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Marketing Platforms and CRM

How To Write A Marketing Plan In 5 Easy Steps [Video]

Download HubSpot’s Official Marketing Plan [FREE TEMPLATE] https://clickhubspot.com/mpdBringing people to your business can feel difficult. You might not know where your audience is, or how best to engage with them. A marketing plan helps you outline what your business needs, and creates a roadmap for how to get there. We’ll go over five steps to creating and implementing a marketing plan. Getting organized is one step in growing your business and accessing a wider audience.🛠 Resources:• Learn the Fundamentals of Digital Marketing: https://clickhubspot.com/bfz• What is a Marketing Plan & How to Write One [+Examples]: https://clickhubspot.com/t9q📔 Grow Your Career and Business with HubSpot Academy: https://clickhubspot.com/Popular-Courses📔 Favorite Free Certification Courses:• Digital Marketing Certification: https://clickhubspot.com/od6• Social Media Marketing Course: https://clickhubspot.com/Social-Media-Certification• SEO Training Course: https://clickhubspot.com/SEO-Training-Course• Inbound Course: https://clickhubspot.com/Inbound-Certification• Inbound Marketing Course: https://clickhubspot.com/Inbound-Marketing-Certification• Email Marketing Course: https://clickhubspot.com/Email-Marketing-Certification• Inbound Sales Course: https://clickhubspot.com/Inbound-Sales-Certification• Taking your Business Online Course: https://clickhubspot.com/Business-OnlineVideo Chapters:Intro | 0:00 – 0:42Step #1 Business Mission | 0:43 – 1:20Offer – Marketing Templates | 1:21 – 1:35Step #2 Identify Buyer Personas | 1:36 – 2:10Step #3 Define Your Content Strategy | 2:11 – 3:19Course Offer – Digital Marketing Fundamentals | 3:20 -3:37Step #4 Budget | 3:38 – 4:13Step #5 Action Plan | 4:14 – 4:47Outro | 4:48 – 5:11About HubSpot: HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.⚠ Disclaimer:The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.#HubSpot

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Marketing Platforms and CRM

HubSpot Workflow – Update the Status of Leads Who Have Been Contacted – Hivehouse Digital [Video]

Use this workflow to change the status of leads that have been contacted or ‘attempted contact’ by your sales team. Putting the status to “in progress’ can help your marketing and sales team determine next steps in identifying who is an opportunity and who isn’t.Read more about CRM clean up here: https://blog.thewholebraingroup.com/cleaning-your-hubspot-crm-5-workflows

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Digital Marketing for Professionals

Hyper Warp Speed | CRM & Digital Marketing Strategy [Video]

Hyper Warp Speed is a HubSpot agency that serves businesses and companies in Austin and the surrounding locations. The agency, which is composed of architects, engineers, and consultants, offers clients CRM and digital marketing strategy consulting services, which include determining the requirements and objectives of clients across marketing, sales, and service and developing strategies in line with existing and future goals. The professionals at Hyper Warp Speed also provide clients with customized HubSpot marketing and sales onboarding solutions.

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Marketing Platforms and CRM

How to paste an HTML email signature to HubSpot (individual & team inbox) [Video]

This video tutorial will show you the steps to add an HTML email signature to #HubSpot in two areas – individual and team inboxes. In addition, adding a full sales email signature from Bybrand so that emails sent through agents also work as effective sales tools that can bring more customers to a business.LEARN MORE:https://www.bybrand.io/templates/salesABOUT USBybrand is a professional email signature generator made for #Marketing and #Sales teams. The idea is to save you time managing your team’s email signatures while providing a robust marketing channel.

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Marketing Platforms and CRM

HubSpot GDPR Big Mistake? [Video]

In this HubEd Helper video, we’re going to cover one potential HubSpot GDPR mistake you may be making.Are you leveraging HubSpot and its GDPR functionality? Are you having issues communicating with your contacts right after they submit a form on your site? Then you need to watch this simple fix you can apply to your HubSpot Hub.Need help with HubSpot? Head over to https://georgebthomas.comWhat is GDPR: https://www.hubspot.com/data-privacy/gdpr0:00 Big GDPR Issue0:15 HubSpot GDPR Warning0:32 The GDPR Education1:00 HubSpot GDPR Form Tutorial1:21 Other Form Elements1:40 GDPR options2:10 GDPR Issue & Automated Emails2:33 Final ThoughtsTurn on GDPR functionality in HubSpot: https://knowledge.hubspot.com/account/how-do-i-turn-on-gdpr-functionality-in-my-hubspot-accountMore Hubspot GDPR Resources: https://knowledge.hubspot.com/settings/gdpr-resources If you have questions about HubSpot, make sure you use our free HubSpot answers page. https://www.georgebthomas.com/offers/help#hubspot #hubspottutorial #gdpr

