Take the lead on learning HubSpot with our comprehensive guide and master the basics of this powerful platform for digital marketing success.
With HubSpot, you can create and monitor campaigns, manage customer relationships, build personalized digital experiences, and generate leads! Getting started doesn't have to be intimidating. Our comprehensive guide will take you through the basics of HubSpot so you can begin using the platform for your digital marketing success.Learn Platform Basics
Start by getting familiar with the platform basics. Educate yourself on the machine-learning and artificial intelligence (AI) capabilities, so you understand how HubSpot works and how it can benefit your efforts. Take some time to explore every aspect of the platform, including product features, account settings, and user roles. By learning the fundamentals of HubSpot upfront, you’ll be equipped to get the most out of its features in no time!
Get Familiar With Workflows
Workflows are incredibly powerful and versatile within HubSpot. Harness the power of AI to automate processes across your marketing and sales activities, including lead nurturing and management. Automated workflows make it easy for you to engage prospects and customers with customized communications according to their contact properties, behavior, or lifecycles stages, setting you up for success. Familiarize yourself with how to create a workflow from scratch, or leverage the thousands of templates available.
Use the Reporting Tools for Analyzing Results
Reporting tools in HubSpot make it easy for you to understand what’s working and where you need to optimize. Use the built-in reports to track trends in contacts and discover new insights into key performance indicators (KPIs). Analyze which campaigns, programs, or emails are driving results, so that you can focus on what’s performing the best. Measure success across devices, contacts types, locations, and more to identify gaps in your strategy.
Leverage Internal Resources and Documentation
Before you jump into the world of HubSpot, take the time to understand all of its features and capabilities through internal resources and documentation. With all of the features available, it's important to get an overview of what HubSpot can do, as well as its new functionality. Leveraging updated resources and building a library of help documents could be crucial in helping you create successful campaigns with HubSpot.
Utilize the Forum Community for Best Practices, Tips and Tricks
In addition to its internal resources and documentation, HubSpot provides customers with a Forum Community. This community is designed to give customers a leg up on everything that HubSpot offers. The community contains tips and tricks from other professionals who are already successfully using the platform, as well as best practices for using certain features. Take some time to research forum topics, see what users are asking about and get answers to questions you may have had in the past or present.