279: HubSpot Forms Best Practices (for Building Marketing Campaigns)

HubShots - The Unofficial Down Under HubSpot Podcast

#Tech #HubShots #Craig Bailey #Ian Jacob #Tips And Tricks

46:06

What if you could actually predict whether a business will succeed or fail? After analyzing over 150 companies, today’s guest uncovered the single practice that separates thriving businesses from those that stall out. In this episode of the No Limit Leadership Podcast , Sean Patton sits down with Eli Portnoy — serial entrepreneur, 8-figure founder, CEO of BackEngine.ai , and Harvard Business School instructor. Eli has built and sold multiple companies, and now he’s sharing his hard-earned lessons on leadership, iteration, and feedback. You’ll hear how fatherhood shaped his leadership style, why feedback loops are the ultimate predictor of business success, and how speed always beats perfection when scaling a company. Whether you’re leading a startup or a growing team, this episode will help you rethink how to build environments where people thrive and growth accelerates. ⏱ Episode Topics & Timestamps 00:00 — The #1 predictor of business success 01:20 — Eli’s journey: 8-figure exits & Harvard teaching 02:00 — Leadership lessons from fatherhood 05:14 — Evolving leadership style from rookie manager to adaptive leader 08:48 — Tools & tactics for uncovering employee strengths 13:08 — Building internal feedback loops that drive growth 19:31 — Research findings: 150 SaaS companies & external feedback 22:36 — Tactical playbook: CEO calls, feedback owners, and weekly insights 29:16 — Frameworks for speed, iteration, and innovation 35:40 — Inside BackEngine.ai: AI-powered customer feedback 41:14 — The future of AI in leadership over the next 5 years 43:37 — Eli’s weekly leadership practice for clarity & accountability 🔗 Connect with Eli Portnoy Website: BackEngine.ai LinkedIn: Eli Portnoy 📩 Subscribe to Sean’s Leadership Newsletter: www.nolimitleaders.com/growth No Limit Leadership is the go-to podcast for growth-minded executives, middle managers, and team leaders who want more than surface-level leadership advice. Hosted by executive coach and former Special Forces commander Sean Patton, this show dives deep into modern leadership, self-leadership, and the real-world strategies that build high-performing teams. Whether you're focused on leadership development, building a coaching culture, improving leadership communication, or strengthening team accountability, each episode equips you with actionable insights to unlock leadership potential across your organization. From designing onboarding systems that retain talent to asking better questions that drive clarity and impact, No Limit Leadership helps you lead yourself first so you can lead others better. If you're ready to create a culture of ownership, resilience, and results, this leadership podcast is for you.…

3 years ago 47:39

MP3•Episode home

This edition we dive into: • HubSpot Forms in detail, including • Regular forms • Popup forms (including Click through forms) • When and how to use progressive form fields • When and how to use behavioural targeting • How to measure form results • Best practices for form naming conventions • Form integrations • How to trigger workflows from form submissions Full show notes available at: https://www.hubshots.com/episodes/episode-279 Recorded: Wednesday 18 May 2022 | Published: Friday 20 May 2022

322 episodes

279: HubSpot Forms Best Practices (for Building Marketing Campaigns)

HubShots - The Unofficial Down Under HubSpot Podcast

29 subscribers

published 3 years ago

MP3•Episode home

322 episodes

#Tech #HubShots #Craig Bailey #Ian Jacob #Tips And Tricks

All episodes

1
QuickShot 004: Modern SEO - Information informed by Psychology 7:01

12 days ago7:01

7:01

Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: thinking through the types of content to create these days, given that AI chats and overviews will easily provide the answer to most top level questions For full episode show notes and HubSpot related resources visit: https://www.hubshots.com Recorded: 16 May 2025 Published: 27 August 2025…

1
QuickShot 003: HubSpot Buyer Intent Tool - This Is a Hidden Gem 4:52

24 days ago4:52

4:52

Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: the Buyer Intent Tool in HubSpot - we like it! For full episode show notes and HubSpot related resources visit: https://www.hubshots.com See a quick walkthrough of the HubSpot Buyer Intent tool in our portal here: https://www.youtube.com/watch?v=Bqw0uQesoqQ Recorded: 16 May 2025 Published: 15 August 2025…

