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What to do if there is something wrong or you have a question? Generally for cases like "How can I ....... on HubSpot"?

1. Call tech support for immediate technical assistance (they are very good)
+44-2035141833 or 1 888-482-7768 
for immediate 24 - hour assistance - mention the customer number
ID -5753891

2. Search for help at the bottom of your HS account (bottom right) OR visit the HubSpot knowledge base here.

3. You can always write to us at support@brightbull.co.uk, we are always happy to help, but we may not get back to you right away, usually within 24 hours.

 

iGlobal Forum’s Buying Journey

The Event Business Buying Journey

IGlobals-Buying-Journey

 

iGlobal Forum Customer Journey Delegate and Spex

This forms the basis of how iGlobal Forum’s data has been constructed. It all starts with the 4 different stages in the buying journey and then adds all of the different layers from each stakeholder’s perspective.

How is data structured in HubSpot for iGlobal Forum

 

How is data structured in HubSpot for iGlobal Forum

The Data Structure in HubSpot

Data what is seen what lies beneath

 

Marketing Training

 

Setting up your Event Registration or an Event Conversion Path

A conversion path is how you’d enable a user to take the desired action. In this case we are talking about setting up an event registration path.

The event registration path is made out of:

  1. A Hubspot form
  2. A DepositFix form
  3. A Landing Page/Website where the form will be available
  4. A thank you page 
  5. A confirmation workflow / email
  6. A deal tagging workflow

 

How to create a HubSpot Form with Payment from DepositFix

A short video that provides the information necessary to create event forms. 

 

Setting up a landing page or embedding the code into an existing page

A video that provides the information necessary to set up your landing pages or embedding a code into an existing page. 

Setting up your thank you page

This is pretty simple. Go to your landing pages and clone an existing one from before.

-Here is an example of one

https://app.hubspot.com/content-detail/5753891/landing-page/91259577205/performance

-Here are some tips on best practice for landing pages

https://blog.hubspot.com/customers/bid/109485/5-steps-to-creating-the-all-important-thank-you-page

Setting up a confirmation + deal tagging workflows

- You can access the “DepositFix Deal Confirmation Workflow” here
https://app.hubspot.com/workflows/5753891/platform/flow/291327255/edit

- You can access the “Deal Tagging Workflow” template here
https://app.hubspot.com/workflows/5753891/platform/flow/291327255/edit

Read More

Using / Importing Contacts with an "Event Series / Interest"

1. A property was created in CONTACT:Event Series / Interest that matches that of the deals that are being tagged.


2. A workflow has been set: https://app.hubspot.com/workflows/5753891/platform/flow/297553189/edit which looks at ALL deals with an Event Series / Interest and copies it into all related contacts.

3. **EXTREMELY IMPORTANT** When uploading bulk contacts, you are now able to tag them at the point of uploading.However it is critical that at the time of uploading the values in the field contain a semicolon, before EACH value ";"

Iglobal-Workflows

4. You can now build queries based on event interest in contacts. If there are no further actions/review, we will close this ticket as complete.

 

 

 

 

List-Building-in-Hubspot-IGlobalF-Website

How to build and create lists

The basis to provide lists for sales are generally revolving around the key fields in the data protocol. However these options are not exclusively.

Marketing Teams

Certifications

CRM for everyone

Setting up the your add-ins in HubSpot

Sales Team Training

Setting yourself up for success with iGlobal Forum’s Database.

Setting up your Hubspot instance

A short video in order to set up your account with the basic information of your organisation. 

 

Getting comfortable with the interface

This video guides you to the principles of the interface, such as deals and contacts. 

Introduction to the Spex Sales Journey

A short video that explains The Spex Sales Journey along with the Spex Pipeline stages. 

Super Admin Training

Captura de Pantalla 2022-05-10 a la(s) 10.01.35 a.m.

 

Super Admin

Pending to be updated 

Captura de Pantalla 2021-11-02 a la(s) 4.15.58 p. m.

 

Super Admin

Super Admin Sesion 2