#SLCHUG Welcome

#SLCHUG

Agenda• Welcome • Introductions & Housekeeping w/ Doc • Workflows Workshop w/ Ian • Q&A & Wrap-up

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Decks Will Be Available

Recap Post Coming

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Cool Stuff

• Welcome to the launch of SLC HUG• Our goal and charter• Volunteers encouraged

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DARIN BERNTSON@iGoByDoc

Founder

Co-Leader SLCHUG

#SLCHUG

BRANDONCARTER

@bscarter

Marcom Manager

HubSpot Customer

Co-Leader of SLCHUG

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Roll Call• First Event? • HubSpot Users?• HubSpot Partner Agencies?• Awesome Guests?

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Our Goals For SLCHUGWorkshops

• Education– Inbound Specific– HubSpot Specific

• Who is this workshop for?– HubSpot Customers, Partners & Prospects

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Our Goals For SLCHUG

• Frequency– Large Events - Minimum 4 times a year– Workshops 3-4 times a year! (Starting right now - Woot!)– Intensives 3-4 Times a year - Starting next month!– This is a learning environment– Let’s be “inbound” and be helpful to each other

#SLCHUG

Save The DateThe First SLCHUG Intensive

Thursday, April 27, 2017Topic TBD

Location: Access DevelopmentLunchtime Event

HubSpot Users Only - 10 Attendees

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STAY TUNED FOR NEXT EVENT

Save The DateOur Next Big SLCHUG Event

Thursday, June 1, 2017

Content Pillar Workshop / Location TBD2-Hour Workshop w/ Justin Champion

from HubSpot

#SLCHUG

Save The DateThe Next SLCHUG Workshop

Thursday, June 22, 2017Topic TBD

Location is TBDLunchtime Event

HubSpot Users Only - 35-65 Max

#SLCHUG#SLCHUG

Want to present at an upcoming event?

Fill out form on SLCHUG site

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2017 CONTESTS

No INBOUND Contest This Year =(

But…

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Attendance Prize for one lucky attendee from HubSpotat the next big Q2 Event on June 1st

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We are a SUPER HUG!

• 180 HUGs worldwide in 27 Countries

• We were first place in last year’s contest

• Second in over-all size to San Diego

• New Rules this year• Based on attendance• Let’s keep the

momentum and growth going at these events

• SLC wants this prize this year - Trust me!

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CONNECT

#SLCHUG#SLCHUG

#SLCHUG#SLCHUG

Can request from our Homepage

Join the SLCHUG Community on

@lipsticknbbq

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READY TOGET STARTED?

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Let’s welcome

Ian Shields

#SLCHUG

IAN SHIELDS

@shields_word

Digital Marketing Manager

HubSpot Customer

HUBSPOT WORKFLOWS POWER USER hands-on workshop

@shields_word

in/iancshields

1. PLAYBOOK 2. TARGETED DELIVERY OF CONTENT 3. SMART LIST RECIPES 4. TYPES OF WORKFLOWS 5. MAP OF A WORKFLOW 6. WORKFLOW EXAMPLES 7. YOUR GOALS, YOUR INPUT

WORKFLOWS POWER USER PLAYBOOK

The playbook is designed to facilitate the building of HubSpot Workflows. It’s a useful, practical, and informative resource for the hands-on marketer.

Post-workshop, your feedback will be integrated into v2 and shared.

DOWNLOAD V1

TARGETED DELIVERY OF CONTENT

Effective lead nurturing is not about having the best copy. It’s about sequences, contingencies, and finding holes.

#TriggersRWonderfulThings

SMART LIST RECIPES

Lists are the driving force of personalized content.

DL: {{form submitted for document}} Contact has filled out any form / specific form on Page Title.

[Ideal Customer] Persona - All Contacts The contact property Persona is equal to *Ideal Customer*

[Hygiene] Low engagement = GreymailThe contact property Sends Since Last Engagement is > or = to 15.

...and many more in the playbook. What smart lists do you use?

TYPES OF WORKFLOWS

Standard is triggered by a starting condition (e.g. joining a smart list, filling out a form, or manual enrollment).

Fixed date is ideal for predictable, recurring events because action operation is relative to calendar date selected.

Property based is ideal for time sensitive events because the workflow operation is relative to the date type property.

There is no version control for HubSpot’s Workflows. Keep searchable records documenting the state of each workflow and previous iterations.

MAP OF A WORKFLOW

Guidance and hints are in the playbook.

WORKFLOW EXAMPLES

● Lead Nurturing Workflows● Contact Database Wealth Workflows● Sales Enablement Workflows● Internal Workflows

Detailed workflow examples are in the playbook

What Can I Say Except You’re Welcome

What Can I Say Except You’re Welcome

What Can I Say Except You’re Welcome

Level: NoviceGoal: Lifecycle Stage is MQL, SQL, Opportunity, or CustomerWorkflow type: Fixed Date

Friends are Family

Friends are Family

Friends are Family

Level: IntermediateGoal: Collab. b/w HR & MKTG Workflow type: Property based

Come Together

Come Together

Come Together

Level: NoviceGoal: Quantify buyer persona(s) in contact database and allow for personalizationWorkflow type: Standard

I’m Bad

I’m Bad

I’m Bad

Level: IntermediateGoal: Email Opt Out to YesWorkflow type: Standard

YOUR GOALS, YOUR INPUT

@shields_word in/iancshields

#SLCHUG#SLCHUG

Questions?

#SLCHUG48

Search EngineOptimization

Blogging & Social Media

Lead Generation

Email & Automation

Marketing Analytics

Lead Management

#SLCHUG

STAY TUNED FOR NEXT EVENT

Save The DateOur Next Big SLCHUG Event

Thursday, June 1, 2017

Content Pillar Workshop / Location TBD2-Hour Workshop w/ Justin Champion

from HubSpot