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Episode 132: Lead Flows get even more awesome

Welcome to Episode 132 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 HubSpot’s decision to release Conversations for free and where HubSpot is heading. Plus dive into some more Lead Flow goodness.

Listen to the show here: https://soundcloud.com/hubshots/132-lead-flows-get-even-more-awesome

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/

Recorded: Thursday 09 August 2018 | Published: Monday 03 September 2018

Shot 1: Inbound Thought of the Week

HubSpot releases Conversations for free

https://www.hubspot.com/company-news/hubspot-launches-free-conversations-tool-for-growing-businesses

https://www.hubspot.com/products/crm/conversations

So much stuff for free.

The only thing missing is a free version of the landing page tool…

Shot 2: HubSpot Marketing Feature of the Week

Lead Flows now have Exclusion criteria

Tip: use URL structures for Landing Pages and Thank You pages (eg includes ‘thank-you’ or ‘download’ in the URL) and exclude these from Lead Flows showing

leadflow exclusions

Lead Flow Targeting

What happens if there are two Lead Flows targeting the same URL:

https://knowledge.hubspot.com/getting-started-with-the-hubspot-crm-free/lead-flows-and-collected-forms-faq

From the article:

Lead Flow triggers

If there are two lead flows with different flow triggers set to load on the same page with the same location specificity, the lead flows won’t conflict each other and will wait for their respective triggers, given that the user has not previously submitted or dismissed either lead flow.

For example, if one lead flow is set to load on all pages and is triggered on 50% page scroll, and a second lead flow is set to load on all pages and is triggered on exit intent, the two flows will load when the user triggers each lead flow.

Lead flow location

When evaluating 2 or more lead flows that should load in the same area, there is a set of rules that control which lead flow should load based on which one has the most specific targeting rules. HubSpot prioritizes the targeting rules in the following order:

  1. Website URL is: The lead flow targets the specific URL of the page and is an exact match.
  2. Query parameter equals: The lead flow targets a specific query parameter found on the page.
  3. Website URL begins with: The lead flow targets the beginning of the URL of the page.
  4. Website URL contains: The lead flow targets a word that’s found in the URL of the page.

For example, if you have a lead flow set to load on All pages and a lead flow set to load on a specific website URL, such as http://www.domain.com/home, the lead flow set to load on http://www.domain.com/home will show.

This applies to lead flows that have the same flow triggers (on 50% page scroll, on exit intent, etc.) or the same type (pop-up box, dropdown banner, etc.).

In the event that there is a complete tie, such as 2 lead flows of the same type targeting the same exact website URL, the most recently created lead flow will be shown.

Last updated

If multiple lead flows are active on a page with the same location specificity, the same trigger, and have the same type (pop-up box, dropdown banner, etc.), the most recently updated lead flow will display. If the user has previously submitted or dismissed the most recently created lead flow, they will be shown the next lead flow they are eligible for.

Shot 3: HubSpot Gotchas of the Week

Moving purchased templates that are from the old framework to the new.  We found this issue when amalgamating a few different HubSpot Portals into one.  Templates purchased over a year ago are very hard to transfer.

HubSpot and Facebook Advertising connections

Here’s the message you see if your Facebook connection to HubSpot has expired – a misleading message which references April 2017.

hubspot connection issue

Bonus gotcha: if you attempt to report on two accounts that have different currencies, HubSpot completely shits its pants.

Shot 4: Marketing Tip of the Week

Setting up audiences in HubSpot that sync back to Google Ads and Facebook Advertising:

https://www.hubspot.com/product-updates/now-live-google-ads-audiences-in-hubspot

https://www.hubspot.com/product-updates/now-live-url-based-audiences-in-the-ads-add-on

Shot 5: HubSpot Sales Feature of the Week

Using Lead Bots

https://blog.hubspot.com/sales/how-to-set-up-a-lead-bot

More on this when we do a deep dive into HubSpot Conversations after Inbound in September.

Shot 6: Opinion of the Week

Challenging conventional wisdom

Panadol versus Vitamins

https://twitter.com/zaid/status/1026232301577850880

Silicon Valley: “Build painkillers, not vitamins.”
World: “Did you know the market for vitamins ($37B) is 2x the market for painkillers ($19B)?”

vitamins painkillers

Important note: I don’t know if these numbers are correct. The point is that it gave me pause to think and challenge my existing assumptions (or assumed knowledge).

Some of the replies, just for balance:

vitamins replies

Summary: the numbers may be totally wrong, but the challenge to assumed knowledge is the important takeaway.

Action item: what other areas have you relied on assumed conventional wisdom for?

What marketing activities are you engaging in that you need to review and challenge?

Solution is usually: test and measure

Some examples:

  • Focusing on email frequency (instead of relevancy)
  • Focusing on LinkedIn (instead of another channel – test and measure)
  • Ignoring Instagram (instead of testing and measuring)

Shot 7: Resource of the Week

Using the new Spotify Ad Studio:

https://xen.com.au/how-to-use-spotify-ad-studio-to-reach-your-audience/

Shot 8: Quote of the Week

2 quotes from Richard Branson

  1. You don’t learn to walk by following rules. You learn by doing, and by falling over.
  2. One thing is certain in business. You and everyone around you will make mistakes.

Shot 9: Bonus Links of the Week

Tools to investigate:

OrgCharts for HubSpot

https://orgcharthub.com/

Saw this recommended on Twitter by Lionheart Communications – https://twitter.com/LionheartComm/status/1026723369515986944 – but we haven’t actually checked it out yet…

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

This episode of HubShots brought to you by our love of Nespresso:


Interested in advertising on HubShots? Start here.

About the Author

HubShots: A weekly podcast for Marketing Managers discussing HubSpot and Inbound Marketing. Hosted by Ian Jacob and Craig Bailey.

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