working with lists & workflows
TRANSCRIPT
![Page 1: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/1.jpg)
Session #3, Jan. 28th
Your Questions Your Homework
![Page 2: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/2.jpg)
How to build & promote landing pagesthat generate more leads
Working with Lists & Workflows
![Page 3: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/3.jpg)
Lists & Segmentation
![Page 4: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/4.jpg)
Smart lists vs static lists
![Page 5: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/5.jpg)
Common uses for static listsTo manually adding contacts to a workflow
For email marketing: Static lists can be useful for one-time email blasts, email campaigns that you don't run often, and for a list of contacts that doesn't change frequently.
For manually grouping contacts that may not have a shared list criteria
A list of contacts that you want to bulk delete from your account
As criteria for creating other static or smart lists
![Page 6: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/6.jpg)
Common uses for smart listsSegmented lists for email marketing
Segmented lists for outbound calls
Lifecycle stage contact analysis
A list of contacts with a certain HubSpot Score
![Page 7: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/7.jpg)
Let’s make some lists!
![Page 8: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/8.jpg)
Analyze your list performance
![Page 9: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/9.jpg)
Analyze your list performance
![Page 10: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/10.jpg)
Analyze your list performance
![Page 11: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/11.jpg)
![Page 12: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/12.jpg)
Let’s talk about. . . Naming Conventions
![Page 13: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/13.jpg)
Workflows: The Heart ofMarketing Automation
![Page 14: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/14.jpg)
A Google search for hubspot workflows shows
72,800 pages of results.
![Page 15: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/15.jpg)
60% of people using workflow automation say it has increased the
number of leads passed to sales, and created a 23% shorter sales cycle.
![Page 16: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/16.jpg)
Let’s create a workflow1. Set a goal (get visitor to convert again)2. Standard workflow3. Form submission - any page4. Consider and/or, how contacts are enrolled, enroll previous contacts5. Add an action to send an email6. Add delay to send another email7. Test the workflow
a. Use an internal contactb. All emails will be sent, all actions executed, in order, WITHOUT
DELAYS.c. Test contacts WILL appears in your workflow metrics.
8. Activate workflow
![Page 17: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/17.jpg)
Drive More Marketing Qualified Leads (MQLs)
Goal: Qualify more contacts fasterMethod: Nurture contacts - educate With middle -of- the- funnel content Metrics: Number of MQLs, lead- to- MQL conversion rate
1. Send your leads a case study2. If they view the case study, you can send them an invite for a
demo3. If they haven’t visited the case study, send them a product video.
Using branching logic
![Page 18: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/18.jpg)
Increase sales efficiency
Goal: Improve lead assignment to make sales more productiveMethod: Assign leads to sales based on specific information Metrics: Sales efficiency
1. Assign leads based on geography2. Send email to the salesperson with basic contact information3. Leads that don’t have a location or don’t fit the distribution
model are assigned to the queue.
Using branching logic
![Page 19: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/19.jpg)
Workflows: Behind the scenes
Goal: Move visitors into appropriate persona bucketsMethod: Assign leads to Marketing Mandy based on job title Metrics: Marketing Mandy list size
Workflows can be used for internal sorting/assigning
![Page 20: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/20.jpg)
![Page 21: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/21.jpg)
![Page 22: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/22.jpg)
Need help implementing your workflow?
![Page 23: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/23.jpg)
Additional resourcesHubSpot Blog Posts
• 13 Email Workflows You Should Be Using in Your Marketing
• 6 Essential Nurturing Workflows For Every B2B Company
• How to Avoid Common Missteps in Workflows
• How HubSpot's Marketing Team Does Lead Nurturing
• How to A/B Test Workflows and Automated Emails
Other HubSpot Resources
• Lists User Guide
• Workflows User Guide
• Workflows: How to Best Use Branching
• Projects: How to Set Up a Lead Nurturing Workflow
![Page 24: Working with Lists & Workflows](https://reader035.vdocuments.net/reader035/viewer/2022062401/58816c3c1a28abf7478b4a25/html5/thumbnails/24.jpg)
Future attractions
Next week. . .Your questionsYour homeworkBlogs & Calls to Action