanding why it’s needed or why it’s not needed. So what’s interesting is you’ll see that they calculate an average time and in this particular report I’ve showed you it’s got two-months worth of data there. So it’s got the current month and the month before. That gives you averages.

[Craig] Yeah, what’s the data set for this particular one? Seems quite different. Yeah, all the deals be interesting to know how many are going into that.

[Ian] It’s actually the deals closing in the next 30 days.

[Craig] Yeah, right.

[Ian] So you’ll see that and I’ve got obviously a date range of 30 days. So you can play around with this and massage it however you see fit.

[Craig] Yeah, but that’s exactly right not in that second stage in the sales pipeline. No one in there they’re just skipping over so good indication that you might not need it.

[Ian] That’s right or you might end up finding that there are things that sit in a deal stage that never end up moving because maybe a deal actually is stalled for some reason and no one’s actually moved it on.

[Craig] Ah, well that’s interesting. So let’s say something was caught in a deal stage. Instead of putting zero surely it would just have the total time frame so far.

[Ian] Correct.

[Craig] I wonder how they calculate? That’s interesting is it based on that actually moving out of a stage or is it based on it moving into a stage?

[Ian] Correct, exactly. So there you go but I think it’s overall a really useful report if you’re not using it to actually find out where in your sales process things are getting stuck and encourage you just to at minimum add it to your dashboard.

[Craig] Ah, absolutely right. This wasn’t in the earlier versions of HubSpot and I remember clients saying we need time in deal stage time in deals how you are now doing all this ridiculous exporting out to spreadsheets to calculate it. So it’s great that’s in there. Most sales managers live on this report, it’s crucial to them. Or a good sales manager will be looking at this closely. Yeah, excellent.

[Ian] All right, Craig, on to our HubSpot gotcha of the week, and this is to do with Slack notifications for inbox email conversations.

[Craig] All right.

[Ian] It’s a bit of tongue twister right there.

[Craig] Yeah, that’s right. Conversations, which I don’t know if I like the name or not.

[Ian] Yeah, so now this can include email and Tratchat.

[Craig] Yeah.

[Craig] And possibly Facebook chat as well.

[Ian] Correct, which will come.

[Craig] Yeah, I haven’t actually implemented that. This gotcha is, so we’re using conversations for support. So we’ve got a team in box set up going into conversations in HubSpot and that’s the support basically, the support desk for our brands. There’s an option to get Slack notifications when you look at the inbox settings. I said, oh great, because whenever a new conversation comes in to the team inbox we just want to note in our Slack channel, bang now there’s someone, jump on it quickly. Anyway, turns out the gotcha is that only works for chat conversations not email conversations. So it’s like, oh okay, and it is there, and I’ve actually highlighted it in the screenshot. So it does actually say that but I totally missed it. And, of course, I got onto HubSpot support, and I’ll tell you what HubSpot support they never, they’re less than five minutes now. I just get the phone call every time. They call me, anyway, they sorted this out for me. They go, oh yeah, no, actually that’s not the case and you can’t actually get notifications in the Slack channel for email conversations. All right, so that’s the gotcha, but what you can do is get personal notifications in your HubSpot notifications settings for your personal profile

[Ian] Yes.

[Craig] to go into the HubSpot app channel.

[Ian] That’s right.

[Craig] So not an actual hash channel in Slack but into your own HubSpot channel. So we’ve just got some screenshots showing how you set that up

[Ian] That’s right.

[Craig] and it’s for basically get notifications for an email conversation that’s unassigned or is assigned to you and there’s a whole bunch of them as well.

[Ian] That’s correct and this is in your individual profile preferences?

[Craig] Yes.

[Ian] Where you need to actually have the global notification for Slack turned on.

[Craig] Yes.

[Ian] And then go check what are the different notifications you can have and enable them and we have highlighted them in the show notes. If you ever get stuck just head over to this episode.

[Craig] Yeah, and you’ve basically got to get all your team to do it individually on their own profiles. You can’t kind of force it globally.

[Ian] All right, Craig, onto the marketing tip of the week. Any FAQ schema to a webpage by a Google Tag Manager.

[Craig] Yes, I wanted to throw in one for the geeks here. So this is two things schema markup on your web pages and two using Google Tag Manager to do it. I’m not going to go into it but there’s a link here to their post but here’s the two takeaways. First, schema markup is really important for Google SEO.

[Ian] Yeah.

[Craig] An FAQ markup is probably one of the easiest or that many people would have on their website. So if you’ve got an FAQ page on your site, you can actually create FAQ schema markup and that kind of sits behind the page. Google looks at it when it’s crawling and goes, oh right, I’ll pull this out as some can often pop up in, you know, questions people ask. The second thing as well, we kind of have to do that in our web content management system. How would we do it? So, for example, how would you add it to a page in a HubSpot page?

[Craig] It’s actually pretty hard.

[Ian] Yeah.

[Craig] So here you can use Google Tag Manager to do it so the second takeaway is if you’re not yet using Google Tag Manager you should.

[Craig] It’s time to get onboard.

[Craig] You’ve got to be using Google Tag Manager not only for inserting Google Analytics and other scripts, but for doing things like this it’s gonna become more and more the case.

[Ian] All right, on to our insight of the week, Craig, and we’re going to talk about the value of tools. And this is driven really by a conversation that we had in Inbound thought of the week, which was about artificial intelligence and what is uncovering through data by the use of platforms that we’re using. So do you consider tools to be a cost or an investment in your business?

[Craig] That’s right that’s the question to ask, right, because if you ask most business owners who are paying for it we want to get this tool, x, y, z and told to do something they’re like, “Oh, how much does it cost?” And really, what you should be saying, oh, how much does it save? So, I mean, you know my agency and I know your agency. We use tools a lot. I mean, HubSpot’s a tool, right?

[Ian] Correct.

[Craig] And it’s an expensive tool, and yet, how much does it save us? Incredible.

[Craig] So, what the insight we’re trying to get across this week is really about thinking of it more as a cost saving, and that’s what we’re trying to what’s the value of a tool? And, in fact, going further, often the saving is in versus staffing. So by a tool or hire staff? And think about, well, how many staff do you need to do certain tasks that they’re doing now? And can you replace that with a tool? And so, we use a ton of tools.

[Ian] Yes.

[Craig] And I know you do as well, and we’re always looking for more tools to use ’cause it makes us more efficient. But it’s not only efficiency, it’s also repeatability, it’s also about accuracy, and therefore, the opposite of that, which is avoiding errors it’s all these things. So the question is how can you think about using tools instead of using staff? That’s the first thing. Here’s the flip side. What are you doing yourself, dear listener, that can be replaced with a tool? What are you doing today that can be replaced with a tool? Because if it could be replaced with a tool, why are you still doing it? And, in fact, you need to be thinking about what are you going to be doing tomorrow? So it’s not only oh, yeah, great for you replace the team with tools, it’s like someone’s gonna replace you with a tool. So how are you actually adding value?

