Director of HubSpot Training, Co-Host of the Hubcast, INBOUND Speaker, Certified HubSpot Trainer, Retains 10 HubSpot Certifications
August 15th, 2019
This episode of the Hubcast is brought to you by NarrativeSEO. Find and correct infrastructure problems on your website that keep your site from getting traffic, leads and conversions. Learn more at narrativeseo.com/hubcast.
Make sure you get your sessions registered for. Special shoutout to our friend Will Smith for already signing up for my session, heyo!
Um also - we haven’t even talked about some of the new keynotes who have been announced - Chip & Joana Gaines, Chelsea Handler (comedian), Tara Westover (author of the book Educated), and Jaboukie Young-White (comedian, correspondent on The Daily Show).
The part of the show where we talk about things people are doing that are, indeed, certified dope.
Maybe first it would be helpful to talk about why we’re doing this.
Listen in to find out who our first Certified Dope HubSpotter is!
Special shoutout to our Hubcast listeners who attended — Ari from Dijy, Mike from RedGuard, Jim and the team at AES.
This Episode’s Sponsor: NarrativeSEO
Technical SEO for inbound marketers.
SEO, at its core, is how you encourage human interaction with your website by minimizing digital roadblocks users hit when searching for answers online. (Think: great site speed, great mobile sites, great meta data, etc).
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HubSpot Wishlist: Associate one contact to multiple companies
There’s an active beta for this!
“Hi all, thank you for your interest in this feature! Please fill out this form if you would like to be un-gated for our 'Related Companies' beta feature.
This feature will add a secondary card to your Contact records called 'Related Companies.'
From this card, you can add a related company and choose the contact's role at that company from a pre-set list: Board Member, Contractor, Manager, Owner, Partner, Reseller. These roles cannot be modified at this time.
Please note that this is the extent of the feature at this time - contacts can not be segmented based on their related companies, and the related company and role cannot be imported at this time.”
“With the launch of roles, you have a centralized way to manage the permissions for a group of users, so you can quickly add or update a group of users’ access within HubSpot.
Let's say you -- as an admin of your account -- want to create a role for the marketers on your team, so they all have the same permissions, and so you can apply those same permissions to new marketers when they join.
Navigate to your settings (via the gear in the upper-right of your navigation), then 'Users & Teams.' Within Users & Teams, you'll see new tab titled 'Roles.'
Create a role, give it a name, and assign it permissions.
Once you create a role, you can apply it to your users one-off or in bulk.
Any changes made to the role will cascade to users who have that role applied.” Learn More
Note: this is ONLY an Enterprise feature!
[Now Live] Related Articles in Knowledge Base
“A new section containing related articles, at the bottom of every article, that helps customers find the answers they need. The related articles are driven by a machine learning model based on article category, click through, and other criteria.”