Categories
Marketing Platforms and CRM

HubSpot Shared Inbox Tutorial: How To Connect Your Shared Mailbox To HubSpot Inbox | HubSpot CRM [Video]

In this tutorial, you will learn how HubSpot shared inbox works and how it can help your all inbound leads organize.Join My Community! http://bit.ly/divihelpYouTube SEO Tool  https://www.tubebuddy.com/bookwormhead31 You can grab your Divi discounted lifetime access at http://bit.ly/elegantthemespromoSign up for FREE trial on Learnworlds  https://www.learnworlds.com?fp_ref=bookwormheadBusiness/Sponsorship Opportunity  https://share.hsforms.com/19ItYI3b8T-u1MXjjm130jw2qgitLet’s Collab!  https://share.hsforms.com/1WellVaDZS_SLB5U7AkMaLQ2qgitLooking for freelancers for hire? Maybe, I can help!  🏼‍♀️ ‍♀️https://share.hsforms.com/1ft4hoOTxQES_wcBdcwV1uA2qgitNice to mee to you digitally! I’m a freelancer who loves to document my discovery either it’s a freelancing journey, side hustle and personal improvement. Note: I only recommend services that I personally use and try. Some of the links in the description are affiliate which means I will receive a small kick back if you convert/purchase. Let’s Connect!  🤩 🤩🤩🤩🤩Website:  https://www.bookwormhead.com/ Subscribe  https://bit.ly/3pQKaby——————————————

Categories
Marketing Platforms and CRM

How-to organize your knowledge base articles categories and tags in HubSpot. [Video]

In this HubSpot tutorial, we will walk you through how-to organize your knowledge base articles categories and tags in HubSpot.You can organize your knowledge base articles into categories and subcategories to make it easy to navigate. You can also use tags to improve your search results and help your users find the right articles. Steps to follow:Step 1. To Organize and manage categories.Step 2. In your HubSpot account, navigate to Service and click Knowledge Base.Step 3. In the upper right, click Organize categories.Step 4. You’ll see your existing categories listed here. To create a new category, click Create category.Step 5. By default, categories are ordered alphabetically. To change the order of your categories, click a category in the left sidebar and drag and drop it to its new position.Step 6. To rename a category, select the category from the left sidebar, then in the top right click Edit. Enter a new name for the category and click Publish.Step 8. To delete a category, hover over the category and click Delete. All articles and subcategories must be removed from a category before it can be deleted.Step 9. To organize and manage tags.Step 10. In your HubSpot account, navigate to Service and click Knowledge Base.Step 11. Hover over an article, and click Edit.Step 12. In the editor, navigate to the Settings tab.Step 13. In the Keywords for search section, click the Tags dropdown menu and select an existing tag. Or, type the name of your new tag and click Add tag.That’s how you can organize your knowledge base articles categories and tags in HubSpot.________________________________________________________________________Follow HubSpot Tutorials by webdew: https://www.youtube.com/channel/UCAqL27l1_qhC0UX5tAf8hMgWith webdew’s HubSpot account set up tutorials, you will learn about General, Security, Notifications, Website, Inbox settings, and much more. All the videos that are shared in this Youtube channel will make you run through the HubSpot tool effortlessly. Moreover, you will learn more about the HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Reporting, and Dashboards through our videos and see how you can use these tools to leverage HubSpot to benefit your business.About webdew:webdew is a leading HubSpot partner agency. We help Design, Build and Grow your business by offering services around:#Website – Design & Development by delivering the best in class user experience: https://www.webdew.com/websites#Marketing – Focused on Inbound Methodologies & Organic Growth:https://www.webdew.com/marketing#Videos – Explaining the Products & Services with Explainer Videos:https://www.webdew.com/videos#HubSpot – Helping Customer Manage their HubSpot with scale: https://www.webdew.com/hubspotFollow us:webdew Blogs: https://www.webdew.com/blogwebdew Help Center: https://www.webdew.com/kb/hubspotwebdew Resources: https://www.webdew.com/resourcesSubscribe to webdew’s Weekly Newsletter for HubSpot Tips and Tricks:https://www.webdew.com/newsletter/hubspotGet Started with HubSpot with the Free CRM Sign-up:https://www.hubspot.com/products/get-started-am?irclickid=Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0&irgwc=1&mpid=3189791&utm_id=am3189791&utm_medium=am&utm_medium=HubSpot%20Tutorials&utm_source=am3189791&utm_source=youtube.com&utm_campaign=amcid_Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0_irpid_3189791&utm_campaign=HubSpot%20Affiliate

