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Marketing
Explore practical approaches to marketing campaigns, automation, personalisation and customer journeys across different platforms. Subjects include Customer Insights – Journeys, HubSpot Marketing Hub, email marketing, forms, event management, audience segmentation, lead nurturing and the processes that help organisations create more relevant and connected experiences.
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Lead Scoring Criteria: What Should Earn Points and Why?
Someone downloads a white paper from your website. Someone else attends three webinars, explores your product pages and then requests a demo. Both have…
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Understanding HubSpot Lead Scoring and How to Set It Up
A contact can open every email you send and still have no intention of buying, while someone who barely engages with your marketing could…
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Use Custom Event Registration Questions To Branch Your Journeys In Customer Insights
A client recently wanted to know if someone had answered a custom question on their Event registration form with either Yes or No. Using…
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Create A Segment For People Searching On Your Website
Most websites have some kind of search functionality, especially if you have a blog. If you do, you can use this to your advantage…
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Create A Segment Using Unmapped Fields On Marketing Forms in Customer Insights Journeys
We have the ability to add unmapped fields to marketing forms, providing the ability to capture extra information from a Contact or Lead without…
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Create A Segment Using Custom Event Registration Questions in Customer Insights Journeys
Are you asking unmapped custom event registration questions when someone is registering for your events? If so, how can you get people who have…
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Create a Customer Insights Journeys Overview Page for Contacts
One of the things I enjoy most about custom pages is the ability to surface information from multiple tables in a way that makes…
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Using Event Templates With Realtime In Customer Insights Journeys
If you’ve been around long enough and created Events when they were only considered Outbound Events, you may have used the Event Template option.…
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Create Your Own Event Overview Analytics Dashboard In Customer Insights Journeys
Have you ever spent any time looking at the out of the box event management dashboard? Yeah, me either and I don’t blame you.…
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Create An Event Invitation Process In Customer Insights Journeys
Simple right? I just want to invite people to my next event. You can already if you create a segment, then send them an…
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Create Add To Google Link For Session Or Event Registrations Without Using Power Automate
I’ve written about creating an add to Google calendar link previously, but that was using Power Automate, and it was done to add a…
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Find Contacts With Failed Form Submissions Via A Segment
Sounds simple right? I want to create a segment to give me all Contacts (or Leads) that have had a failed form submission, or…
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