Director of HubSpot Training, Co-Host of the Hubcast, INBOUND Speaker, Certified HubSpot Trainer, Retains 10 HubSpot Certifications
September 12th, 2016
Shhh… I want to tell you guys a secret.
Don’t tell anyone, but I’m not a marketer. Or at least I wasn’t.
I started my career in the nonprofit world doing campus ministry, and after a few years, I realized that, while I loved my job, I loved it most when I got to do marketing activities for the organization. It was like a lightbulb going on right above my head and the rest is history.
Next thing I knew I was working for a HubSpot partner agency having never used the platform before. I logged onto our HubSpot portal for the first time and was just overwhelmed by it all.
Even though learning the HubSpot platform was part of my onboarding process, I still felt dumbfounded by all of its capabilities and features -- and if you’ve never used the software before, you might be overwhelmed by the thought of it, too.
If the software is a staple in your marketing program, I highly recommend going through these training videos, but if you’re just starting out and aren’t ready for the full monty, you may just need a 50,000-foot view of the major components of HubSpot’s marketing automation tools.
It takes all the data that you’ve collected and aggregated it into easy-to-read charts and graphs.
When you first land on the page, it gives you a high-level view of the most commonly tracked marketing metrics such as how many site visits, contacts, and customers you’ve generated that month, and superimposes it on the data from the month before so you can see if you are improving.
Just like the dashboard of your car shows you stats about your car (how fast you’re going, if you need to check the engine, etc.), the HubSpot dashboard gives you the stats you need to quickly see how your marketing is performing and lets you know if you need to open up the hood and take a deeper look at what’s going on inside.
A general principle with these is: if you can think of it, you can create a list and workflow for it -- they’re just that powerful.
These tools are fantastic for lead nurturing, and as you dive into their specifics you will see just how much you can do with them.
The other key piece of the Contacts tool is Forms. You can’t get contacts without forms, and HubSpot has a simple and easy form creator to set up the necessary fields for all of your landing pages and gated content.
The Content component of HubSpot is just what it sounds like, and it’s the meat and potatoes of your marketing operations. This is where all of your content lives, everything from website pages to content offers, from blogs to calls-to-action.
If you’re creating any piece of content for your website (landing page, email, blog post, etc), this is where you go.
Aside from that, the File Manager allows you to organize and access any file you’ve ever uploaded to HubSpot with an easy-to-use search feature and folders.
Under the Social tab in HubSpot, you can not only schedule and publish posts on Twitter, Facebook, LinkedIn, and Google+, but you can also respond to engagements and analyze how your social media efforts are performing with Social Inbox.
The Twitter bulk uploader makes scheduling especially easy as you can upload as many tweets as you want from a single spreadsheet.
You are also able to set up streams to monitor Twitter for different keywords, allowing you to engage with potential prospects more effectively. The reports feature of Social shows you how your posts are performing and which ones are getting the most engagements.
Last, but not least, the Reports dropdown is the one I frequent the most.
Under this tab, you can create a report for almost anything you can think of and get a deeper look at your marketing’s performance.
Reports are also where you can track Keywords and how you rank for them, track your competitors' rankings, as well as track individual page performance.
It is a smorgasbord of great information for you to use as a marketer!
You Can Do It!
If you’re new to HubSpot or just looking into it for the first time, don’t worry. While a number of features and capabilities can be overwhelming your feelings will quickly turn to excitement as you learn all that HubSpot can do for you.
Take one feature at a time, and you will realize that much of HubSpot is user-friendly and easy to learn, and you will begin to see how much easier your life as a marketer is now that you have this tool in your belt.