Categories
Marketing Platforms and CRM

How-to create topics for your SEO strategy in HubSpot. [Video]

In this HubSpot tutorial, we will walk you through how-to create topics for your SEO strategy in HubSpot.Using HubSpot’s SEO tools, you can research and organize topics and subtopic keywords based on your company’s areas of expertise. These topics serve as the foundation for all the content you create on your blog and website.To create a topic Step 1. In your HubSpot account, navigate to Marketing and go to Website click SEO.Step 2. Click the Topics tab.Step 3. In the upper right, click Add a topic.Step 4. Enter a topic in the text field, then click Add to analyze SEO metrics for this topic.Step 5. Review the topic’s Monthly Search Volume and Difficulty validation metrics, which you can compare with the metrics for Recommended Topics.Step 6. To view topic validation data for a different location, click the Country dropdown menu in the upper left and select another location.Step 7. After researching data for your topic, select the radio button next to the topic you want to write about. Then in the bottom left, click Create Topic.That’s how you can add topics for your SEO strategy in HubSpot.________________________________________________________________________Follow HubSpot Tutorials by webdew: https://www.youtube.com/channel/UCAqL27l1_qhC0UX5tAf8hMgWith webdew’s HubSpot account set up tutorials, you will learn about General, Security, Notifications, Website, Inbox settings, and much more. All the videos that are shared in this Youtube channel will make you run through the HubSpot tool effortlessly. Moreover, you will learn more about the HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Reporting, and Dashboards through our videos and see how you can use these tools to leverage HubSpot to benefit your business.About webdew:webdew is a leading HubSpot partner agency. We help Design, Build and Grow your business by offering services around:#Website – Design & Development by delivering the best in class user experience: https://www.webdew.com/websites#Marketing – Focused on Inbound Methodologies & Organic Growth:https://www.webdew.com/marketing#Videos – Explaining the Products & Services with Explainer Videos:https://www.webdew.com/videos#HubSpot – Helping Customer Manage their HubSpot with scale: https://www.webdew.com/hubspotFollow us:webdew Blogs: https://www.webdew.com/blogwebdew Help Center: https://www.webdew.com/kb/hubspotwebdew Resources: https://www.webdew.com/resourcesSubscribe to webdew’s Weekly Newsletter for HubSpot Tips and Tricks:https://www.webdew.com/newsletter/hubspotGet Started with HubSpot with the Free CRM Sign-up:https://www.hubspot.com/products/get-started-am?irclickid=Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0&irgwc=1&mpid=3189791&utm_id=am3189791&utm_medium=am&utm_medium=HubSpot%20Tutorials&utm_source=am3189791&utm_source=youtube.com&utm_campaign=amcid_Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0_irpid_3189791&utm_campaign=HubSpot%20Affiliate

Categories
Marketing Platforms and CRM

HubsPot Filters Tutorial: How To Set Condition To Your HubSpot Contact And Company Card Via Filters [Video]

In this tutorial, you will learn how to set a condition on your HubsPot contact lists to filter a criteria. This HubSpot filter tricks would be so helpful for reporting and workflows. For more HubsPot tutorials, check my article https://www.bookwormhead.com/hubspot-tutorial/Join My Community! http://bit.ly/divihelpYouTube SEO Tool  https://www.tubebuddy.com/bookwormhead31 You can grab your Divi discounted lifetime access at http://bit.ly/elegantthemespromoSign up for FREE trial on Learnworlds  https://www.learnworlds.com?fp_ref=bookwormheadBusiness/Sponsorship Opportunity  https://share.hsforms.com/19ItYI3b8T-u1MXjjm130jw2qgitLet’s Collab!  https://share.hsforms.com/1WellVaDZS_SLB5U7AkMaLQ2qgitLooking for freelancers for hire? Maybe, I can help!  🏼‍♀️ ‍♀️https://share.hsforms.com/1ft4hoOTxQES_wcBdcwV1uA2qgitNice to mee to you digitally! I’m a freelancer who loves to document my discovery either it’s a freelancing journey, side hustle and personal improvement. Note: I only recommend services that I personally use and try. Some of the links in the description are affiliate which means I will receive a small kick back if you convert/purchase. Let’s Connect!  🤩 🤩🤩🤩🤩Website:  https://www.bookwormhead.com/ Subscribe  https://bit.ly/3pQKaby——————————————