1
313: HubSpot Ads Tool Tutorial 40:17

5 weeks ago40:17

40:17

Welcome to HubShots Episode 313! In this episode of HubShots, Ian and Craig walk through how to properly set up and use the HubSpot Ads tool. We also talk about connecting ad platforms like Facebook, Google, and LinkedIn, reporting on ROI, tracking ad interactions, and managing contact attribution. Also, we highlight some common mistakes to avoid and share tips on getting the most value from your ad spend using HubSpot’s reporting and automation tools. In this episode we’ll cover: 👉🏻 Connecting your ad accounts to HubSpot 👉🏻 Viewing ad performance and ROI inside HubSpot 👉🏻 Ways to track ad interactions throughout a contact’s journey 👉🏻 Using lists, views, and reporting for ad insights 👉🏻 Tips on using HubSpot campaigns, events, smart content, and audiences and more! Watch this episode on YouTube: https://www.youtube.com/watch?v=EWOb_F8SYDQ Links and Resources mentioned in the show: Show notes: https://www.hubshots.com/episodes/episode-313 HubShots Daily Tip: https://www.hubshots.com/dailytip/start HubShots Framework: https://www.hubshots.com/framework HubShots Community: https://www.hubshots.com/community Welcome to HubShots - https://www.hubshots.com/ HubShots = HubSpot in the real world Real world portals. No demo stuff.…

1
QuickShot 002: HubSpot Customer Success Workspace and the Benefits of NPS Surveys 6:58

6 weeks ago6:58

6:58

Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: - the HubSpot Customer Success Workspace - how to measure customer satisfaction - NPS surveys as a product feedback process For full episode show notes and HubSpot related resources visit: https://www.hubshots.com Recorded: 16 May 2025 Published: 29 July 2025…

1
QuickShot 001: Using AI and Automation Wisely 7:32

7 weeks ago7:32

7:32

Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: pros and pitfalls of all the AI tools that are popular with consumers, being used inside companies. For full episode show notes and HubSpot related resources visit: https://www.hubshots.com Recorded: 16 May 2025 Published: 24 July 2025…

1
312: Should You Build Your Website on HubSpot? 52:03

25 weeks ago52:03

52:03

This edition we dive into: • Scenarios for HubSpot as a website (Good fit and Bad fit) • Pricing • Usability • Functionality • SEO & Performance • Reporting • Security & Hosting • Integrations & Plugins • Support • Migrating to HubSpot • Scalability • Final thoughts Full show notes available at: www.hubshots.com/episodes/episode-312 Recorded: Friday 14 March 2025 | Published: Friday 21 March 2025…

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311: Efficiency in HubSpot 54:50

28 weeks ago54:50

54:50

This edition we dive into: • Deep Thoughts… • Should you build your website on HubSpot • Reporting on Form results • HubSpot’s improving the calendar add-ins • Filtering Workflows by Action types • Setting your website domain security settings • Using Quick filters in Help Desk views • AccountScout (tool of the week) • Exporting the list of labels on a property list • Did HubSpot botch the Breeze credits approach? • HubSpot training in our new Community Full show notes available at: www.hubshots.com/episodes/episode-311 Recorded: Tuesday 25 February 2025 | Published: Friday 28 February 2025…

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310: HubSpot's Greatest Hits of 2024 - From Lead Scoring to Breeze AI 36:29

37 weeks ago36:29

36:29

In this episode, we reflect on HubSpot's top features from 2024, including lead scoring, Breeze AI, and productivity tools. We also discuss the role of AI in customer experience, the importance of data accuracy, and our plans to launch a HubSpot-focused community in 2025. Plus, practical tips for workflows, accessibility, and more. Full show notes: https://www.hubshots.com/episodes/episode-310 In this episode we’ll cover: 👉🏻 A new version of the HubShots Framework 👉🏻 Our favourite HubSpot releases of 2024 👉🏻 Setting Association labels via workflows 👉🏻 List exclusions are so much easier now 👉🏻 Tips for using the new Lead Scoring tool 👉🏻 How to use associated objects in Deal lists HubShots = HubSpot in the real world Real world portals. No demo stuff.…

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309: HubSpot Fundamentals 39:07

50 weeks ago39:07

39:07

This edition we dive into: • Quick Wins for new HubSpot Users • CRM fundamentals • Marketing Hub fundamentals to use • Sales Hub fundamentals to use • Key Settings to enable • AI tools to start with • Consider getting access to Enterprise features (at the cost of just a single seat) Full show notes available at: www.hubshots.com/episodes/episode-309 Recorded: Wednesday 11 September 2024 | Published: Friday 13 September 2024…

