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HubSpot Workflows & Reporting for Marketing Professionals

Marketing

Rating4.7
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HubSpot Workflows & Reporting for Marketing Professionals, available at $79.99, has an average rating of 4.73, with 92 lectures, 14 quizzes, based on 143 reviews, and has 1171 subscribers.

You will learn about Build simple Workflows for email sequences, managing internal processes and other purposes Build complex Workflows with Conditional Segmentation for lead segmentation and more Create a complete Reporting Dashboard to measure business performance Take advantage of Advanced features such as Lead Scoring, Tracking (UTM) links, Campaigns, and others This course is ideal for individuals who are Anyone looking to learn HubSpot Workflows and Reporting or Marketing professionals using HubSpot It is particularly useful for Anyone looking to learn HubSpot Workflows and Reporting or Marketing professionals using HubSpot.

Enroll now: HubSpot Workflows & Reporting for Marketing Professionals

Summary

Title: HubSpot Workflows & Reporting for Marketing Professionals

Price: $79.99

Average Rating: 4.73

Number of Lectures: 92

Number of Quizzes: 14

Number of Published Lectures: 89

Number of Published Quizzes: 14

Number of Curriculum Items: 123

Number of Published Curriculum Objects: 120

Original Price: $34.99

Quality Status: approved

Status: Live

What You Will Learn

  • Build simple Workflows for email sequences, managing internal processes and other purposes
  • Build complex Workflows with Conditional Segmentation for lead segmentation and more
  • Create a complete Reporting Dashboard to measure business performance
  • Take advantage of Advanced features such as Lead Scoring, Tracking (UTM) links, Campaigns, and others

Who Should Attend

  • Anyone looking to learn HubSpot Workflows and Reporting
  • Marketing professionals using HubSpot

Target Audiences

  • Anyone looking to learn HubSpot Workflows and Reporting
  • Marketing professionals using HubSpot

Important notice before you buy this course:
I am currently working on a new version of this course to ensure it reflects HubSpot’s UI changes from May 2024. Most of the current course content is still relevant despite the latest UI updates. I’ve added a few lectures throughout the course to guide you through the most recent changes. However, there might be some content, mainly assignments, that is not currently up to date. This content can be skipped. I will send an email notification as soon as the new course version is live.

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Are you looking to use HubSpot Automation (Workflows) and HubSpot Reporting? If you’re familiar with the HubSpot basics and know your way around the HubSpot CRM, it’s now time to take things to the NEXT LEVEL.

This course covers HubSpot Advanced Marketing features with a special focus on Automation and Reporting.

At the end of the course you will be able to:

1) Plan, draft, build, and publish Workflows from scratch by yourself

  • Build simple Workflows to automate email sequences or manage business internal processes better

  • Build complex Workflows with Conditional Segmentation (using Branches to segment your audience into different groups based on specific conditions you define)

  • Tweak your Workflow Strategy thanks to our real-world examples

2) Measure the performance of your Marketing efforts with HubSpot Reporting:

  • Create simple reports with just a few clicks

  • Create Advanced-level reports such as funnels and attribution reports to measure marketing ROI

  • Put together a dashboard containing many different reports in a matter of minutes

3) Use other Advanced-level HubSpot Marketing features:

  • Build and implement Lead Scoring

  • Set up a Campaignfrom scratch

  • Set up Tracking (UTM) links inside of HubSpot

  • And more!

ATTENTION:

  • This course is NOT an introduction to HubSpot– If you need a HubSpot intro or a refresher course, check out my Instructor Profile. I have a course called HubSpot for Marketing Professionals – this one will be more suitable for you!

  • This course requires access to HubSpot Automation (Workflows) and Reporting – If you don’t have this, I can help you get access to a 14-day FREE trial for a HubSpot paid Account – just so that you can at least complete this course. Check out Lesson 2 inside of Section 1 for more info.

I am a certified independent HubSpot expert providing HubSpot account management and training services to companies and professionals from all over the world. I have 13+ years of experience in Digital Marketing (4 working exclusively with HubSpot) and love helping businesses and professionals grow by learning HubSpot.

This is one of my student testimonials:

I just completed the course – and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. I honestly never knew what were the actual possibilities of the HubSpot platform and now I finally do! Thank you so much for this course!Tamara Biljman, Content Strategist

– Feel free to check out my website for more testimonials.

I take pride in assisting my students and coaching clients throughout the learning journey, so feel free to ask me any questions at any time during the course.

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Thalita

This course is an independently developed course offered by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not have any liability with respect to this course offered by me, Thalita Milan.

