CONTACTS & LISTS TRAINING CLASS

Transcription

1 CONTACTS & LISTS TRAINING CLASS INTRODUCTORY We will be starting at 1:03 pm ET. Use the Chat Pane in GoToTraining to Ask Questions! 1 2 Have you imported contacts into HubSpot? Do you have 1.5 hours to devote your undivided attention to learning how to get the most out of your contact database?

2 Nick NickSalInbound.com

3 #HUBSPOTTING

4 CONTACTS & LISTS ARCHIVE PAGE

5 ARCHIVE PAGES FOUND IN HUBSPOT PORTAL

6 ARCHIVE PAGES FOUND IN HUBSPOT PORTAL

7 TODAY S GOAL: To learn how to upload, manage and segment your contact database.

8 AGENDA 1 Contacts, Lists & inbound marketing [2 min] 2 Why use Contacts & Lists? [5 min] 3 How to use Contacts & Lists [30 min] 4 Walkthrough & live demo [45 min] 5 Next steps & resources [3 min]

9 1 CONTACTS, LISTS & INBOUND MARKETING.

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12 2 WHY USE CONTACTS & LISTS.

13 Leverage contact intelligence!

14 CONTACT INTELLIGENCE

15 You have several buyer personas.

16 TACKLE VARIED LIFECYCLE STAGES People at different stages of the buying process Perform Research Prospect knows there is a problem that needs to be solved. Establish Buying Criteria Prospect recognizes a need for a solution like yours. Evaluate Vendors Prospect seeks solutions to their need; ready to buy. Free Whitepaper Free Guides & Tip-Sheets Free ebooks Free Checklists Free Videos Free Kits (combo of above) Free Webinars Case Studies Free Sample Product Spec Sheets Catalogs Free Trials Demos Free Consultations Estimates or Quotes Coupons

17 Highly targeted marketing.

18 LIST SEGMENTATION RESULTS

19 HUBSPOT CLICK THROUGH RATES (CTR) 2X

20 3 HOW TO USE CONTACTS & LISTS.

21 HOW TO USE CONTACTS & LISTS How to use Contacts How to use Lists Water break

22 1 HOW TO USE CONTACTS

23 HOW DO CONTACTS GET INTO HUBSPOT? You build a HubSpot landing page with a form. You create a HubSpot form and embed it on your site. You use HubSpot Contacts API and sync one of your forms to speak with HubSpot. You import them.

24 IS MY LIST OK TO IMPORT? I have not purchased, rented, or leased this list from a third party. I have an unsubscribe or suppression list to go along with it. I have a prior relationship with the contacts on this list. I have ed these contacts within the past year.

25 What are we looking for?

26 LANDING PAGES + FORM DATA

27 PAGES + BLOG POST VIEWS

28 HISTORY

29 CONTACT PROPERTIES

30 Now, it s time to slice & dice.

31 2 HOW TO USE LISTS

32 SMART LISTS VS. STATIC LISTS

33 Two critical lists.

34 THE SUPPRESSION LIST

35 WHAT IS A KEYWORD? THE SEED LIST Co-workers, friends or family 5+ addresses with different & mobile clients Your soft launch

36 SEGMENTED LISTS 1 What is your core business strategy? 2 What do you already know about your typical buyers purchasing decisions? 3 What lists are you already using and need to recreate in HubSpot?

37 GEOGRAPHIC SEGMENTATION

38 INDUSTRY SEGMENTATION

39 JOB TITLE/ROLE SEGMENTATION

40 CONTENT INTEREST SEGMENTATION

41 BEHAVIOR-BASED SEGMENTATION

42 KISS: Keep it simple silly.

43 Reflect and analyze your efforts.

44 YOUR LIST DECAYS 25% PER YEAR YEAR 1 YEAR 2 YEAR 3

45 WATER BREAK.

46 Best Practices for Contacts & Lists Determine whether or not your list is OK to import Leverage lead intelligence from individual contacts Create custom contact properties if necessary Create a seed list and bring in your suppression or unsubscribe list if you have one Match your list segments to your core business strategy and what you already know about your typical buyers purchasing decisions Keep lists simple at first and reflect/analyze to understand list and ROI Treat what contacts and addresses you ve already captured as sacred

47 QUESTIONS SO FAR? Enter them into the chat pane otherwise, feel free to say all set!

48 4 WALKTHROUGH & DEMO.

49 HOW TO USE CONTACTS & LISTS Contacts walkthrough Lists walkthrough Live demo

50 1 CONTACTS WALKTHROUGH

51 Sign in to HubSpot

52 Select Contacts Home from Navigation

53 Your Contacts Dashboard

54 Individual Contact Record

55 Contacts Settings

56 Import Contacts

57 LIVE DEMO.

58 DRILL DOWN: CONTACTS HOME

59 Your Contact Stream

60 Search for Contacts or Lists

61 Create a New Contact on the Fly

62 Other Contacts-Related Links

63 DRILL DOWN: INDIVIDUAL CONTACT

64 Overview and Navigation Links

65 Timeline

66 Contact Properties

67 Lead Revisit Notification

68 DRILL DOWN: CONTACTS SETTINGS

69 Select Contacts Settings from Navigation

70 Create and Manage Contact Properties

71 Change Display and Access Options

72 Set Up Custom Lead Scoring, or HubSpot Score

73 Use Lifecycle Stages

74 DRILL DOWN: IMPORT CONTACTS

75 Gather Contacts in a CSV Spreadsheet

76 Select Imports from Navigation

77 Name Your List & Set Default Lifecycle Stage

78 Ignore Un-Mapped Columns or Create New Contact Properties

79 Import Your List

80 2 LISTS WALKTHROUGH

81 Select Lists from Navigation

82 A List of Lists

83 Search for Lists

84 DRILL DOWN: CREATE A NEW LIST

85 Create a New List

86 Setting Up Your List

87 There are 3 (or 5) List Filters

88 Filter: Contact Property

89 Filter: List Membership

90 Filter: Form Submission

91 Filter: Page View

92 Filter: Custom Event

93 Using AND/OR Logic

94 LIVE DEMO.

95 5 NEXT STEPS & RESOURCES.

96 NEXT STEPS Add at least one new contact property in Contacts Settings to customize what data you capture and track from your contacts. Star" and order your preferred contact properties on the individual contact overview page. Build a "smart" list of just your customers, using the Lifecycle Stage contact property. Build at least 2 more "smart" lists to further segment your contact database.

97 ADDITIONAL RESOURCES Tutorial: How to Import Leads & Contacts Tutorial: How to Use Contacts Tutorial: How to Segment Contacts Tutorial: How to Create Custom Fields

98 CONTACTS & LISTS ARCHIVE PAGE

99 QUESTIONS?

100 THANK YOU.