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308: Association label tips, Modern websites, Ticket lists, Back to basics 39:00

1 year ago39:00

39:00

This edition we dive into: • Back to Basics (Foundations) • Sending emails to other email addresses on a contact record • Sales Hub permissions improvements (Prospecting workspace) • Setting association labels via HubSpot workflows • What is the key foundation of a modern website? • Ticket lists • ChatSpot - now in the main menu • AI tools - Claude 3.5 Sonnet • The massive content opportunity - artisanal content? • Tracking former employees of companies in HubSpot (common use case) Full show notes available at: https://www.hubshots.com/episodes/episode-308 Recorded: Tuesday 16 July 2024 | Published: Friday 19 July 2024…

1
307: HubSpot Content Hub (formerly CMS Hub) 1:49:27

1 year ago1:49:27

1:49:27

In this episode we’ll cover: • What Content Hub is • What it replaces (ie CMS Hub) • The main features of Content Hub • Why it is a good choice for building websites • The current gaps • Pricing tiers and when to upgrade • How it compares to WordPress, and whether you should move from WordPress to HubSpot for your website • Final thoughts about the future of Content Hub Full show notes available at: https://www.hubshots.com/episodes/episode-307 Recorded: Sunday 31 March 2024 | Published: Thursday 04 April 2024…

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306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects 21:55

2 years ago21:55

21:55

This edition we dive into: • Did you start fast in 2024? • 🆕 HubShots Framework version is available • How to build a simple Marketing View of Contacts • How to build a simple Sales View of Contacts • How to efficiently copy up contact properties to a deal • How to use Saved Sections in HubSpot pages • How to view Merged Tickets • Midjourney v6 prompt for adding text • Strategy versus Tactics • Using Associated Objects in Lists Full show notes available at: https://www.hubshots.com/episodes/episode-306 Recorded: Monday 22 January 2024 | Published: Friday 26 January 2024…

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305: The End of 2023 HubSpot Bumper Episode 52:54

2 years ago52:54

52:54

This edition we dive into: • Preparing for a Fast Start in 2024 • Quick shots (Loom, Clearbit acquisitions) • Active lists of non-marketing contacts who used to be marketing contacts • How to build a list of ZoomInfo contacts • Adding images in meetings in the HubSpot app • Using LinkedIn Sales Navigator with HubSpot - pros and cons • How to find who created a contact • Sequence sender score analysis • Triggering SMS to contacts from a workflow • Blocking contacts with free email addresses • Smart content rules to block contacts from some countries • Last Message from Visitor ticket property • HubSpot’s Data Model Overview overview • Teamwork Workflows marketplace app • Consultant versus Coach • Tons of training options Full show notes available at: https://www.hubshots.com/episodes/episode-305 Recorded: Wednesday 29 November 2023 | Published: Friday 08 December 2023…

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304: What was useful from HubSpot’s annual event and product announcements? 1:01:23

2 years ago1:01:23

1:01:23

This edition we dive into: • HubSpot’s recent product announcements and what we can learn from them • Is HubSpot a CRM or a Customer Platform? • Campaign Assistant, now with added AI • Prospecting tool benefits • The Workflow cleanup feature is pretty handy • Using WordPress and HubSpot CMS together • HubSpot Guide Creator • What languages does HubSpot Chatbot support • Workflow action: Future Date Calculator • Adding Emojis to record sections • How to reduce hard bounce rate on email sends • Midjourney prompt of the week • HubSpot’s CRM puzzle • Moving notes from HubSpot records to another portal Full show notes available at: https://www.hubshots.com/episodes/episode-304 Recorded: Wednesday 04 October 2023 | Published: Friday 13 October 2023…

1
303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking 32:19

2 years ago32:19

32:19

This edition we dive into: • Deal lists and list limitations • Alex Hormozi’s book launch and course • Why Workflow descriptions are useful • Midjourney prompts • HubSpot CMS Hub redirection magic • The end of email tracking is nigh Full show notes available at: https://www.hubshots.com/episodes/episode-303 Recorded: Friday 25 August 2023 | Published: Friday 01 September 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines 32:36

