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#SLCHUG
Welcome
#SLCHUG
Agenda
• Welcome
• Introductions & Housekeeping w/ Doc
• Workflows Workshop w/ Ian
• Q&A & Wrap-up
#SLCHUG
Decks Will Be Available
Recap Post Coming
#SLCHUG
Cool Stuff
• Welcome to the launch of SLC HUG
• Our goal and charter
• Volunteers encouraged
#SLCHUG
DARIN BERNTSON
@iGoByDoc
Founder
Co-Leader SLCHUG
#SLCHUG
BRANDON
CARTER
@bscarter
Marcom Manager
HubSpot Customer
Co-Leader of SLCHUG
#SLCHUG
Roll Call
• First Event?
• HubSpot Users?
• HubSpot Partner Agencies?
• Awesome Guests?
#SLCHUG
Our Goals For SLCHUGWorkshops
• Education
– Inbound Specific
– HubSpot Specific
• Who is this workshop for?
– HubS...
#SLCHUG
Our Goals For SLCHUG
• Frequency
– Large Events - Minimum 4 times a year
– Workshops 3-4 times a year! (Starting r...
#SLCHUG
Save The Date
The First SLCHUG Intensive
Thursday, April 27, 2017
Topic TBD
Location: Access Development
Lunchtime...
#SLCHUG
Save The Date
Our Next Big SLCHUG Event
Thursday, June 1, 2017
Content Pillar Workshop / Location TBD
2-Hour Works...
#SLCHUG
Save The Date
The Next SLCHUG Workshop
Thursday, June 22, 2017
Topic TBD
Location is TBD
Lunchtime Event
HubSpot U...
#SLCHUG#SLCHUG
Want to present at an upcoming event?
Fill out form on SLCHUG site
#SLCHUG
2017
CONTESTS
No INBOUND Contest This Year =(
But…
#SLCHUG#SLCHUG
Attendance Prize for one lucky attendee from HubSpot
at the next big Q2 Event on June 1st
#SLCHUG#SLCHUG
We are a SUPER HUG!
• 180 HUGs worldwide in
27 Countries
• We were first place in
last year’s contest
• Sec...
#SLCHUG
CONNECT
#SLCHUG#SLCHUG
#SLCHUG#SLCHUG
Can request from our Homepage
Join the SLCHUG Community on
@lipsticknbbq
#SLCHUG
READY TO
GET STARTED?
#SLCHUG
Let’s welcome
Ian Shields
#SLCHUG
IAN
SHIELDS
@shields_word
Digital Marketing Manager
HubSpot Customer
HUBSPOT WORKFLOWS POWER USER
hands-on workshop
@shields_word
in/iancshields
1. PLAYBOOK
2. TARGETED DELIVERY OF CONTENT
3. SMART LIST RECIPES
4. TYPES OF WORKFLOWS
5. MAP OF A WORKFLOW
6. WORKFLOW E...
WORKFLOWS POWER USER PLAYBOOK
The playbook is designed to facilitate the building of HubSpot
Workflows. It’s a useful, pra...
TARGETED DELIVERY OF CONTENT
Effective lead nurturing is not about having the best copy.
It’s about sequences, contingenci...
#TriggersRWonderfulThings
SMART LIST RECIPES
Lists are the driving force of personalized content.
DL: {{form submitted for document}}
Contact has fi...
TYPES OF WORKFLOWS
Standard is triggered by a starting condition
(e.g. joining a smart list, filling out a form, or manual...
MAP OF A WORKFLOW
Guidance and hints are in the playbook.
WORKFLOW EXAMPLES
● Lead Nurturing Workflows
● Contact Database Wealth Workflows
● Sales Enablement Workflows
● Internal W...
What Can I Say Except You’re Welcome
What Can I Say Except You’re Welcome
What Can I Say Except You’re Welcome
Level: Novice
Goal: Lifecycle Stage is MQL, SQL,
Opportunity, or Customer
Workflow ty...
