What you'll learn:
- Build and manage HubSpot Workflows to automate marketing tasks and processes.
- Build complex Workflows with branching logic to create personalized journeys based on contact actions.
- Create and customize HubSpot marketing reports to measure performance.
- Analyze and optimize workflow performance using HubSpot’s advanced tools.
HubSpot Workflows & Reporting for Marketing Professionals is designed to help you master two critical aspects of HubSpot—Automation and Reporting.
If you’re already familiar with HubSpot’s basic features and the CRM, this course will take your skills to the next level by diving into Workflows and Reporting tools.
Whether you're a marketer looking to improve your automation processes or a business owner wanting to track marketing performance more effectively, this course will walk you through everything you need to know to implement HubSpot's Marketing Automation and Reporting functionalities.
By the end of this course, you will be able to:
Master HubSpot Automation:
Work with the two key elements of a HubSpot Workflow: Triggers and Actions.
Set up and manage Workflows to automate tasks like sending emails, assigning tasks, or updating contact records.
Use different types of triggers to automate processes from form submissions, email interactions, content engagement, and others!
Work with advanced actions, such as creating tasks, sending internal notifications, and assigning contacts on autopilot
Create Advanced HubSpot Workflows:
Split workflows into multiple journeys using branching logic to send contacts down different paths based on their actions (e.g., form submissions, email opens, or specific property values), as well as other events.
Customize workflows to automate personalized experiences for your audience, ensuring each contact follows the most relevant journey.
Set up advanced actions like enrolling deals or companies into workflows based on behavior.
Use HubSpot’s integrated apps to trigger workflow actions for seamless automation across different platforms.
Analyze workflow performance and optimize for better results using workflow analytics.
Build Effective Marketing Reports:
Create marketing dashboards using HubSpot templates to track key marketing performance metrics.
Customize marketing reports to analyze data and optimize your marketing strategies.
Explore advanced report types like attribution reports, funnel reports, and customer journey reports.
Monitor and Improve Your Marketing Efforts:
Organize and manage your daily tasks with HubSpot’s automation tools.
Create and update marketing reports to measure the performance of your campaigns.
Use HubSpot’s reporting features to identify areas of improvement and adjust your strategy accordingly.
Attention:
You’ll need access to HubSpot Workflows and Custom Reports for this course, and if you don’t already have access, a 14-day free trial is available to get started.
This is NOT a beginner-level course, so if you’re new to HubSpot, I recommend starting with a foundational course to familiarize yourself with the basics before tackling this one. Check out my course "HubSpot for Beginners" here on Udemy if this is the case!
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I am a certified HubSpot expert, providing HubSpot account management and training services to companies worldwide since 2018. Here’s one of my client 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 the actual possibilities of the HubSpot platform (free version) and now I finally do! I can't wait to start using it to its full extent! 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.
This is an independently developed course 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 Thalita Milan.