[Ian] Correct, and, you know, a lot of the tools that are really good actually show you, for example, time you saved from using their tool to achieve a particular task or outcome. And there’s a particular tool that we both use that does that in the paid advertising space, so I think that’s fantastic. And if you think about all the tools that you use and calculate what that saving is on the outcome you’re getting, and the speed you’re getting it at, I think that will more than pay for it. So we’d love you to actually tweet us and tell us what tools you’re using in your day-to-day life, could be in your business but, I mean, there are tools that we use in our day-to-day life. A really simple one I’ll share with you is on the iPhone, right? I was using it the other day, I’ve got an iPhone 10. The way I was swiping across to get to different apps, some of my friends saw me and they go, “Hang on, can you do that?” Instead they were like closing the app they were in then going back to the home screen and then searching for the app that they wanted to open and then opening the app, move your finger at the bottom of the screen, you can actually slide between all the open apps on your phone.

[Craig] I did not know that. Can I do it on my iPhone SE?

[Ian] There is a similar thing on an iPhone SE.

[Craig] Oh, okay cool.

[Ian] So that’s one another one

[Craig] But hang on that’s not you’re not exactly replacing staff members with that. That’s a hack, I don’t know if that’s a tool.

[Ian] That is a hack. And, you know, this is what I’m saying is that there are lots of different, I say, apps on your iPhone that can help you save time or remember things better or get things done faster where you might have been taking longer time to do.

[Craig] No, that’s exactly right so it’s all around efficiency. Now, look, some of the tools, so what tools do you use in your agency or even with your clients in terms of marketing that actually are saving, you mentioned one before, which was Optimizer I think you were referring to?

[Ian] Yes, correct. Atomic Reach is another one that I’ve been testing out. We use Ahrefs.

[Craig] Yep.

[Ian] That’s right.

[Craig] Or is it SEMrush let’s have a debate about that.

[Craig] Yeah, things like that. Sanity Check is one we use it analyzes Google Search Console and just pulls out striking distance keywords. We used to spend hours doing that kind of analysis for clients. Now it just does it in a second. It’s always different tools AccuRanker data box, yeah, reporting just getting dashboards ready. I mean, you might think our reporting’s not really that groundbreaking till well when it’s beautiful to use automated updates automatically and can be just shared with the client. That’s saving tons of hours

[Ian] That’s right.

[Craig] and that’s giving them real-time insight so, yeah, bunch of tools.

[Ian] Yeah, and Zapier.

[Craig] Zap it, ah!

[Craig] And we both use it for different things. So you use it to push data from one system to into HubSpot. Zapier is our and Tara one of our team, she just loves Zapier now. The things she is doing with Zapier.

[Ian] Yes.

[Craig] It’s incredible.

[Ian] You know, if anything you take out of this whole conversation. If you just go and look at Zapier and figure out what are the things you can automate or speed up? And you’ll see like there’s a whole, if you put in the tools that you’re using you’ll get a whole bunch of recipes. I’d encourage you just to go and do that.

[Craig] Well, and let’s just finish with pulling this back to HubSpot,

[Ian] Yes.

[Craig] And, in fact, workflows. As we’ve said in many episodes, just setting up well-thought-out workflows alone can save you hours and hours. The price of admission alone for HubSpot.

[Ian] Absolutely. All right, Craig, on to our podcast of the week. Inbound Happy Hour.

[Craig] Shout out to Chris Higgins.

[Ian] That’s right, Inbound Happy Hour dot com. Episode 1 is live.

[Craig] There you go, Inbound Happy Hour, good name.

[Ian] That’s right. All right, on to our resource of the week, Craig.

[Craig] You’ve got two blog posts from Kristi Hines, wonderful writer been following her for years. She’s got two monster posts they’re both about example ads and she’s basically taken a whole bunch of screenshots of Facebook ads and LinkedIn ads across various industries and things like that. And what’s great is you see the engagement each of these ads have. So if you’re after a bit of inspiration on ads that are getting responses on those platforms have a look at these, and yeah, let us know if you actually find something that works for you.

[Ian] If anything go through them because you might actually gain some inspiration of what is working and what’s not, what you have not tried before.

[Craig] The things that I noticed is the imagery that is often used depending on industry, like some industries they just use nice images and the messaging is in the text underneath. And then other industries they use, you know, image that really has a lot of text in the image. And look it’s always just a measure, but I actually find that interesting. You know one of our clients where we both spending a lot of time creating these elaborate banners with their logo and branding and all of that. We did a few tests around just like using stock images, I’m almost embarrassed to say, and they got much better response. People just like these inspirational or aspirational images

[Ian] Yeah.

[Craig] pushing through to download a brochure and stuff like that so it’s just around test and measure.

[Ian] Yes.

[Craig] That’s how it works.

[Ian] And that’s what you will probably see across platforms now especially Google Ads giving the machine images, headlines, descriptions to actually test combinations and see what works and then use that in your collateral and so on. Well, Craig, on to our quote of the week, “You don’t have to be big to make a big “difference in the world,” and that’s from Norbert.

[Craig] Norbert the dog who we love you Norbs on Instagram. He’s an Instagram celebrity.

[Ian] He is.

[Craig] It’s so cute my goodness, But the wisdom.

[Ian] That’s right. So we’d encourage you to go following Norbert the dog and actually see what’s going on. As always, there are a few bonus links of the week. We’d love you to leave us a star rating on Apple Podcasts as this really helps us. You don’t have to write anything just click how many stars you like us and that will help us greatly. And we’d love you to share the podcast with anybody else in your team that would benefit from listening to this and learning about HubSpot. Well, Craig, until next time.

[Craig] Catch you later, Ian.

[Ian] Thank you for listening to this episode of HubShots. For show notes, resources, HubSpot news, including practical strategies you can implement, visit us at HubShots.com.

HubShots Episode 162: Avoiding HubSpot Workflow Mistakes and Replacing yourself with Tools

Episode 161: Marketing Newsletters to subscribe to, plus the HubSpot Drag and Drop Email editor

Welcome to HubShots – APAC’s number 1 HubSpot focussed podcast – where we discuss HubSpot tips & tricks, new features, and strategies for growing your marketing results.

We hope you enjoy the podcast as much as HubSpot’s CEO, Brian Halligan does.

This episode we look at HubSpot’s drag and drop email editor, plus a gotcha when using Facebook Lead Form Ads that sync to HubSpot and some sales pro tips.