2 years ago32:36

32:36

This edition we dive into: • HubSpot Social Calendar versus Campaign Calendar - which to use? • How to create Contact Views for Sequence activity • How to limit Workflow actions to only execute on specific days • Child Themes are limited to only 5 per Pro and 10 per Enterprise accounts • Why you shouldn’t share Preview links to web pages • Midjourney prompt of the week • A tip for writing headlines that will level up your game • An overview of AI you should read Full show notes available at: https://www.hubshots.com/episodes/episode-302 Recorded: Wednesday 26 July 2023 | Published: Friday 04 August 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
301: Threads, Workflow updates, Landing page tip, Proactive Excellence 33:23

2 years ago33:23

33:23

This edition we dive into: • Proactive Mediocrity to Proactive Excellence • Re-Onboarding idea • Should you have a navigation menu on landing pages? • Total Revenue field on company records • Workflow action Copy and Paste • Content Assistant (ie AI in HubSpot) • Wishlist: Import WordPress Comments into HubSpot • Midjourney prompts • Meta Threads: The Kindness Before the Storm • Unclogging your Stuck Pipeline • HubShots Framework poster Full show notes available at: https://www.hubshots.com/episodes/episode-301 Recorded: Wednesday 12 July 2023 | Published: Friday 21 July 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
300: 7 Years of HubSpot Tips 38:55

2 years ago38:55

38:55

This edition we dive into: • 7 years and 300 episodes • HubSpot Email List columns layout • Sales pipeline best practices • Ticket pipeline best practices • CMS Hub Content Staging • Wishlist: syncing properties • Shoutout • The best tool to use is the one you know how to use well Full show notes available at: https://www.hubshots.com/episodes/episode-300 Recorded: Wednesday 14 June 2023 | Published: Friday 23 May 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
299: Activity timeline filters, Bulk Edit records, Inbox permission, Redirect domains 20:53

2 years ago20:53

20:53

This edition we dive into: • There’s no common, linear path your contacts take • Using Filters on Activity timelines • Bulk Edit contact records • Inbox permissions are important • HubSpot Redirect Domains (and why they are so handy) • Gotcha with sending automated emails when a ticket form is submitted • Email Send Frequency cap (Enterprise feature) • Bad Email content (don’t do this!) Full show notes available at: https://www.hubshots.com/episodes/episode-299 Recorded: Thursday 11 May 2023 | Published: Friday 19 May 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
298: Mastering HubSpot - Attribution, Form Optimization & CMS Enterprise Secrets 34:01

2 years ago34:01

34:01

This edition we dive into: • Be Proactive, Be Honest • Where does Attribution sit in your HubSpot implementation plan? • Form performance tips • How to log replies from Contacts into HubSpot • Renaming Ticket Name based on Ticket Properties • Setting the date format for blog posts (and listing) • Saving Column layouts in Lists • Why Upgrade to HubSpot CMS Hub Enterprise • What is the XML Sitemap used for in HubSpot Full show notes available at: https://www.hubshots.com/episodes/episode-298 Recorded: Wednesday 26 April 2023 | Published: Friday 05 May 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

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297: Tough times, AI tools, HubSpot List tips, Sending emails to more contacts 31:10

2 years ago31:10

31:10

This edition we dive into: • ‘Everything’ fatigue • Tough economic times and the need to send more, relevant, email • AI tools take off - how should you respond • Creating random samples of contacts from lists (Segmentation) • Results from using Multivariate CTAs on our website (Attribution) • Building a View for sales reps of clients who have been sent an email from another system (Activity) • Last Activity date versus Last Modified date (Properties) • Sending an already sent email to more contacts (Activity) Full show notes available at: https://www.hubshots.com/episodes/episode-297 Recorded: Monday 27 March 2023 | Published: Friday 31 March 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

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296: The HubShots Framework 19:29

3 years ago19:29

19:29

This edition we dive into: • Are you in a state of overwhelm using HubSpot? • Introduction to the HubShots Framework • The 5 stages of the HubShots Framework • Focus areas of the HubShots Framework • Sneak peek into the HubSpot specific details • 3 real world examples of the HubShots Framework in action • How you can download the HubShots Framework as an A3 Poster PDF • How to get started using the HubShots Framework Full show notes available at: https://www.hubshots.com/episodes/episode-296 Recorded: Thursday 23 February 2023 | Published: Friday 10 March 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

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295: Strategy takes time, Paid seat deactivation, Deal close gotcha on app, Notification profiles 35:02

