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The 10 Essential HubSpot Tips You Need to Get the Most of Your Account

The 10 Essential HubSpot Tips You Need to Get the Most of Your Account

If you are using HubSpot for your marketing purposes, it’s probably because you’ve read and heard that it’s among the best tools for marketing. However, once you subscribed you realized that having a powerful marketing tool is not enough. You need to know how to use it!

In this article, we provide you with the full list of practical HubSpot tips for new and existing HubSpot users. So stay tuned!

The 10 Essential HubSpot Tips to Get the Most Out of Your Account

Here’s the list of HubSpot best practices for managing your HubSpot account:

1. Get Familiar With the User Dashboard

If you want to get the most out of your HubSpot account, then you first need to get familiar with its user dashboard.

We understand, it does seem overwhelming at first to the ones who haven’t used another CRM before. So, here’s how it’s segmented:

  • Contacts
  • Companies
  • Deals 
  • Tickets

Once a visitor arrives at your website, HubSpot will gather information via its tracking code (don’t forget to integrate the HubSpot tracking code if you’re using a CMS other than HubSpot).

This information will then be stored and assigned to a different category in the HubSpot dashboard relevant to its significance.

2. Learn From Its Built-in Analytics

If you’ve been using similar analytics tools such as Google Analytics, then you shouldn’t find this segment frustrating. The data that the HubSpot tracking code collects is transferred to its built-in analytics segment and is organized into reports.

These reports allow you to differentiate between your customers and leads, learn about their motivations or frustrations (how many proceeded to checkout, how many abandoned their carts, at which step of the buyer’s journey, etc.) and consequently make informed marketing decisions.

3. Test Email Addresses From the Get-Go

You remember the time when you visited a website and the first thing you saw was a pop-up asking for your email address? Sure, you may have given a real one, but many customers enter an invalid email address just to remove the pop-up.

Now, you being the one asking for the email address, you realize how important these are for businesses. That’s why email testing is in the list of HubSpot best practices. Email automation is an opportunity to entice a lead to convert into a customer by sending a follow-up email.

This email automation tool allows you to test whether an email address is genuine or not as soon as your visitor enters it. Thus, you’ll see whether the lead is a soft or a hard bounce and you’ll know how to treat it.

4. Segment Your Contacts

The inbound marketing strategy is dependent on sending the right content to the right contacts at an appropriate time. You wouldn’t want to send content that’s irrelevant to your client as this may have adverse effects on your marketing strategy. Therefore, you should learn how to organize your business contacts so that you only send the right information to the right customers or leads.

Fortunately, your HubSpot’s COS has the integrated functionalities that can help you segment and organize your contacts. You can use the static method of holding the contact lists or the efficient method. A fixed contacts list is useful if you’d like to make a follow-up information for those leads that signed for your promotional e-book or white-paper at a particular time or place.

On the other hand, a quick contact list - a list that continuously updates with each new contact that’s added who meets the list criteria - is a useful tool that can help you stay connected with your clients. This is because this list will always have updated contacts—whether they are leads or customers.

In a nutshell, the best way to organize business contacts is the one that works best for you and your business.

5. Monitor Your Social Media Activity

Your HubSpot’s content optimization system (COS) promotes social media marketing built on social media platforms such as Facebook and Twitter. So, knowing how to track the conversations that take place between your social media profile and your potential customers is vital in helping you save time while providing greater insights on which types of social messages work and which ones are not successful in marketing your products/services.

Hubspot Integrations

Depending on the goal you’d like to achieve with your social media strategy—whether it’s improving your relationship with clients or increasing website traffic—you should learn how to organize your HubSpot account.

6. Categorize Your Social Media Contacts

If there’s one thing that HubSpot can help you in social media marketing, then it’s helping you to categorize your social media contacts. In fact, you can segment each communication from your clients by customizing each communication in different categories in an effective and efficient manner.

7. Learn How to Organize the Page Performance Tool

You’ve put a lot of time and resources in fine-tuning, promoting and managing your HubSpot website/blog. It’s now time to see the results of your hard work. One way of measuring the results is through the page performance tool. Learning how to organize this tool can help you discover whether your inbound marketing strategy is working or not.

When you navigate on your HubSpot website to the “Page Performance tool” that’s located under the “Reports” tab, you’ll come across the various statistics for total views, keywords, and inbound links.

These statistics will change depending on the period that you’ve selected—today, this week, or previous month.  If you want to analyze the results on a weekly basis, or monthly basis, then you can use this tool. The statistics that you get from these reports are important in measuring whether HubSpot best practices are working for you and if your marketing strategy is bringing in the results you wanted.

8. Manage Your Calendar Well

Manually sharing/posting on your blog or social media can be tedious and time-consuming. However, with a well-managed schedule, you can keep track of which type of content should be posted at what time to which groups of people. For instance, you can use HubSpot's social media content calendar template to help you manage social media posts.

A list of HubSpot tips wouldn’t be complete without this feature. We use it regularly and we honestly recommend you try it.

9. Use Progressive Profiling

Now that you know about HubSpot’s built in analytics, it’s time you learned about HubSpot’s progressive profiling. This tool lets you set up questionnaires that will ask your visitors to provide first-hand information about themselves.

By using progressive profiling, you can compare the results obtained from the analytics to the first-hand info provided by your lead or customer. Your benefit will be more accurate data about what drives and deters your visitors on your website and business.

As if this tool alone is not enough, on HubSpot you can make sure that once your visitor answers a question, that same question is not repeated again. That’s what we call user experience done right.

10. Target the Right Leads With Lead Scoring

We are pretty sure that many businesses can benefit from this feature. As many experienced marketing and sales people will tell you, not every lead is worth your time and efforts, particularly when you don’t have extra resources to spill around.

So, HubSpot’s lead scoring feature enables businesses to assign scores to their leads thus prioritizing them.

As an illustration, when a visitor enters your website, they get 1 point in the lead score. If they provide business information, they get 2 more points and if they provide personal information they get 5.

You can customize the lead scoring levels and assign values tailored to your business. Nevertheless, the benefit of HubSpot’s lead scoring system is to prioritize the leads that have the highest chance of conversion.

The Bottom Line

The task of organizing a HubSpot portal can be daunting, especially if you’re a newbie. This is because you’ve just begun to figure out how the platform works without the knowledge of how to get the maximum gains of the portal. Conversely, even if you’ve been using HubSpot CRM for a while now, there’s always some room for improvement by following these 10 essential HubSpot tips.

Let us know what other features you found particularly useful.

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