Listen to the episode here: https://soundcloud.com/hubshots/161-marketing-newsletters-to-subscribe-to-plus-the-hubspot-drag-and-drop-email-editor/

HubShots, the podcast for marketing managers and sales professionals who use HubSpot, hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Subscribe to our Spotify channel here: https://open.spotify.com/show/7oee8w41riN5aRNrLKT2ar

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Follow us on Twitter here: https://twitter.com/hubshots

Follow us on Instagram here: https://www.instagram.com/hubshotspodcast/

Follow us on LinkedIn here: https://www.linkedin.com/company/hubshots/

Recorded: Tuesday 04 June 2019 | Published: Friday 14 June 2019

Shot 1: Inbound Thought of the Week

A new mission for INBOUND?

LEARN HERE.

TAKE YOUR JOB BY STORM.

250+ SPEAKERS. NIGHTLY PARTIES. INTERACTIVE SESSIONS.

Agenda is available

What is INBOUND?

INBOUND celebrates the helpful, human side of business.

INBOUND is a community of people who are passionate about marketing, selling, and delighting customers in an inbound way.

Only 90 days to go…

https://hubshots.com/inbound-countdown/

Grow Better.

Shot 2: HubSpot Marketing Feature of the Week

New drag and drop email editor.  Nate (Nathaniel Medina) from the product marketing team says that users are saving on average 12 minutes of time creating and publishing emails.

Email Better.

Shot 3: HubSpot Sales Feature of the Week

Adding a contact to your phone contacts and then in 3 clicks.  Why is this good?  You get to have the contact on your phone so you can identify them when they contact you.

IMG 6954

IMG 6953

Bonus tip: if you put in the Company field (on iPhone/iOS) what you are talking to them about or what they enquired about when they ring then you will be instantly reminded.  Thank you Danny for the tip!

IMG 6956

Answer Better.

Shot 4: Marketing Gotcha of the Week

If you are running workflows against custom properties and you have an identical question in a Lead Ad it will get created in the Lead Ad Properties.  So you need to check that property too!

Property settings

Check Better.

Shot 5: Marketing Tip of the Week

Email newsletters we love

  • What the AFF – daily tactical round up of tips and tools for digital marketers eg Facebook hacks
  • Morning Brew – daily update on what is happening in technology and business, very useful for understanding consumer and business trends.

Eg WTAFF alerted me to some interesting stats such as this recent nugget about LinkedIn video:

“According to LinkedIn, users are 20x more likely to share a video on the platform than any other type of post.

In terms of paid ads, users now spend 300% more time watching video ads compared to the time spent looking at static Sponsored Content.”

And Morning Brew introduced me to the term ‘three comma club’ (someone who is a billionaire).

Inbox Better.

Canva

If you quickly want to create a email header, change a Facebook cover, create some social images this is a great place to start.

Home   Canva

Stencil is another one that is great for creating social images:

Design Better.

Shot 6: Insight of the Week

From Apple’s World Wide Developer Conference.  It is becoming clear that device handoff is becoming more and more seamless.

https://youtu.be/izSg1YUvpAA?t=429

Handoff Better. Spend Better.

Shot 7: Quote of the Week

“The price of entrepreneurial success is discipline and structure.”

The Road Less Stupid – Keith Cunningham

Structure Better.

Shot 8: Bonus Links of the Week

https://www.iqseo.org/seo-audit-checklist/

Please leave us a simple star rating as this helps us Improve Better and reach more marketers.

Episode 161: Marketing Newsletters to subscribe to, plus the HubSpot Drag and Drop Email editor

Episode 160: HubDb is actually pretty simple

Welcome to Episode 160 of HubShots!

This episode we investigate HubDB and whether you need to be a geek to use it. Also, restoring contacts and deals in HubSpot, plus fixing up what Facebook shares about a website page after you’ve updated it.

Listen to the episode here: https://soundcloud.com/hubshots/160-hubdb-is-actually-pretty-simple/

HubShots, the podcast for marketing managers and sales professionals who want to grow better with HubSpot, hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Subscribe to our Spotify channel here: https://open.spotify.com/show/7oee8w41riN5aRNrLKT2ar

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Follow us on Twitter here: https://twitter.com/hubshots

Follow us on Instagram here: https://www.instagram.com/hubshotspodcast/

Follow us on LinkedIn here: https://www.linkedin.com/company/hubshots/

Recorded: Thursday 30 May 2019 | Published: Friday 07 June 2019

Shot 1: Inbound Thought of the Week

We are now on Spotify: https://open.spotify.com/show/7oee8w41riN5aRNrLKT2ar

Shout out to Paul – good to chat with you over a coffee this afternoon.

Shot 2: HubSpot Marketing Feature of the Week

Using HubDB:

https://blog.hubspot.com/customers/website-editing-made-easy-hubdb

Good overview of using HubDB:

https://academy.hubspot.com/lessons/hub-db

Why mention this? Because it is going to become common usage – it may seem like it’s something for the geeks at the moment, but it will quickly become mainstream with HubSpot users. Don’t get left behind!

Manage duplicates feature rolling out in Contacts section (under the Actions menu):

Contacts 3

See also Restore contacts (and see our next Shot for restoring Deals)

Shot 3: HubSpot Sales Feature of the Week

Restoring deleted deals.  Did you know you can restore deals deleted in the last 90 days?  Go to Deals > Actions > Restore Deals

Recycling Bin 1

Shot 4: Marketing Gotcha of the Week

Had an issue where old page titles were still showing on Facebook when sharing a page on Messenger.

So we went to the Facebook Open Graph Object Debugger

https://developers.facebook.com/tools/debug/og/object/

IMG 05663308B89D 1 1

Checked existing information and then requested a new fetch of the information.

Shot 5: Marketing Tip of the Week

SEO in 2019

Brian Dean is back with another corker:

https://backlinko.com/seo-this-year

(Takes about a minute to load the page it is that massive! Wonder if that is good for his SEO)

And Aja Frost is continuing her awesome blog posting with an overview of GDS:

https://blog.hubspot.com/marketing/google-data-studio

GDS is something else that is going to become mainstream.

It’s still a bit overwhelming for a new user, but is getting much easier to use.

Tara, on our team, is becoming a GDS master at the moment.

Shot 6: Insight of the Week

HBR Quick Take: 7 questions every CMO wants to ask Google

https://www.thinkwithgoogle.com/consumer-insights/quick-take-youtube-questions-for-google/

https://youtu.be/hSzCI5j4YPM

I’m ready to be dragged and dropped.

Here are some key takeaways:

  • CMOs are interested (not surprisingly) in how to drive growth, given that technology and behaviour is changing so rapidly.
  • Companies need to be rooted in data and experimentation to rapidly iterate their marketing.
  • People are impatient.  They want things now and don’t wait for slow loading mobile websites (4 seconds is too long!).
  • People are researching everything. Every consumer has a research mindset and investigates deeply before purchase (even things like toothbrush selection, which previously would only be a matter of choosing from selection at a store – are now research-based decisions).
  • The advantage of this behaviour shift, when combined with the tech platforms out there, is that small businesses have the ability to compete with large businesses – something they haven’t been able to do in previous decades.