Categories
Marketing Platforms and CRM

How-to view changes to your workflow in HubSpot. [Video]

In this HubSpot tutorial, we will walk you through how-to view changes to your workflow in HubSpot.You can view workflow changes on the workflow’s Changes tab, you can view a revision history of the workflow. This includes what changes were made to the workflow over time and the user who made each change.Steps to Follow:Step 1. To view a workflow’s change history.Step 2. In your HubSpot account, navigate to Automation and click Workflows.Step 3. Click the name of a workflow you’d like to review.Step 4. Click the Changes tab to display the workflow change history.Step 5. By default, all changes will be listed chronologically, with the most recent change at the top. Step 6. To filter events, in the upper left, click the dropdown menus.Step 7. You can use the Date Range filter by the time period when the change was made. Step 8. Event filter by the specific type of change, such as changed enrollment triggers or changed timing settings.Step 9. User filter by the user who made the change. Step 10. To see what the workflow looked like at a specific revision, hover over the revision, then click View revision.Step 11. On the workflow revision screen, you can view your selected version of the workflow. Do note that the workflow cannot be edited from the workflow revision screen.Step 12. In the Actions tab, view the workflow’s enrollment conditions and actions. Step 13. You can click the enrollment triggers and action boxes to view additional details.Step 14. In the Settings tab, view the workflow’s settings at the time of the revision.That’s how you can view changes to your workflow in HubSpot.________________________________________________________________________Follow HubSpot Tutorials by webdew: https://www.youtube.com/channel/UCAqL27l1_qhC0UX5tAf8hMgWith webdew’s HubSpot account set up tutorials, you will learn about General, Security, Notifications, Website, Inbox settings, and much more. All the videos that are shared in this Youtube channel will make you run through the HubSpot tool effortlessly. Moreover, you will learn more about the HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Reporting, and Dashboards through our videos and see how you can use these tools to leverage HubSpot to benefit your business.About webdew:webdew is a leading HubSpot partner agency. We help Design, Build and Grow your business by offering services around:#Website – Design & Development by delivering the best in class user experience: https://www.webdew.com/websites#Marketing – Focused on Inbound Methodologies & Organic Growth:https://www.webdew.com/marketing#Videos – Explaining the Products & Services with Explainer Videos:https://www.webdew.com/videos#HubSpot – Helping Customer Manage their HubSpot with scale: https://www.webdew.com/hubspotFollow us:webdew Blogs: https://www.webdew.com/blogwebdew Help Center: https://www.webdew.com/kb/hubspotwebdew Resources: https://www.webdew.com/resourcesSubscribe to webdew’s Weekly Newsletter for HubSpot Tips and Tricks:https://www.webdew.com/newsletter/hubspotGet Started with HubSpot with the Free CRM Sign-up:https://www.hubspot.com/products/get-started-am?irclickid=Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0&irgwc=1&mpid=3189791&utm_id=am3189791&utm_medium=am&utm_medium=HubSpot%20Tutorials&utm_source=am3189791&utm_source=youtube.com&utm_campaign=amcid_Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0_irpid_3189791&utm_campaign=HubSpot%20Affiliate

Categories
Marketing Platforms and CRM

How-to create and customize pages in HubSpot. [Video]