3 years ago35:02

35:02

This edition we dive into: • Who forgot to plan out their 2023 - it’s not too late • Deactivating a user now releases the paid seat they were consuming • Chat and Slide-in popups competing for attention on the bottom right • Deal close behaviour on Desktop versus in-app • ‘Last email received from contact’ HubSpot ticket property • Notification profiles are so handy • HubSpot Security Centre - is it confusing for you too? • Non Fit personas • Xero invoice sync • Avoiding the ChatGPT inefficiency temptation • 11 Things you’re probably not using in HubSpot that you should be Full show notes available at: https://www.hubshots.com/episodes/episode-295 Recorded: Wednesday 08 February 2023 | Published: Friday 10 February 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

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294: HubSpot in 2023, Approvals functionality, HubSpot Meetings tip, Paid seat gotcha 27:51

3 years ago27:51

27:51

This edition we dive into: • Overview of HubShots hubs in 2023 • Areas of opportunity with HubSpot for your business • Email Marketing Approvals • HubSpot Meeting tip for free/busy • Conversation Handoff process improvements • Impersonate a User in HubSpot • Gotcha: Deactivating a user who has a paid seat • Which tools have folders and sub-folders • 11 Things You’re Probably Not Using in HubSpot that You Should Be Online Masterclass Full show notes available at: https://www.hubshots.com/episodes/episode-294 Recorded: Thursday 26 January 2023 | Published: Friday 03 February 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

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293: Notes permissions confusion, reducing contact friction, power of lists, AI 32:58

3 years ago32:58

32:58

This edition we dive into: • Obligatory mention of AI • Reducing contact friction with event invitations • The power of lists - using product and line item criteria • Connecting personal inbox versus generic inbox into HubSpot • Understanding Permissions for Notes on Contacts, Deals, Tickets • Goodbye internal SMS notifications in workflows • Quickly see which Hub tiers in a portal (if not an Admin) • Efficiency and Effectiveness and AI • ChatGPT example Full show notes available at: https://www.hubshots.com/episodes/episode-293 Recorded: Thursday 19 January 2023 | Published: Wednesday 25 January 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

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292: Systems to Merge contacts in HubSpot, New SEO tool, Annoying notifications 27:41

3 years ago27:41

27:41

This edition we dive into: • How (and when) to merge duplicate contacts in HubSpot • How to use HubSpot’s SEO Analyze tool • How to turn off annoying ‘New Unassigned Conversation’ notifications • How to automate getting a response from contacts on inactive deals • How to use the new Last Viewed column in Dashboards • Listener question: How to change the email sending domain • HubSpot in the real world • How to organise a QuickCheck of your HubSpot portal Full show notes available at: https://www.hubshots.com/episodes/episode-292 Recorded: Wednesday 30 November 2022 | Published: Friday 09 December 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

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291: Learn from our HubSpot mistakes, using emojis, calculated fields and conversation forwarding 25:29

3 years ago25:29

25:29

This edition we dive into: • Challenging your norms - learn from my mistakes! • Using Emojis in HubSpot • Using calculation fields to calculate commissions • The dangers of editing enabled workflows • The dangers of confirmation biases • The dangers of re-engagement campaigns (revisited) • Choose original sender of email forwards into Conversations • Listener question: Trigger a sequence from a workflow Full show notes available at: https://www.hubshots.com/episodes/episode-291 Recorded: Tuesday 15 November 2022 | Published: Friday 18 November 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
290: Setting Lifecycle stages on forms and deals, Re-engagement emails gone wrong 33:47

3 years ago33:47

33:47

This edition we dive into: • Outcomes versus Activities • Deal pipeline board view currency switcher on totals • Setting lifecycle stages on forms • Setting lifecycle stage when creating deals • Customer ticket portal settings • Re-engagement email campaigns getting accounts suspended • Stopping personal emails from getting logged in HubSpot • Gratitude reminder • The joy of unread books Full show notes available at: https://www.hubshots.com/episodes/episode-290 Recorded: Wednesday 02 November 2022 | Published: Friday 04 November 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
289: Using Service Hub for Internal Business Processes 31:19

3 years ago31:19

31:19

This edition we dive into: • Are Ticket pipelines the real Operations Hub? • Reminder about enabling betas • Inline editing • Using Service Hub for lead qualification processes • Other uses for Ticket pipelines • Association labels - pros and cons • Questions: They Ask, You Answer • Should I write Knowledge Base articles or blog posts? • Knowledge bot benefits Full show notes available at: https://www.hubshots.com/episodes/episode-289 Recorded: Friday 14 October 2022 | Published: Friday 21 October 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

