Nov 28, 2016 12:31 PM - last edited on Nov 28, 2016 12:35 PM by roisinkirby
I'm really looking forward to this AMA. Some topics that may be of interest (and that I'm happy to talk about) include:
Hopefully, I can be helpful!
This AMA will start on Wednesday, November 30th at 9:00 AM EST. I will be answering questions between 9am - 1pm EST, and again in the late afternoon from 3-5:50pm. I'll do my best to get to all the questions I can during those times.
Feel free to start adding questions now, and I will begin answering them on Wednesday.
Nov 28, 2016 8:48 PM - edited Nov 28, 2016 8:50 PM
I am new to Hubspot free crm What are some best practices regarding Birthdates? I track clients birthdates and like to send out Birthday cards to all clients. Is there an easy process to track Birthdates and pull a list of everyone who has a Birthday in a particular month or even week?
Nov 30, 2016 9:28 AM
Nov 29, 2016 4:26 AM
Hey @Jeffrey thanks for posting!
I had a question about the new Marketing Free / Lead Flows tools - specifically form types.
Out of the Pop-up box, Dropwdown banner and Side-in box form types, which do you think is best for a good user experience? I love what this tool offers but I"m mindful about being disruptive with pop-out forms/content offers.
Any best practice tips on incorporating these forms would be super helpful - thank you!
Nov 30, 2016 10:23 AM
Hi @Anonymous. I'm a huge fan of the new Lead Flows tool, and Marketing Free and there are a lot of compelling use cases and ways to utilize the new forms. User experience is more important than ever, and as Dharmesh said at INBOUND this year, HEO (Human Experience Optimization) is the new SEO. Here are a few ways you can use each Lead Flow type:
I would recommend reading the post "Should Marketers Use Pop-Up Forms? A Comprehensive Analysis" by my colleague Ben Ratner. It's a great deep-dive into pop-up forms.
Dec 1, 2016 9:57 AM
Check this out, we just released a full training on the tool yesterday which dives into how to use Lead Flows.
We address which lead flows for what, and the answer is usually that it depends on the situation.
In the training, if you have unanswered questions, click the feedback button (orange) in the bottom right hand corner and we'll respond directly.
Nov 29, 2016 2:54 PM
There are times when I feel a bit overwhelmed with the number of tools in the hubspot marketing product. Blog posts, content, landing pages, emails, SEO, any everything in between. With only so many hours in a day, I constantly struggle with figuring out what I should actually be working on that will make my hubspot experience as successful as possible. Do you have any suggestions for things to focus on or think about when trying to make these decisions?
Nov 30, 2016 10:52 AM
Hi @FProctor. Thanks for the question. I think the first thing to focus on should be aligning the tools you're using daily with your goals. For example, if you're working to create more top of the funnel awareness, then starting with SEO and content creation would be a natural place to start.
A few suggestions that are hopefully helpful:
Keep your buyers in mind regardless of the approach you utilize, and start small. Developing blog content should start with the keywords and blog tool, but allows you to foucus on those tools. Good luck!
Nov 30, 2016 1:24 PM
Hello Jeffrey ,
My name is Ozan , I am an appreciated user of Hubspot tools for ouy little shop . I am still new in this and I have a lot of questions. We started using collecting lead forms for our website. but when you click on exit on subscription screen it appears again after 2 weeks . Is there any other option or tool that we can provide chance to subscribe for our potential clients anytime ?
With Best Regards,
Nov 30, 2016 2:10 PM
Thanks for using HubSpot Lead Flows, we appreciate it.
Any contact that completes the Lead Flow will not see it again. If a visitor comes to your website though which has a Lead Flow on it but does not complete it, it will display during that initial visit and will then not display for 2-weeks. After 2-weeks it will display again, but if the contact completes the Lead Flow it will go away at that time.
Nov 29, 2016 3:08 PM
Hi Jeffrey! Thank you for taking the time to answer these questions. To provide a little background, I am currently using the CRM and the Free Sales Tool and seeing some really valuable insights. I'm pretty confident about retaining my customers, however I'd like to capture more "hot" leads. From either the free tools, or the tools in the $50/month range (we've got a small budget), what would you recommend in terms of strategy for making sure I can identify leads that are likely to become customers as opposed to leads that will cool off? Also, how do you see the new messaging tool coming into play here?
