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267: Top 16 Frustrations with HubSpot
Manage episode 307504193 series 1085410
Content provided by HubShots, Ian Jacob, and Craig Bailey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by HubShots, Ian Jacob, and Craig Bailey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
This edition we dive into: The top frustrations we hear from customers about using HubSpot (and possible solutions), including: • Marketing contact tiers won’t downgrade • Drag and Drop builder doesn’t work for me • Chatflows are confusing to set up • Can’t create multiple knowledge bases • Knowledge base styling is limited • Survey styling is limited • Ads interface is confusing • Can’t create carousel social posts • Campaigns are confusing • Can’t change Lifecycle stage property • Can’t exclude specific email addresses in form submits • Files can be a mess • How do I report on marketing attribution? • Custom Report builder is difficult to learn • No automatic tax line in quotes • Popup form styling is limited Full show notes available at: https://www.hubshots.com/episodes/episode-267 Recorded: Monday 15 November 2021 | Published: Friday 19 November 2021
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315 episoade
Manage episode 307504193 series 1085410
Content provided by HubShots, Ian Jacob, and Craig Bailey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by HubShots, Ian Jacob, and Craig Bailey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
This edition we dive into: The top frustrations we hear from customers about using HubSpot (and possible solutions), including: • Marketing contact tiers won’t downgrade • Drag and Drop builder doesn’t work for me • Chatflows are confusing to set up • Can’t create multiple knowledge bases • Knowledge base styling is limited • Survey styling is limited • Ads interface is confusing • Can’t create carousel social posts • Campaigns are confusing • Can’t change Lifecycle stage property • Can’t exclude specific email addresses in form submits • Files can be a mess • How do I report on marketing attribution? • Custom Report builder is difficult to learn • No automatic tax line in quotes • Popup form styling is limited Full show notes available at: https://www.hubshots.com/episodes/episode-267 Recorded: Monday 15 November 2021 | Published: Friday 19 November 2021
…
continue reading
315 episoade
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HubShots - The Unofficial Down Under HubSpot Podcast
1 310: HubSpot's Greatest Hits of 2024 - From Lead Scoring to Breeze AI 36:29
36:29
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36:29In this episode, we reflect on HubSpot's top features from 2024, including lead scoring, Breeze AI, and productivity tools. We also discuss the role of AI in customer experience, the importance of data accuracy, and our plans to launch a HubSpot-focused community in 2025. Plus, practical tips for workflows, accessibility, and more. Full show notes: https://www.hubshots.com/episodes/episode-310 In this episode we’ll cover: 👉🏻 A new version of the HubShots Framework 👉🏻 Our favourite HubSpot releases of 2024 👉🏻 Setting Association labels via workflows 👉🏻 List exclusions are so much easier now 👉🏻 Tips for using the new Lead Scoring tool 👉🏻 How to use associated objects in Deal lists HubShots = HubSpot in the real world Real world portals. No demo stuff.…
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HubShots - The Unofficial Down Under HubSpot Podcast
This edition we dive into: • Quick Wins for new HubSpot Users • CRM fundamentals • Marketing Hub fundamentals to use • Sales Hub fundamentals to use • Key Settings to enable • AI tools to start with • Consider getting access to Enterprise features (at the cost of just a single seat) Full show notes available at: www.hubshots.com/episodes/episode-309 Recorded: Wednesday 11 September 2024 | Published: Friday 13 September 2024…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 308: Association label tips, Modern websites, Ticket lists, Back to basics 39:00
39:00
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39:00This edition we dive into: • Back to Basics (Foundations) • Sending emails to other email addresses on a contact record • Sales Hub permissions improvements (Prospecting workspace) • Setting association labels via HubSpot workflows • What is the key foundation of a modern website? • Ticket lists • ChatSpot - now in the main menu • AI tools - Claude 3.5 Sonnet • The massive content opportunity - artisanal content? • Tracking former employees of companies in HubSpot (common use case) Full show notes available at: https://www.hubshots.com/episodes/episode-308 Recorded: Tuesday 16 July 2024 | Published: Friday 19 July 2024…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 307: HubSpot Content Hub (formerly CMS Hub) 1:49:27
