HubShots - The Unofficial Down Under HubSpot Podcast

This edition we dive into: • What is enterprise functionality? • Email open rate data with Apple Mail • Image optimisation settings on web and landing pages • Adding images into a contact timeline • Sales pipeline partitioning • Associating contacts and companies automatically • Shopify attribution tip • Deal and Revenue attribution • Marketing attribution training Full show notes available at: https://www.hubshots.com/episodes/episode-274 Recorded: Wednesday 23 February 2022 | Published: Friday 25 February 2022

This edition we dive into: • Reducing friction • The benefits of Marketing Contacts, plus 3 key recommendations for managing marketing contacts • Custom Quote Templates beta • More on Surveys versus Forms • Unenrollment criteria on Deal workflows • ROI in life • Attribution issues with cookie consent • Risk Management versus Efficiency • Systems and processes quote Full show notes available at: https://www.hubshots.com/episodes/episode-273 Recorded: Wednesday 16 February 2022 | Published: Friday 18 February 2022

This edition we dive into: • The value of laziness • Understanding internal marketing emails • Setting Deal properties (difference between Create Deal cards and Sidebar cards) • Avoiding Soft 404 errors from Knowledge Base articles • A gotcha with the new Insert Proposed Times feature in Google emails • Cookie settings causing attribution problems • The 15 page limit in CMS Starter continues to frustrate Full show notes available at: https://www.hubshots.com/episodes/episode-272 Recorded: Wednesday 9 February 2022 | Published: Friday 11 February 2022

This edition we dive into: • Are webinars dead? • Tons of tips for sales people for using HubSpot more efficiently, including - Meetings - Tasks - Inbox connections - Lead/customer revisit notifications - Documents - Snippets - Templates - Sequences - Calling from App or browser - Reporting (and scheduled dashboards) - Meetings - inserting proposed times in emails • HubSpot translated forms • When to use HubSpot Surveys (instead of using Forms for surveys) • Saved sections in pages • Manage email subscription types in workflows • CRM Suite Start pricing gift horse has bolted • Google Ads Performance Max campaigns Full show notes available at: https://www.hubshots.com/episodes/episode-271 Recorded: Wednesday 02 February 2022 | Published: Friday 04 February 2022

This edition we dive into: • Thoughts for 2022 • Having perspective and avoiding distraction • Efficiency and Effectiveness with HubSpot • Using Version history on pages and emails to roll back to previous versions • Attribution reporting in Campaigns • Custom Object properties in Forms • Latest Source properties • Tips for Saving time with HubSpot Sales • Global Search is your friend • Saving Views with your preferred column layout • Speeding up the HubSpot Add-on in Outlook • Cancel and Reschedule Meetings links • Tailoring your HubSpot Notifications • Multi-step Custom Surveys • Enroll in Sequence Workflow action • Antifragility • Reducing LinkedIn Spam • Working with Mentors Full show notes available at: https://www.hubshots.com/episodes/episode-270 Recorded: Wednesday 19 January 2022 | Published: Friday 28 January 2022

This edition we dive into: • Systems over goals • The power of Active lists built on active lists • Making some deal properties mandatory • When to use multiple sales pipelines • When to use tagging on knowledge base articles • Tips for using Task queues with multiple users • Staying calm under pressure • A correction about email preference groups • Quote of the week Full show notes available at: https://www.hubshots.com/episodes/episode-269 Recorded: Monday 06 December 2021 | Published: Friday 10 December 2021

This edition we dive into our favourite features in HubSpot including: • The timeline • Marketing contacts • Drag and drop page and email builder • Workflows • Popup forms • Layout flexibility on Contacts, Dealers, Objects • Custom Report Builder • Dashboards • Ads integration • Social reporting • Marketing attribution • Campaigns • Design Manager • Conversations Inbox • Snippets and Templates • Meetings • Task Queues Full show notes available at: https://www.hubshots.com/episodes/episode-268 Recorded: Monday 22 November 2021 | Published: Friday 26 November 2021

