Welcome HubShots Episode 286: HubSpot Campaign Analytics, HubSpot Comments, Actions Menus reminder, Can you convert an Automated Email to Regular?
This edition we dive into:
- Asking for help
- Converting an Automated Email to a Regular Email
- Reminder: Actions Menus on objects
- Using Sender personalisation in Snippets
- Custom properties on Product library items
- HubSpot Campaign Analytics
- HubSpot Custom Reporting basic video series now available
- Using Comments throughout HubSpot
- The dangers of damaged cables
- Do you need help with your HubSpot portal?
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Recorded: Wednesday 31 August 2022 | Published: Friday 09 September 2022
Table of Contents
- Shot 1: Help Us Grow
- Shot 2: Quick Shots of the Week
- Shot 3: Converting an Automated Email to a Regular Email
- Shot 4: Reminder: Actions Menus on objects
- Shot 5: Using Sender personalisation in Snippets
- Shot 6: Custom properties on Product library items
- Shot 7: HubSpot Campaign Analytics
- Shot 8: HubSpot Custom Reporting basic video series now available
- Shot 9: Using Comments throughout HubSpot
- Shot 10: Quote of the Week
- Shot 11: The dangers of damaged cables
- Shot 12: Do you need help with your HubSpot portal?
- Shot 13: Follow us on Socials
🌱 Shot 1: Growth Thought of the Week
Help Us Grow
In this episode’s growth thought, I’m actually asking us if you’ll help us grow (perhaps the key takeaway is: Ask people for help).
We’d love your help recommending us to your colleagues, friends and social followers. Simply recommend they sign up for the show notes here.
We’d also love you to subscribe to our YouTube channel and like the videos if you find them useful. Every bit helps. Thank you in advance.
Would you be willing to send us a quick video testimonial - perhaps a 10 second short mentioning what you like (eg our show notes)? If so, simply reply to the show notes email with a link and your details. We’ll feature your video on the HubShots site and link to your site as well (a good high quality link for you).
As I write this (on 31 August) we are less than a week away from INBOUND. By the time you read this INBOUND will be finishing up. We’re looking forward to hearing how the event goes (sadly we’re not attending in person). I think it’s going to be big.
What are your favourite takeaways from the event?
✨ Shot 2: Quick Shots of the Week
Here’s a few quick items of interest we noticed:
- The new SEO 2.0 Analyze tool is rolling out - you’ll need to connect your Google Search Console account to HubSpot and then add your websites
- HubSpot Marketing Starter email automation increased to 10 automations (this isn’t actually new, it’s been available for a little while - but we’ve been meaning to mention it)
🚀 Shot 3: HubSpot Marketing Feature of the Week
How to convert an Automated Email to a Regular Email
You likely know that you can convert a draft Regular email to an Automated email - you can do this from the Actions menu:
Note: to be clear, this is only available if the email is a draft (ie hasn’t been sent yet).
And you can also convert a draft Automated email Regular:
But what about if the Automated email has been Published?
In this case, you can no longer convert to Regular email.
Summary: once a Regular email has been sent, or an Automate email has been published, you are no longer able to convert them to a different type.
So what do you do if you’ve accidentally Published your email as an Automated email, but instead want to send it as a Regular (ie scheduled email).
The simplest process is to Clone the Automated Email and save as Regular.
Hover over the email and click the Clone button:
And then just choose to Save as a Regular email:
This is much simpler than creating a new Regular email from scratch and then copying/pasting the content (which I sometimes see suggested in forum posts).
💰 Shot 4: HubSpot Sales Feature of the Week
Actions Menus on Objects
It’s the little things!
A reminder about how useful the Actions menu can be. They sit up in the top right corner of most object listing screens.
Here’s the Deal Actions menu:
It’s a quick way to:
- Go to the recycle bin for any deleted deals
- Add/edit pipeline automation rules (depending on your permissions)
- Jump to the Sales Analytics dashboard and reports
These kinds of shortcuts can seem trivial - but a few clicks saved each hour through the day adds up. #incrementalimprovement
👨🔧 Shot 5: HubSpot Service Hub Feature of the Week
Using Snippets with Personalisation
Snippets are super handy for Support and Customer care teams, for providing consistency and efficiency with common support requests.
Even simple things like inserting signatures - here’s an example:
Just having this prepared is a time saver. But using personalisation makes it even simpler - in this using Sender personalisation:
This can be used throughout HubSpot - in replies, notes, comments, etc.
And can be inserted just by using the hashtag.
There’s more on using Snippets in HubSpot here.
I was just creating one! All good. You could also add a signature in for the Inbox!
🔧 Shot 6: HubSpot Settings Feature of the Week
Properties on Objects
You’ve likely added custom properties to Contacts and Deals, possibly Tickets as well.