1:49:27
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1:49:27In this episode we’ll cover: • What Content Hub is • What it replaces (ie CMS Hub) • The main features of Content Hub • Why it is a good choice for building websites • The current gaps • Pricing tiers and when to upgrade • How it compares to WordPress, and whether you should move from WordPress to HubSpot for your website • Final thoughts about the future of Content Hub Full show notes available at: https://www.hubshots.com/episodes/episode-307 Recorded: Sunday 31 March 2024 | Published: Thursday 04 April 2024…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects 21:55
21:55
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21:55This edition we dive into: • Did you start fast in 2024? • 🆕 HubShots Framework version is available • How to build a simple Marketing View of Contacts • How to build a simple Sales View of Contacts • How to efficiently copy up contact properties to a deal • How to use Saved Sections in HubSpot pages • How to view Merged Tickets • Midjourney v6 prompt for adding text • Strategy versus Tactics • Using Associated Objects in Lists Full show notes available at: https://www.hubshots.com/episodes/episode-306 Recorded: Monday 22 January 2024 | Published: Friday 26 January 2024…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 305: The End of 2023 HubSpot Bumper Episode 52:54
52:54
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52:54This edition we dive into: • Preparing for a Fast Start in 2024 • Quick shots (Loom, Clearbit acquisitions) • Active lists of non-marketing contacts who used to be marketing contacts • How to build a list of ZoomInfo contacts • Adding images in meetings in the HubSpot app • Using LinkedIn Sales Navigator with HubSpot - pros and cons • How to find who created a contact • Sequence sender score analysis • Triggering SMS to contacts from a workflow • Blocking contacts with free email addresses • Smart content rules to block contacts from some countries • Last Message from Visitor ticket property • HubSpot’s Data Model Overview overview • Teamwork Workflows marketplace app • Consultant versus Coach • Tons of training options Full show notes available at: https://www.hubshots.com/episodes/episode-305 Recorded: Wednesday 29 November 2023 | Published: Friday 08 December 2023…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 304: What was useful from HubSpot’s annual event and product announcements? 1:01:23
1:01:23
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1:01:23This edition we dive into: • HubSpot’s recent product announcements and what we can learn from them • Is HubSpot a CRM or a Customer Platform? • Campaign Assistant, now with added AI • Prospecting tool benefits • The Workflow cleanup feature is pretty handy • Using WordPress and HubSpot CMS together • HubSpot Guide Creator • What languages does HubSpot Chatbot support • Workflow action: Future Date Calculator • Adding Emojis to record sections • How to reduce hard bounce rate on email sends • Midjourney prompt of the week • HubSpot’s CRM puzzle • Moving notes from HubSpot records to another portal Full show notes available at: https://www.hubshots.com/episodes/episode-304 Recorded: Wednesday 04 October 2023 | Published: Friday 13 October 2023…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking 32:19
32:19
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32:19This edition we dive into: • Deal lists and list limitations • Alex Hormozi’s book launch and course • Why Workflow descriptions are useful • Midjourney prompts • HubSpot CMS Hub redirection magic • The end of email tracking is nigh Full show notes available at: https://www.hubshots.com/episodes/episode-303 Recorded: Friday 25 August 2023 | Published: Friday 01 September 2023…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines 32:36
32:36
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32:36This edition we dive into: • HubSpot Social Calendar versus Campaign Calendar - which to use? • How to create Contact Views for Sequence activity • How to limit Workflow actions to only execute on specific days • Child Themes are limited to only 5 per Pro and 10 per Enterprise accounts • Why you shouldn’t share Preview links to web pages • Midjourney prompt of the week • A tip for writing headlines that will level up your game • An overview of AI you should read Full show notes available at: https://www.hubshots.com/episodes/episode-302 Recorded: Wednesday 26 July 2023 | Published: Friday 04 August 2023…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 301: Threads, Workflow updates, Landing page tip, Proactive Excellence 33:23