Follow Tara Walpert Levy on Twitter here: https://twitter.com/tarawlevy

Shot 7: Retirement of the Week

HubSpot seems to have ‘retired’ announcing any updates.

We need a new Update by Stealth Shot section in the show lol.

https://www.hubspot.com/product-updates/topic/all-updates

Shot 8: Resource of the Week

Google’s quality rater’s guidelines updated:

https://www.mariehaynes.com/google-updated-qrg-quality-2019/

Summary: it is all about ‘page quality’

Shot 9: Quote of the Week

“the more you want your goal, the more effort you will put in – it’s not that we can’t do something, it’s that we have a low desire”

Matthew Michalewicz

Shot 10: Bonus Links of the Week

Facebook Groups getting hacked:

https://marketingland.com/turns-out-some-groups-axed-by-facebook-for-content-violations-were-hacked-261184

https://www.authorityhacker.com/million-serps-analyzed/

https://theupperranks.com/blog/link-case-study

https://lumapartners.com/content/presentations/lumas-state-of-digital-media-2019/

Google Analytics reports you may not be aware of:

https://www.searchenginejournal.com/google-analytics-reports/307257/

https://www.simoahava.com/analytics/custom-templates-guide-for-google-tag-manager/

Please rate and leave us some feedback as this helps us improve and reach more marketers.

Episode 160: HubDb is actually pretty simple

Episode 159: Tips, tricks, tools and resources roundup for marketers

Welcome to Episode 159 of HubShots!

Welcome to HubShots, APAC’s number 1 HubSpot focussed podcast, where we discuss HubSpot tips and tricks, new features, and strategies for growing your marketing results.

This episode we chat through a round up of tips, tricks and tools for marketers including GA and Davinci Tools, discuss what ‘long tail’ means, plus welcome back Inbound Buzz.

Listen to the episode here: https://soundcloud.com/hubshots/159-tips-tricks-tools-and-resources-roundup-for-marketers

Welcome to HubShots, the podcast for marketing managers who use HubSpot hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Follow us on Twitter here: https://twitter.com/hubshots

Follow us on Instagram here: https://www.instagram.com/hubshotspodcast/

Recorded: Monday 20 May 2019 | Published: Friday 31 May 2019

Shot 1: Inbound Thought of the Week

Improving your understanding of Google Analytics:

https://blog.hubspot.com/marketing/google-analytics

A very useful and thorough overview of Google Analytics – well worth a read (or even just a skim through).

Need more Inbound Buzz?

We’ve been missing some Buzz in our Inbound Shot – thankfully Moby has returned to save the day:

https://www.redpandas.com.au/is-hubspot-too-expensive-plus-marketing-takeaways-from-facebooks-f8-conference/

A useful review of all the marketing related takeaways from Facebook’s F8 conference.

Spoiler: If you thought you were going to avoid using Facebook Messenger in your business, think again.

Shot 2: HubSpot Marketing Feature of the Week

HubSpot Reports

New course in HubSpot academy:

https://academy.hubspot.com/courses/building-custom-reports-in-hubspot

Aimed at HubSpot Pro and Enterprise users (ie not Starter or Free)

Some key thoughts:

  • The value of having custom properties is especially useful when considered in terms of reporting
  • Workflows are an often overlooked way of setting custom properties (and then for use in reports)

Shot 3: HubSpot Sales Feature of the Week

Sorting Deals on the Deals Dashboard

Deals

Shot 4: HubSpot Gotcha of the Week

Large video uploads.

The ‘supported’ file size is stated as being 2GB, however, this will often fail if over 1GB.

Shot 5: Marketing Tip of the Week

What does it mean when we say ‘long tail query’?

https://twitter.com/willcritchlow/status/1128314318271991808?s=12

Will Critchlow on Twitter   SEO folks  When you reference  a long tail query  do you mean   Trying again   deleted last poll as I phrased it ambiguously  Sorry

Originally the term meant ‘low volume’, but it has got confusing in the last decade.

Shot 6: Insight of the Week

Should you pay attention to your META descriptions.

Answer: Yes, but don’t be too precious about them.

Consider this (small) study about how often Google rewrites page meta descriptions:

https://strategiq.co/google-rewrites-meta-descriptions/

Caveat: tiny sample size, small test, results aren’t confident.

However, they are useful for prompting reflection.

Summary: Assume Google rewrites your page descriptions, and predominantly on lower ranking pages (eg on page 2 and lower).

Google will rewrite your meta descriptions if it thinks it can do a better job. Sometimes it is good at this, other times not.

Takeaway: if you are seeing your meta descriptions being rewritten regularly, think through the intent of the page – it’s potentially at odds with your description.

General guidelines: Write your meta descriptions as a call to action, highlighting the value of what people will get if they visit the page.

Shot 7: Thank You Page of the Week

Good landing page:

https://offers.hubspot.com/how-to-conduct-technical-seo-audit

How to Conduct a Technical SEO Audit

And it goes on and on and even includes an embedded preview.

But what I like most is the Thank You page:

Thank you for downloading your copy of  How to Conduct a Technical SEO Audit

The upsell is to a course on their HubSpot academy.

Get people sticky on the training. Very good upsell.

Shot 8: Resource of the Week

Da Vinci tools – Chrome extension for marketing geeks to add functionality to GA, GTM, Ads and GDS:

https://www.davinci.tools/

https://support.davinci.tools/

The heatmap tools are really useful:

https://support.davinci.tools/knowledge-bases/2/articles/79-adwords-features

getorganizedwizard com   getorganizedgal com   www getorganizedwizard com

Easily highlight high and low engagement pages

Shot 9: Quote of the Week

“If you look closely at decisions that don’t initially make sense, you’ll likely see status roles at work. The decision didn’t make sense to you, but it made perfect sense to the person who made it. We spend a lot of time paying attention to status.”

Shot 10: Bonus Links of the Week

Hyper-verticalisation

Disintermediation

And other terms you should understand:

https://medium.com/craft-ventures/linkedin-is-the-new-craigslist-39e71238e995

Please rate and leave us some feedback as this helps us improve and reach more marketers.

HubShots Episode 159: Tips, tricks, tools and resources roundup for marketers

Episode 158: The Magic of HubSpot Snippets

Welcome to Episode 158 of HubShots!

Welcome to HubShots, APAC’s number 1 HubSpot focussed podcast, where we discuss HubSpot tips and tricks, new features, and strategies for growing your marketing results.

This episode we chat about HubSpot Snippets and how they can help you systematise a whole bunch of processes. Plus scheduling HubSpot popup forms.

