Hubshots - The Unofficial Down Under Hubspot Podcast

This edition we dive into: • HubSpot Forms in detail, including • Regular forms • Popup forms (including Click through forms) • When and how to use progressive form fields • When and how to use behavioural targeting • How to measure form results • Best practices for form naming conventions • Form integrations • How to trigger workflows from form submissions Full show notes available at: https://www.hubshots.com/episodes/episode-279 Recorded: Wednesday 18 May 2022 | Published: Friday 20 May 2022

This edition we dive into: • How to build a marketing campaign in HubSpot from start to finish, including • HubSpot Lists, files, Landing pages, CTAs and emails • HubSpot Workflows and Campaigns • HubSpot Reports and Dashboards • PLUS: A Google doc with all the key details of a campaign end-to-end for you to copy (see Shot 2) Full show notes available at: https://www.hubshots.com/episodes/episode-278 Recorded: Wednesday 04 May 2022 | Published: Friday 06 May 2022

This edition we dive into: • Quick tips for improving your HubSpot efficiency and impact, including • Using Progressive Form fields • How to merge contacts in HubSpot * • How to view all properties on a contact • How to export contacts * • How to pin notes on the HubSpot activity timeline * • How to filter activity timeline items • 4 tips for using Views * • How to add a simple feedback popup on your site • How to add NPS survey reminder emails * • Reminder to focus on what you can control • Reminder to not believe everything you read (even on reputable marketing sites) • An example of how a company compared themselves to HubSpot but got just about everything completely wrong - it’s kinda embarrassing Full show notes available at: https://www.hubshots.com/episodes/episode-277 Recorded: Wednesday 06 April 2022 | Published: Friday 08 April 2022

This edition we dive into: • Speed of response is your differentiator • Overview of the 6 main areas of HubSpot Service Hub • Quick tips and details using Service Hub • Service Hub Quick Start Guide - how get started with Service Hub • When to upgrade from Service Start to Pro to Enterprise • What’s still missing from Service Hub • Service Hub training course recommendations Full show notes available at: https://www.hubshots.com/episodes/episode-276 Recorded: Wednesday 23 March 2022 | Published: Friday 25 March 2022

This edition we dive into: • HubSpot’s Pirate Ad • Expertise versus Opinions • Tips for using Conversations Inboxes for Marketing Email replies • Using Email Scheduling in HubSpot (also works in Gmail extension) to send emails later • Member Protected Knowledge Base articles • Conversations Inbox Allow and Deny settings • The science of when to post • XSync for Xero Full show notes available at: https://www.hubshots.com/episodes/episode-275 Recorded: Wednesday 2 March 2022 | Published: Friday 4 March 2022

This edition we dive into: • What is enterprise functionality? • Email open rate data with Apple Mail • Image optimisation settings on web and landing pages • Adding images into a contact timeline • Sales pipeline partitioning • Associating contacts and companies automatically • Shopify attribution tip • Deal and Revenue attribution • Marketing attribution training Full show notes available at: https://www.hubshots.com/episodes/episode-274 Recorded: Wednesday 23 February 2022 | Published: Friday 25 February 2022

This edition we dive into: • Reducing friction • The benefits of Marketing Contacts, plus 3 key recommendations for managing marketing contacts • Custom Quote Templates beta • More on Surveys versus Forms • Unenrollment criteria on Deal workflows • ROI in life • Attribution issues with cookie consent • Risk Management versus Efficiency • Systems and processes quote Full show notes available at: https://www.hubshots.com/episodes/episode-273 Recorded: Wednesday 16 February 2022 | Published: Friday 18 February 2022

This edition we dive into: • The value of laziness • Understanding internal marketing emails • Setting Deal properties (difference between Create Deal cards and Sidebar cards) • Avoiding Soft 404 errors from Knowledge Base articles • A gotcha with the new Insert Proposed Times feature in Google emails • Cookie settings causing attribution problems • The 15 page limit in CMS Starter continues to frustrate Full show notes available at: https://www.hubshots.com/episodes/episode-272 Recorded: Wednesday 9 February 2022 | Published: Friday 11 February 2022

This edition we dive into: • Are webinars dead? • Tons of tips for sales people for using HubSpot more efficiently, including - Meetings - Tasks - Inbox connections - Lead/customer revisit notifications - Documents - Snippets - Templates - Sequences - Calling from App or browser - Reporting (and scheduled dashboards) - Meetings - inserting proposed times in emails • HubSpot translated forms • When to use HubSpot Surveys (instead of using Forms for surveys) • Saved sections in pages • Manage email subscription types in workflows • CRM Suite Start pricing gift horse has bolted • Google Ads Performance Max campaigns Full show notes available at: https://www.hubshots.com/episodes/episode-271 Recorded: Wednesday 02 February 2022 | Published: Friday 04 February 2022

