Top 3 things you needContacts Smart Lists Workflows Smart Lists
CONTACTS: TIMELINE SEGMENTATIONBuild highly specificsegments and delivermore targeted marketingmessages • Trigger actions based on granular lead behaviour • Build reports, trigger nurturing campaigns, individu al emails, etc.
SMART LISTSAutomaticsegmentationbased on eachcontactsbehaviour andproperties
WORKFLOWSSmart Flows: Based not just on actions but onpersona and lifecycle stage Smart FlowsWebhooks: Actions that occur on your site or othermarketing channelsSmart CTAs: Personalise and convert based onprevious behaviour
SMARTFLOWS Smart Flows• Change the Lifecycle Stage of a contact based on their inclusion on a list• Build an introductory Smart Flow email campaign• Build a reengagement Smart Flow email campaign• Increment a contacts grade/score based on a contact’s inclusion on a list http://help.hubspot.com/articles/How_To_Doc/how-• Assign contacts a specific create-a-smart-flow Persona property value
Example WEBHOOKSSend SMS Alerts • text a sales person when a hot lead returns to the pricing pageAuto-follow • auto-follow users who follow your account on TwitterTrigger offers • trigger a special on-site offer for qualified returning customersFollow-up • leave someone a voicemail saying their support ticket has been receivedInternal chat alerts • send alerts to your companys internal chat stream that lets employees know that something interesting/important has happened
SMART CTAsPersonalise and convertbased on previous behaviourCreate dynamic segmentsbased on data andbehaviour.Automatically shift yourCTAs to reflect the interestsof whoever is looking atthem.A/B test your CTAs, find outwhich messages increaseclicks and conversions.
NEXT STEPS Now that you have joined the Gym Time to get fit!
START WITH YOUR PERSONA WHAT DOES SHE/HE THINK? WHAT DOES WHAT DOES SHE/HE HEAR? SHE/HE SEE? Name: Persona: WHAT DOES SHE/HE SAY & DO? CUSTOMER PAIN CUSTOMER GAIN SOURCE:BUSINESS MODEL GENERATION
MAP YOUR CONTENT TO THE MARKETING FUNNEL 1. Awareness (e.g. white paper, survey, ebook, infogra phic, video) 2. Specific Information Needs (e.g. ‘How To’ Guide, Detailed Review, Checklist) 3. Application to your circumstances (e.g. Seminar, Webinar, Situation Assessment) Sales Ready Leads
CREATE GREAT OFFERSCheck out what CTAs and Landing Pages are performing best and usethese assets to support your lead nurturing campaigns
DESIGN YOUR WORKFLOW workflow options Manual Form Simple Behaviour segmented based automated based list workflow workflow workflow
BEHAVIOUR BASED AUTOMATIONSegment based on other than form submissionsFor example: When a user visits your web page Clicks on a CTA Mentions a trigger word on TwitterTHIS IS ADVANCED MARKETING AUTOMATION
DESIGN YOUR BEHAVIOUR WORKFLOW 1Based on their behaviour leads are automatically allocated into alead nurturing campaign Lead Nurturing Lead Nurturing Campaign 1 Campaign 2