Time-Saving Marketing: Hacks From HubSpot Insiders
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Premier Services Update From May 2015
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Time-Saving Marketing: Hacks From HubSpot Insiders
- 1. 7 Time-Saving Marketing Hacks from HubSpot’s Insiders Pro Tips for Optimizing Your Next Campaign Bill King and Ari Plaut, HubSpot
- 2. Bill King @inboundy Senior Customer Success Manager Premier Services Team
- 3. Ari Plaut @ariplaut Senior Customer Success Manager Premier Services Team
- 5. Want to start hacking? Talk to your Premier CSM today.
- 6. Agenda 1 Four HubSpot Hacks with Ari 2 Three Non-HubSpot Hacks with Bill 3 Conclusion/Resources
- 7. 1 Four HubSpot Hacks
- 8. HubSpot Hacks 1 Add a slide-in CTA to your Blog 2 Email a Report to your Team 3 Plug Your Systems into HubSpot using Zapier 4 Schedule your Social Messages in Bulk
- 9. HubSpot Hacks 1 Add a slide-in CTA to your Blog 2 Email a Report to your Team 3 Plug Your Systems into HubSpot using Zapier 4 Schedule your Social Messages in Bulk
- 10. Problem: My blog isn’t getting us enough leads.
- 11. Solution: Test out slide-in CTA’s on your blog
- 12. 192% Fact: When we tried this, we increased CTR by
- 13. So… How do we do it?
- 14. Execution:
- 15. Execution:
- 16. Execution: Wherever you’d like the CTA: At the bottom:
- 17. In Your Template: Add an HTML Module underneath the Blog Content:
- 18. In Your Template: Paste “Code Sample B” into the HTML module, and save.
- 19. In Your Stylesheet: Add “Code Sample C” at the bottom:
- 20. And that’s it!
- 21. Pro Tip: If you’re a Professional or Enterprise user, utilize a smart CTA as a slide-in to provide the most relevant offer.
- 22. HubSpot Hacks 1 Add a slide-in CTA to your Blog 2 Email a Report to your Team 3 Plug Your Systems into HubSpot using Zapier 4 Schedule your Social Messages in Bulk
- 23. Problem: Reporting my marketing data to my team is such a hassle
- 24. Solution: Configure automated reports to be dropped into your inbox on the regular
- 25. Execution:
- 26. Execution:
- 27. Execution:
- 29. Sample Use Cases from the Premier Services Team: • Email your boss your monthly traffic numbers • Email your Social Media team the number of leads generated from Social in a given week. • Email your PR team a report on visits from inbound links. • Email your Marketing team a list of your company’s most-converting offers each week. • Email your copywriters a list of the blog posts that generated the most leads every month.
- 30. HubSpot Hacks 1 Add a slide-in CTA to your Blog 2 Email a Report to your Team 3 Plug Your Systems into HubSpot using Zapier 4 Schedule your Social Messages in Bulk
- 31. Problem: My systems don’t all talk to each other.
- 32. Solution: Use Zapier to plug HubSpot into over 300 other tools.
- 33. Example: Bring your Eventbrite data automatically into HubSpot
- 34. Execution:
- 35. Execution:
- 36. Execution:
- 37. Execution:
- 38. Execution:
- 39. Execution:
- 40. Execution:
- 41. Execution:
- 42. Execution:
- 43. Execution:
- 44. Execution:
- 45. How Eventbrite Integration makes • Send reminder emails before the event, from HubSpot • Nurture attendees after the event. • Create Social Monitoring streams to track Twitter activity of attendees during the event. • Create Smart CTA’s to show event attendees a special discount on you website 1+1=3
- 46. Other Great Use Cases from the Premier Services Team: • Bring purchasers from WooCommerce to HubSpot for cross-sell emails • Create a new row in a Google Spreadsheet with every new HubSpot form submission, to aggregate data for your team. • When a new Trello to-do card is created, create a task in HubSpot’s calendar • Set a HubSpot calendar task when a new movie comes into theaters (via Rotten Tomatoes)
- 47. HubSpot Hacks 1 Add a slide-in CTA to your Blog 2 Email a Report to your Team 3 Plug Your Systems into HubSpot using Zapier 4 Schedule your Social Messages in Bulk
- 48. Problem: I wear a lot of hats, and don’t have enough time to devote to Twitter publishing. I’m not Guy Kawasaki
- 49. Solution: Schedule your messages in bulk ahead of time.
