Ask questions about your business needs to define which reports are essential and how and to whom they should be accessible. Workflow settings Workflow settings help you automate processes and tasks . For example, when a contact fills out a form on your b2b website, you might want to start a flow that sends a series of welcome emails. Workflow settings are an area of HubSpot CRM that should be configured during the initial installation. You may have workflows for new leads,
Leads who have visited specific
Pages on your website, leads who have shown interest in specific topics, leads who have been inactive for a specific period of time, or leads who are ready for a sales follow-up . Campaign configuration Marketing campaigns are often the reason many businesses choose HubSpot, because it offers all the tools you need to create effective marketing campaigns , including landing pages, forms, emails, workflows, reports, and analytics. Setting up campaigns during initial setup is critical to getting quick results.
Before configuring your campaigns
It is essential to have a clear vision of your marketing strategy by answering these questions: What are the company objectives? How do you propose to achieve these goals? What strategies do you to BM Leads under plan to implement? Who is the target audience? What does the company offer that its competitors do not? Once your strategy is outlined, HubSpot makes it easy to create and manage effective campaigns. Customization of thank you pages Thank you pages are an often overlooked aspect of your HubSpot setup, but they’re critical to creating a positive user experience.