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  • HubSpot Workflows & Reporting for Marketing Professionals

HubSpot Workflows & Reporting for Marketing Professionals

  • By Rushikesh
  • Customer Lifecycle Management
    (0.0/ 0 Rating)
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Course Content

Section 1: Before we start… 7 Topics
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1. Introduction
2. You need access to HubSpot Workflows and Reporting for this course
3. READ THIS BEFORE YOU START
4. Important notice
5. Important notice on assignments
6. A quick guide to May 2024’s navigation menu changes
7. A quick guide to May 2024’s changes – written
Section 2: Understand HubSpot Automation – Intro to HubSpot Workflows 9 Topics | 1 Assessment Exam
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8. What is Automation and what are we going to learn in this course
9. Intro to workflows & a workflow example
10. Overview of the workflows tab
11. Quick note on the previous video
12. Workflow enrollment and unenrollment
13. Creating a Workflow from scratch
14. Quite note on the previous video
15. The 2 main elements of a Workflow – Triggers & Actions
16. Quick note
Quiz 1: HubSpot Workflows Intro Quiz
Section 3: Select your Workflow Triggers 8 Topics | 1 Assessment Exam
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17. Using Triggers based on Actions that your audience takes
18. Using Triggers based on Information stored as HubSpot Properties
19. Using other types of Triggers
20. May 2024 update on triggers
21. May 2024 update
22. A few words on what we learned so far
23. Use multiple triggers at once – The filters AND & OR
24. May 2024 updates
Quiz 2: Quick Quiz about the Assignment you just did!
Section 4: Choose your Workflow Actions 14 Topics
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25. May 2024 updates – Actions
26. May 2024 updates
27. Actions to manage External Communications
28. Add Delays between Actions
29. May 2024 update
30. Actions to manage Internal Communications
31. Assign leads (or other records) to specific Owners in the team
32. Create tasks for you and other team members
33. Add leads to lists in an automated way
34. Get HubSpot to create records for you
35. Add people to ads audiences
36. Property management actions part 1
37. Property management actions part 2
38. Some clarification on setting people as Marketing Contacts
Section 5: Publish your first Workflow 11 Topics
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39. Define Workflow Settings
40. May 2024 updates
41. Choose Goals for your Workflow
42. May 2024 updates
43. Edit Re-enrollment criteria
44. May 2024 updates
45. Test your Workflow before it goes live
46. Publish your Workflow :D
47. Watch me create a basic Workflow from beginning to end
48. How to manually unenroll people from a Workflow
49. How to manually enroll people into a Workflow
Section 6: Build Advanced & Conditional Workflows 19 Topics
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50. Intro to Advanced Workflows
51. Start a Workflow on specific day in the calendar – Advanced triggers
52. Use Advanced Workflow Actions – Webhook, Custom code, Format data & Enrollment
53. May 2024 updates
54. Handy images to help you understand the next lecture better :)
55. May 2024 updates on branches
56. Split paths in a workflow based on different conditions- The VALUE equals branch
57. Quick image to clarify the last Lecture
58. May 2024 updates
59. Split paths in a workflow based on different conditions – The IF/THEN branch
60. May 2024 updates
61. Create Workflows for objects other than Contacts
62. Choosing a trigger based on a property different than the object enrolled
63. May 2024 update
64. MIX & MATCH properties for your triggers!
65. Quick hack to save time – The GO TO action
66. May 2024 update
67. Watch me create a Conditional Workflow from beginning to end
68. How can you become more strategic about your Marketing Automation efforts?
Section 7: Measure the performance of your Marketing efforts with HubSpot Reporting 12 Topics
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69. May 2024 update
70. Intro to HubSpot Reporting & a quick look at Analytics Tools
71. The easiest way to create a dashboard – Use a template
72. Create a report with a template with just a few clicks
73. Understand the 2 main elements of a report
74. Customize a report from a template
75. Okay… One more example! :) This time, customizing a report based on deals!
76. Create a single object report from scratch
77. And guess what? Another example ;) Let’s create a Deal-based report this time!
78. Create a funnel report to see the progress of contacts or deals
79. Create an Attribution report to measure ROI of your campaigns
80. Create an Attribution report from scratch
Section 8: Use other Advanced Marketing features inside of HubSpot 7 Topics
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81. Set up Lead scoring inside of HubSpot
82. Trigger a workflow from Lead Scoring
83. May 2024 updates
84. Upcoming Campaigns? Get your Analytics all in one place
85. Create UTM links using HubSpot
86. May 2024 updates
87. Use your UTM links inside of Attribution reports
Section 9: And to finalize… 1 Topic
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88. I hope you enjoyed the course
Section 10: BONUS Section 1 Topic
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10. BONUS Section

Course Includes:

  • Price: Free
  • Instructor:Rushikesh
  • Lessons:10
  • Language:English
  • Certifications:No
More Info

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