33:23
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33:23This edition we dive into: • Proactive Mediocrity to Proactive Excellence • Re-Onboarding idea • Should you have a navigation menu on landing pages? • Total Revenue field on company records • Workflow action Copy and Paste • Content Assistant (ie AI in HubSpot) • Wishlist: Import WordPress Comments into HubSpot • Midjourney prompts • Meta Threads: The Kindness Before the Storm • Unclogging your Stuck Pipeline • HubShots Framework poster Full show notes available at: https://www.hubshots.com/episodes/episode-301 Recorded: Wednesday 12 July 2023 | Published: Friday 21 July 2023…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 300: 7 Years of HubSpot Tips 38:55
38:55
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38:55This edition we dive into: • 7 years and 300 episodes • HubSpot Email List columns layout • Sales pipeline best practices • Ticket pipeline best practices • CMS Hub Content Staging • Wishlist: syncing properties • Shoutout • The best tool to use is the one you know how to use well Full show notes available at: https://www.hubshots.com/episodes/episode-300 Recorded: Wednesday 14 June 2023 | Published: Friday 23 May 2023…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 299: Activity timeline filters, Bulk Edit records, Inbox permission, Redirect domains 20:53
20:53
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20:53This edition we dive into: • There’s no common, linear path your contacts take • Using Filters on Activity timelines • Bulk Edit contact records • Inbox permissions are important • HubSpot Redirect Domains (and why they are so handy) • Gotcha with sending automated emails when a ticket form is submitted • Email Send Frequency cap (Enterprise feature) • Bad Email content (don’t do this!) Full show notes available at: https://www.hubshots.com/episodes/episode-299 Recorded: Thursday 11 May 2023 | Published: Friday 19 May 2023…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 298: Mastering HubSpot - Attribution, Form Optimization & CMS Enterprise Secrets 34:01
34:01
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34:01This edition we dive into: • Be Proactive, Be Honest • Where does Attribution sit in your HubSpot implementation plan? • Form performance tips • How to log replies from Contacts into HubSpot • Renaming Ticket Name based on Ticket Properties • Setting the date format for blog posts (and listing) • Saving Column layouts in Lists • Why Upgrade to HubSpot CMS Hub Enterprise • What is the XML Sitemap used for in HubSpot Full show notes available at: https://www.hubshots.com/episodes/episode-298 Recorded: Wednesday 26 April 2023 | Published: Friday 05 May 2023…
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HubShots - The Unofficial Down Under HubSpot Podcast
1 297: Tough times, AI tools, HubSpot List tips, Sending emails to more contacts 31:10
31:10
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31:10This edition we dive into: • ‘Everything’ fatigue • Tough economic times and the need to send more, relevant, email • AI tools take off - how should you respond • Creating random samples of contacts from lists (Segmentation) • Results from using Multivariate CTAs on our website (Attribution) • Building a View for sales reps of clients who have been sent an email from another system (Activity) • Last Activity date versus Last Modified date (Properties) • Sending an already sent email to more contacts (Activity) Full show notes available at: https://www.hubshots.com/episodes/episode-297 Recorded: Monday 27 March 2023 | Published: Friday 31 March 2023…
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HubShots - The Unofficial Down Under HubSpot Podcast
This edition we dive into: • Are you in a state of overwhelm using HubSpot? • Introduction to the HubShots Framework • The 5 stages of the HubShots Framework • Focus areas of the HubShots Framework • Sneak peek into the HubSpot specific details • 3 real world examples of the HubShots Framework in action • How you can download the HubShots Framework as an A3 Poster PDF • How to get started using the HubShots Framework Full show notes available at: https://www.hubshots.com/episodes/episode-296 Recorded: Thursday 23 February 2023 | Published: Friday 10 March 2023…
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