Welcome back to The Hubcast , folks: A weekly podcast all about HubSpot news, tips, and tricks. Please also note the extensive show notes below, including some new HubSpot video tutorials created byGeorge Thomas.
Free Guide: The Inbound Marketer’s Guide to Maximizing HubSpot ROI
Chelsea Clinton, Vice Chair of the Clinton Foundation:#INBOUND15 Featured Speaker
Chelsea Clinton, Vice Chair of the Clinton Foundation, is no stranger to the spotlight. And while living in the public eye comes with its fair share of pressure, Chelsea is using her amplified voice to do good.
Serving as the vice chair of the Clinton Foundation, Chelsea is committed to improving global and domestic health, creating service opportunities, and empowering future generations -- among many other notable initiatives.
Wednesday - Live Hubcast Recording at the Omni
Thursday - Fireside Chat at the Omni
HubSpot Intensive Trainings
Importance of knowing where your leads & customers are.
Page Views (Informationally Qualified)
Lead Scoring / HubSpot Score (Engagement Qualified)
Set workflow goals using criteria instead of lists
Over the next few weeks, you'll see the ability to set goals directly in your workflows using segmentation criteria. Just like you can start your workflows without pre-building lists, you can now set your goals without pre-building one-off lists.
To see the change, navigate to Contacts > Workflows, and create a new workflow. Where you used to set a goal list, you’ll see a link to “Set a goal.”
If you click on it, you’ll see this modal, with options from which you can choose to set your goal criteria.
Once set, you will see the link change to “Edit goal criteria” which will bring up a pop-up showing your existing criteria:
Any existing workflows with goal lists will be updated so the new goal criteria is membership in that existing goal list.
The tutorials this week lean towards the obscure side. You may not always need them, but when you do ...