Friends are Family
Friends are Family
Friends are Family
Level: Intermediate
Goal: Collab. b/w HR & MKTG
Workflow type: Property based
Come Together
Come Together
Come Together
Level: Novice
Goal: Quantify buyer persona(s) in contact
database and allow for personalization
Workflow typ...
I’m Bad
I’m Bad
I’m Bad
Level: Intermediate
Goal: Email Opt Out to Yes
Workflow type: Standard
YOUR GOALS, YOUR INPUT
@shields_word
in/iancshields
#SLCHUG#SLCHUG
Questions?
#SLCHUG
48
Search Engine
Optimization
Blogging & Social
Media
Lead Generation
Email &
Automation
Marketing
Analytics
Lead ...
#SLCHUG
Save The Date
Our Next Big SLCHUG Event
Thursday, June 1, 2017
Content Pillar Workshop / Location TBD
2-Hour Works...
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SLCHUG March 2017 Workshop - Become a HubSpot Workflows Power User

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On March 23, 2017, Ian Shields from HireVue put on an awesome workshop about HubSpot workflows. Check out his deck, check out his eBook he created, and check out our website for event recaps and more http://slc.hubspotusergroups.com/

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SLCHUG March 2017 Workshop - Become a HubSpot Workflows Power User

  1. 1. #SLCHUG Welcome
  2. 2. #SLCHUG Agenda • Welcome • Introductions & Housekeeping w/ Doc • Workflows Workshop w/ Ian • Q&A & Wrap-up
  3. 3. #SLCHUG Decks Will Be Available Recap Post Coming
  4. 4. #SLCHUG Cool Stuff • Welcome to the launch of SLC HUG • Our goal and charter • Volunteers encouraged
  5. 5. #SLCHUG DARIN BERNTSON @iGoByDoc Founder Co-Leader SLCHUG
  6. 6. #SLCHUG BRANDON CARTER @bscarter Marcom Manager HubSpot Customer Co-Leader of SLCHUG
  7. 7. #SLCHUG Roll Call • First Event? • HubSpot Users? • HubSpot Partner Agencies? • Awesome Guests?
  8. 8. #SLCHUG Our Goals For SLCHUGWorkshops • Education – Inbound Specific – HubSpot Specific • Who is this workshop for? – HubSpot Customers, Partners & Prospects
  9. 9. #SLCHUG Our Goals For SLCHUG • Frequency – Large Events - Minimum 4 times a year – Workshops 3-4 times a year! (Starting right now - Woot!) – Intensives 3-4 Times a year - Starting next month! – This is a learning environment – Let’s be “inbound” and be helpful to each other
  10. 10. #SLCHUG Save The Date The First SLCHUG Intensive Thursday, April 27, 2017 Topic TBD Location: Access Development Lunchtime Event HubSpot Users Only - 10 Attendees
  11. 11. #SLCHUG Save The Date Our Next Big SLCHUG Event Thursday, June 1, 2017 Content Pillar Workshop / Location TBD 2-Hour Workshop w/ Justin Champion from HubSpot
  12. 12. #SLCHUG Save The Date The Next SLCHUG Workshop Thursday, June 22, 2017 Topic TBD Location is TBD Lunchtime Event HubSpot Users Only - 35-65 Max
  13. 13. #SLCHUG#SLCHUG Want to present at an upcoming event? Fill out form on SLCHUG site
  14. 14. #SLCHUG 2017 CONTESTS No INBOUND Contest This Year =( But…
  15. 15. #SLCHUG#SLCHUG Attendance Prize for one lucky attendee from HubSpot at the next big Q2 Event on June 1st
  16. 16. #SLCHUG#SLCHUG We are a SUPER HUG! • 180 HUGs worldwide in 27 Countries • We were first place in last year’s contest • Second in over-all size to San Diego • New Rules this year • Based on attendance • Let’s keep the momentum and growth going at these events • SLC wants this prize this year - Trust me!
