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The Hubcast Podcast Episode 014

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Welcome back to The Hubcast folks! As mentioned last week, this will be a weekly podcast all about HubSpot news, tips, and tricks. Please also note the extensive show notes below including some new HubSpot video tutorials created by George Thomas.

Show Notes:

HubSpot Strategy

To basic or not to basic, That is a good question.

In this weeks strategy section we talk about when to use Basic, Professional, and Enterprise. We also cover reasons why you should upgrade or downgrade your software.

basci - Professional - enterprise

Some food for thought:

  •  Basic is limited to sending 1k emails
  • With Basic you can’t have more than 3k visits per month
  • Basic doesn’t have any API access = No integration like a CRM or Wistia
  • Companies with sales reps & at least 500 contacts but less than 40k contacts should think Professional
  • Companies that have 40k contacts  or more might want to go Enterprise
  • Higher reporting and a/b testing professional and even deeper with enterprise
  • Do you need multiple subdomains then Enterprise is a must

HubSpot Tips & Tricks

Non HubSpot User Tip:

Download a free trial of the HubSpot software. For many people new software can be scary. We take that right out of the equation with our 2 part tutorial on how to set up a free trial and what to do after you get it setup.

How to set up a HubSpot free trial 

What do I do next

Some of you might even be asking what is HubSpot?

HubSpot COS:

When you hear the words suppression list what do you think of? Most people think of email. Well in this episode of the Hubcast we show you how to set a suppression list for your workflows.

You can read more about How to Set Up Workflows For Automation Success on this HubSpot blog article or watch the tutorial below.

Watch tutorial here

HubSpot Wishlist

When someone fills out a form, in this case let’s say from our contact us page. When I’m looking at an email response from the contact us form that is sent from HubSpot to me, I click the ‘View this contact in Hubspot’ and it automatically takes me to the marketing platform.

Well hubSpot what If I want to look at this contact in the sales platform? Then I have to click over and search for the contact. That’s no fun.

Wish list for this week: It would be great to have a ‘view this contact in the CRM’ button in the Marketing portal so I get flipped over and right to that contact. Or better yet in the email sent from HubSpot an view in CRM or View in COS buttons right from my email. Now that, Hubspot, That would be sweet!

#Hubcastfail : )

Follow Tiffany here: https: @TiffypopMN

HubSpot Updates

New validation messaging in Workflows App

Sometimes, you may not have all of the assets completely ready or built out that you’d like included in your workflow, but you want to save your work and come back later to finish building it. Now, new messaging in the Workflows App alerts you to what’s incomplete but also allows you to save the workflow without having to have everything filled out.

When the starting condition is duplicate, you will see a yellow message (warning) that you are using this starting condition elsewhere. You can activate the workflow with a duplicate starting condition or dismiss it.

When an action is incomplete, you will see a red message (alert). You won’t be able to activate a workflow with an incomplete action.

New-Validation

In both instances, you can the save the workflow with these messages. These two instances, in the past, haven’t allowed you to save your workflow until reconciled.

New Tracking URL Builder

Now live is a new and improved Tracking URL Builder. The new UI simplifies the tracking URL setup process while also showing where your tracking URL data will end up in sources.

New-Tracking-URL

HubSpot saves marketers a lot of time by automatically creating tracking URLs in some of our favorite apps like social and email. But there are other situations when you need to create tracking URLs whether that’s for paid campaigns or social media tools like Instagram. The new Tracking URL Builder UI simplifies the entire process to ensure you are setting up your tracking URLs properly and ensures that the data is categorized in the right place. This update will make it infinitely easier for you to create your tracking URLs.

Cool HubSpot & Inbound  Tweets

HubSpot Question of the Week

Marcus asks: How important are HubSpot certifications and what HubSpot certifications are right for who?

Where else can you find the Hubcast Podcast:

Hubcast iTunes

Stitcher Hubcast Podcast

Soundcloud

 

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