A deep dive into HubSpot Workflows, Reporting & Advanced features for Marketing professionals
What you'll learn
Build simple Workflows for email sequences, managing internal processes and other purposes
Build complex Workflows with Conditional Segmentation for lead segmentation and more
Create a complete Reporting Dashboard to measure business performance
Fully use Advanced features such as Lead Scoring, Tracking (UTM) links, Campaigns, and others
Requirements
You need to know your way around the HubSpot CRM (adding contacts to HubSpot, creating lists, emails, and forms)
You need access to Workflows and Reporting in your HubSpot account
Description
Are you looking to use HubSpot Automation (Workflows) and HubSpot Reporting? If you're familiar with the HubSpot basics and know your way around the HubSpot CRM, it's now time to take things to the NEXT LEVEL. This course covers HubSpot Advanced Marketing features with a special focus on Automation and Reporting.At the end of the course you will be able to:1) Plan, draft, build, and publish Workflows from scratch by yourselfBuild simple Workflows to automate email sequences or manage business internal processes betterBuild complex Workflows with Conditional Segmentation (using Branches to segment your audience into different groups based on specific conditions you define)Improve your own Marketing Automation Strategy thanks to our real-world examples2) Measure the performance of your Marketing efforts with HubSpot Reporting:Create simple reports with just a few clicksCreate Advanced-level reports such as funnels and attribution reports to measure marketing ROIPut together a dashboard containing many different reports in a matter of minutes3) Use other Advanced-level HubSpot Marketing features:Build and implement Lead ScoringSet up a Campaign from scratchSet up Tracking (UTM) links inside of HubSpotAnd more!ATTENTION:This course is NOT an introduction to HubSpot - If you need a HubSpot intro or a refresher course, check out my Instructor Profile. I have a course called HubSpot for Marketing Professionals - this one will be more suitable for you!This course requires access to HubSpot Automation (Workflows) and Reporting - If you don't have this, I can help you get access to a 14-day FREE trial for a HubSpot paid Account - just so that you can at least complete this course. Check out Lesson 2 inside of Section 1 for more info.I am a certified independent HubSpot expert providing HubSpot account management and training services to companies and professionals from all over the world. I have 13+ years of experience in Digital Marketing (4 working exclusively with HubSpot) and love helping businesses and professionals grow by learning HubSpot.This is one of my student testimonials:I just completed the course - and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. I honestly never knew what were the actual possibilities of the HubSpot platform and now I finally do! Thank you so much for this course! Tamara Biljman, Content Strategist- Feel free to check out my website for more testimonials.I take pride in assisting my students and coaching clients throughout the learning journey, so feel free to ask me any questions at any time during the course.--ThalitaThis course is an independently developed course offered by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not have any liability with respect to this course offered by me, Thalita Milan.
Overview
Section 1: Before we start...
Lecture 1 Introduction
Lecture 2 You need access to HubSpot Workflows and Reporting for this course
Lecture 3 READ THIS BEFORE YOU START
Section 2: Understand HubSpot Automation - Intro to HubSpot Workflows
Lecture 4 What is Automation and what are we going to learn in this course
Lecture 5 Intro to workflows & a workflow example
Lecture 6 Overview of the workflows tab
Lecture 7 Workflow enrollment and unenrollment
Lecture 8 Creating a Workflow from scratch
Lecture 9 The 2 main elements of a Workflow - Triggers & Actions
Section 3: Select your Workflow Triggers
Lecture 10 Using Triggers based on Actions that your audience takes
Lecture 11 Using Triggers based on Information stored as HubSpot Properties
Lecture 12 Using other types of Triggers
Lecture 13 A few words on what we learned so far
Lecture 14 Use multiple triggers at once - The filters AND & OR
Lecture 15 Advanced hacks for multiple triggers
Section 4: Choose your Workflow Actions
Lecture 16 Actions to manage External Communications
Lecture 17 Add Delays between Actions
Lecture 18 Actions to manage Internal Communications
Lecture 19 Assign leads (or other records) to specific Owners in the team
Lecture 20 Create tasks for you and other team members
Lecture 21 Add leads to lists in an automated way
Lecture 22 Get HubSpot to create records for you
Lecture 23 Add people to ads audiences
Lecture 24 Property management actions part 1
Lecture 25 Property management actions part 2
Lecture 26 Some clarification on setting people as Marketing Contacts
Section 5: Publish your first Workflow
Lecture 27 Define Workflow Settings
Lecture 28 Choose Goals for your Workflow
Lecture 29 Edit Re-enrollment criteria
Lecture 30 Test your Workflow before it goes live
Lecture 31 Publish your Workflow :D
Lecture 32 Watch me create a basic Workflow from beginning to end
Lecture 33 How to manually unenroll people from a Workflow
Lecture 34 How to manually enroll people in a Workflow
Section 6: Build Advanced & Conditional Workflows
Lecture 35 Intro to Advanced Workflows
Lecture 36 Start a Workflow on specific day in the calendar - Advanced triggers
Lecture 37 Use Advanced Workflow Actions - Webhook, Custom code, Format data & Enrollment
Lecture 38 Split paths in a workflow based on different conditions- The VALUE equals branch
Lecture 39 Quick image to clarify the last Lecture
Lecture 40 How to find out it which branch a contact was redirected to
Lecture 41 Split paths in a workflow based on different conditions - The IF/THEN branch
Lecture 42 Create Workflows for objects other than Contacts
Lecture 43 Choosing a trigger based on a property different than the object enrolled
Lecture 44 OPTIONAL - An alternative solution to last lecture´s "problem"
Lecture 45 MIX & MATCH properties for your triggers!
Lecture 46 Quick hack to save time - The GO TO action
Lecture 47 Watch me create a Conditional Workflow from beginning to end
Section 7: Measure the performance of your Marketing efforts with HubSpot Reporting
Lecture 48 Intro to HubSpot Reporting & a quick look at Analytics Tools
Lecture 49 The easiest way to create a dashboard - Use a template
Lecture 50 Create a report with a template with just a few clicks
Lecture 51 Understand the 2 main elements of a report
Lecture 52 Customize a report from a template
Lecture 53 Okay... One more example! :) This time, customizing a report based on deals!
Lecture 54 Create a single object report from scratch
Lecture 55 And guess what? Another example ;) Let's create a Deal-based report this time!
Lecture 56 Create a funnel report to see the progress of contacts or deals
Lecture 57 Create an Attribution report to measure ROI of your campaigns
Lecture 58 Create an Attribution report from scratch
Section 8: Use other Advanced Marketing features inside of HubSpot
Lecture 59 Set up Lead scoring inside of HubSpot
Lecture 60 Trigger a workflow from Lead Scoring
Lecture 61 Upcoming Campaigns? Get your Analytics all in one place
Lecture 62 Create UTM links using HubSpot
Lecture 63 Use your UTM links inside of Attribution reports
Section 9: And to finalize...
Lecture 64 Learn more about me here
Section 10: BONUS Section
Lecture 65 BONUS lecture
Anyone looking to learn HubSpot Workflows and Reporting,Marketing professionals using HubSpot
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