Course Curriculum

Chapter 1: Before we start…

Lecture 1: Introduction

Lecture 2: You need access to HubSpot Workflows and Reporting for this course

Lecture 3: READ THIS BEFORE YOU START

Lecture 4: Important notice

Lecture 5: Important notice on assignments

Lecture 6: A quick guide to May 2024's navigation menu changes

Lecture 7: A quick guide to May 2024's changes – written

Chapter 2: Understand HubSpot Automation – Intro to HubSpot Workflows

Lecture 1: What is Automation and what are we going to learn in this course

Lecture 2: Intro to workflows & a workflow example

Lecture 3: Overview of the workflows tab

Lecture 4: Quick note on the previous video

Lecture 5: Workflow enrollment and unenrollment

Lecture 6: Creating a Workflow from scratch

Lecture 7: Quite note on the previous video

Lecture 8: The 2 main elements of a Workflow – Triggers & Actions

Lecture 9: Quick note

Chapter 3: Select your Workflow Triggers

Lecture 1: Using Triggers based on Actions that your audience takes

Lecture 2: Using Triggers based on Information stored as HubSpot Properties

Lecture 3: Using other types of Triggers

Lecture 4: May 2024 update on triggers

Lecture 5: May 2024 update

Lecture 6: A few words on what we learned so far

Lecture 7: Use multiple triggers at once – The filters AND & OR

Lecture 8: May 2024 updates

Chapter 4: Choose your Workflow Actions

Lecture 1: May 2024 updates – Actions

Lecture 2: May 2024 updates

Lecture 3: Actions to manage External Communications

Lecture 4: Add Delays between Actions

Lecture 5: May 2024 update

Lecture 6: Actions to manage Internal Communications

Lecture 7: Assign leads (or other records) to specific Owners in the team

Lecture 8: Create tasks for you and other team members

Lecture 9: Add leads to lists in an automated way

Lecture 10: Get HubSpot to create records for you

Lecture 11: Add people to ads audiences

Lecture 12: Property management actions part 1

Lecture 13: Property management actions part 2

Lecture 14: Some clarification on setting people as Marketing Contacts

Chapter 5: Publish your first Workflow

Lecture 1: Define Workflow Settings

Lecture 2: May 2024 updates

Lecture 3: Choose Goals for your Workflow

Lecture 4: May 2024 updates

Lecture 5: Edit Re-enrollment criteria

Lecture 6: May 2024 updates

Lecture 7: Test your Workflow before it goes live

Lecture 8: Publish your Workflow 😀

Lecture 9: Watch me create a basic Workflow from beginning to end

Lecture 10: How to manually unenroll people from a Workflow

Lecture 11: How to manually enroll people into a Workflow

Chapter 6: Build Advanced & Conditional Workflows

Lecture 1: Intro to Advanced Workflows

Lecture 2: Start a Workflow on specific day in the calendar – Advanced triggers

Lecture 3: Use Advanced Workflow Actions – Webhook, Custom code, Format data & Enrollment

Lecture 4: May 2024 updates

Lecture 5: Handy images to help you understand the next lecture better 🙂

Lecture 6: May 2024 updates on branches

Lecture 7: Split paths in a workflow based on different conditions- The VALUE equals branch

Lecture 8: Quick image to clarify the last Lecture

Lecture 9: May 2024 updates

Lecture 10: Split paths in a workflow based on different conditions – The IF/THEN branch

Lecture 11: May 2024 updates

Lecture 12: Create Workflows for objects other than Contacts

Lecture 13: Choosing a trigger based on a property different than the object enrolled

Lecture 14: May 2024 update

Lecture 15: MIX & MATCH properties for your triggers!

Lecture 16: Quick hack to save time – The GO TO action

Lecture 17: May 2024 update

Lecture 18: Watch me create a Conditional Workflow from beginning to end

Lecture 19: How can you become more strategic about your Marketing Automation efforts?

Chapter 7: Measure the performance of your Marketing efforts with HubSpot Reporting

Lecture 1: May 2024 update

Lecture 2: Intro to HubSpot Reporting & a quick look at Analytics Tools

Lecture 3: The easiest way to create a dashboard – Use a template

Lecture 4: Create a report with a template with just a few clicks

Instructors

Rating Distribution

  • 1 stars: 4 votes
  • 2 stars: 0 votes
  • 3 stars: 8 votes
  • 4 stars: 37 votes
  • 5 stars: 94 votes

Frequently Asked Questions


How long do I have access to the course materials?


You can view and review the lecture materials indefinitely, like an on-demand channel.


Can I take my courses with me wherever I go?


Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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