- 50. Execution:
- 55. 2 Three Non-HubSpot Hacks
- 56. Non-HubSpot Hacks 1 BuzzSumo 2 Canva 3 bubbl.us
- 57. Non-HubSpot Hacks 1 BuzzSumo 2 Canva 3 Bubbl.us
- 58. Problem: How do I leverage social media to build my brand?
- 59. Solution: Use BuzzSumo to identify the right people & opportunities
- 60. Execution:
- 67. Non-HubSpot Hacks 1 BuzzSumo 2 Canva 3 Bubbl.us
- 68. Problem: I’m not a graphic designer but I need to make my content look good!
- 69. Solution: Canva is an easy to use design & content creation solution
- 70. Execution:
- 74. Execution:
- 75. Non-HubSpot Hacks 1 BuzzSumo 2 Canva 3 Bubbl.us
- 76. Problem: Complex workflows can be challenging
- 77. Solution: Collaborate, plan & execute them easier with bubbl.us
- 78. Execution:
- 79. Execution:
- 80. Here’s what we covered… • Slide-in CTA • Email Reports • Zapier • Social Bulk Scheduling
- 81. Here’s what we covered… • Buzzsumo • Canva • Bubbl.us
- 82. THANK YOU
- 83. Want to start hacking? Talk to your Premier CSM today.
- 84. Resources – HubSpot Hacks: • Slide-in CTA • Email this Report • Zapier – Getting Started • Zapier -- Examples • Bulk Social Scheduling
- 85. Resources – Non-HubSpot Hacks: • BuzzSumo • Canva • Bubbl.us
Editor's Notes
- The premier services update
- Introduce yourself to get things started.
- I’ve been at HubSpot for over three years now across two different teams. I’ve worked with companies from Fortune 100 to mom and pop jewelry stores helping to plan and launch marketing campaigns --- including lead generation, SEO, and marketing automation, to name a few. I’ll also be speaking at Inbound in September, on the topic of marketing analytics --- hope to see many of you there. Outside the walls of HubSpot, I’m an avid hiker, an aspiring chef, and a big fan of Boston sports.
- Introduce yourself to get things started.
- We’ll start with hacks inside of HubSpot --- specific tools that you can find in your portals today, and get started with right away. Then, we’ll head out of HubSpot. As much as we’d like to think it’s the case, there are a FEW tools you’ll need outside of HubSpot to get through your day. We’ll show you the most important ones. Finally, we’ll end with a quick wrap of the tools we covered, and some additional resources to pass along.
- In the next few minutes, I’ll walk you through four tools directly within HubSpot that will save you valuable time in your day. As a fair warning, a few of these are on the technical side. I’ll walk you through setting up the hacks from 30,000 feet, but likely won’t give you the time between slides to implement these hacks as we go. For your reference, we’ll send along a copy of the slides following our presentation today, to allow you to get hacking later on.
- As an Inbound Marketer, you spend a lot of time writing blog posts. The blog is not just a tool to create click bait. It’s a lead generation outlet. It’s your wide-cast net. If it isn’t getting you leads, you have a problem. Many customers come to me looking to take the “Next Step” with their blog, in terms of growing their business. With that in mind, I wanted to show you a tip that even we ourselves has implemented, with great success.
- It’s what we call a slide-in CTA. Here’s how it works --- as you scroll down a blog post, your CTA simply slides into the screen. As you scroll back up, it slides back out.
- For those of you unfamiliar with code, rest assured that I’m in your camp! A prior warning --- we’ll give you all the code you need, in three distinct chunks.
- First, open your blog post while logged into HubSpot. Then, click the sprocket in the upper-right to see your options. Then, right-click and open three new tabs --- Edit Post, Edit Blog Layout, and Modify Style. You’ll need to make a quick change to each one! For each, we’ll provide a pre-baked snippet of code. I’ll refer to these snippets as A, B, and C. Template: https://app.hubspot.com/content/465943/template-builder/templates/2623898105 Style: https://app.hubspot.com/content/465943/template-builder#custom/page/css/hubtheme-style.css Post: https://app.hubspot.com/blog/465943/editor/2623848410 HubSpot post: http://blog.hubspot.com/marketing/how-to-add-a-slide-in-call-to-action-to-your-blog-posts
- First, find the blog post editor. Ciick the pictured button to open the source code editor.
