Usually, you would have to create multiple if/else conditions for every value under the job title field. But if you use dropdown values (next edition, we will talk about why it’s essential to use dropdowns) - you can create all possible branches with a single click.

Want to know how to this step by step? We also created a tutorial on how to do this. Be sure to check it out here.

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HS records all touch points a contact has with your content/website/ads (mix of javascript/tracking URLs and cookies). For any campaign-level attribution, the system must know who interacted with what content.

HS is the system of record for marketing. In other words it knows the journey.

HS Campaigns allows you to bucket multiple channels & tactics under one umbrella. For example - is a big product launch coming? Bundle the ads + emails + blog posts + LPs + Social posts under 'Project Black Box launch,', and this lets you view aggregate data on how much contact/revenue & traffic was driven cumulatively by all those product launch announcement campaigns.

No more trying to add numbers, reference various places, and wrangling spreadsheets on models for influence + revenue & traffic.

Stop guessing and improve your HS implementation instead. How? Let’s break it down.

Ads - Usually, you'd have to use utm_campaign to bucket traffic by campaigns. But with HS Campaigns, you can click -> select -> add Ad Campaign to HS campaign.

How? Because of the HubSpot Ads integration. This works for FB / LI / GOOG ads. Capterra 🤞

We work with some folks who don’t like to host their blog on Hubspot - but having the blog on HS can be a huge advantage. Hubspot can then natively tell you which blog posts are driving revenue (by associating them with campaigns) vs. having limited content marketing visibility.

Call to Action - This is interesting because it gives you a middle ground. Don't want to host your content/website/blog on Hubspot? Embed Hubspot CTAs (Buttons) across external pages & connect them to Hubspot Campaigns to get visibility (albeit limited) to tie it together.

Email / Landing Pages /Social Posts - you can associate them with campaigns to capture traffic & contact conversions + calculate influenced or attributed revenue (enterprise)

When we first used, Hubspot campaigns - one huge gap was listed. Esp Static Lists that might be uploaded from Events or Partner Events. There was little in the way of associating these with campaigns. Use Case being you went to an event & spent $$$.

Now you are running post-event campaigns and want to measure how much pipeline the post-event campaigns drive OR if there's an existing opportunity that you want to associate to the event campaign. You can associate the static list with a Hubspot Campaign 🥳

Campaign Comparison (new) - compare two or more campaign performance side by side. [new] Associate forms with HS Campaigns - this is helpful if you have 1 form across multiple LPs (think ‘Talk to Sales’ on different vertical landing pages), but the Campaign is all the same.

As you probably can imagine there is a lot more to say, but this is already a mini essay so we will kill it here. Next time we'll discuss HUBS MKT ENT Attributed Revenue vs. Influenced Revenue (& Deals) + compare with SFDC Campaigns. Be sure to subscribe so you don’t miss it.

If you enjoyed this and found it helpful - share it with a friend or on social media!

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What is Hubspot Inbox

HubSpot Inbox is a centralized platform that allows you to consolidate all customer communications into one place. It integrates with your email, live chat, WhatsApp, Messenger, and other channels, enabling your support team to manage customer or prospect inquiries as a team. This is similar to Front (which makes Email a Team Sport).

How do you set it up?

Begin by connecting your email accounts to HubSpot Inbox, ensuring all customer emails are synced with the platform. We recommend connecting shared inboxes like support@companyname.com, marketing@companyname.com, sales@companyname.com & not the personal / business emails of specific users (like me@companyname.com); otherwise, all your emails will be visible to anyone with access to Hubspot Inbox.

You can customize your email templates (for queries, you get many), signatures, and preferences to align with your brand & processes. Configure live chat settings and notifications to optimize your team's responsiveness.

Organize the Chaos.

Utilize HubSpot Inbox's features to categorize and organize customer conversations effectively. Create and manage custom inbox filters to sort emails based on criteria such as priority, status, or specific customer attributes. Use folders and labels to classify conversations and ensure a streamlined workflow for your team.

Make emails a Team Sport.

The power of Hubspot Inbox is that you can assign conversations to specific users or owners - setup rules that conversations get assigned to the owner by default. Use internal notes and @mentions to communicate internally within HubSpot with your team, sharing relevant information and ensuring seamless collaboration on customer issues.

The Power of Automation.

Hubspot rolled out sequences & templates for Sales. But you can use it for inbox! Use email sequences and templates to create personalized responses and save time. Leverage chatbots to respond instantly to common queries and collect initial information from prospects & customers. Chat Bots are also useful for sales use cases (getting a BDR on chat vs. trying to book the prospect on the call) or support.

Measure Measure Measure.

Monitor your support team's performance and gain insights into customer satisfaction using HubSpot Inbox's analytics features. Track response times, conversation volumes, and customer feedback to identify areas for improvement. Use these metrics to optimize your support processes and enhance customer experiences.

Using Inbox with Workflows.

Integrate HubSpot Inbox with other tools in your tech stack to enhance your support workflow. Connect it with your CRM to access customer data and provide personalized support. Integrate with ticketing systems or project management tools for a seamless end-to-end support experience.

Inbox's Advantage

With Inbox & Service Hub - Hubspot is going into the end-to-end Revenue Platform (sales, marketing & customer success/support) & integrating it across the customer lifecycle. You can check the customer's history/conversations with sales and marketing campaigns because all that information is in a single tool.

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RevenueHero, our sponsor, keeps 42/ free for you. They help GTM teams increase their pipeline by qualifying and showing the right sales rep’s calendar immediately after a form submit. Companies like Sprinto, Cast, FusionAuth, Ethyca, and many more achieve their pipeline goals with their product.

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