Wind Energy Ireland

Getting started with HubSpot basic training for the wider team

This video is a team training session which introduces the CRM tool. In this video we covered the following key aspects:

00:59 What is HubSpot and how is data stored in HubSpot
03:05 How would you visualise information in HubSpot related to Members / Committee members / Tasks and activities
How to log into Hubspot the first time
How to customise your HubSpot ecosystem / experience
Searching for a contact / company
Adding a contact / company into the system
Creating a task
Logging a note
How to see previous emails + activities with that contact in HubSpot
Connecting your email to HubSpot > Logging emails into HubSpot
Q&A

HubSpot training deck

Here you will find the deck of HubSpot training sessions.

Replacing existing forms

>Embed forms into website pages

Conversion Path

>Emails

> Forms in HubSpot

Training # 1 Building Lists of specific contacts, Sending Emails

In this video we covered the understanding segmentation in Hubspot, how to create list & how to create an email

WEI - Understanding Segmentation in HubSpot

Training # 2 Forms, Landing Pages, Sequences and Projects

In this video you will learn how to:

Edit forms
Create Landing Pages
Manage Projects
Create workflows

Training #3 CTA'S, Posting on Social Media, ADS, Reports and Dashboards.

Useful Links

On the Subscription Preferences > These have been created https://app-eu1.hubspot.com/settings/26327228/marketing/email/types you can adjust the description and semantics, and add more as and when you need to. This is managed automatically by HubSpot, they have a real impact as every email needs to be attached to a subscription type. The system then manages the opt-outs of that subscription type etc. It is automated.
Opt-in/opt-out: EVERYONE is essentially NOT opted in NOR opted out... This is a general parameter in Hubspot, therefore you can email everyone on the DB.
Opt-in from the user directly - Moving forward you can choose to request specific opt-ins from users for specific subscriptions, or leave the generic GDPR language which covers you / accept that you can email them from your WEI and that they have the possibility to decide for themselves.
https://knowledge.hubspot.com/forms/add-notice-and-consent-information-to-your-hubspot-form-or-pop-up-for
Opt-in/out manually from within HubSpot - WEI can view/manage the contact's subscriptions manually as well. This can be done at an individual level or in bulk. Here is how to go about this > https://knowledge.hubspot.com/contacts/manage-your-subscription-preferences-and-types
This is a definition of consent from HubSpot > https://knowledge.hubspot.com/email/understand-opt-in-consent-for-email

Communications Team > Marketing Hub

Certifications

Getting Started with the Marketing Hub
Knowledge base with the most basic tools
https://knowledge.hubspot.com/get-started/market-your-business
Self training videos and guides on Marketing Hub + Certification
This is an overall guide on the marketing tool and how you can use them efficiently.
https://academy.hubspot.com/training/

Useful Links

Membership Interface, Deals, Companies and Contacts

> View and filter records on an object index page

> Create Tasks

> Create deals

How to edit a property (Sponsorship Type)

Membership & Events Final Training Summary

In this video we covered the interface for Membership & Events such as Contacts, Pipelines and Deal interface.

Adding a contact to a specific committee

In this video you can visualise how to add a contact to a specific committee.

WEI - Creating a view & list for RenewableNI Markets

In this video you can visualise how to add a view or a list based on a filter.

Step by Step importing events into HubSpot

In this guide you will learn how to massively import events into HubSpot, as well as an excel template you must have in mind when importing it into HubSpot.

WEI - Events guide Import

Events import doubts based on template

This is show around process on how to import based on the EVENTS TEMPLATE. *MAKE SURE YOU ARE MAPPING THE PROPERTIES CORRECTLY.*

How to edit worfklows

In this video you can visualise how to edit workflow.

How to edit pipeline stages

In this video you can visualise how to edit pipeline stages.

> The comments section of a blog can be toggled on/off from Settings > Website > Blog

Videos and Resources HubSpot

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

CRM for everyone

Getting Started > Basic Training Sessions for all Team Members

Getting started with HubSpot basic training for the wider team

HubSpot training deck

Communications Team > Marketing Hub Sessions

How to add contacts into a list

How to create a form and add it to a Landing page

Replacing existing forms

Conversion Path

Training # 1 Building Lists of specific contacts, Sending Emails

Training # 2 Forms, Landing Pages, Sequences and Projects

Training #3 CTA'S, Posting on Social Media, ADS, Reports and Dashboards.

Useful Links

Communications Team > Marketing Hub

Certifications

Useful Links

Events / Membership / Research Teams > Sales Hub

Membership Interface, Deals, Companies and Contacts

How to edit a property (Sponsorship Type)

Membership & Events Final Training Summary

Adding a contact to a specific committee

WEI - Creating a view & list for RenewableNI Markets

Step by Step importing events into HubSpot

Events import doubts based on template

How to edit worfklows

How to edit pipeline stages

Events / Membership / Research Teams > Sales Hub

Useful Links

Setting up the your add-ins in HubSpot

Sales software certification

Super Admin Training

How to import contacts

Set and Customise blog

Understanding Email Preferences

Exploring the blog features

How to import Companies & Contacts

Understanding Menus

Blog Settings

Green Tech Skillnet

GTS Training

Quick Links

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