HubSpot Workflows & Reporting for Marketing Professionals

Focused View

Thalita Milan | HubSpot expert

5:47:26

3 View

1 - Before we start

1 - Introduction.mp4

01:56

2 - You need access to HubSpot Workflows and Reporting for this course.html

3 - READ THIS BEFORE YOU START.html

2 - Understand HubSpot Automation Intro to HubSpot Workflows

1 - HubSpot Workflows Intro Quiz.html

4 - What is Automation and what are we going to learn in this course.mp4

03:16

5 - Intro to workflows & a workflow example.mp4

06:29

6 - Overview of the workflows tab.mp4

03:00

7 - Workflow enrollment and unenrollment.mp4

01:52

8 - Creating a Workflow from scratch.mp4

03:33

9 - The 2 main elements of a Workflow Triggers & Actions.mp4

02:52

3 - Select your Workflow Triggers

2 - Quick Quiz about the Assignment you just did.html

3 - Quick Quiz about the Assignment you just did.html

4 - Quick Quiz about the Assignment you just did.html

10 - Read more about Apples new privacy protection features.txt

10 - Read more about the Regular Expression option in filters scroll down to where it says Contact has not visited URL that matches regular expression.txt

10 - Using Triggers based on Actions that your audience takes.mp4

11:31

11 - A cheat sheet for Filter types in triggers.txt

11 - Using Triggers based on Information stored as HubSpot Properties.mp4

10:24

12 - Set up email subscription types.txt

12 - Using other types of Triggers.mp4

07:38

13 - A few words on what we learned so far.mp4

04:35

14 - Use multiple triggers at once The filters AND & OR.mp4

05:48

15 - Advanced hacks for multiple triggers.mp4

04:28

4 - Choose your Workflow Actions

5 - Quick Quiz about the Assignment you just did.html

6 - Quick Quiz about the Assignment you just did.html

16 - Actions to manage External Communications.mp4

05:30

17 - Add Delays between Actions.mp4

07:11

18 - Actions to manage Internal Communications.mp4

09:27

19 - Assign leads or other records to specific Owners in the team.mp4

04:43

20 - Create tasks for you and other team members.mp4

05:53

21 - Add leads to lists in an automated way.mp4

00:41

22 - Get HubSpot to create records for you.mp4

05:03

23 - Add people to ads audiences.mp4

00:33

24 - Property management actions part 1.mp4

08:29

25 - Property management actions part 2.mp4

04:40

26 - Some clarification on setting people as Marketing Contacts.html

5 - Publish your first Workflow

7 - Quick Quiz about the Assignment you just did.html

27 - Define Workflow Settings.mp4

07:46

27 - The benefits of using HubSpot Campaigns.txt

28 - Choose Goals for your Workflow.mp4

05:17

29 - Edit Reenrollment criteria.mp4

03:12

30 - Test your Workflow before it goes live.mp4

03:04

31 - Publish your Workflow D.mp4

06:32

32 - Watch me create a basic Workflow from beginning to end.mp4

12:03

33 - How to manually unenroll people from a Workflow.mp4

01:18

34 - How to manually enroll people in a Workflow.mp4

01:43

6 - Build Advanced & Conditional Workflows

8 - Quick Quiz about the Assignment you just did.html

9 - Quick Quiz about the Assignment you just did.html

10 - Quick Quiz about the Assignment you just did.html

35 - Intro to Advanced Workflows.mp4

01:09

36 - Start a Workflow on specific day in the calendar Advanced triggers.mp4

03:51

37 - Read about Custom Code Actions.txt

37 - Read about Webhooks.txt

37 - Use Advanced Workflow Actions Webhook Custom code Format data & Enrollment.mp4

04:00

38 - Split paths in a workflow based on different conditions The VALUE equals branch.mp4

10:26

39 - Quick image to clarify the last Lecture.html

40 - How to find out it which branch a contact was redirected to.mp4

02:36

41 - Split paths in a workflow based on different conditions The IFTHEN branch.mp4

09:51

42 - Create Workflows for objects other than Contacts.mp4

07:05

43 - Choosing a trigger based on a property different than the object enrolled.mp4

05:59

44 - OPTIONAL An alternative solution to last lectures problem.mp4

03:31

45 - MIX & MATCH properties for your triggers.mp4

04:23

46 - Quick hack to save time The GO TO action.mp4

02:52

47 - Watch me create a Conditional Workflow from beginning to end.mp4

12:43

7 - Measure the performance of your Marketing efforts with HubSpot Reporting

11 - Quick Quiz about the Assignment you just did.html

12 - Quick Quiz about the Assignment you just did.html

48 - Intro to HubSpot Reporting & a quick look at Analytics Tools.mp4

03:53

49 - The easiest way to create a dashboard Use a template.mp4

03:47

50 - Create a report with a template with just a few clicks.mp4

05:51

51 - Understand the 2 main elements of a report.mp4

05:28

52 - Customize a report from a template.mp4

09:29

53 - Okay One more example This time customizing a report based on deals.mp4

08:28

54 - Create a single object report from scratch.mp4

12:12

55 - And guess what Another example Lets create a Dealbased report this time.mp4

03:59

56 - About lifecycle stages.txt

56 - Create a funnel report to see the progress of contacts or deals.mp4

16:41

57 - Create an Attribution report to measure ROI of your campaigns.mp4

15:49

57 - Understand Attribution models.txt

58 - Create an Attribution report from scratch.mp4

05:31

8 - Use other Advanced Marketing features inside of HubSpot

59 - SampledocforAutomationcourseLeadscoringforaSaasBusinessintheCyberSecurityindustrySheet9.pdf