This edition we dive into: • Thoughts for 2022 • Having perspective and avoiding distraction • Efficiency and Effectiveness with HubSpot • Using Version history on pages and emails to roll back to previous versions • Attribution reporting in Campaigns • Custom Object properties in Forms • Latest Source properties • Tips for Saving time with HubSpot Sales • Global Search is your friend • Saving Views with your preferred column layout • Speeding up the HubSpot Add-on in Outlook • Cancel and Reschedule Meetings links • Tailoring your HubSpot Notifications • Multi-step Custom Surveys • Enroll in Sequence Workflow action • Antifragility • Reducing LinkedIn Spam • Working with Mentors Full show notes available at: https://www.hubshots.com/episodes/episode-270 Recorded: Wednesday 19 January 2022 | Published: Friday 28 January 2022

This edition we dive into: • Systems over goals • The power of Active lists built on active lists • Making some deal properties mandatory • When to use multiple sales pipelines • When to use tagging on knowledge base articles • Tips for using Task queues with multiple users • Staying calm under pressure • A correction about email preference groups • Quote of the week Full show notes available at: https://www.hubshots.com/episodes/episode-269 Recorded: Monday 06 December 2021 | Published: Friday 10 December 2021

This edition we dive into our favourite features in HubSpot including: • The timeline • Marketing contacts • Drag and drop page and email builder • Workflows • Popup forms • Layout flexibility on Contacts, Dealers, Objects • Custom Report Builder • Dashboards • Ads integration • Social reporting • Marketing attribution • Campaigns • Design Manager • Conversations Inbox • Snippets and Templates • Meetings • Task Queues Full show notes available at: https://www.hubshots.com/episodes/episode-268 Recorded: Monday 22 November 2021 | Published: Friday 26 November 2021

This edition we dive into: The top frustrations we hear from customers about using HubSpot (and possible solutions), including: • Marketing contact tiers won’t downgrade • Drag and Drop builder doesn’t work for me • Chatflows are confusing to set up • Can’t create multiple knowledge bases • Knowledge base styling is limited • Survey styling is limited • Ads interface is confusing • Can’t create carousel social posts • Campaigns are confusing • Can’t change Lifecycle stage property • Can’t exclude specific email addresses in form submits • Files can be a mess • How do I report on marketing attribution? • Custom Report builder is difficult to learn • No automatic tax line in quotes • Popup form styling is limited Full show notes available at: https://www.hubshots.com/episodes/episode-267 Recorded: Monday 15 November 2021 | Published: Friday 19 November 2021

This edition we dive into: • Tools are your friend • HubSpot Email Allow Lists (ie IP addresses for your IT team to implement) • Why HubSpot Email Preference Groups (Enterprise) are finally awesome • Setting up Custom Team Sidebars • Automatically creating and managing Tickets from Conversations • Custom Report Builder is your friend Full show notes available here: www.hubshots.com/episodes/episode-266 Recorded: Wednesday 10 November 2021 | Published: Friday 12 November 2021

This edition we dive into: • Overcoming department silos • Service Hub across departments • Your survey feedback - thank you! • Service Hub Knowledge Base tips and best practice checklist • Custom Surveys • Visible versus Invisible costs • An appearance by Baby Yoda Full show notes available here: www.hubshots.com/episodes/episode-265 Recorded: Monday 01 November 2021 | Published: Friday 05 November 2021

This edition we dive into: • Solving for the Problem • HubSpot Social Monitoring • Reporting on Meetings • Custom Surveys • Clone Workflow Action • The start of the Google downfall? Full show notes available here: www.hubshots.com/episodes/episode-264 Recorded: Monday 25 October 2021 | Published: Friday 29 October 2021

This edition we dive into: • HubSpot Payments announced • HubSpot Roadmaps • Using Analytics Views in Traffic Analytics reports • How to send internal notifications when a new blog post is published • How to optimise channels versus optimising ads in a channel • How to use the Knowledge Base searched for terms to drive content ideas • An example of a terrible sales process • Using In-App Notification workflow actions Full show notes available here: www.hubshots.com/episodes/episode-263 Recorded: Monday 18 October 2021 | Published: Friday 22 October 2021

This edition we dive into: • Is the online event format over? • Saved Sections in Emails and Pages • HubSpot Deal Splits • XML Sitemaps for your Knowledge Base articles • HubSpot Clear Property Action in workflows • Facebook fallout • The cutest video of a goat and a monkey eating berries • Are you interested in HubSpot Coaching? Full show notes available here: www.hubshots.com/episodes/episode-262 Recorded: Monday 11 October 2021 | Published: Friday 15 October 2021

This edition we dive into: • Breaking down big goals • HubSpot Ads sequences • HubSpot Meetings overview • HubSpot Workflow Action to add contacts to an Ads Audience • Knowledge Base Support Forms • Engagement Progressions • Bookmarks in Google docs Full show notes available here: www.hubshots.com/episodes/episode-261 Recorded: Monday 27 September 2021 | Published: Friday 01 October 2021

This edition we dive into: •The relief of single, simple steps •HubSpot blocking knowledge base listing pages (not articles) •HubSpot Email Health Report tips (selecting by Subscription type) •HubSpot Sales reports •HubSpot Rotate Owner Workflow Action (and quick tip) •Avoiding the flight to tactics temptation •HubSpot Password Security reset date setting •Is it still worth it to create content on our sites? Full show notes available at: www.hubshots.com/episodes/episode-260 Recorded: Monday 13 September 2021 | Published: Friday 17 September 2021