But did you know you can add custom properties to Quote lines and Product library items?
They can be added from the Properties section in Settings. Here’s some of the objects you may not realise you can customise:
If you’re wondering what the Invoices object is (as I was) it relates to a QuickBooks integration in HubSpot - sadly, not for Xero.
Some use cases we’ve liked this for lately:
- Adding a custom property for Category to the Product library object
- Which then gets copied to any quote or deal line items
- For companies with a large number of products, this is handy for analysing via reports (you can report on Product line items from both the simple Report builder and the Custom Report Builder)
💡 Shot 7: Campaign Feature of the Week
Using HubSpot Campaign Analytics
Thanks to Pooja for reminding me of this in an internal training session last week.
HubSpot provides a nice Campaign Analytics report - find it from the Analytics tools list:
The Campaign Analytics report allows you to easily see and compare how campaigns are contributing to your results. The top of the report includes a simple chart overview where you can select between a range of metrics:
For example, here’s the Influenced revenue chart:
The campaigns to be included (we’ve blurred these in the screenshot above) are based on your selection from the table below (simply tick next to the ones to be included):
Note: the screenshot above is only the first page (first 10 campaigns) - the total includes other campaigns not shown on the first page list)
Some quick comments:
- This is a really good early indication of campaigns and their contribution to results
- It highlights how the journey of contacts is important - for example, some campaigns drive results, others drive deals, others drive deals closing (ie revenue)
- Which can also be an issue - having too many campaigns can make it hard to really dig into the full journey
- Be aware that ‘influenced’ contacts and revenue is potentially misleading since a single contact can be influenced by multiple campaigns
- A key item missing from most campaign reporting is recurring revenue. For example, you might close a retainer deal, but the deal amount is only for the first month’s billing. In cases like this (which are common) the campaign numbers will underreport the impact.
- Another scenario is when customers return and purchase additional services, but there’s no campaign journey (eg no deal created in HubSpot, as it’s managed via a billing or Customer success process)
- There’s no easy solution for this, and it’s an area where campaign reporting is incomplete
- It can be helped with processes though - for example, having a process that includes creating new HubSpot deals for additional work, even if the sales team aren’t involved
You can also edit the columns in the table:
You can also export the report details, as well as save the chart or table to a dashboard.
🏈 Shot 8: Reporting
Custom Report Builder Series
We’ve started a series of simple videos covering the HubSpot Custom Report Builder. You can view the playlist of videos on our YouTube channel here.
Please let us know if you find these useful - give them a Like - and we’ll take that as a good sign to keep recording more.
📚 Shot 9: HubSpot Feature of the Week
Using Comments throughout HubSpot
HubSpot has been (reasonably) quietly rolling out collaboration tools (ie think comments) throughout the product. It’s been available in Workflows, Forms and Emails for a little while - and now it’s available in Pages (Landing, Web, Blog) and allows users to easily add a comment and tag other users in the comment. It’s also available in Campaigns.
Here’s an example of using it in a page:
✍️ Shot 10: Quote of the Week
"Success is making those who believed in you look brilliant."
- Dharmesh Shah
🏋️ Shot 11: Safety Warning of the Week
Don’t Use Frayed Cables
One of my friends was electrocuted (he survived) from a damaged power cable - you can read his story about it all here. He includes details of how he used his Apple Watch to check his heart health immediately after.
🏋️ Shot 12: Need help with your HubSpot Portal?
HubShots HubSpot QuickCheck
Our new HubSpot QuickCheck service has been popular with companies who are looking for a quick review of their HubSpot portal to understand:
- Are there parts of HubSpot I’m not using yet that I should be?
- Am I using best practices in the key parts of HubSpot (eg Workflows, Forms, Emails, Landing Pages, Lists, Deals, Reports)?
- Are there any ways I’m using HubSpot that are cause for concern that I need to address?
- Are my processes efficient (eg qualifying new leads, creating tickets, managing Marketing Contacts, etc)?
- My renewal is coming up - is my HubSpot subscription giving me good value?
- Should I consider upgrading my Hub or adding new Hubs into my portal (eg I’m using Marketing Hub, should I consider Service Hub)?
If you’re asking yourself any of these questions, our QuickCheck call might be ideal. Here’s the details:
- We organise a 90 minute Zoom or Teams call with you
- On the call we start by getting a brief overview of your business, your goals and how you currently use HubSpot
- We then guide you through our 50 point checklist through your portal, to gain a high level understanding of how well you are using your portal
- We provide recommendations for improvements, features to use, and processes for increasing efficiency
- Pricing is available on the site
🧲 Shot 13: Follow Us on the Socials
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HubShots is produced by Christopher Mottram from Podcastily.
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