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Funnel Health Over Time Reports, Self-Selection Marketing, & Updates to HubSpot Campaigns [Hubcast 226]

Funnel Health Over Time Reports, Self-Selection Marketing, & Updates to HubSpot Campaigns [Hubcast 226] Blog Feature

Carina Duffy

Director of HubSpot Training, Co-Host of the Hubcast, INBOUND Speaker, Certified HubSpot Trainer, Retains 10 HubSpot Certifications

May 16th, 2019 min read

This episode of the Hubcast is brought to you by Scripted.com, and their new tool Cruise Control. Sit back, relax, and know that you’re creating quality content every month. Learn more at scripted.com/hubcast.

#OrangeLife -- let’s make it a thing!

If you tag Marcus and I (@thesaleslion and @carinagduffy) in a tweet with a picture of how you’re living the #OrangeLife, we’ll give you not only a Hubcast shoutout, but we’ll send you Hubcast mug!

INBOUND Breakout Highlights:

3 Growth Marketing Principles for Creating Your Unicorn - Larry Kim (Founder of WordStream, currently CEO of MobileMonkey)

  • Audience: startup founders / entrepreneurs, marketers
  • Why I’m excited: I wanna hear how he grew WordStream from nothing to $55 mill
    • Larry Kim is just a Grade A baller.

5 Authority Triggers… and How to Craft an Overnight “Micro-Brand” - Ryan Deiss (CEO of DigitalMarketer)

  • Audience: marketing execs, startup founders, writers, influencers, and agencies
  • Why I’m excited: Ryan’s going to be sharing “the secrets to reverse-engineering authority” - he’s an awesome, super intriguing speaker and I am just so interested to hear what he’s going to say

Report on This

[Funnel Health Over Time] MQLs Over Time by Current Lifecycle Stage

I was recently working with a client who wanted to look at their current contact funnel health compared to previous periods (either week over week or month over month).

While you can select “Funnel report” when creating a custom report, which will show you your contact’s conversion rate from one lifecycle stage to another over a period of time, there’s no way to get a comparison view without creating a SECOND report and just showing a different time period.

If we create a regular ole single object report - we can create a report that shows us how many contacts were created in a certain lifecycle stage (let’s take MQL as an example) and where those contacts are now.

Filters: create date is All Time; Became a Marketing Qualified Lead Date is Last 365 days (or whatever time period you want to see)

Selected Properties: Became a Marketing Qualified Lead Date, Lifecycle Stage, Count of Contacts

***You’ll probably want to go to display options and check Stacked to make everything easier to see!***

HubSpot Custom Report MQLs Over Time

Here's how you can build one yourself:

Check out this Video

What’s on Marcus’ Mind

Culture of Inbound -- Do you have it? Get your score NOW at Impactbnd.com/scorecard.

This Episode’s Sponsor: Cruise Control by Scripted

Cruise Control shows you what topics you can realistically rank in Google for, how many people search for that topic, and exactly what type of content you need to publish in order to rank for that topic.

And the best part? They have the talented writers you need to create that content for you every month.

After your content is published, Cruise Control tracks your rankings and traffic for that content and will adjust your content strategy to continually improve your chances of ranking for your targeted keywords and drive more qualified traffic.

Learn more at scripted.com/hubcast.

HubSpot Wishlist: Disable Tracking for Emails Sent Within CRM

This one’s a Duffy original! Added to HubSpot Ideas because of a client issue that came up recently.

I have a client who was running into issues with deliverability of their one-to-one emails in HubSpot, and wanted to turn off open and click tracking for emails they send from the CRM.

If you’re familiar with the Gmail and Outlook extensions, you know that you have the option to turn off both logging and/or tracking for any given email. NOT SO for emails sent within the CRM!

It makes sense that you have to log it, for goodness sake you’re sending it inside of the CRM, but it doesn’t make sense to not be able to turn of the open and click tracking like you can in the extensions!

Vote it Up!

HubSpot Updates

Improvements to the Campaigns Tool

We’ve actually already talked about this in a previous episode, but it’s worth going through piece by piece! (if you’re on Pro or Enterprise, you may have already seen these, if not, these are now live in your portal!)

  • Updated Campaigns Dashboard Design
  • Updated Campaigns Details page
    • Closed deals and influenced revenue
    • Improved contact attribution (new and influenced contacts)
    • Campaign influence over time by contacts
  • Added Report Scan-ability
    • Expand and collapse different asset cards to see a high-level or more detailed view
  • Improved Tracking URL visibility and reporting
    • All tracking URLs are now on a “Traffic” card (used to just be PPC and Other campaigns, now it includes paid social, social and email)
  • Easily Add or Remove Assets in your Campaign
    • “Add assets” button gives you a breakdown of asset types and then a list of all of the assets (ie blog posts) you can tag

Learn More

 

Until Next Time

If you’re listening on iTunes - head on over and leave us a review! We love hearing your feedback, holler at me on Twitter (@carinagduffy), or shoot me an email at cduffy@impactbnd.com!

Until next time. This is Carina Duffy & Marcus Sheridan saying to you, get out there and get after it!

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