- Find the text where you’d like the CTA to slide in. Find the opening <p> tag, and add an “id” attribute called “last” --- in other words, simply add the text id=“last” after the letter p. Then, all the way at the bottom of the post, paste the piece of code that we provide you afterwards. Add your CTA’s embed code directly into our provided code.
- Next, head to the blog template. Add a module underneath the “Blog Content” section. Then, click the right-hand gear icon and choose “Swap Module.” Choose “Custom HTML.”
- Then edit your HTML module and paste in a second piece of code that we provide you. Save your template.
- Finally, navigate to the stylesheet. Scroll all the way to the bottom and paste the final piece of code that we provide. Save and update your stylesheet.
- Let’s suppose you wrote your blog posts, added your CTA’s, and want to see how they’re performing on a regular basis.
- You have a weekly marketing meeting. But you don’t have the time in your day to pull reports from eight places, and put them into a Powerpoint.
- For your next meeting, you get the reports you need at the cadence you desire.
- We start in Reports Home, where your reports live in HubSpot. In this section, you can create a number of Reports --- Contacts, Companies, and Attribution, to name a few. I won’t walk through those in detail today, but will include a helpful blog post on them written by yours truly in the deck I send out. Navigate into any report. If you don’t have any reports here, we’ll include instructions in our click “Create a new report,” choose “Sources,” Choose “Start from Scratch,” and save the report on the ensuing page. This will give you a high-level overview of the sources that are bringing traffic to your site.
- Once you’re inside a custom report, you’ll come to a screen like this. On the right-hand side, you’ll see an option to “Email This Report.” Click that option.
- You’ll be brought to this modal. Configure to send to whomever you’d like, with any subject/message, at your desired frequency, and save. And that’s it!
- Here’s an example of the emails you’ll receive --- you’ll get an easily screenshotable copy of the report, along with a link to come into HubSpot and view the report for yourself. So that’s all well and good… but how might you go about using this feature?
- It’s all about keeping the important stakeholders up to date on how our efforts are panning out. Here are a few examples.
- A lot of the data you want to report on may be in separate places. It can be intimidating and expensive to sync data from other systems. With our next hack, I’d like to introduce to you an easy system built right into HubSpot that makes it easier to get data back and forth between your systems.
- Perhaps you have a chat system, or a webinar platform, or a calendar app, or even a CRM, that doesn’t talk to HubSpot. You’d love to have those closed-loop analytics to show to your boss at the next meeting.
- Let’s look at an example. Suppose you run meetup events through Eventbrite for your business. The registrants for these events have always been silo’d from HubSpot, and any data transfer has been manual. Not anymore. With Zapier, we can easily set up connector to bring in your event registrants to HubSpot with no extra effort.
- First, find your integrations in the upper-right of HubSpot. Scroll down to Zapier and click “Settings.”
- First, find your integrations in the upper-right of HubSpot. Scroll down to Zapier and click “Settings.”
- In this case, we’ll use a pre-baked recipe. Look down on the settings page, find the eventbrite > hubspot zap, and click “Use this.”
- Configure your Zap. First, ensure that you’re set up to push a new attendee in Eventbrite to a new submission in HS.
- Then, Select your eventbrite account and your HubSpot account.
- Next, give HubSpot permission to access your Eventbrite account.
- Then, set up any custom filters to prevent unwanted event attendees to come into HubSpot.
- Next, align the fields you collect on your Eventbrite forms with your HubSpot contact properties.
- Quickly test your zap with a sample contact to ensure data integrity.
- Finally, Name your Zap and Turn it on!
- Here’s what it looks like --- Tom Brady, in between deflating a few footballs, signed up for one of my own events (I wish). Here’s his contact profile in HubSpot --- See the additional detail added to his timeline.
