IMPACT Inbound Marketing Agency]
Services
TAYA

They Ask, You Answer Mastery

A coaching & training program that drives unmatched sales & marketing results.

Sales

Sales Performance Mastery

Improve the competencies and close rates of your sales organization.

Web design

Website Mastery

Web design, development & training for your team.

HubSpot

HubSpot Mastery

Everything you need to get the most from HubSpot.

AI Mastery

AI Enablement Mastery

Unlock the power of AI in all aspects of your revenue operations.

Discover how IMPACT’s services can help take your business to the next level. Book a free 30-minute coaching session Book a free 30-minute coaching session
Learning Center
Learning Center

Learning Center

Free resources to help you improve the way you market, sell and grow your business.

[NEW] The Endless Customers Podcast is now available everywhere. Learn how to earn trust & win more customers in the age of AI. Listen Now Listen Now

Free Assessment: How does your sales & marketing measure up?

Close Bottom Left Popup Offer

Free Assessment:

How does your sales & marketing measure up?
Take this free, 5-minute assessment and learn what you can start doing today to boost traffic, leads, and sales.
Carina Duffy

By Carina Duffy

Dec 19, 2019

Topics:

HubSpot
Subscribe
Join 40,000+ sales and marketing pros who receive our weekly newsletter.

Get the most relevant, actionable digital sales and marketing insights you need to make smarter decisions faster... all in under five minutes.

Thanks, stay tuned for our upcoming edition.
HubSpot

The final Hubcast of 2019 — and a big announcement for 2020! [Hubcast 255]

Carina Duffy

By Carina Duffy

Dec 19, 2019

The final Hubcast of 2019 — and a big announcement for 2020! [Hubcast 255]

This episode of the Hubcast is brought to you by our faithful listeners.

Where would be without you? Wishing you very happy holidays and the happiest of new years!

Can you believe that we’ve come to our final official episode of 2019? How did this happen?

 

Property of the Week

Recurring revenue properties for Sales Hub Enterprise

“These properties are auto-generated when you set up recurring revenue tracking in your account. 

  • Recurring revenue amount: the total amount of recurring revenue associated with a deal. 
  • Recurring revenue deal type: the deal type. The available values for this property are New business, Renewal, Upgrade, and Downgrade. 
  • Recurring revenue date: the date when recurring revenue for this deal is no longer collected. 
  • Recurring revenue inactive reason: the reason why recurring revenue is no longer collected. The available values are Churned, Renewal, Upgrade, and Downgrade.”

More on Recurring Revenue Tracking

 

What’s on our mind

There’s some really exciting things coming in 2020. 

Marcus: DSMW! It's going to be outrageous.

Carina: If you weren’t at INBOUND or haven’t seen me in person the last few months, you probably don’t know that I’m having a baby in 2020! March to be more specific.

You may hear that and think, "oh no! What will become of the Hubcast?"

Never fear.

While I will be taking maternity leave for about eight weeks, I am actually really, really excited about what you’ll be getting during that time.

We’ll be airing a series of interviews with HubSpotters — from product managers to academy professors and everything in between — picking their brains on where HubSpot is going both product-wise and strategically in 2020.

I can’t wait to share these with all of you!

And the last kicker — If you come to DSMW2020, you MAY just get to meet baby Duff-meister.

This episode’s sponsor: Digital Sales & Marketing World 2020

Just announced! An end-of-the-year holiday special through December 31st! It’s a 25% off discount on the super early bird rates!

Visit digitalsalesandmarketingworld.com to register and use the code HOLIDAY25.

Not only that, but they’re starting to roll out the list of speakers.

This week’s announcement — Tyler Lessard from Vidyard! Tyler has been on stage at our last two IMPACT Lives, and let me tell you, this guy is fantastic. (Talk about the overnight video makeover)

HubSpot wishlist: Notification when someone comments on your note

“Love the new commenting feature on notes, however, it seems that in order to get a notification when someone comments on a note you left, you either need to:

  1. be following the contact. OR
  2. the person leaving the comment needs to tag you again. 

Is this correct?

Would it be possible to get a notification anytime someone comments on your note? Thank you.”

Vote it Up!

Brought to your boy Will Smith in the HubSpot User Slack!

 

HubSpot updates

A few more from the December 2019 HubSpot Updates in Less Time Than a Coffee Break video!

Add callouts and anchor links to Knowledge Base articles

You now have the ability to add a callout (essentially a colored box around your text) to easy display warnings, tips, etc.

You can also now add anchor links to your articles to autoscroll to different parts of the page if you have long articles with many sections.

Image optimization

When adding an image to a HubSpot page, email, blog post, you now have the ability to select an "optimization" setting so you can optimize for quality, load time, etc.

Gravity Forms add-on

You can now use the Gravity Forms Add-on to sync your Gravity Forms submission directly to the HubSpot CRM!

And… big ol' SNEAK PEEK!

[In Beta] Forms reporting!

Holy buckets, it’s really happening. Go to the "forms" tool, and click "view submissions" on an individual form, and opt into the Beta in the bottom left!

You’ll then see next to the submissions tab a performance tab and an analyze tab. Here’s what those include.

Performance tab:

    • Overall views, submissions, and conversion rate for your given time period (can be saved to a Dashboard)
    • Time-based graph for views, submissions, or conversion rate (can be saved to a Dashboard)
  • Carina’s Favorite: A conversion funnel report that shows conversions from form loaded > visible on screen > interacted with > submitted (not currently able to save to dashboard)
  • Contact type donut chart: New contacts vs. existing contacts (can be saved to a Dashboard
  • Conversion pages (what pages users converted on, not currently able to save to Dashboard)
  • Table view of submissions by source with views, submissions, and conversion rate broken out by source (not currently able to save to dashboard)

Analyze Tab: This tab shows you the breakdown of answers for each form field. You can see overall submissions for each field (so you can tell for fields that aren’t required how many people are and aren’t filling those in), and then see for each field what has been submitted.

This is less helpful for open text fields like Name, but SUPER helpful for dropdowns, checkboxes, multi-selects, etc. so you can see what the most common answers are!

So excited about this.

Huge shoutout to Devin from DigitalMarketer for finding this and calling it out in the HubSpot User Slack!

Until next time

Interested in sponsoring the Hubcast? Head on over to the Advertise with IMPACT page to learn more!

Join the HubSpot User Slack and hang out with us! 

If you’re listening on iTunes - head on over and leave us a review! We love hearing your feedback, so feel free to leave some in the comments, or shoot me an email at cduffy@impactplus.com!

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

Free Assessment:

How does your sales & marketing measure up?
Take this free, 5-minute assessment and learn what you can start doing today to boost traffic, leads, and sales.