Listen to the episode here: https://soundcloud.com/hubshots/158-the-magic-of-hubspot-snippets

HubShots, the podcast for marketing managers who use HubSpot hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Follow us on Twitter here: https://twitter.com/hubshots

Follow us on Instagram here: https://www.instagram.com/hubshotspodcast/

Recorded: Thursday 16 May 2019 | Published: Friday 24 May 2019

Shot 1: Inbound Thought of the Week

Michele’s book for introverts, titled How to be an Introvert in an Extrovert World is now a finalist in two book awards. If you are an introvert – or interested in how introverts think – check it out.

Testing new HubShots covers – let us know what you think:

hubshots cover 500

Shot 2: HubSpot Marketing Feature of the Week

Scheduling on popup forms: For existing popups you can now set an End time:

Pop Up Forms   HubSpot

If your popup is not yet published, you can also set Publish Start times:

Pop Up Forms   HubSpot 1

Only seems to be available in Pro and Enterprise, not in Starter or Free.

Shot 3: HubSpot Sales Feature of the Week

Collecting all the data you need in the right contact properties.

Why is this important?  Because we discovered sales teams have internal processes that they do adhere to.  Like sending an email to accounts to have an account set up in SAP.  So we created a snippet that all the necessary bits of data so it could be used in a task for account setup.

Snippets   HubSpot

Shot 4: HubSpot Gotcha of the Week

There’s no way to tell from the contact timeline which social post a person clicked on that brought them to the site.

Would be nice if HubSpot could incorporate that into the timeline.

There’s an Ideas forum entry you upvote if you agree:

https://community.hubspot.com/t5/HubSpot-Ideas/Track-which-social-posts-result-in-contacts-created/idc-p/270188#M34766

Shot 5: Marketing Tip of the Week

Using Google search operators:

https://builtvisible.com/how-to-use-google-advanced-search-operators-to-find-indexation-and-technical-seo-issues/

The Exclude operator is handy eg you can exclude terms or sites from the search results eg:

hubspot podcast -hubspot.com

hubspot podcast  hubspot com   Google Search

This will return a list of results that excludes anything from the hubspot.com domain.

Shot 6: Insight of the Week

Google’s new advertising features

https://adsonair.withgoogle.com/events/marketinglive/watch?talk=day1-keynote3

Watch   Ads Innovation Keynote

“En route to a client meeting across town in a taxi cab but need to launch a last-minute holiday campaign? Google’s Android and iOS app now lets you write the search copy, optimize the headline, place bids and set budget constraints from your smartphone.” lol

https://marketingland.com/key-takeaways-for-brands-after-google-marketing-live-2019-261115

Shot 7: Podcast of the Week

Shoutout to the HubCast – a long time favourite and inspiration of ours

https://www.impactbnd.com/hubcast-podcast-hubspot-strategies

With Carina Duffy and Markus Sheridan

Shot 8: Resource of the Week

Fun tool for generating filler text, related to a topic (rather than using lorem ipsum) – it pulls from Wikipedia:

https://www.boom-online.co.uk/lorem-ipsum/

The World s Best Industry Specific Lorem Ipsum Generator

Shot 9: Quote of the Week

A quote on advertising:

“Don’t tell me how good you make it; tell me how good it makes me when I use it.” – Leo Burnett

Shot 10: Bonus Links of the Week

Things to review when doing a website redesign, so that your SEO isn’t adversely affected:

https://www.suganthan.com/blog/website-redesign-seo/

Please rate and leave us some feedback as this helps us improve and reach more marketers.

Episode 158: The Magic of HubSpot Snippets

Episode 157: 3 Big Mistakes we see Clients make in their HubSpot portals

Welcome to Episode 157 of HubShots!

Welcome to HubShots, APAC’s number 1 HubSpot focussed podcast, where we discuss HubSpot tips and tricks, new features, and strategies for growing your marketing results.

This episode we look at 3 Big Mistakes we see Clients make in their HubSpot portals, and how you can ensure you don’t make the same mistakes.

Listen to the episode here: https://soundcloud.com/hubshots/157-3-big-mistakes-we-see-clients-make-in-their-hubspot-portals/

HubShots, the podcast for marketing managers who use HubSpot hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Follow us on Twitter here: https://twitter.com/hubshots

Follow us on Instagram here: https://www.instagram.com/hubshotspodcast/

Recorded: Wednesday 08 May 2019 | Published: Friday 17 May 2019

Shot 1: Inbound Thought of the Week

3 Mistakes we see in HubSpot Portals

Mistake #1: Not adding email Subscription Types

Settings 9

Bonus mistake: Not enabling the resubscribe option

Settings 10

Not tweaking the design of the unsubscribe page (you Edit page in the Subscriptions screen)

Settings 7

Mistake #2: Not getting a naming convention in place and having a proper structure to organise files

Important for naming everything:

  • Lists
  • Workflows
  • Folders
  • Emails
  • Forms
  • Pages
  • Campaigns

Mistake #3: Not setting permissions for users

Especially for sales teams eg disabling export of contacts

There are privacy considerations as well.

Settings 8

Bonus Mistakes:

Not excluding internal IPs (set this in the Report settings)

Not filtering bot traffic (set this in the Report settings)

Not adding Campaigns

  • At a minimum add in at least one campaign

Shot 2: Listener Question of the Week

Should I use a sub-domain versus a sub-folder for my blog?

This was a question from one of our listeners – Joe – he asks:

“Hi Guys, love the podcast and thought I would reach out with a question I am hoping you’ll be able to help with. We are getting a lot of resistance from our SEO consultant regarding our blog sub domain. He is insisting that the hubspot blog sub domain is not the right way to structure our blog. I’ve spoken to a few people and read a few articles but I am still in the dark. We are currently planning our new website and I want to make sure we are doing all we can to do it right!”

There’s a combination of SEO thoughts and setup/maintenance thoughts.

The considerations:

  1. Do you have the option of combining into one domain with a sub-folder?
  2. If so, then for ease, aim for a sub-folder for your blog
    1. It’s easier to manage (styling, GA insertion, no need for cross domain tracking, etc)
    2. There’s a possible easier rankings benefit
  3. If not, don’t be too concerned however, since Google is getting much better at seeing them as the same: https://youtu.be/kQIyk-2-wRg?t=675

Shot 3: HubSpot Marketing Feature of the Week

Using Drafts in HubSpot Social tools

Very handy for saving a list of draft posts, that have their scheduled date set.

Other social tips:

https://blog.hubspot.com/customers/5-tips-supercharge-social-media-strategy-hubspot

Shot 4: HubSpot Sales Feature of the Week

Running team reports in HubSpot Reports:

https://blog.hubspot.com/customers/4-next-level-hubspot-reports-run-teams-activities

https://app.hubspot.com/learning-center/lessons/343/1842

Shot 5: HubSpot Gotcha of the Week

We had an issue where we were creating a Deal based on a customer lifecycle stage change to opportunity.

