Join the IMPACT coaches for a deep dive on a new topic every month in our free virtual event series.

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Join the IMPACT coaches for a deep dive on a new topic every month in our free virtual event series.
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The Ultimate Inbound Marketing Strategy Playbook 2022

Take your inbound strategy to the next level

  • Master the 7 principles of highly effective inbound marketing
  • Dramatically improve your inbound sales
  • Get more buy-in at your company

Hubcast 56: HubSpot Intensive Trainings, #INBOUND15 Survival Guide, & Optinmonster

By George B Thomas

Hubcast 56: HubSpot Intensive Trainings, #INBOUND15 Survival Guide, & Optinmonster

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 by George Thomas.

 Join the IMPACT coaches for a deep dive on a new topic every month in our free virtual event series.

Show Notes:

Inbound 2015

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.

Inbound 2015

Wednesday - Live Hubcast Recording at the Omni

Hubcast Podcast

Thursday - Fireside Chat at the Omni

Inbound Fireside Chat

HubSpot Strategy

HubSpot Intensive Trainings

Importance of knowing where your leads & customers are.

  • Page Views (Informationally Qualified)
  • Lead Scoring / HubSpot Score (Engagement Qualified)
  • Cream of the crop lead visibility

H.I.T promotion special for Hubcast listeners.

Use #Hubcast in the message box with why you think a HIT will help your company.

Problems most of our clients face when we first engage:

  • Not using personas properly
  • Not using Lifecycle stages correctly
  • Not properly defining their MQL or SQL
  • Not using a CRM or don’t have them connected to their marketing software (no lead/crm workflows or automation)
  • Not delighting their existing clients

HubSpot Wishlist

Add the ability to clone or delete a module group

Add the ability to clone or delete a Module Group from its drop down (gear) menu. Currently, if you build out a complex group you can't easily duplicate it or delete it.

Vote It Up

HubSpot Updates

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.”

workflows -1

If you click on it, you’ll see this modal, with options from which you can choose to set your goal criteria.

workflows -2

Once set, you will see the link change to “Edit goal criteria” which will bring up a pop-up showing your existing criteria:

workflows -3

workflows -4

Any existing workflows with goal lists will be updated so the new goal criteria is membership in that existing goal list.

HubSpot Tutorials

The tutorials this week lean towards the obscure side. You may not always need them, but when you do ...

We got you covered.

Cool HubSpot & Inbound Tweets

INBOUND 2015 Survival Guide Video

Screen Shot 2015-08-19 at 1.26.06 PM


Question/Tip of the Week

"I have been toying with the idea of testing pop up ads on our site for ebooks, etc. I listened to your podcast the other day and heard your success with it. Which service are you using?"

Optinmonster and why we choose that platform:

  • Multiple “Pop-up” options
  • Mobile friendly
  • A/B testing ability
  • Exit intent

Where else can you find the Hubcast Podcast?

Hubcast iTunes

Stitcher Hubcast Podcast



Join the IMPACT coaches for a deep dive on a new topic every month in our free virtual event series.


Published on August 21, 2015

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