Nov 30, 2016 11:23 AM - edited Nov 30, 2016 12:54 PM
Hi @AHP. Great question. Are you currently using the Deals built into the HubSpot CRM? If not, the column available for "Qualified to Buy" is a great starting point to determine who your sales team should be reaching out to. As far as identifying who makes it into the "Qualified to Buy" stage, there are a number of considerations:
If you are also using the HubSpot Marketing platform, you can optionally gain access to things like Lead Scoring (or Predictive Lead Scoring) which would help you rank incoming leads that your sales team should reach out to. With the HubSpot CRM and Sales Pro though, I would utilize the deal stages built in and consider what makes a qualified buyer and ensure sales is primarily reaching out to those prospects/leads.
Nov 29, 2016 3:19 PM
What is the best way to schedule Facebook post shares in Hubspot?
I essentially want to share a post and write commentary as per the norm on Facebook interface, but schedule them to release over time.
Nov 30, 2016 11:31 AM
Hi @JamesOickle. From within the HubSpot Marketing platform, if you go to the Social menu, and then to Publishing you can create content to share out to Facebook, Twitter, and other channels. If you are sharing a blog post, just copy the link and paste it into the window and HubSpot will automatically attach it and allow you to add commentary. A screenshot example is below, and for more information you can check out the Social Media User Guide here.
Hope that helps!
Nov 30, 2016 5:26 AM
In follow up to @glarochelle's query, what are your opinions on the growing role of video in content marketing? Does it have a place in inbound marketing and does HubSpot have any plans to introduce further video technology?
I've heard great things about Wistia - is this possible to integrate with free tools?
Nov 30, 2016 1:29 PM - edited Nov 30, 2016 1:29 PM
Hi @glarochelle & @Anonymous. Can you tell me a bit more about what you would like to do with a Wistia integration and Marketing Free?
At this time it's not possible to integrate them, however if you are using HubSpot Marketing Basic, Professional, or Enterprise, you can integrate Wistia and see specific information about contacts watching videos within the timeline, and use it for segmentation.
Video has an increasingly important role in marketing. According to the State of Inbound 2016 report, 48% of marketers plan to add YouTube videos to their mix, and 39% plan to start using Facebook video. We currently have a great integration with Wistia that many customers are using with the paid Marketing Platform. If there are additional integrations or functionality you would like to see, let me know!
Nov 30, 2016 5:58 AM
Hey @Jeffrey I've been reading up on the soon-to-come Content Strategy tool. In light of your experience with SEO and industry changes my question is - why thew new focus on this content structure, instead of just keywords? Is one more important then the other?
Nov 30, 2016 1:52 PM
Hi @RhiannonCleary. Glad you asked, this is one of the INBOUND 2016 announcements I'm really excited about.
The new Content Strategy tool is evolving based on the changing nature of search engines, and how content needs to adapt. Keywords are still very important, and still matter, but how your content is structured and the engagement of that content has become far more important in the eyes of Google.
There are a few fundamental shifts occuring that are driving this change:
If you have content already created, you're ahead of the game. Content Strategy is simply a shift from the existing way of creating content and shouldn't require replacing existing content, or rewriting content.
Fundamentally the new Content Strategy structure starts with a topic to focus on. Generally a topic should be a highly searched term that is only a few words long. You may not be ranking for the topic overall right now (which is OK). An example of a topic could be Inbound Marketing. Your core topic should be a page that is the definitive resource on the topic. Surrounding that topic should be sub-topics that are individual blog posts, social messages, videos, etc which answer questions around it and all link back to the core topic page. This structure helps diversify your terms into a broader collection which will help search engines interpret as authority on the given area.
Hope that is helpful!
Nov 30, 2016 1:45 PM
Hey @Jeffrey I've heard the concept 'Smarketing' before. I was wondering which HubSpot sales/marketings tools should be shared / used by sales and marketing teams to collobarate. How can two teams using each half of the product work well together on the HubSpot suite?
Nov 30, 2016 2:30 PM
Great question, @Anonymous. At INBOUND 2016 we introduced the Growth Stack, which is one holistic set of tools that you need to grow sales and marketing. As a result we definitely want sales and marketing to use, and collaborate, using tools within HubSpot.