Lifecycle sync stages

https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-manage-the-automatic-syncing-of-lifecycle-stages-between-associated-records

sync lifecycle stages to associated contacts and companies

Shot 6: Insight of the Week

More on bots driving internet traffic (a quick follow up from our episode last time)

https://thenextweb.com/security/2019/04/17/bots-drove-nearly-40-of-internet-traffic-last-year-and-the-naughty-ones-are-getting-smarter/

https://resources.distilnetworks.com/white-paper-reports/bad-bot-report-2019

Distil Networks’ 2019 Bad Bot Report investigates the daily attacks that sneak past sensors and wreak havoc on websites. It’s based on 2018 data collected from Distil Networks’ global network and includes hundreds of billions of bad bot requests anonymized over thousands of domains.

Ie quite a reasonable data set 🙂

Marketing industry comines in #5 on the naughty list:

bad bot report 2019

Shot 7: Retirement of the Week

HubSpot has removed the ability to set up individual notifications for Collected Forms

https://community.hubspot.com/t5/HubSpot-Ideas/Implement-ability-to-choose-which-Non-HubSpot-forms-send-a/idi-p/268562#M34136

While we’re talking about HubSpot form options…

Can’t push HubSpot forms to MailChimp:

https://community.hubspot.com/t5/HubSpot-Ideas/HubSpot-MailChimp-Integration-Push-HubSpot-Form-submissions-to/idi-p/268575

Shot 8: Resource of the Week

Linking GA and Google Ads:

https://marketingplatform.google.com/about/resources/linking-analytics-and-ads-solution-to-todays-marketing-challenges/

Facebook Event tool:
https://www.jonloomer.com/2019/04/22/facebook-pixel-event-setup-tool/

Keyword research tip:
https://www.kevin-indig.com/a-better-approach-to-keyword-research-for-content-marketing/

Generating fake people:
https://futurism.com/ai-generates-entire-bodies-people-dont-exist

Shot 9: Quote of the Week

“I don’t look to jump over seven-foot bars. I look for one-foot bars that I can step over.”–Warren Buffet

Shot 10: Bonus Links of the Week

Google doesn’t support noindex in robots.txt

https://twitter.com/methode/status/1118882877289189376

Event spam in GMB
https://ohgm.co.uk/event-spam-seo/

Email outreach
https://backlinko.com/email-outreach-study

https://www.adstage.io/resources/q1-2019-ppc-benchmark-report-2/

Please rate and leave us some feedback as this helps us improve and reach more marketers.

3 Big Mistakes we see Clients make in their HubSpot portals

Episode 156: All about Marketing and HubSpot

Welcome to Episode 156 of HubShots!

Welcome to HubShots, APAC’s number 1 HubSpot focussed podcast, where we discuss HubSpot tips and tricks, new features, and strategies for growing your marketing results.

We hope you enjoy the podcast as much as HubSpot’s CEO, Brian Halligan does: “Thanks for creating this podcast, it’s awesome, … I listen to it, and I enjoy it.”

This episode we focus on Marketing tips and tricks with HubSpot, including HubSpot’s new Ad reports, using multiple LinkedIn conversions in campaigns, plus a frustrating HubSpot Starter Gotcha.

Listen to the episode here: https://soundcloud.com/hubshots/156-all-about-marketing-and-hubspot/

Welcome to HubShots, the podcast for marketing managers who use HubSpot hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Follow us on Twitter here: https://twitter.com/hubshots

Follow us on Instagram here: https://www.instagram.com/hubshotspodcast/

Recorded: Thursday 18 April 2019 | Published: Friday 10 May 2019

Make sure you check out episode 155 for our Sales focussed episode.

Shot 1: Inbound Marketing Thought of the Week

Is Inbound Marketing becoming Interruption Marketing again?

Is it just me, or has there been a resurgence of interruption tactics lately. Sites seem to have embraced annoying popups and gating again. And sometimes multiple interruptions, including:

  • General newsletter or offer popup
  • Popup to request to send push notifications for new content
  • Quiz requests and Spin to Win malarkey
  • Cookie consent popups that don’t remember you clicked them last time

These things go in trends – seems especially bad now, but then people pull back on them.

neilpatel com wants to and Neil Patel  Helping You Succeed Through Online Marketing

Btw offline I seem to be seeing this more as well – in the mall near my office there has been a big increase in people accosting me in the street, asking for donations to their charity or cause.

Shot 2: HubSpot Marketing Feature of the Week

HubSpot Ads Analyze reporting beta is rolling out in some portals:

Ads HubSpot

has some nice reports for highlighting campaign performance including both high cost and low cost campaigns:

Ads HubSpot

Shot 3: HubSpot Marketing Gotcha of the Week

You can’t style forms in HubSpot Starter or Free!

If you have used HubSpot Pro you’ll know how nice it is for styling forms, stacking labels, etc

But not in HubSpot Starter – turns out it is a completely different type of form and can’t be styled.

Support Inbox

I later discovered it actually gets inserted as an iFrame – yikes!

You’ll likely want to use a different form tool. However the good news is that you can still use HubSpot’s collected forms option to get the form submissions into HubSpot.

Shot 4: Marketing Tip of the Week

Use Multiple Conversions in LinkedIn ads.

One of the nice features about LinkedIn ad campaigns is you can select multiple conversion actions in a campaign.

Plus a really handy feature is you can create conversions later and then add them easily to existing campaigns.

This is one of the few areas where LinkedIn campaigns are much nicer to use than Facebook.

LinkedIn Campaign Manager

Shot 5: Marketing Insight of the Week

What is my real traffic?

The Bot traffic distraction.

Some studies have shown more than 50% of web traffic is automated, or bots.

This can cause confusion depending on what you look at for reporting.

For example, if you use Cloudflare and check the traffic stats, you’ll see very high numbers of ‘unique users’. However this includes crawlers and bots:

Analytics hubshots com Account Cloudflare Web Performance Security  Another example – using the social clicks reporting in HubSpot might be misleading as well – especially if connected with bit.ly for the click tracking.

Bit.ly will show many clicks a link gets, but these could be from automated social crawlers as well. They are often a lot higher than the actual visitors you’ll see on your site analytics.

Google Analytics (and other Analytics such as in HubSpot) can be more realistic. Especially if you have the GA setting to exclude bot traffic enabled (in the View):

Analytics

However, they suffer in the opposite way. If a visitor has ad blocking enabled in their browser, they will often be blocking general analytics scripts as well. Which means that the numbers you see in Google Analytics (or HubSpot) might actually be under-reporting actual traffic.