This edition we dive into: The top frustrations we hear from customers about using HubSpot (and possible solutions), including: • Marketing contact tiers won’t downgrade • Drag and Drop builder doesn’t work for me • Chatflows are confusing to set up • Can’t create multiple knowledge bases • Knowledge base styling is limited • Survey styling is limited • Ads interface is confusing • Can’t create carousel social posts • Campaigns are confusing • Can’t change Lifecycle stage property • Can’t exclude specific email addresses in form submits • Files can be a mess • How do I report on marketing attribution? • Custom Report builder is difficult to learn • No automatic tax line in quotes • Popup form styling is limited Full show notes available at: https://www.hubshots.com/episodes/episode-267 Recorded: Monday 15 November 2021 | Published: Friday 19 November 2021

This edition we dive into: • Tools are your friend • HubSpot Email Allow Lists (ie IP addresses for your IT team to implement) • Why HubSpot Email Preference Groups (Enterprise) are finally awesome • Setting up Custom Team Sidebars • Automatically creating and managing Tickets from Conversations • Custom Report Builder is your friend Full show notes available here: www.hubshots.com/episodes/episode-266 Recorded: Wednesday 10 November 2021 | Published: Friday 12 November 2021

This edition we dive into: • Overcoming department silos • Service Hub across departments • Your survey feedback - thank you! • Service Hub Knowledge Base tips and best practice checklist • Custom Surveys • Visible versus Invisible costs • An appearance by Baby Yoda Full show notes available here: www.hubshots.com/episodes/episode-265 Recorded: Monday 01 November 2021 | Published: Friday 05 November 2021

This edition we dive into: • Solving for the Problem • HubSpot Social Monitoring • Reporting on Meetings • Custom Surveys • Clone Workflow Action • The start of the Google downfall? Full show notes available here: www.hubshots.com/episodes/episode-264 Recorded: Monday 25 October 2021 | Published: Friday 29 October 2021

This edition we dive into: • HubSpot Payments announced • HubSpot Roadmaps • Using Analytics Views in Traffic Analytics reports • How to send internal notifications when a new blog post is published • How to optimise channels versus optimising ads in a channel • How to use the Knowledge Base searched for terms to drive content ideas • An example of a terrible sales process • Using In-App Notification workflow actions Full show notes available here: www.hubshots.com/episodes/episode-263 Recorded: Monday 18 October 2021 | Published: Friday 22 October 2021

This edition we dive into: • Is the online event format over? • Saved Sections in Emails and Pages • HubSpot Deal Splits • XML Sitemaps for your Knowledge Base articles • HubSpot Clear Property Action in workflows • Facebook fallout • The cutest video of a goat and a monkey eating berries • Are you interested in HubSpot Coaching? Full show notes available here: www.hubshots.com/episodes/episode-262 Recorded: Monday 11 October 2021 | Published: Friday 15 October 2021

This edition we dive into: • Breaking down big goals • HubSpot Ads sequences • HubSpot Meetings overview • HubSpot Workflow Action to add contacts to an Ads Audience • Knowledge Base Support Forms • Engagement Progressions • Bookmarks in Google docs Full show notes available here: www.hubshots.com/episodes/episode-261 Recorded: Monday 27 September 2021 | Published: Friday 01 October 2021

This edition we dive into: •The relief of single, simple steps •HubSpot blocking knowledge base listing pages (not articles) •HubSpot Email Health Report tips (selecting by Subscription type) •HubSpot Sales reports •HubSpot Rotate Owner Workflow Action (and quick tip) •Avoiding the flight to tactics temptation •HubSpot Password Security reset date setting •Is it still worth it to create content on our sites? Full show notes available at: www.hubshots.com/episodes/episode-260 Recorded: Monday 13 September 2021 | Published: Friday 17 September 2021

