i Some General Advice

7 Most tools in HubSpot allow you to sort by date. Be sure to change the date based on your desired time frame.

7 You can also categorize your content by campaigns. You will be able to sort your content by campaigns.

7 Be sure to have a good screen grab tool so that your can easily and quickly grab screen shots. For example…

2 Awesome Screen Shot: http://awesomescreenshot.com/

2 Aviary: http://www.aviary.com/

PS: Use a browser like Firefox or Chrome and you can add these screen shot services as a extension.

TRAFFIC GENERATION METRICS.ARE YOU GETTING THEM FOUND ONLINE?

5

Organic Traffic

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Instructions

6

• Go to Reports -> Sources• Sort by the time frame and time frames you wish to

report on.• You can show various time frames based on the

client’s goals. Show the most current month and a 6 month / 12 month view.

• Sort by Visits – we are presenting on SEO

7

Instructions

• Take Screen Shot of the Graph • Make sure to prepare to speak to Marketing Actions

function

8

s Keyword Summary

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9

f Blog Analytics

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10

Instructions

• Go to Reports – Page Performance• Change All Pages to HubSpot Blog Posts

11

Sort by Views to check to draw attention to your client’s best performing blog posts

12

B Social Media

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• Go to Contacts – Social Media• On the right hand side go to reach to get a quick

glance into Social Media Reach growth

• Go to Reports – Sources. Filter to Social Media • Look at which Social Media Platform is driving the

most Contacts / Customers • Dig into individual Social Media accounts to see how

individual campaigns preformed

Which platform converted leads the best? Customers?

How much time are we spending on each platform / does time spent equal to higher conversion rates?

I clicked inside of LinkedIn and can now see the various campaigns I ran on LinkedIn.

LEAD GENERATIONMETRICS.ARE YOU CONVERTING THEIR VISITORS

INTO LEADS?

N Landing Page Summary (Classic)

N Landing Page Summary (COS)• Go to Content – Landing Pages• You will see a layout with all LP and their

performance over the last month• To see results, click on the “chart” button

• Select The Landing Pages you want to highlight • Sort by multiple views to compare (ie. Sort by total

submissions, submission rate , views, ec.) • Highlight Landing Pages that had the highest and

lowest Views, Submissions, Submission Rate.

• Highest Submission Rate LP: Why did this Offer do so well? Which segment / persona was this offer for?

• Most views: Why did this LP get more views than others?

• Lowest Views / Submission Rates? Why did they Landing Pages not gain traction?

23

M Email Analytics

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• Go to Contacts -> Email • Sort by Sent Emails • Pick your preferred view: sort by Delivered, Clicks,

Click Rate, Bounce Rate etc.

CUSTOMER GENERATIONMETRICS.ARE YOU GETTING THEM CUSTOMERS?

; Lead Nurturing Analytics

Go to Workflows. Click on the workflow you want to explore. Click on Performance to see how this workflow performed.

Next go to Contacts -> Email Sort by Automated.