This is also one of the reasons why you can sometimes see a new contact in HubSpot, who has filled out a form, but has no pageviews. The form captured their details, but the ad blocking tool they use was blocking the HubSpot script for other tracking.

Takeaway: be aware that analytics reports are indicative only and might not be highly accurate. However they are good at showing trends and comparisons.

Shot 6: Marketing Resource of the Week

https://evernote.com/products/skitch

Shot 7: Marketing Quote of the Week

“Even when you are marketing to your entire audience or customer base, you are still simply speaking to a single human at any given time.” – Ann Handley

Shot 8: Bonus Links of the Week

https://blog.cloudflare.com/announcing-amp-real-url/amp/

Please rate and leave us some feedback as this helps us improve and reach more marketers.

HubShtos Episode 156: All about Marketing and HubSpot

Episode 155: All about Sales! HubSpot sales features, tips and using video for sales

Welcome to Episode 155 of HubShots!

Welcome to HubShots, APAC’s number 1 HubSpot focussed podcast, where we discuss HubSpot tips and tricks, new features, and strategies for growing your marketing results.

This episode we look at a recap of what is inbound sales, importing contacts from your phone into HubSpot with a couple of clicks, prospect insights and contact lead intelligence.

Listen to the episode here: https://soundcloud.com/hubshots/155-all-about-sales-hubspot-sales-features-tips-and-using-video-for-sales/

HubShots, the podcast for marketing managers who use HubSpot hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Follow us on Twitter here: https://twitter.com/hubshots

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Recorded: Thursday 18 April 2019 | Published: Friday 3 May 2019

Shot 1: Inbound Sales Thought of the Week

Recap of the Inbound Methodology for Sales

  1. You need to attract new leads to grow your pipeline
  2. Engage with people who are ready to have a sales conversation
  3. Providing your prospects with solutions to their problems!

IM marketing hub tools 1

Shot 2: HubSpot Sales Feature of the Week

Using the HubSpot app to import contacts from your phone contacts.

IMG B92F4666EA19 1

Shot 3: HubSpot Sales Gotcha of the Week

The option for importing in the App, doesn’t show unless they have permission to import.

Check the User permissions for the sales team members – they may not be able to import.

Settings and Slack   Search   Be Found

Shot 4: Sales Tip of the Week

Using the prospects tool to add and track companies that you are potentially wanting to work with.

Prospects

Shot 5: Sales Insight of the Week

Using the Search Google function in the HubSpot contact record to gain lead intelligence.

Natalie Tierney

Shot 6: Sales Resource of the Week

Loom > https://www.loom.com

Loom   Free Screen   Video Recording Software

Shot 7: Sale Quote of the Week

“It’s no longer about interrupting, pitching and closing. It is about listening, diagnosing and prescribing.” – Mark Roberge

Shot 8: Sales Bollocks of the Week

Pricing request   dotdigital Engagement Cloud

Please rate and leave us some feedback as this helps us improve and reach more marketers.

HubShots Episode 155: All about Sales! HubSpot sales features, tips and using video for sales

Episode 154: HubSpot Social Reporting, Academy Refresh and Meetings Troubleshooting

Welcome to Episode 154 of HubShots!

Welcome to HubShots, APAC’s number 1 HubSpot focussed podcast, where we discuss HubSpot tips and tricks, new features, and strategies for growing your marketing results.

This episode we chat about some useful HubSpot updates, including a nice enhancement to HubSpot Social reporting.

Listen to the episode here: https://soundcloud.com/hubshots/154-hubspot-social-reporting-academy-refresh-and-meetings-troubleshooting/

HubShots, the podcast for marketing managers who use HubSpot hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Follow us on Twitter here: https://twitter.com/hubshots

Follow us on Instagram here: https://www.instagram.com/hubshotspodcast/

Recorded: Tuesday 09 April 2019 | Published: Friday 26 April 2019

Shot 1: Inbound Thought of the Week

Shoutout to Chris Mottram from Podcastily: https://podcastily.com/

New speakers at INBOUND > https://www.inbound.com/

Shot 2: HubSpot Marketing Feature of the Week

Fully Report on all of your Social Strategy Within HubSpot

3 highlights:

1. Post from any social tool you choose, and still track your success over time within HubSpot.

2. Get insight on your social media performance as soon as you connect your account to HubSpot.

3. Track a number of new metrics within the social tool — including number of shares, impressions, and information on how your audience is growing over time.

Social Reports Overview

https://www.hubspot.com/product-updates/fully-report-on-the-success-of-your-social-strategy-within-hubspot

Shot 3: HubSpot Sales Feature of the Week

Meetings Troubleshooting

Understand why your meeting slots are not available.

Meet with Ian Jacob

Shot 4: HubSpot Gotcha of the Week

Ummmmm, about that outage.

https://blog.hubspot.com/customers/last-weeks-product-outage-what-happened-how-were-changing-as-a-result

Bonus: you get to learn about ZooKeeper and Kafka

“We use Apache Kafka, an open source software project used by many internet companies to keep HubSpot systems in sync with each other. In many respects, it’s a notification system. Updates about actions taken in HubSpot are sent to Kafka and then other systems are able to read those updates to stay up-to-date.

For example, when a customer clicks a CTA, a message gets written to Kafka. Another system can then read this message and use it to update your analytics dashboard. Because Kafka is a distributed system made up of multiple servers, it uses another open source software system, ZooKeeper, to coordinate between servers in a cluster. A cluster is a collection of related servers working together.

Kafka and ZooKeeper are both designed to safeguard against crashes. Within our infrastructure, we run multiple Kafka clusters. If a few servers within a cluster crash, the system is designed to continue to function with no interruption for customers.”

Shot 5: Marketing Tip of the Week

Build Facebook Marketing audiences based on people who came to your site via Google Ads

Check for ‘&gclid’ in the URL

facebook audience

Since Google Ads traffic might be higher purchase intent that general organic traffic or social traffic, targeting it specifically in Facebook as part of a remarketing campaign could be a good way to prompt people to purchase.

Use it in conjunction with an exclusion audience eg exclude people who did purchase on the site or did complete another conversion action.

Shot 6: Insight of the Week

Do you think Google tracks you?

A significant majority of consumers do not expect Google to track their activities across their lives, their locations, on other sites, and on other platforms.

https://www.niemanlab.org/2019/04/does-google-meet-its-users-expectations-around-consumer-privacy-this-news-industry-research-says-no/

Warning: the study is based on just 1000 people.

Understatement of the year:

“Our findings show that many of Google’s data practices deviate from consumer expectations.”

captain

Shot 7: Pop-up form of the Week

Good to see our friends at INBOUND have been listening to the show with this very specific pop-up form!

