The document summarizes a HubSpot User Group (HUG) meeting that took place from 3:00 PM to 4:00 PM. It included introductions from attendees, a presentation on HubSpot tools to try in 2023, and an open Q&A discussion period. The presentation covered several HubSpot tools, including Payments, Product Library, Quotes, eSignature, Social Media, HubDB, and Target Accounts. It provided an overview of the capabilities and pricing for each tool.

1. 3:00 PM – 4:00 PM
BOISE HUG Q4 ‘22

2. Boise HUG
Introductions: Who are you? Where do you work? HubSpot tools?
Presentation: Tools to Try in 2023
Open Q&A and Discussion
Local Networking for in-person participants
15 MIN
30 MIN
15 MIN
30 MIN

3. Tools to Try in 2023

4. Payments
Payments
Included in: Starter+ (any Hub)
Additional features Pro+

5. Payments
Use Payment links to send quickly in an email or add a button to
a page or email. Create links from products in your library or
create a custom line item. Payment links can now accommodate
“set your amount” for donations.
● Uses Stripe
● ACH Payments: 0.5% capped at $10/transaction
● Credit Card: 2.9%
● Currently available only in the US

6. Product Library
● Professional+
● Up to 1 Million products
● Set price and cost (margins)
● One time or recurring
(monthly/quarterly/annual)
Quotes
● Free: Any version/any hub
● Templates included
● Customizable templates
● Add discount (% or $)
● Option for signature line
(written)
● Email from quote creation
● Can create multiple payment
structure (but cannot take
payment)
eSignature
● Professional Sales Seat
○ 10/user/month
● Enterprise Sales Seat
○ 3/user/month
Payments

7. Social Media
Social Media
Included in: Marketing Pro
Scheduling
Monitoring
Competitors

8. Scheduling Monitoring Competitors
● Draft for review
● Schedule
● Don’t have to start
from scratch in each
platform
○ Twitter last
● See social analytics in
HubSpot
dashboard/reports
● Follow hashtags to join
conversations
● Find accounts to
follow
● Keep up with trends
● Identify and monitor
competitor activity
● Use for partners and
friends too!
Social Media

9. HubDB
HubDB
Included in: CMS Pro+
HubSpot DataBase

10. HubDB
Dynamic Content
Generate pages from a database for
content that looks consistent and
updated from one place.
Example:
Tribute Media’s new Team Page

11. HubDB
Other use cases for HubDB
● Events
● Multiple Locations
● Products/Catalog
● Operations Hub? Callie?

12. Target Accounts
Target Accounts
Included in: Marketing or Sales Pro+
Account Based Marketing

13. Target Accounts
What is ABM?
Account-Based Marketing
It is outreach that is well-researched,
helpful to the prospect, and includes
multiple stakeholders from the prospective
client company.
It’s like if marketing and sales had a baby.

14. Target Accounts
Use Target Accounts dashboard to identify target accounts and
stay on top of ABM-related tasks, deals, sales and marketing
activity and more.
● Turning on the tool
● Selecting companies
● Prospects tool

15. Q&A or Discussion Items

16. What do you want to learn
about 2023?
How would you like to
participate?
HUGs in 2023

17. Timeline Title
Let’s just get a
grip on the
year.
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Q2 HUG
Q3 HUG Q4 HUG
Q1 HUG
INBOUND
Christmas
Party?

18. Thank you