In this HubSpot tutorial, we will walk you through how to create and customize pages in HubSpot.You can create and customize website and landing pages for your website in HubSpot and also optimize these pages for search engines. In this tutorial, we will show you how to create a website page.Steps to follow:Step 1. In your HubSpot account, navigate to Marketing, hover over to the website, and click website pages. Step 2. In the upper right, click the Create dropdown menu and select the Website page. Step 3. In the dialog box, specify a name and domain for the page. Step 4. Click the Website dropdown menu and select a domain for the page’s URL. If you don’t have any connected domains, your account’s default domain will be the only option.Step 5. In the Page Name field, enter an internal name for the page. Step 6. Click Create page. Step 7. Select a theme.Step 8. Click preview to preview a template.Step 9. Then click use template if you want to use the same template.Step 10. Once you’ve selected a template, you’ll be brought to the content editor. Step 11. The editing options available depend on the page’s template type and modules used. Step 12. Now you can start editing pages with drag-and-drop areas and rich text or image modules. Step 13. To customize the page settings, click the Settings tab at the top of the content editor, then edit the settings.Step 14. To change the page’s internal name, enter a name in the Internal page name field. This name will not be visible to visitors. Step 15. In the Page title field, enter an external name for the page. Step 16. To set the page’s language, click the Page language dropdown menu and select a language.Step 17. In the Meta description field, enter a description of the page’s content. Step 18. To associate the page with a campaign in HubSpot, click the Campaign dropdown menu and select a campaign. Step 19. To add a featured image to be included when the page is shared on social media, click to toggle the Featured image switch on.Step 20. To customize more advanced settings like the page template, visibility, and head HTML, click to expand the Advanced options section.Step 21. To attach a topic or subtopic keyword to your page and view SEO recommendations, click the Optimize tab. Step 22. Once you’ve customized your page’s content and settings, click the Publishing options tab, then set your publishing options.Step 23. To publish the page now, select the Publish now option. Step 24. To publish your page in the future, select the Schedule for later option. In the fields that appear, select a date and time to publish your page.Step 25. Before you take your page live, you can preview it by clicking Preview in the top right. Step 26.When you’re ready to take your page live or schedule publishing, click Publish or Schedule in the top right.That’s how you can create and customize pages in HubSpot.________________________________________________________________________Follow HubSpot Tutorials by webdew: https://www.youtube.com/channel/UCAqL27l1_qhC0UX5tAf8hMgWith webdew’s HubSpot account set up tutorials, you will learn about General, Security, Notifications, Website, Inbox settings, and much more. All the videos that are shared in this Youtube channel will make you run through the HubSpot tool effortlessly. Moreover, you will learn more about the HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Reporting, and Dashboards through our videos and see how you can use these tools to leverage HubSpot to benefit your business.About webdew:webdew is a leading HubSpot partner agency. We help Design, Build and Grow your business by offering services around:#Website – Design & Development by delivering the best in class user experience: https://www.webdew.com/websites#Marketing – Focused on Inbound Methodologies & Organic Growth:https://www.webdew.com/marketing#Videos – Explaining the Products & Services with Explainer Videos:https://www.webdew.com/videos#HubSpot – Helping Customer Manage their HubSpot with scale: https://www.webdew.com/hubspotFollow us:webdew Blogs: https://www.webdew.com/blogwebdew Help Center: https://www.webdew.com/kb/hubspotwebdew Resources: https://www.webdew.com/resourcesSubscribe to webdew’s Weekly Newsletter for HubSpot Tips and Tricks:https://www.webdew.com/newsletter/hubspotGet Started with HubSpot with the Free CRM Sign-up:https://www.hubspot.com/products/get-started-am?irclickid=Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0&irgwc=1&mpid=3189791&utm_id=am3189791&utm_medium=am&utm_medium=HubSpot%20Tutorials&utm_source=am3189791&utm_source=youtube.com&utm_campaign=amcid_Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0_irpid_3189791&utm_campaign=HubSpot%20Affiliate

Categories
Marketing Platforms and CRM

How-to export CTA performance data from HubSpot. [Video]

In this HubSpot tutorial, we will walk you through how-to export CTA performance data from HubSpot.In Today’s tutorial, we will see how to export CTA performance data from HubSpot to analyze their performance and identify which CTAs are receiving the most views, clicks, and submissions.Let’s get started.Steps to follow:Step 1. In your HubSpot account, navigate to Marketing. In the dropdown menu, hover over to Lead Capture and click CTAs.Step 2. On the CTA dashboard, click Export Data. Step 3. In the dialog box, select the File Type for your export file and enter the Email address to send export to.Step 4. Then click Export.Step 5. You will receive an email for the same and a downloadable link to download the export file here directly on your system.That’s how you can export your CTAs performance data from HubSpot ________________________________________________________________________Follow HubSpot Tutorials by webdew: https://www.youtube.com/channel/UCAqL27l1_qhC0UX5tAf8hMgWith webdew’s HubSpot account set up tutorials, you will learn about General, Security, Notifications, Website, Inbox settings, and much more. All the videos that are shared in this Youtube channel will make you run through the HubSpot tool effortlessly. Moreover, you will learn more about the HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Reporting, and Dashboards through our videos and see how you can use these tools to leverage HubSpot to benefit your business.About webdew:webdew is a leading HubSpot partner agency. We help Design, Build and Grow your business by offering services around:#Website – Design & Development by delivering the best in class user experience: https://www.webdew.com/websites#Marketing – Focused on Inbound Methodologies & Organic Growth:https://www.webdew.com/marketing#Videos – Explaining the Products & Services with Explainer Videos:https://www.webdew.com/videos#HubSpot – Helping Customer Manage their HubSpot with scale: https://www.webdew.com/hubspotFollow us:webdew Blogs: https://www.webdew.com/blogwebdew Help Center: https://www.webdew.com/kb/hubspotwebdew Resources: https://www.webdew.com/resourcesSubscribe to webdew’s Weekly Newsletter for HubSpot Tips and Tricks:https://www.webdew.com/newsletter/hubspotGet Started with HubSpot with the Free CRM Sign-up:https://www.hubspot.com/products/get-started-am?irclickid=Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0&irgwc=1&mpid=3189791&utm_id=am3189791&utm_medium=am&utm_medium=HubSpot%20Tutorials&utm_source=am3189791&utm_source=youtube.com&utm_campaign=amcid_Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0_irpid_3189791&utm_campaign=HubSpot%20Affiliate

