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Recorded: Wednesday 31 August 2022 | Published: Friday 09 September 2022
In this episode’s growth thought, I’m actually asking us if you’ll help us grow (perhaps the key takeaway is: Ask people for help).
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As I write this (on 31 August) we are less than a week away from INBOUND. By the time you read this INBOUND will be finishing up. We’re looking forward to hearing how the event goes (sadly we’re not attending in person). I think it’s going to be big.
What are your favourite takeaways from the event?
A big shoutout to Grant Carlile at Sprocketeer Community - make sure you subscribe to his channel on YouTube, and his site here. Thanks for your support Grant!
Here’s a few quick items of interest we noticed:
You likely know that you can convert a draft Regular email to an Automated email - you can do this from the Actions menu:
Note: to be clear, this is only available if the email is a draft (ie hasn’t been sent yet).
And you can also convert a draft Automated email Regular:
But what about if the Automated email has been Published?
In this case, you can no longer convert to Regular email.
Summary: once a Regular email has been sent, or an Automate email has been published, you are no longer able to convert them to a different type.
So what do you do if you’ve accidentally Published your email as an Automated email, but instead want to send it as a Regular (ie scheduled email).
The simplest process is to Clone the Automated Email and save as Regular.
Hover over the email and click the Clone button:
And then just choose to Save as a Regular email:
This is much simpler than creating a new Regular email from scratch and then copying/pasting the content (which I sometimes see suggested in forum posts).
It’s the little things!
A reminder about how useful the Actions menu can be. They sit up in the top right corner of most object listing screens.
Here’s the Deal Actions menu:
It’s a quick way to:
These kinds of shortcuts can seem trivial - but a few clicks saved each hour through the day adds up. #incrementalimprovement
Snippets are super handy for Support and Customer care teams, for providing consistency and efficiency with common support requests.
Even simple things like inserting signatures - here’s an example:
Just having this prepared is a time saver. But using personalisation makes it even simpler - in this using Sender personalisation:
This can be used throughout HubSpot - in replies, notes, comments, etc.
And can be inserted just by using the hashtag.
There’s more on using Snippets in HubSpot here.
I was just creating one! All good. You could also add a signature in for the Inbox!
You’ve likely added custom properties to Contacts and Deals, possibly Tickets as well.
But did you know you can add custom properties to Quote lines and Product library items?
They can be added from the Properties section in Settings. Here’s some of the objects you may not realise you can customise:
If you’re wondering what the Invoices object is (as I was) it relates to a QuickBooks integration in HubSpot - sadly, not for Xero.
Some use cases we’ve liked this for lately:
Thanks to Pooja for reminding me of this in an internal training session last week.
HubSpot provides a nice Campaign Analytics report - find it from the Analytics tools list:
The Campaign Analytics report allows you to easily see and compare how campaigns are contributing to your results. The top of the report includes a simple chart overview where you can select between a range of metrics:
For example, here’s the Influenced revenue chart:
The campaigns to be included (we’ve blurred these in the screenshot above) are based on your selection from the table below (simply tick next to the ones to be included):
Note: the screenshot above is only the first page (first 10 campaigns) - the total includes other campaigns not shown on the first page list)
Some quick comments:
Important:
Other notes:
You can also edit the columns in the table:
You can also export the report details, as well as save the chart or table to a dashboard.
We’ve started a series of simple videos covering the HubSpot Custom Report Builder. You can view the playlist of videos on our YouTube channel here.
Please let us know if you find these useful - give them a Like - and we’ll take that as a good sign to keep recording more.
HubSpot has been (reasonably) quietly rolling out collaboration tools (ie think comments) throughout the product. It’s been available in Workflows, Forms and Emails for a little while - and now it’s available in Pages (Landing, Web, Blog) and allows users to easily add a comment and tag other users in the comment. It’s also available in Campaigns.
Here’s an example of using it in a page:
"Success is making those who believed in you look brilliant."
One of my friends was electrocuted (he survived) from a damaged power cable - you can read his story about it all here. He includes details of how he used his Apple Watch to check his heart health immediately after.
Our new HubSpot QuickCheck service has been popular with companies who are looking for a quick review of their HubSpot portal to understand:
If you’re asking yourself any of these questions, our QuickCheck call might be ideal. Here’s the details:
You can view more details and book in your session here.
Connect with HubShots here:
Connect with Ian Jacob on LinkedIn and Craig Bailey on LinkedIn
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 and XEN Solar.
HubShots is produced by Christopher Mottram from Podcastily.
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