- How will this data integration grow your marketing? Here are a couple ways
- That’s Eventbrite. That’s one of 200+ platforms that Zapier enables you to use alongside your HubSPot instance. Here are some other great use cases. Pass leads to your CRM in an automated way. Transfer data from WooCommerce to automate your shopping cart’s post-purchase experience. Use a Google Spreadsheet to centralize data, and have your HubSpot forms automatically sync to it. Use Trello to keep track of your to-do list, and have your new cards automatically create your HubSpot blog posts for you.
- So far, we’ve increased leads on our blog, automated our reports, and hooked HubSpot up to our other systems --- that will save us a lot of time. But as marketers today, what’s the thing you feel most compelled to do, but never actually get to? My guess is that 95% of you said social media…
- You’re a busy marketer. You don’t have time (every day) to write a new tweet every hour. Luckily for you, you don’t have to!
- Use our Social Bulk Scheduling tool to schedule your messages ahead of time.
- Here’s how it works. First, click Social > Publishing to get to the publishing tool. Then, click the “Cloud” icon in the upper-right.
- On the ensuing screen, download the sample CSV file to your desktop.
- Open the CSV, and pull into the Scheduling tab. You’ll use this CSV to schedule your messages --- one per row. Fill out the rows with the date of each message, the message, the link, and the campaign. The Character count will fill in for you – keep it under 140 characters!
- Once you’ve finished up your rows, save your file, then come back into HubSpot and select it.
- And that’s it! As a best practice, we wouldn’t recommend using this tool to schedule every Tweet --- it’s important to join your industry conversation as it happens. That said, bulk scheduling will get you ahead of the game in Social. Last step is to HIGH FIVE your cubemate. You rock! Now, I’ll pass it along to Bill to take us away with some non-HubSpot hacks.
- Allows you to understand what type of content seems to perform well within your niche. So you can work smarter not harder Gives you an idea of who the top authors are You can have them guest post and leverage their audience & generate links Can see the websites that are benefitting from working with top-quality authors So you can stay ahead of the competition
- Tip: Check out the “Advanced Search Options” to get crazy specific. You can look up top performing content by author, site (they posted on), by specific social networks or even shares by a specific twitter user! You can also use the left hand options to filter by time, so you can be sure you’re always grabbing the most recent and trending content.
- Benefits of searching for top content Target Audience: Moms / Kids are the most active social audience Subject Matter: DIY / Crafts are subjects of the top 3 most shared articles Seasonality: When applicable, the publication dates of content which has been shared the most will be telling about when you should be hitting the publish button Unused Social Platforms: Not a single social share from LinkedIn and very few from Twitter and G+ Most Used Social Platforms: The target audience is most commonly found on Pinterest 1st, and Facebook 2nd Target Sites: These sites clearly have an active social audience, and will make good targets for external publishing from your brand Content Type: Walkthrough/step-by-step based content with several pictures performs well (easily understood once you look at these top results)
- That’s the who, what, how, where & why.. When content has been shared at high levels, it is likely that some high quality natural links have been earned as well. By backlinking the top content you discover you will also find link opportunities, since you know these sites have already linked to content relevant to your niche. Those who have linked before, might be likely to link again
- That’s the who, what, how, where & why.. When content has been shared at high levels, it is likely that some high quality natural links have been earned as well. By backlinking the top content you discover you will also find link opportunities, since you know these sites have already linked to content relevant to your niche. Those who have linked before, might be likely to link again
- The other benefit of BuzzSumo is influencer targeting
- Content Level – Image Text Orientation 3
- Content Level – Image Text Orientation 3
- Content Types Design ease of use Free vs. paid graphics (24hr access) Saves to your account for future modification/use I make templates, then export as necessary
- Content Types Design ease of use Free vs. paid graphics (24hr access) Saves to your account for future modification/use I make templates, then export as necessary
- Content Types Design ease of use Free vs. paid graphics (24hr access) Saves to your account for future modification/use I make templates, then export as necessary
- Content Types Design ease of use Free vs. paid graphics (24hr access) Saves to your account for future modification/use I make templates, then export as necessary
- CTA creation in Canva
- Because you’re advanced users, you may find yourself building complex workflows within Hubspot.
- Content Level – Image Text Orientation 3
- Can export as an image, or even a web page outline!