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Marketing Platforms and CRM

Google Tag Manager and hubSpot Integration [Video]

In this HubEd Helper video, we’re going to learn how to integrate HubSpot with Google tag manager and, several Google Tag Manager benefits for your business.In today’s video, we not only talked about the Google tag Manager HubSpot Integration but also several benefits of using Google Tag Manager as well.https://knowledge.hubspot.com/website-pages/add-the-google-tag-manager-code-to-your-pagesWhat is Google Tag Manager?If you don’t know what Google tag manager is, it’s a free tracking tool and management platform that allows you to add marketing tags, or snippets of code, to your website to track and collect marketing data. It allows users to easily implement GTM tags without modifying the code while improving the amount and type of information gathered. this might be for things like Google Analytics, Lucky Orange, or any other tools you want to work with your website site. Google Tag Manager is an extremely useful tool and, is totally free to use.00:20 What is Google Tag Manager?01:00 Google Tag Manager enables faster page loading speeds.01:25 Google Tag Manager allows you to have all tags in one spot.01:55 Google Tag Manager does not require coding knowledge02:20 Google Tag Manager & Hubspot IntegrationNow that you know the benefits and you know how to integrate Google Tag Manager with HubSpot, the last thing t do is hop to it. In other words, it’s time for you to execute the education you just received.If you have questions about HubSpot, make sure you use our free HubSpot answers page. https://www.georgebthomas.com/offers/help#hubspot #hubspottutorial #googletagmanager

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Marketing Platforms and CRM

Syncing LinkedIn Events with HubSpot for Webinar Promotion [Video]

Want to easily get more attendees for your webinars? Sync LinkedIn events with HubSpot using Zapier!Webinars are a great way to generate leads and establish thought leadership – and LinkedIn is the place to be for B2B content promotion. In this video, we’ll show you how to use LinkedIn Events to promote your webinar, sync that event with zoom and HubSpot, and capture and follow up with leads right inside your CRM. Jump to a specific section in the video to learn: 4:54 How to implement Zapier 5:47 – How to link a HubSpot record to Zapier 7:04 – How to create a unique property id12:39 – How to enroll a LinkedIn webinar registrant into a HubSpot workflow 👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60_______________ 📚ADDITIONAL RESOURCES:Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0 Book a custom demo of service hub for your organization (free) or get help from our team: https://hubs.ly/Q018bq-S0 _______________ 🎬ABOUT HUBSPOT HACKS: HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It’s full of tutorials, featuring tips, tricks and how-to’s from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help. Hosted by: 🙍🏼‍♀️Ali Schwanke (https://twitter.com/alischwanke) 🙎🏼‍♂️ Tyler Sprunk (https://twitter.com/getsprunk) _______________ 💬QUESTIONS OR FEEDBACK? Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don’t forget to subscribe to the channel and share on social! For customized HubSpot training, visit https://hubs.ly/Q016XfN60#hubspot #hubspottutorial #hubspothacks

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Marketing Platforms and CRM

What Is SaaS And How To Use It For Your Business [Video]

Download our FREE State of Marketing Full Report now: https://clickhubspot.com/pr5Software as a Service (SaaS) offers unparalleled flexibility and efficiency for companies large and small. But identifying and deploying SaaS can create its own set of challenges. This video offers a primer as to what SaaS is, what it can do, and most importantly, how to use it for your business. 🛠 Resources:• Get Certified in Digital Marketing: https://clickhubspot.com/ezm• The Ultimate Guide to Software as a Service (SaaS): https://clickhubspot.com/mze• HubSpot App Marketplace: https://clickhubspot.com/ufb📔 Grow Your Career and Business with HubSpot Academy: https://clickhubspot.com/Popular-Courses📔 Favorite Free Certification Courses:• Digital Marketing Certification: https://clickhubspot.com/od6• Social Media Marketing Course: https://clickhubspot.com/Social-Media-Certification• SEO Training Course: https://clickhubspot.com/SEO-Training-Course• Inbound Course: https://clickhubspot.com/Inbound-Certification• Inbound Marketing Course: https://clickhubspot.com/Inbound-Marketing-Certification• Email Marketing Course: https://clickhubspot.com/Email-Marketing-Certification• Inbound Sales Course: https://clickhubspot.com/Inbound-Sales-Certification• Taking your Business Online Course: https://clickhubspot.com/Business-OnlineVideo Chapters:0:00 – Intro0:33 – What is SaaS?1:03 – Benefits of SaaS3:27 – SaaS Checklist3:33 – Integrations4:30 – Permissioning5:00 – KPI/ROIAbout HubSpot: HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.⚠ Disclaimer:The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.#HubSpot #saas