  17. 17. #SLCHUG CONNECT
  18. 18. #SLCHUG#SLCHUG
  19. 19. #SLCHUG#SLCHUG Can request from our Homepage Join the SLCHUG Community on
  20. 20. @lipsticknbbq
  21. 21. #SLCHUG READY TO GET STARTED?
  22. 22. #SLCHUG Let’s welcome Ian Shields
  23. 23. #SLCHUG IAN SHIELDS @shields_word Digital Marketing Manager HubSpot Customer
  24. 24. HUBSPOT WORKFLOWS POWER USER hands-on workshop @shields_word in/iancshields
  25. 25. 1. PLAYBOOK 2. TARGETED DELIVERY OF CONTENT 3. SMART LIST RECIPES 4. TYPES OF WORKFLOWS 5. MAP OF A WORKFLOW 6. WORKFLOW EXAMPLES 7. YOUR GOALS, YOUR INPUT
  26. 26. WORKFLOWS POWER USER PLAYBOOK The playbook is designed to facilitate the building of HubSpot Workflows. It’s a useful, practical, and informative resource for the hands-on marketer. Post-workshop, your feedback will be integrated into v2 and shared. DOWNLOAD V1
  27. 27. TARGETED DELIVERY OF CONTENT Effective lead nurturing is not about having the best copy. It’s about sequences, contingencies, and finding holes.
  28. 28. #TriggersRWonderfulThings
  29. 29. SMART LIST RECIPES Lists are the driving force of personalized content. DL: {{form submitted for document}} Contact has filled out any form / specific form on Page Title. [Ideal Customer] Persona - All Contacts The contact property Persona is equal to *Ideal Customer* [Hygiene] Low engagement = Greymail The contact property Sends Since Last Engagement is > or = to 15. ...and many more in the playbook. What smart lists do you use?
  30. 30. TYPES OF WORKFLOWS Standard is triggered by a starting condition (e.g. joining a smart list, filling out a form, or manual enrollment). Fixed date is ideal for predictable, recurring events because action operation is relative to calendar date selected. Property based is ideal for time sensitive events because the workflow operation is relative to the date type property. There is no version control for HubSpot’s Workflows. Keep searchable records documenting the state of each workflow and previous iterations.
  31. 31. MAP OF A WORKFLOW Guidance and hints are in the playbook.
  32. 32. WORKFLOW EXAMPLES ● Lead Nurturing Workflows ● Contact Database Wealth Workflows ● Sales Enablement Workflows ● Internal Workflows Detailed workflow examples are in the playbook
  33. 33. What Can I Say Except You’re Welcome
  34. 34. What Can I Say Except You’re Welcome
  35. 35. What Can I Say Except You’re Welcome Level: Novice Goal: Lifecycle Stage is MQL, SQL, Opportunity, or Customer Workflow type: Fixed Date
  36. 36. Friends are Family
  37. 37. Friends are Family
  38. 38. Friends are Family Level: Intermediate Goal: Collab. b/w HR & MKTG Workflow type: Property based
  39. 39. Come Together
  40. 40. Come Together
  41. 41. Come Together Level: Novice Goal: Quantify buyer persona(s) in contact database and allow for personalization Workflow type: Standard
  42. 42. I’m Bad
  43. 43. I’m Bad
  44. 44. I’m Bad Level: Intermediate Goal: Email Opt Out to Yes Workflow type: Standard
  45. 45. YOUR GOALS, YOUR INPUT
  46. 46. @shields_word in/iancshields
  47. 47. #SLCHUG#SLCHUG Questions?
  48. 48. #SLCHUG 48 Search Engine Optimization Blogging & Social Media Lead Generation Email & Automation Marketing Analytics Lead Management
  49. 49. #SLCHUG Save The Date Our Next Big SLCHUG Event Thursday, June 1, 2017 Content Pillar Workshop / Location TBD 2-Hour Workshop w/ Justin Champion from HubSpot

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