This edition we dive into: • Learning from HubSpot’s pricing models • HubSpot CRM Suite Professional • What it includes • Who it’s for • When you should upgrade • Interesting upgrade examples Full show notes available at: www.hubshots.com/episodes/episode-259 Recorded: Monday 06 September 2021 | Published: Friday 10 September 2021

This edition we dive into: • Custom Surveys • Workflow email actions (there’s 4 of them!) • Notification filters • Options for Unsubscribe links in email footers • Brands don’t create categories You can listen to this episode of the show here: https://www.hubshots.com/episodes/episode-258 Recorded: Monday 30 August 2021 | Published: Friday 03 September 2021

This edition we dive into: • HubSpot CRM Suite Starter • What it includes • Who it’s for • When you should upgrade • How it fits into your company’s technology stack Full show notes available here: www.hubshots.com/episodes/episode-257 Recorded: Monday 16 August 2021 | Published: Friday 20 August 2021

This edition we dive into: • The new CMS Hub Starter edition • What’s included, what’s missing • Who it’s ideal for • Where it fits in the overall HubSpot strategy Full show notes available here: www.hubshots.com/episodes/episode-256 Recorded: Monday 09 August 2021 | Published: Friday 13 August 2021

This edition we dive into: • Fortune Cookie tweets are gold • HubSpot Workflow Minimap feature is rolling out - very cool • The power of HubSpot Task Queues • Expand All and Collapse All on your timeline • What marketers can learn from debating champions • What COVID statistics can teach us about marketing channel attribution • How to measure content performance • Satya Nadella quote from Hit Refresh Full show notes available here: www.hubshots.com/episodes/episode-255 Recorded: Monday 26 July 2021 | Published: Friday 30 July 2021

This edition we dive into: • Having a growth mindset • HubSpot Workflow actions for Enrolling in another Workflow • And how they enable Parent versus Child workflows • Create Deal Attribution cards • Service Hub forms for creating new tickets when the KB doesn’t have the solution you’re looking for • How to reach out to marketing agencies you want to work with • Benjamin’s Google Analytics 4 Overview Full show notes available here: www.hubshots.com/episodes/episode-254 Recorded: Monday 19 July 2021 | Published: Friday 23 July 2021

This edition we dive into: • Why am I seeing Smart TV on my Device Reports? • Our favourite workflow actions (new weekly shot!) • Using the Delay until Event action for marketing and sales • Using Custom Reports to get a list of Contacts with their count of Deals and Tickets • YouTube viewing trends • LinkedIn Ads tips Full show notes available here: www.hubshots.com/episodes/episode-253 Recorded: Monday 12 July 2021 | Published: Friday 16 July 2021

This edition we dive into: • Solving a problem, versus solving a need • The very handy HubSpot Website Site Tree listing • Reporting on Sequences • Do you use a Testing Backlog • Using Conversations Workflows to Update Service Hub tickets • Storytelling and relatability: Judith Love Cohen Full show notes available here: www.hubshots.com/episodes/episode-252 Recorded: Wednesday 07 July 2021 | Published: Friday 09 July 2021

This edition we dive into: • Psychology studies that have been ‘reversed’ (ie debunked) • What this means for marketers • And how this can motivate us to do A/B testing • How to do A/B testing in HubSpot • Is HubSpot testing whether they can make us do more testing? • Be wary of your biases • The importance of your website’s visual presentation • GA4 guide Full show notes available here: https://www.hubshots.com/episodes/episode-251 Recorded: Wednesday 30 June 2021 | Published: Friday 02 July 2021

This edition we dive into: • Robots.txt editing in HubSpot • Deal pipeline partitioning • Emailing of dashboard reports tip • Custom report on Dashboards gotcha • Jobs To Be Done personas • Dharmesh on User Experience (and Netflix) • SEO Checklist resources • Ad spotting on Bing - it’s harder than you think Full show notes available at: www.hubshots.com/episodes/episode-250 Recorded: Monday 21 June 2021 | Published: Friday 25 June 2021