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Marketing Platforms and CRM

How to Sync Zoom Webinars with HubSpot [Video]

How does HubSpot integrate with zoom webinar? We’ll show you how in this video! The Hubspot Zoom integration makes it possible for you to sync the two together to run a powerful webinar marketing program. But it’s not as straightforward as you might hope, and setting up the entire conversion path to get the webinar linked, promoted, and tied together can be a challenge. In this video we’ll walk through: 0:00 Introduction0:15 Why do Webinars with Zoom and HubSpot0:48 Setting up your webinar in Zoom2:24 What you need in HubSpot for a webinar campaign3:02 Zoom Webinar Integration with HubSpot6:00 Zoom emails8:26 Creating a HubSpot Form and Landing Page for the webinar12:49 Syncing HubSpot form registrants with Zoom registrations17:35 Setting up notifications when someone registers19:59 Testing the webinar workflow21:14 Zoom webinar data in HubSpot activity feed👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60_______________ 📚ADDITIONAL RESOURCES:Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0 Book a custom demo of service hub for your organization (free) or get help from our team: https://hubs.ly/Q018bq-S0 _______________ 🎬ABOUT HUBSPOT HACKS: HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It’s full of tutorials, featuring tips, tricks and how-to’s from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help. Hosted by: 🙍🏼‍♀️Ali Schwanke (https://twitter.com/alischwanke) 🙎🏼‍♂️ Tyler Sprunk (https://twitter.com/getsprunk) _______________ 💬QUESTIONS OR FEEDBACK? Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don’t forget to subscribe to the channel and share on social! For customized HubSpot training, visit https://hubs.ly/Q016XfN60#hubspot #hubspottutorial #hubspothacks

Categories
Marketing Platforms and CRM

Editing Lifecycle Stages in HubSpot (Plus What Not to Do) [Video]

Can you edit the lifecycle stages in HubSpot? The answer used to be no, but now it’s yes! But there are a few things to keep in mind before you get all change-happy! Editing HubSpot lifecycle stages is a long user-requested feature for users. Note: This feature is still in BETA as of May 2022 and may not be in your portal just yet! In this video, we’ll show you how to edit the lifecycle stages for contacts in HubSpot, where to find this option, and some things to keep in mind before you go changing everything as lifecycle stages are tied to a LOT of things in HubSpot – beware! 00:00 Introduction00:15 Overview of the feature00:36 Where to find lifecycle stages in HubSpot settings01:03 Lifecycle stages tab in HubSpot01:12 Configuring lifecycle stages and how many people are in each stage currently02:02 Considerations to keep in mind when naming and choosing lifecycle stages02:52 Naming or editing lifecycle stages03:34 Lifecycle stage automation– 👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60_______________ 📚ADDITIONAL RESOURCES:Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0 Book a custom demo of service hub for your organization (free) or get help from our team: https://hubs.ly/Q018bq-S0 _______________ 🎬ABOUT HUBSPOT HACKS: HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It’s full of tutorials, featuring tips, tricks and how-to’s from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help. Hosted by: 🙍🏼‍♀️Ali Schwanke (https://twitter.com/alischwanke) 🙎🏼‍♂️ Tyler Sprunk (https://twitter.com/getsprunk) _______________ 💬QUESTIONS OR FEEDBACK? Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don’t forget to subscribe to the channel and share on social! For customized HubSpot training, visit https://hubs.ly/Q016XfN60#hubspot #hubspottutorial #hubspothacks

Categories
Marketing Platforms and CRM

How to Add New Users to HubSpot – 3 Min Tutorial [Video]

Want to add a new user to HubSpot? This quick video will show you how. Plus, we’ll touch on user roles, user permissions, and how to set or assign a Hubspot super admin role. Jump to a specific section in the video to learn: 0:23 Viewing users and teams0:40 Creating a new user1:00 The 3 options for roles1:31 Assigning a Super Admin role1:45 Updating user permissions2:02 Maintaining a clean portal 2:46 How to give a user access to create and manage users 3:00 How you can use default Roles 👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60_______________ 📚ADDITIONAL RESOURCES:Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0 Book a custom demo of service hub for your organization (free) or get help from our team: https://hubs.ly/Q018bq-S0_______________ 🎬ABOUT HUBSPOT HACKS: HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It’s full of tutorials, featuring tips, tricks and how-to’s from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help. Hosted by: 🙍🏼‍♀️Ali Schwanke (https://twitter.com/alischwanke) 🙎🏼‍♂️ Tyler Sprunk (https://twitter.com/getsprunk) _______________ 💬QUESTIONS OR FEEDBACK? Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don’t forget to subscribe to the channel and share on social! For customized HubSpot training, visit https://hubs.ly/Q016XfN60#hubspot #hubspothacks #hubspottutorial