INBOUND 2019   Jada Pinkett Smith

Shot 8: Resource of the Week

The HubSpot Academy has had a facelift:

https://blog.hubspot.com/customers/new-hubspot-academy-website

Basically the front end to getting in to the Learning Centre has been refreshed.

Looks really good.

Note to self: Must get back into the certifications

Shot 9: Quote of the Week

“What most people call ‘thinking’ is nothing more than rearranging pre-existing prejudices”

  • Possibly: William Fitzjames Oldham
  • Probably not: William James

#thinkBetter

Shot 10: Bonus Item of the Week

How we record.

We use a Blue Yeti microphone, and record using Quicktime.

Chris Mottram does everything else.

Please rate and leave us some feedback as this helps us improve and reach more marketers.

HubShots Episode 154: HubSpot Social Reporting, Academy Refresh and Meetings Troubleshooting

Episode 153: Our top 3 HubSpot Workflow tips

Welcome to Episode 153 of HubShots!

Welcome to HubShots, APAC’s number 1 HubSpot focussed podcast, where we discuss HubSpot tips and tricks, new features, and strategies for growing your marketing results.

This episode we discuss three of our favourite HubSpot Workflow tips. Plus think through uses for the Lead Status field. And social strategy versus social tactics.

Listen to the show here: https://soundcloud.com/hubshots/153-our-top-3-hubspot-workflow-tips/

Welcome to HubShots, the podcast for marketing managers who use HubSpot hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Follow us on Twitter here: https://twitter.com/hubshots

Follow us on Instagram here: https://www.instagram.com/hubshotspodcast/

Recorded: Wednesday 03 April 2019 | Published: Friday 12 April 2019

Shot 1: Inbound Thought of the Week

The Sydney HubSpot User Group in March was a useful night of insights and HubSpot tips.

Sarah McIntyre shared her HubSpot Tip of the Night around using signup forms and Lead Flows (ahem, I mean Popups). Interesting tip – use a person’s face as the image in the popup form.

Moby wowed us with his HubSpot Maturity Model for where to focus your energy, based on your current situation. Interesting tip – using HubSpot Contact Property based reports. He’s a big fan of the reports – and a good reminder to me to dig deeper into the reporting tools.

Our 3 guest speakers highlighted the need to build your own brand, and how it’s a long, tough journey – but worth it. One example that resonated with me – Suzi Dafnis explained that you didn’t have to be the name of the brand, but you did have to be the face of the brand.

And if all that wasn’t enough we had a bunch of marketing jokes thanks to our MC for the night.

Shot 2: HubSpot Marketing Feature of the Week

Our top 3 HubSpot Workflow tips

1] Use the Settings to set workflow suppression and unenrollment. Have a Global Suppression list you use in all workflows – see episode 149: Global Suppression Lists in HuSpot Workflows

2] Use the workflow Goal to exit people, as well as report on progress.

3] Looping workflows – a Parent and Child workflow arrangement that can be set to keep looping around eg every day or week. Parent workflow has two entry criteria triggers – the first is a general one to get it started, the second is usually a custom property that is reset by the Child workflow. The parent workflow starts and has a simple delay eg a few minutes, and then calls the Child workflow (and the Parent then finishes). The child workflow performs and action (eg send and email) and then has the main delay (eg a day or a week, etc). The final step of the workflow is to set (or reset) the custom property that triggers the Parent.

These are useful for sending out periodic emails, updating other properties, etc.

Shot 3: HubSpot Sales Feature of the Week

Custom Lead Status

This is a nice feature that Moby reminded us about at the HUG.

You can setup your own Lead Status options, and use them to trigger actions, as well as use in reports.

Example: Using it to create a deal when you get to a particular lead status

Checkout episode 148 where dive in detail into the differences between Lifecycle Stage and Lead Status.

Shot 4: HubSpot Gotcha of the Week

Accidentally turning campaigns on and off in the Ads add-on.

That slider will turn campaigns on and off. It is NOT for selecting what to include in reports!

hubspot ads addon gotcha

Shot 5: Marketing Tip of the Week

Facebook Advertising Metrics

https://marketingland.com/facebook-to-replace-relevance-score-with-3-new-metrics-in-april-258355

Three new relevancy metrics. The new metrics are quality ranking, engagement rate ranking and conversion rate ranking.

The quality ranking metric will measure an ad’s perceived quality compared to ads competing for the same target audience.

The engagement rate metric will work the same way, showing an ad’s expected engagement rate compared to ads competing for the same audience.

The conversion rate ranking shows an ad’s expected conversion rates when compared to ads with the same optimization goals and audience.

As with the previous relevance score, these new metrics are not factored into an ad’s performance in the auction, but instead provide insights into how changes to creative assets, audience targeting or post-click experience may impact ad performance.

Shot 6: Insight of the Week

Social Strategy versus Social Tactics

Reverse engineer the social activity of a successful marketing based company, and you’ll be able to see the difference between having a social strategy, versus just doing social tactics.

Social strategy includes choosing the goal of each channel eg

  • Twitter – share knowledge base and in-depth articles, plus jump onto support opportunities
  • Instagram – use as a recruiting focus with updates about company activities, life at the company etc
  • Facebook – use a community arm with a focus on involvement and impact
  • LinkedIn – use as a way to build the personal branding of staff members

Compare this to social tactics, which are often just

  • Sharing the latest blog posts on all the channels at the same time

Action item: determine what’s right for your business – in many cases simple social sharing (tactics only, no strategy) is fine. But if you see opportunity in having a full social strategy, then don’t underestimate the time and effort involved.

Shot 7: Podcast of the Week

Content Sells with Suzi Dafnis

https://herbusiness.com/podcast-series/content-sells/

Latest episode is here:

https://herbusiness.com/podcast/103-how-to-host-a-successful-online-summit/

Shot 8: Resource of the Week

Ecommerce SEO

https://backlinko.com/ecommerce-seo

Hard to find a better article than this about ecommerce SEO. I haven’t even finished reading it all, and I’m already recommending it.

Shot 9: Quote of the Week

“It’s called the equal odds rule.  If you want to write a frequently cited paper, publish a lot.  If you want a successful business, get to work.  If you want to sharpen your skills as a disruptor, disrupt.  A simple metric: show up and keep showing up.”

  • Whitney Johnson, P92 of Disrupt Yourself

Shot 10: Tweet of the Week

Mark Porter nails perfectly some of the SEO bragging that is all over twitter these days:

https://twitter.com/markcporter/status/1108372390470406144

growth hacking

Shot 11: Bonus Links of the Week

https://ahrefs.com/blog/youtube-seo/

https://twitter.com/joncooperseo/status/1109105694790291456?s=12

Please rate and leave us some feedback as this helps us improve and reach more marketers.

HubShots Episode 153: Our top 3 HubSpot Workflow tips