This edition we dive into: • Twitter and inefficiency • Apple announces new privacy that will essentially report email open rates as 100% • The power of HubSpot Marketing Email reporting to analyse audience characteristics (with examples from our client portals) • Setting your Sales notifications in HubSpot • HubSpot Tracking URLs reminder • Where’s the Edit Menus section in HubSpot? • Why your product’s user experience is likely your best marketing campaign • Netflix merch store and the power of Focus • Why I teared up watching Nightbirde’s performance on AGT • HubSpot Jobs (new Shot showcasing HubSpot roles that we’ve vetted) • Debunking marketing stats (again) • Photopea - it’s Photoshop, but in your browser • SEO resources for beginners Full show notes available at: www.hubshots.com/episodes/episode-249 Recorded: Monday 14 June 2021 | Published: Friday 18 June 2021

This edition we dive into: • Old versus New • Google rolling out a major algorithm update • HubSpot Form Translations • Comparing HubSpot Forms • How to use Never Log settings to ensure you don’t accidentally log sensitive stuff into HubSpot • How to export out your list of HubSpot users • The Peak and End Rule • Shifting your content budget to customer enablement • Amazing map of the online world Full show notes available at: www.hubshots.com/episodes/episode-248 Recorded: Monday 07 June 2021 | Published: Friday 11 June 2021

This edition we dive into: • Creating simple Training • Using Smart Rules in emails • HubSpot Sales Pro clarity on pricing and switching users • How to spy on your competitor’s Facebook ads • Skipping some property updates on contact imports • Email marketing monster guide (and stats malarky) • Benjamin Mangold’s Google Marketing update • Bing Pages (beta) • How blind people create content for TikTok Full show notes available at: www.hubshots.com/episodes/episode-247 Recorded: Monday 31 May 2021 | Published: Friday 04 June 2021

This edition we dive into: • The ‘Amazon Experience’ and content personalisation • HubSpot Smart Content enhancements and tips • Embedding external content in HubSpot dashboards • How people read online in 2021 • Google I/O 2021 was on • Insight: Thinking past marketing (for CMOs) • So many bonus links it hurts Full show notes available at: www.hubshots.com/episodes/episode-246 Recorded: Monday 24 May 2021 | Published: Friday 28 May 2021

This edition we dive into: • Being mindful about the channels you put energy into • HubSpot Form flexibility with custom properties • Using the HubSpot keyboard on your mobile device • Setting Tasks based on NPS survey results • Can’t add a 3rd ad account in HubSpot Starter • Digital media consumption trends (from Deloitte) • Adding a goat to your next zoom call • ‘Hey guys’ and ‘Hi guys’ as a YouTube greeting • ARK Invest’s Big Ideas for 2021 Full show notes available at: www.hubshots.com/episodes/episode-245 Recorded: Tuesday 11 May 2021 | Published: Friday 14 May 2021

This edition we dive into: • Why you may not need a funnel or flywheel • HubSpot CMS Hub Child Themes • Ability to sync your iCloud/Apple contacts • The value of customer service • Deal card customisation • A common domain misconfiguration in HubSpot • Logging from Outlook/Google to HubSpot versus Conversations Inbox • You may not need a marketing funnel/flywheel after all • Recommended newsletters Full show notes available at: www.hubshots.com/episodes/episode-244 Recorded: Monday 03 May 2021 | Published: Friday 07 May 2021

This edition we dive into: • HubSpot’s new Operations Hub announcement • HubSpot User permissions get even more control • Data organisation • Visualising Your Marketing Curve • Set your foundations • The sickening extent some will go to to get Likes Full show notes available at: www.hubshots.com/episodes/episode-243 Recorded: Tuesday 27 April 2021 | Published: Friday 30 April 2021

