Director of HubSpot Training, Co-Host of the Hubcast, INBOUND Speaker, Certified HubSpot Trainer, Retains 10 HubSpot Certifications
December 12th, 2019
This episode of the Hubcast is brought to you by the audio version of They Ask, You Answer Revised and Updated available December 24, and available for pre-order right now!
The holiday-lull is upon us.
It seems like by this time of year, everyone has completely checked out. Everyone just assumes that nothing will get done in December! How are you coping?
Property of the Week
Original Source Drill-down Properties
HubSpot has some groups of properties (like the Meetings Tool Submission properties we looked at last episode) that can be used together to get a deeper understanding of individual contacts.
One of our favorite groups is the Original Source properties.
Most people know about the property Original Source - it’s what populates the Traffic Analytics Sources report and shows where your contact originated from - Organic Search, Paid Search, Social, Paid Social, Email, Referral, etc.
But did you know that there are two original source drill-down properties that tell you even more about where that contact came from?
Original source: the first known source through which the contact found your website. This is automatically set by HubSpot. The property options are not editable, but an individual's Original source value can be manually changed to any of the options.
Original source drill-down 1: additional information about the source through which the contact first found your website; view some example values. This is automatically set by HubSpot and cannot be manually changed for a contact. Formerly labeled as Original source data 1.
Original source drill-down 2: additional information about the source through which the contact first found your website; view some example values. This is automatically set by HubSpot and cannot be changed for a contact. Formerly labeled as Original source data 2. Note: The Original source drill-down 2 property value you see in HubSpot is not the value to use when filtering on this property in lists or saved filters. The internal value must be used to filter on this property instead.
Here’s a handy-dandy chart that breaks down what you get with each:
Think about the filtering you can do for your lists, reporting, workflows, etc. based on these!
You can now export data from Contact Analytics, Sales Content Analytics, Sales Team Productivity and Service Team Productivity tools.
See cumulative and next step conversion percentages in Funnel Reports
These are only for funnel reports that show contacts or deals that have been through all stages of the funnel. Next step conversion shows the percentage of contacts or deals moving from that stage to the next stage. Cumulative conversion shows the percentage of contacts or deals moving from the first stage to the next.
You can now see projected recurring revenue in future time ranges and drill down to see the deals that comprise each revenue category.
Updated admin access
Admins have the ability to see user’s last login activity, as well as to access all private dashboards (especially valuable if you’ve had turnover on your team!).
When creating new tasks, reps can now mark individual tasks as high priority - then sort and view tasks based on priority.
Add comments to Notes, Calls, and Meetings logged in the CRM
This is a great one! Now if you get tagged in a note, you actually have a way to respond to it right from within that note, rather than having to create a new note, or connect with that person outside of HubSpot.
[In Beta] Custom targeting for Popup Forms & Conversations
You can now also apply filters not just for the page someone’s on, but the characteristics of the visitor - what pages they’ve browsed, what country they’re in, are they a new or returning visitor, have they clicked on a CTA, and many more. You can combine multiple rules and create exclusion rules.
This is live now for Popup Forms and in beta for Conversations. Talk to your CSM to get access!