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288: Automation in HubSpot 37:21

3 years ago37:21

37:21

This edition we dive into: • Setting the scene • 2 ‘A’ words ⇒ 2 ‘E’ words • Automation journey • Workflow deep dive • When to upgrade to Pro • When to upgrade to Enterprise • How we can help Full show notes available at: https://www.hubshots.com/episodes/episode-288 Recorded: Thursday 06 October 2022 | Published: Friday 14 October 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

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HubSpot CMS with Kevin Fremon from Helpful Hero - Part 2 (HubShots Special Interview) 42:59

3 years ago42:59

42:59

In this 2nd episode of HubShots Special, we chat with Kevin Fremon of Helpful Hero about HubSpot CMS SEO tool, CMS Starter thoughts, theme pricing and more! Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-2 Recorded: Monday 22 August 2022 | Published: Friday 30 September 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
HubSpot CMS with Kevin Fremon from Helpful Hero - Part 1 (HubShots Special Interview) 36:43

3 years ago36:43

36:43

In this episode, we chat with Kevin Fremon of Helpful Hero. We interview Kevin Fremon from Helpful Hero, creator of the popular CLEAN theme (including CLEAN Pro and CLEAN Lite) for HubSpot CMS. We chat in detail about HubSpot CMS, the good, the bad and the awesome. Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-1 Recorded: Monday 22 August 2022 | Published: Thursday 29 September 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

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287: INBOUND22 Thoughts 35:01

3 years ago35:01

35:01

This edition we dive into the first blend in-person with online attendees for INBOUND22, our thoughts and favourite takeaways. Full show notes available here: https://www.hubshots.com/episodes/episode-287 Recorded: Tuesday 13 September 2022 | Published: Friday 16 September 2022

HubShots - The Unofficial Down Under HubSpot Podcast

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286: HubSpot Campaign Analytics, HubSpot Comments, Actions Menus reminder 21:31

3 years ago21:31

21:31

This edition we dive into: • Asking for help • Converting an Automated Email to a Regular Email • Reminder: Actions Menus on objects • Using Sender personalisation in Snippets • Custom properties on Product library items • HubSpot Campaign Analytics • HubSpot Custom Reporting basic video series now available • Using Comments throughout HubSpot • The dangers of damaged cables • Do you need help with your HubSpot portal? Full show notes available at: https://www.hubshots.com/episodes/episode-286 Recorded: Wednesday 31 August 2022 | Published: Friday 09 September 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

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285: HubSpot Form Options, Paid Channels Overreliance, Custom Report Builder 36:05

3 years ago36:05

36:05

This edition we dive into: • Old school channels - should you still use them? • Confusing HubSpot Form options - explained! • Using the Prospects tool • Tickets created from forwarded emails - best practices • Workflow unenrollment feature • Are you relying on Paid Channels too much? • HubSpot Custom Report Builder - intro series • Reminder about Phishing attacks • Do you need help with your HubSpot portal? Full show notes available at: https://www.hubshots.com/episodes/episode-285 Recorded: Wednesday 24 August 2022 | Published: Friday 02 September 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

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284: How To Manage Your Contacts in HubSpot Efficiently 32:58

3 years ago32:58

32:58

This edition we dive into: • Managing contact hygiene • The hidden danger of churn • Finding bounced contacts, including Mailbox full • Unbouncing contacts manually • Managing duplicate contacts • Using surveys to check customer interactions • Automating notifications and tasks to help manage contacts • What to do versus How to do it • Using contact validation services • Quotes of the week • Need help with your HubSpot portal? Full show notes available at: https://www.hubshots.com/episodes/episode-284 Recorded: Wednesday 17 August 2022 | Published: Friday 26 August 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

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283: HubSpot Top Tips August 2022 Edition 30:18

3 years ago30:18

30:18

This edition we dive into: • The power of incremental growth • List layouts can now be saved per list • Make sure you use Email Subscription Types properly • Frequency versus Relevancy in your email strategy • How to update a Contact when they’ve left a company • Automatically Re-Open a Closed ticket when a customer replies (to a Closed ticket) • Compare email performance in a workflow • Workflow gotcha - avoiding race conditions • Custom Reporting tip - using Date Frequency versus Date Part in reports • Target Account recommendation lols • HubShots QuickCheck service now available Full show notes available at: https://www.hubshots.com/episodes/episode-283 Recorded: Thursday 11 August 2022 | Published: Friday 19 August 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

