Director of HubSpot Training, Co-Host of the Hubcast, INBOUND Speaker, Certified HubSpot Trainer, Retains 10 HubSpot Certifications
February 27th, 2020
This episode of the Hubcast is brought to you by Digital Sales & Marketing World, April 5-7 in Hartford, Connecticut. Early bird pricing ends February 29th!
We're still here people!
Sarah Christl from Endless Events
Sarah is the HubSpot Queen at Endless Events — an AV production company.
She had tried doing a “choose-your-own-adventure” style nurturing campaign in the past, but even just creating the workflow itself for that was so complicated and convoluted with all the if/then branches going on forever.
Enter: the new multiple branch and Go to Action workflow features! Sarah took those both of those new features and created a thing of beauty (see screenshots).
When anyone converts on an Endless offer, they now get a single choose-your-own-adventure email to say whether they’re interested in things like AV Quotes, Event Design, Event Budgets, etc.
Once they click on a CTA, they get sent to some relevant content, and then head down one of the 5 branches of the workflow, which is a series of highly-targeted emails on the specific topic they chose.
If they didn’t click on to choose an adventure, they get a follow-up email with the same CTA’s. The amazing thing?
When they click, instead of Sarah having to build out those five different nurture sequences all over again in a second branch, she just uses the Go to Action to drop them into the branches she’s already built!
Sarah - you are, indeed, both certified dope AND a HubSpot queen!
What’s on Marcus’ mind
Choose-your-own-adventure and self-selection marketing - it's the future!
This episode’s sponsor: DSMW
Digital Sales & Marketing World, April 5-7 in Hartford, Connecticut. Early bird pricing ends February 29th!
Use the code 20HUBCAST to get 20% off ANY ticket type.
HubSpot wishlist: Progressive form fields, but for required deal stage properties updates
“Can we get the same sort of "dependent" functionality that we see in HubSpot Progressive Form Fields, but for required updated deal stage properties?
EX: If my sales rep is required to update a property when moving a deal to Closed/Lost (ex: "Closed Lost Reason"), it would be great if the option they select from that drop-down menu could prompt a second dependent field that would be dependent on the Closed Lost Reason dropdown answer.”