On March 23, 2017, Ian Shields from HireVue put on an awesome workshop about HubSpot workflows. Check out his deck, check out his eBook he created, and check out our website for event recaps and more http://slc.hubspotusergroups.com/
8. #SLCHUG
Our Goals For SLCHUGWorkshops
• Education
– Inbound Specific
– HubSpot Specific
• Who is this workshop for?
– HubSpot Customers, Partners & Prospects
9. #SLCHUG
Our Goals For SLCHUG
• Frequency
– Large Events - Minimum 4 times a year
– Workshops 3-4 times a year! (Starting right now - Woot!)
– Intensives 3-4 Times a year - Starting next month!
– This is a learning environment
– Let’s be “inbound” and be helpful to each other
10. #SLCHUG
Save The Date
The First SLCHUG Intensive
Thursday, April 27, 2017
Topic TBD
Location: Access Development
Lunchtime Event
HubSpot Users Only - 10 Attendees
11. #SLCHUG
Save The Date
Our Next Big SLCHUG Event
Thursday, June 1, 2017
Content Pillar Workshop / Location TBD
2-Hour Workshop w/ Justin Champion
from HubSpot
12. #SLCHUG
Save The Date
The Next SLCHUG Workshop
Thursday, June 22, 2017
Topic TBD
Location is TBD
Lunchtime Event
HubSpot Users Only - 35-65 Max
16. #SLCHUG#SLCHUG
We are a SUPER HUG!
• 180 HUGs worldwide in
27 Countries
• We were first place in
last year’s contest
• Second in over-all size
to San Diego
• New Rules this year
• Based on attendance
• Let’s keep the
momentum and
growth going at these
events
• SLC wants this prize
this year - Trust me!
25. 1. PLAYBOOK
2. TARGETED DELIVERY OF CONTENT
3. SMART LIST RECIPES
4. TYPES OF WORKFLOWS
5. MAP OF A WORKFLOW
6. WORKFLOW EXAMPLES
7. YOUR GOALS, YOUR INPUT
26. WORKFLOWS POWER USER PLAYBOOK
The playbook is designed to facilitate the building of HubSpot
Workflows. It’s a useful, practical, and informative resource for the
hands-on marketer.
Post-workshop, your feedback will be integrated into v2 and shared.
DOWNLOAD V1
27. TARGETED DELIVERY OF CONTENT
Effective lead nurturing is not about having the best copy.
It’s about sequences, contingencies, and finding holes.
29. SMART LIST RECIPES
Lists are the driving force of personalized content.
DL: {{form submitted for document}}
Contact has filled out any form / specific form on Page Title.
[Ideal Customer] Persona - All Contacts
The contact property Persona is equal to *Ideal Customer*
[Hygiene] Low engagement = Greymail
The contact property Sends Since Last Engagement is > or = to 15.
...and many more in the playbook. What smart lists do you use?
30. TYPES OF WORKFLOWS
Standard is triggered by a starting condition
(e.g. joining a smart list, filling out a form, or manual enrollment).
Fixed date is ideal for predictable, recurring events because
action operation is relative to calendar date selected.
Property based is ideal for time sensitive events because
the workflow operation is relative to the date type property.
There is no version control for HubSpot’s Workflows.
Keep searchable records documenting the state of each workflow
and previous iterations.
31. MAP OF A WORKFLOW
Guidance and hints are in the playbook.
32. WORKFLOW EXAMPLES
● Lead Nurturing Workflows
● Contact Database Wealth Workflows
● Sales Enablement Workflows
● Internal Workflows
Detailed workflow examples are in the playbook
49. #SLCHUG
Save The Date
Our Next Big SLCHUG Event
Thursday, June 1, 2017
Content Pillar Workshop / Location TBD
2-Hour Workshop w/ Justin Champion
from HubSpot