The Inside Scoop: HubSpot’s Email Program - Tova Miller, Marketing Manager at HubSpot
Audience: “Experienced email marketers looking to learn about email process, hot topics in the email industry, and tips and tricks for leveling up their marketing emails with a personal touch.”
Why we’re excited: I’ve been gettin’ fired up about email marketing lately. Mostly because I feel like a lot of companies have been phoning it in recently (no pun intended).
The Loyalty Agenda - Slowing Down to Speed Up - Alita Harvey-Rodriguez, Managing Director at Milk it Academy
“The race to discount and undercut is officially over (phew!). It’s time to master the art of experience by slowing down to listen, analyze, engage, and let customer loyalty be the accelerant to your business’s sustainable growth!”
Audience: basically anyone involved in customer experience
Why we’re excited: I am always surprised by how little some companies think about their customer experience. It’s all about you, your product/service, how great you are. I think we can all use a kick in butt sometimes to get us back to focusing on CX.
Report on This
Sales Activity Reporting: Calls and Meetings by Rep
A lot of sales activity reporting revolves around productivity: how many calls or meetings did each rep have? What types of calls were they?
When you’re logging these things in HubSpot, it’s easy to create reports that show the number of activities per rep.
This report shows the call or meeting type for any activity that’s happened this quarter, broken down by which rep it was assigned to.
And if you want to get really fancy, you can even throw call and meeting outcomes in there.
HubSpot Wishlist: Automatically Create Form Submission Date Properties
“I have 100 forms and I want to organize lists of contacts based on the date when they last submitted each form. Currently, I need to create a workflow that assigns the form submission date to a custom contact property...and then I need to repeat that process 100 times (as detailed here)
If I ever delete a form, I then need to delete the custom contact property and the workflow...or enjoy the clutter that comes with an increasing number of unused workflows and properties.
HubSpot, show me the power of automation! Let's get a new feature in here - this shouldn't be so messy.” - Himation
Devin from DM bringing more wishlist goodness via the HubSpot User Slack!
Right now you have to create custom date properties, especially if you want to do things like create custom reports based on form submission dates.
Note: you CAN use dates a user submitted certain forms in things like list filters, you just can’t access that data globally across the platform.
Clean up your Database with AI-Powered Duplicate Management
“Navigate to your contacts or companies home screens, then click Actions > Manage Duplicates. You’ll be taken to a screen that lists pairs of records that are likely to be duplicates. If it looks like the two are, in fact, duplicates, you can review and merge them. If not, you can dismiss them.
The model considers name, email(s), IP-derived country, phone number, zip code, and company name when comparing two objects. When you accept (merge) or reject (dismiss) a pair as duplicates, you’re providing feedback to the machine learning model to help it improve over time.” Learn More
Speaking of deduplication!! Now - you might be wondering why you might need Dedupely with this new update. TBD on how HubSpot builds out this feature, but right now it’s very basic. You still have to go in and review every single duplicate, decide if you want to merge it, and then merge it.
Dedupely has tools for doing this in bulk, as well as for automating this process. So, if you’re really looking to save time, and you’ve got a LOT of contacts and/or companies in your database, you’re likely still not going to have enough time to go through all of the potential duplicates in HubSpot’s list and merge them all.