This edition we dive into: • HubSpot Workflows versus Sequences - which should you use? • Do you need to Show the Cookie Consent Popup • Dashboards for sales • Google Tag Manager integration in HubSpot • Admitting mistakes • Service analytics Full show notes available at: www.hubshots.com/episodes/episode-242 Recorded: Monday 19 April 2021 | Published: Friday 23 April 2021

This edition we dive into: • Whether you actually read these notes • HubSpot Public Product Roadmap • HubSpot SEO tool revisited • Core Web Vitals resources • HubSpot Dashboard Annotations • A gotcha with HubSpot popup form targeting • How to spot LinkedIn outreach spam emails • Google Search Console adds regex support • How to actually use regex without losing your mind • What content to put on your B2B website (that visitors actually want to see) • Social media channel use in 2021 • SEO Checklist for 2021 Full show notes available at: www.hubshots.com/episodes/episode-241 Recorded: Monday 12 April 2021 | Published: Friday 16 April 2021

This edition we dive into: • Taking time to recharge • HubSpot Conversational Workflows • Setting the HubSpot Files domain • HubSpot Calls • The power of perception in your marketing • Get feedback, post a phone consultation • Task based versus Outcome based marketing • Google’s growing zero-click search behaviour • Suez Canal memes Full show notes available at: www.hubshots.com/episodes/episode-240 Recorded: Monday 29 March 2021 | Published: Friday 02 April 2021

This edition we dive into: • Our upcoming HubShots 28-Day Challenge • Subscribe versus Follow • HubSpot RSS Emails (and Gotchas) • Using HubSpot Snippets to save time and reduce errors • Redirecting HubSpot Files (Eg a PDF) revisited • Should I put my blog on a subdomain versus a subfolder? • Electric ferries Full show notes available at: www.hubshots.com/episodes/episode-239 Recorded: Monday 15 March 2021 | Published: Friday 19 March 2021

This edition we dive into: • Love • The Bud of Mended Bones - a poem for Brian Halligan • HubSpot List Performance Reports • HubSpot Inbox Automation • HubSpot Flexible Redirects • Google 3rd party cookies and privacy lols • Plus Tom Cruise Deepfakes Full show notes available at: www.hubshots.com/episodes/episode-238 Recorded: Monday 08 March 2021 | Published: Friday 12 March 2021

Welcome to HubShots Episode 237: HubSpot Tasks, Proactive versus Reactive Marketing This edition we dive into: • Facebook versus Australia follow up • HubSpot Marketing Tasks • HubSpot Task permissions • Proactive versus Reactive Marketing • Latest Academy Course Full show notes available at: https://www.hubshots.com/episodes/episode-237 Recorded: Monday 01 March 2021 | Published: Friday 05 March 2021

Welcome to HubShots Episode 236: Owned, Earned and Paid Media plus some new HubSpot settings you need to know about This edition we dive into: • Don’t build your house on rented land • With the Facebook news removal in Australia being the latest example • Digging into HubSpot settings for Forms and Deals • Plus a little known related feature in the knowledge base Full show notes available at: https://www.hubshots.com/episodes/episode-236 Recorded: Monday 22 February 2021 | Published: Friday 26 February 2021

Welcome to HubShots Episode 235: Should you do less on social? This edition we dive into: • Inbound 2021 dates announced • What are lazy loading images and why do they matter? • Sales forecasting • NPS internal notification tips • Why does my social traffic show up in Direct traffic? • Pick your social media channels - less is more • Umarell • Clutch Malarky Award Full show notes available at: www.hubshots.com/episodes/episode-235 Did a colleague forward this episode to you? Sign up here to get yours every Friday. Please forward this on to your work colleagues. Recorded: Wednesday 17 February 2021 | Published: Friday 19 February 2021