Categories
Marketing Platforms and CRM

How-to manage Playbooks in HubSpot. [Video]

In this HubSpot tutorial, we will walk you through how to manage Playbooks in HubSpot.As your sales and services teams grow, coaching your team members requires more time and effort. For that, you need to manage your playbook efficiently.In this tutorial, we will show you how you can manage your playbooks in hubspot.Steps to follow:Steps 1. In your HubSpot account, navigate to Sales in the dropdown menu click Playbooks.Steps 2. In the upper left, use the search bar to look up a playbook by name.Steps 3. To filter by the playbook’s owner, click the Owner dropdown menu.Steps 4. To open the playbook editor and make edits, click the playbook name.Steps 5. To review and restore previous versions of the playbook, in the top right corner in the editor, click Version history. Steps 6. On the left side of the dialog box, view and select a previous draft. Steps 7. To restore this draft, click Restore.Steps 8. To clone the playbook, click the Actions dropdown menu, then click Clone.Steps 9. To delete the playbook, click the delete in the dropdown menu. Or, select the checkbox next to the playbooks, then at the top of the table, click delete.Steps 10. To unpublish the playbook, click the Actions dropdown menu, then select Unpublish.Steps 11. To change who the playbook is shared with so only certain users can view and use the playbook, click Manage sharing.Steps 12. To organize your playbooks into folders. Steps 13. In the upper right, click New folder.Steps 14. Enter a folder name, then click Add folder.Steps 15. To move playbooks to a folder, select the checkbox next to the playbooks to move, then click folder move to folder.Steps 16. In the dialog box, select a folder, then click Move.That’s how you can manage your Playbooks in HubSpot.________________________________________________________________________Follow HubSpot Tutorials by webdew: https://www.youtube.com/channel/UCAqL27l1_qhC0UX5tAf8hMgWith webdew’s HubSpot account set up tutorials, you will learn about General, Security, Notifications, Website, Inbox settings, and much more. All the videos that are shared in this Youtube channel will make you run through the HubSpot tool effortlessly. Moreover, you will learn more about the HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Reporting, and Dashboards through our videos and see how you can use these tools to leverage HubSpot to benefit your business.About webdew:webdew is a leading HubSpot partner agency. We help Design, Build and Grow your business offering service around:#Website – Design & Development by delivering the best in class user experience: https://www.webdew.com/websites#Marketing – Focused on Inbound Methodologies & Organic Growth:https://www.webdew.com/marketing#Videos – Explaining the Products & Services with Explainer Videos:https://www.webdew.com/videos#HubSpot – Helping Customer Manage their HubSpot with scale: https://www.webdew.com/hubspotFollow us:webdew Blogs: https://www.webdew.com/blogwebdew Help Center: https://www.webdew.com/kb/hubspotwebdew Resources: https://www.webdew.com/resourcesGet Started with HubSpot with the Free CRM Sign-up:https://www.hubspot.com/products/get-started-am?irclickid=Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0&irgwc=1&mpid=3189791&utm_id=am3189791&utm_medium=am&utm_medium=HubSpot%20Tutorials&utm_source=am3189791&utm_source=youtube.com&utm_campaign=amcid_Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0_irpid_3189791&utm_campaign=HubSpot%20Affiliate