For example, within the HubSpot CRM you can "@ mention" any team members that are a part of your HubSpot account and pull them in to the conversation. On the marketing side, as your writing content using Composer, you can also collaborate and review content using the same mention functionality.
As marketers generate new contacts in the database, that information can be used to score leads and then pass the most relevant ones to sales. All of the HubSpot Sales tools utilize the same database and the same information can be used in emails from reps. A great example of marketing and sales using HubSpot's tools is eZcater. Check out their video below for how they use the tools for sales and marketing alignment.
Nov 30, 2016 2:08 PM - edited Nov 30, 2016 2:09 PM
Hello @Jeffrey, I've been using the CRM for some time and am just starting with HubSpot Marketing and I'm really liking the feel of them so far. One thing that I've noticed myself looking for more and more is advanced reporting - I noticed the new dashboards on both the Sales and Marketing sides, and I love their customizability. When I went to add new dashboard elements, I saw that some were only available with the Reporting Add-On. So my question is: is it worth it to buy the Reporting add-on when you are still using the free Marketing and Sales tools (we don't have enough money in our budget for both)? If so, what are some best practices for using the add-on with these tools, and how have you seen other businesses leverage it to get a better handle on the effectiveness of their sales/marketing efforts? Thanks for your insight.
Nov 30, 2016 3:14 PM
Hi @celina_CJ. Thanks for the question. Can you share an example of the type of reporting your looking for with the CRM, and HubSpot Marketing?
I think to answer your question though -- it depends on what you're looking to optimize for. Are you trying to better optimize your sales process and marketing? If so, it may be better to subscribe to Sales Pro or HubSpot Marketing Basic. If your sales process is working efficiently but you need more information, then the Reporting Add-on may be a better option. I believe you can begin a trial of the Reporting Add-on for 14-days if you want to see the type of data you can get, and the value you recieve from it.
Nov 30, 2016 2:14 PM
Hi, I have a good question to you. I'm considering to migrate from ZohoCRM to the Hubspot CRM because it's really free and for me, once I have no budget right now to put on it, "free" is the word of my moment. In ZohoCRM there is an option to generate a web form and use it in a website in order to register as a new lead every form submission (with all fields available in the form), but they missed an important resource: we can't get an email notification when a new form is sent, in other words, when a new lead is created. I already missed a lot of leads and deals because of that, I mean, just because I had no time enough to log into the system and check if there are leads awaiting me. I'm a freelancer and we have to distribute our time at the best possible way, so it's very difficult to handle that.
After browsing on the internet I visited HubSpot CRM and also I got happy to know that there is a free version, so I'm considering to migrate to HubSpot. I've checked the "collected forms" option that captures every form submission and create a new record in the system as a new contact. So, I have a few questions:
1. Does "collected forms" capture all form fields or just an email? In Zoho I have all form data, including first and last name, email, phone (I have a field mask to follow a pattern for phone), skype ID, subject of that contact and the message. Will HubSpot record those data or just some name and email?
2. Will I get notified when a new submission is detected?
3. When HubSpot "captures" a new submission, it will be recorded as a contact or a lead, which would make more sense? I didn't understand that.
Thanks for helping.
Nov 30, 2016 4:54 PM - edited Dec 1, 2016 2:21 PM
Hi @joaogdesigner. Great questions.
Answers to your questions are below:
1. Collected Forms should capture all form data. I don't believe we can capture hidden fields, but any visible fields will be captured.
2. Yes, using Lead Flows you will get a notification when a new submission comes through.
New submissions should be recorded as a lead in the database. That said, if you want to import all your existing contacts from ZohoCRM, you can mark them as "customer" (or whichever the appropriate stage is for the individual). More information about importing contacts into the HubSpot CRM is here.
Dec 7, 2016 8:39 PM
Great, I didn't start to use HubSpot yet because I'm working on some changes needed on my website, and because of that I have a new question for you. One of changes that I made on the website is submitting a form using ajax (I'm not using form plugins, it's totally custom), in order to avoid a page refresh which would load slower on mobile devices or bad connections.
So, will Hubspot capture all form data even if they are submitted through an ajax request (jQuery and PHP)?