Welcome to HubShots Episode 234: What is CRM? This edition we dive into: • Thinking about CRM and how it relates to marketing • HubSpot’s SEO audit tool gets an update • Deal workflows • NPS Surveys • Google Analytics bot spam • What is ‘value’ and are you providing it? • GA4 Mini course • Fun stuff Full show notes available at: www.hubshots.com/episodes/episode-234 Did a colleague forward this episode to you? Sign up here to get yours every Friday. Please forward this on to your work colleagues. Recorded: Monday 08 February 2021 | Published: Friday 12 February 2021

Welcome to Episode 233: Be wary of marketing stats This edition we dive into: • The importance of accurate conversion tracking • HubSpot auto company creation • Deal change history • Service survey reporting • Your first steps down strategy lane… • Being wary of marketing stats • Valuing the right people Full show notes available here: https://www.hubshots.com/episodes/episode-233 Did a colleague forward this episode to you? Sign up here to get yours every Friday. Please forward this on to your work colleagues. Recorded: Monday 01 February 2021 | Published: Friday 05 February 2021

Welcome to HubShots Episode 232: Strategy = Research + Insights This edition we dive into: • Simple differentiation • Video embedding in HubSpot drag and drop editor • Running HubSpot Sequences on non-marketing contacts • Thinking about what ‘strategy’ really is (hint: the show title gives the answer) • Improving site performance using Google’s web.dev tool • Bonus links on technical SEO Full show notes available here: https://www.hubshots.com/episodes/episode-232 Did a colleague forward this episode to you? Sign up here to get yours every Friday. Please forward this on to your work colleagues. Recorded: Monday 25 January 2021 | Published: Friday 29 January 2021

This is a special mini episode we prepared for you to discuss goal settings for 2021. Recorded: Monday 08 December 2020 | Published: Friday 8 January 2021

This is a New Years Special mini episode we prepared for you. Happy Holidays! Recorded: Monday 08 December 2020 | Published: Friday 1 January 2021

This is a Christmas Special mini episode we prepared for you. Happy Holidays! Recorded: Monday 08 December 2020 | Published: Friday 25 December 2020

Welcome to HubShots Episode 231: Reflecting on 2020 This episode we change things up a little and end the year reflecting on the good, the bad and the future. You can listen to this episode of the show here. Did a colleague forward this episode to you? Sign up here to get yours every Friday. Please forward this on to your work colleagues. Recorded: Monday 08 December 2020 | Published: Friday 18 December 2020

Welcome to HubShots Episode 230: What parts of HubSpot do Enterprises focus on? This edition we dive into: • the parts of HubSpot we see Enterprises focussing on, including: • Lifecycle management • Lead scoring (when it becomes relevant) • User Management and Teams • Content Partitioning • Service Hub Pro NPS surveys • Attribution reporting • Advanced Workflows Did a colleague forward this episode to you? Sign up here to get yours every Friday. Please forward this on to your work colleagues. Recorded: Monday 07 December 2020 | Published: Friday 11 December 2020

Welcome to HubShots Episode 229: How To Improve Your Sales Results using HubSpot Sales Professional This edition we dive into: • Deal stage, task, and lead rotation automation • Sales analytics • Record customization • Required fields • Custom reporting • Sequences • 1:1 video creation • Smart send times • eSignature Full show notes available at: www.hubshots.com/episodes/episode-229 You can listen to this episode of the show here. Did a colleague forward this episode to you? Sign up here to get yours every Friday. Please forward this on to your work colleagues. Recorded: Monday 30 November 2020 | Published: Friday 04 December 2020

This edition we dive into: • Automation/Workflows • Personalisation/Smart content & reporting • SEO recommendations & optimizations • ABM tools • A/B testing • Campaign reporting • Custom reporting Full show notes available at: https://www.hubshots.com/episodes/episode-228 You can listen to this episode of the show here. Did a colleague forward this episode to you? Sign up here to get yours every Friday. Please forward this on to your work colleagues. Recorded: Monday 23 November 2020 | Published: Friday 27 November 2020