Director of HubSpot Training, Co-Host of the Hubcast, INBOUND Speaker, Certified HubSpot Trainer, Retains 10 HubSpot Certifications
February 7th, 2019
This episode of the Hubcast is brought to you by ReachForce.
I’ve got title anxiety about my INBOUND application… but we’re close!
Meanwhile, Marcus is getting fired up about the new IMPACT Live agenda that just came out.
Insider tip: Check out what’s happening at 3:00 PM on Wednesday of the event!
Property of the Week: Field Type Series
“Stores a date value. In forms, they are used to allow visitors to input a specific date in a standard format, ensuring no confusion between the day and month when inputting the date.”
This field type is an unsung hero.
Most of the time, you’re not going to use a date picker property on a form (although you may for things like someone adding their birthday or a potential project start date), but the real power of this field type is found in workflows and reporting.
Custom reporting in HubSpot is powered by date properties. (Think: Create Date, Close Date, etc.) You can stamp custom date properties using workflows which allows you to create some really neat reports.
For example, you could stamp a date property when a contact joins one of your lists, and then create a report that shows your additions to that list over time.
What’s on Marcus’ Mind
Marcus is headed to Europe this week to do a whole series of video selling workshops, which has us thinking about the pushback we often get when talking about video in the sales process, why it happens, when it happens, and how you can move beyond it.
This Episode’s Sponsor: ReachForce
ReachForce gives you the tools to break the cycle of dirty data.
SmartSuite ensures your data is always campaign-ready by verifying, standardizing, and enriching account and contact data throughout the lifecycle.
I recently sat down with Kristi Bjornaas from ReachForce and grilled her on data cleanup, data privacy, and how SHE uses the ReachForce and HubSpot integration every day.
“Once a workflow is created, it would be great to be able to cut, copy, and "drag & drop" items.
For example, I might want to create the same task to be repeated with a waiting period between each. This would allow me to copy the entire action ("create task") and paste it below the next waiting period. Or I might have similar needs after an If/Then split, with only minor differences. I could copy the Yes path to the No path and then make minor edits. Or I might decide that I want to change the order of activities. Then I could drag the boxes to different parts of the workflow to change the order. Much easier than recreating each one in a different place.”
Shoutout to Devin from Digital Marketer for bringing this one up in the HubSpot User Slack!
Speaking of the HubSpot User Slack, if you’re looking for a place to get real-time product updates, user blog posts, and get more involved with the user community - join here!
Okay, I may have been a little hard on HubSpot last week… When I say there haven’t been any product updates, that doesn’t mean they haven’t pushed ANY updates to the tools, but it means that they haven’t announced those updates on their product update feed.