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282: HubSpot CMS Free Quick Overview, Plus Improvements to CMS Starter 22:35

3 years ago22:35

22:35

This edition we dive into: • Automation and Attribution • Last Referring Site property • Call Direction when logging calls • Menus on Customer portals • CMS Hub Free announced • CMS Hub Starter improvements • Bad pricing pages Full show notes available at: https://www.hubshots.com/episodes/episode-282 Recorded: Thursday 28 June 2022 | Published: Friday 08 July 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

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281: HubSpot Call to Action (CTA) Best Practices 46:49

3 years ago46:49

46:49

This edition we dive into: • What HubSpot CTAs are • The 4 Main Benefits of HubSpot CTAs • Where to use them • The types of CTAs (Simple, Multivariate, Smart) • Examples of CTAs • Reporting on CTAs • Using CTAs in Lists, Reports, Workflows • Associating CTAs with HubSpot campaigns • Permissions for limiting access to CTAs • Plus, when not to use HubSpot CTAs Full show notes available at: https://www.hubshots.com/episodes/episode-281 Recorded: Thursday 15 June 2022 | Published: Friday 24 June 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
280: HubSpot Lists Best Practices (for Building Marketing Campaigns) 40:01

3 years ago40:01

40:01

This edition we dive into: • Types of HubSpot Lists • Categories of list criteria • List Limits • Examples of Active Lists • Active List Power Tips • Static Lists - why would you use them? • Reporting on List growth over time • Using Lists in other Lists • Using Lists in Contact Views • Using Lists in Popup Form Targeting • Using Lists in Email marketing • Using Lists in Workflows • Using Lists in Reports • Using Lists in Dashboards • Using Lists in Smart Content • Using Static Lists in Campaigns • Using Lists for Access eg Customer Portal, KB articles and CMS Pages (Membership) • Using Lists in Integrations (eg Salesforce, Xero) • Creating Static Lists when importing data Full show notes available at: https://www.hubshots.com/episodes/episode-280 Recorded: Thursday 26 May 2022 | Published: Friday 03 June 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
279: HubSpot Forms Best Practices (for Building Marketing Campaigns) 47:39

3 years ago47:39

47:39

HubShots - The Unofficial Down Under HubSpot Podcast

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278: Building a Campaign in HubSpot from Start to Finish (Best Practices) 47:34

3 years ago47:34

47:34

This edition we dive into: • How to build a marketing campaign in HubSpot from start to finish, including • HubSpot Lists, files, Landing pages, CTAs and emails • HubSpot Workflows and Campaigns • HubSpot Reports and Dashboards • PLUS: A Google doc with all the key details of a campaign end-to-end for you to copy (see Shot 2) Full show notes available at: https://www.hubshots.com/episodes/episode-278 Recorded: Wednesday 04 May 2022 | Published: Friday 06 May 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
277: HubSpot Top Tips April 2022 Edition 27:30

3 years ago27:30

27:30

This edition we dive into: • Quick tips for improving your HubSpot efficiency and impact, including • Using Progressive Form fields • How to merge contacts in HubSpot * • How to view all properties on a contact • How to export contacts * • How to pin notes on the HubSpot activity timeline * • How to filter activity timeline items • 4 tips for using Views * • How to add a simple feedback popup on your site • How to add NPS survey reminder emails * • Reminder to focus on what you can control • Reminder to not believe everything you read (even on reputable marketing sites) • An example of how a company compared themselves to HubSpot but got just about everything completely wrong - it’s kinda embarrassing Full show notes available at: https://www.hubshots.com/episodes/episode-277 Recorded: Wednesday 06 April 2022 | Published: Friday 08 April 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
276: Detailed Overview of HubSpot Service Hub 36:38

3 years ago36:38

36:38

This edition we dive into: • Speed of response is your differentiator • Overview of the 6 main areas of HubSpot Service Hub • Quick tips and details using Service Hub • Service Hub Quick Start Guide - how get started with Service Hub • When to upgrade from Service Start to Pro to Enterprise • What’s still missing from Service Hub • Service Hub training course recommendations Full show notes available at: https://www.hubshots.com/episodes/episode-276 Recorded: Wednesday 23 March 2022 | Published: Friday 25 March 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
275: Conversations Inbox Hacks, Service Hub Protected KB articles, and HubSpot’s Pirate Ad 32:25

4 years ago32:25