59 - Set up Lead scoring inside of HubSpot.mp4

11:13

60 - Trigger a workflow from Lead Scoring.mp4

03:20

61 - Upcoming Campaigns Get your Analytics all in one place.mp4

06:04

62 - Create UTM links using HubSpot.mp4

04:30

63 - Use your UTM links inside of Attribution reports.mp4

01:10

9 - And to finalize

64 - Learn more about me here.mp4

01:08

10 - BONUS Section

65 - BONUS lecture.html

Description

A deep dive into HubSpot Workflows, Reporting & Advanced features for Marketing professionals

What You'll Learn?

Build simple Workflows for email sequences, managing internal processes and other purposes
Build complex Workflows with Conditional Segmentation for lead segmentation and more
Create a complete Reporting Dashboard to measure business performance
Take advantage of Advanced features such as Lead Scoring, Tracking (UTM) links, Campaigns, and others

Who is this for?

Anyone looking to learn HubSpot Workflows and Reporting

Marketing professionals using HubSpot

What You Need to Know?

You need to know your way around the HubSpot CRM (adding contacts to HubSpot, creating lists, emails, and forms)

You need access to Workflows and Reporting in your HubSpot account. If you don´t have this, please check out the link for the 14-day free trial. More info below.

More details

Description
Are you looking to use HubSpot Automation (Workflows) and HubSpot Reporting? If youâ€™re familiar with the HubSpot basics and know your way around the HubSpot CRM, itâ€™s now time to take things to the NEXT LEVEL.
This course covers HubSpot Advanced Marketing features with a special focus on Automation and Reporting.
At the end of the course you will be able to:
1) Plan, draft, build, and publish Workflows from scratch by yourself
Build simple Workflows to automate email sequences or manage business internal processes better
Build complex Workflows with Conditional Segmentation (using Branches to segment your audience into different groups based on specific conditions you define)
Tweak your Workflow Strategy thanks to our real-world examples
2) Measure the performance of your Marketing efforts with HubSpot Reporting:
Create simple reports with just a few clicks
Create Advanced-level reports such as funnels and attribution reports to measure marketing ROI
Put together a dashboard containing many different reports in a matter of minutes
3) Use other Advanced-level HubSpot Marketing features:
Build and implement Lead Scoring
Set up a Campaign from scratch
Set up Tracking (UTM) links inside of HubSpot
And more!
ATTENTION:
This course is NOT an introduction to HubSpot - If you need a HubSpot intro or a refresher course, check out my Instructor Profile. I have a course called HubSpot for Marketing Professionals - this one will be more suitable for you!
This course requires access to HubSpot Automation (Workflows) and Reporting - If you donâ€™t have this, I can help you get access to a 14-day FREE trial for a HubSpot paid Account - just so that you can at least complete this course. Check out Lesson 2 inside of Section 1 for more info.
I am a certified independent HubSpot expert providing HubSpot account management and training services to companies and professionals from all over the world. I have 13+ years of experience in Digital Marketing (4 working exclusively with HubSpot) and love helping businesses and professionals grow by learning HubSpot.
This is one of my student testimonials:
I just completed the course - and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. I honestly never knew what were the actual possibilities of the HubSpot platform and now I finally do! Thank you so much for this course! Tamara Biljman, Content Strategist
- Feel free to check out my website for more testimonials.
I take pride in assisting my students and coaching clients throughout the learning journey, so feel free to ask me any questions at any time during the course.
--
Thalita

This course is an independently developed course offered by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not have any liability with respect to this course offered by me, Thalita Milan.

Who this course is for:
Anyone looking to learn HubSpot Workflows and Reporting
Marketing professionals using HubSpot

User Reviews

Rating

average 0

Total votes0

Focused display

HubSpot

Thalita Milan | HubSpot expert

Instructor's Courses

Hi, I'm Thalita. I'm a Marketing Automaton enthusiast with 14+ years of experience in Digital Marketing. I've been working as a certified independent HubSpot consultant & trainer since 2018. I've helped more than 3000 people learn HubSpot for their jobs and businesses.I love helping professionals upskill and businesses scale through Marketing Automation. When not working, I love climbing, hiking, and all things outdoors.

Udemy

View courses Udemy

Students take courses primarily to improve job-related skills.Some courses generate credit toward technical certification. Udemy has made a special effort to attract corporate trainers seeking to create coursework for employees of their company.