Some General Advice

7 Most tools in HubSpot allow you to sort by date. Be sure to change the date based on your desired time frame.

7 You can also categorize your content by campaigns. You will be able to sort your content by campaigns.

7 Be sure to have a good screen grab tool so that your can easily and quickly grab screen shots. For example…

2 Awesome Screen Shot: http://awesomescreenshot.com/

2 Aviary: http://www.aviary.com/

PS: Use a browser like Firefox or Chrome and you can add these screen shot services as a extension.

TRAFFIC GENERATION METRICS.ARE YOU GETTING THEM FOUND ONLINE?

Page Performance• Organic traffic is a transparent, positive reaction to your SEO work• It indicates a number of things, such as:

• Regularity of blogging efforts• Focus on good keyword research• Recognition from a search engine

Organic traffic (green) versus direct traffic (blue)

Instructions

6

• Go to Reports -> Sources• Sort by the time frame and time frames you wish to

report on.• You can show various time frames based on the

client’s goals. Show the most current month and a 6 month / 12 month view.

• Sort by Visits – we are presenting on SEO

7

Instructions

• Take Screen Shot of the Graph • Make sure to prepare to speak to Marketing Actions

function

s Keywords• Keywords help demonstrate your site’s success in associating with

phrases and search terms you want to be found for:• Good keyword research can also direct what terms are worth

pursuing and which may be a waste of time• The keywords tool demonstrates how much money you save

by ranking for terms organically, rather than by paying PPC

The COS Blog • HubSpot’s new COS blog tool lets you craft a blog post and check

your blogging data all in one location• The sorting features let you categorize by campaign, which in turn

is consistent across other tools such as keywords and email• Click on a post to see a preview of its live, on-page version

10

Instructions

• Sort by views to draw attention to your client’s best performing blog posts

• Go to Content – Blog• Sort by which blog (if available), post-status, and campaign

Social Media • HubSpot’s refined Social Media tool aggregates all messages

published to all your accounts, manually or automatically• Past messages and their clicks are displayed here• Measuring social media reach is also possible…

• …Go to Social – Reach• Adjust for time-range and social networks as

needed

• Go to Reports – Sources and filter to Social Media • Determine which platform is driving more contacts and customers• Check the platforms to see how individual campaigns preformed

• Click the Social Media link to see the full break-out by platform

• You can compare each platform against the other in terms of views and contacts yielded

Click on LinkedIn to view various campaigns that have been run in LinkedIn, for example.

LEAD GENERATIONMETRICS.ARE YOU CONVERTING THEIR VISITORS

INTO LEADS?

Landing Page Summary (Classic)

Landing Page Summary (COS)• Go to Content – Landing Pages• You will see a layout with all LP and their

performance over the last month• To see results, click on the “chart” button

• Select the Landing Pages you want to highlight • Sort by multiple views to compare (e.g. Sort by total

submissions, submission rate , views, etc.) • Highlight Landing Pages that had the highest and

lowest Views, Submissions, Submission Rate.

• Highest Submission Rate LP: Why did this Offer do so well? Which segment / persona was this offer for?

• Most views: Why did this LP get more views than others?

• Lowest Views / Submission Rates? Why did they Landing Pages not gain traction?

Email• From HubSpot’s email tool, you can check on the message’s

success, from Open rate to click-through rate• The sorting features let you categorize by campaign, which in turn

is consistent across other tools such as keywords and email• Click on an email to examine the recipient's actions

• Go to Content – Email • Sort by Sent Emails • Pick your preferred view: sort by Delivered, Clicks,

Click Rate, Bounce Rate etc.

CUSTOMER GENERATIONMETRICS.ARE YOU GETTING THEM CUSTOMERS?

Workflows (Professional / Ent. Only)• The Workflows tool automates targeted content-delivery to new

or old contacts, based on collected lead-intelligence

• Use lists-logic to bring dictate which prospect is sent what content, and when

Go to Workflows. Click on the workflow you want to explore. Click on Performance to see how this workflow performed.

Events (Enterprise version only)• Events track visitor interactions with the website, but go beyond

form-submission, as they can be applied to web and mobile applications

• Visit-, click-, submission-, and custom-events are possible• Use events to trigger lists, workflows, and list segmentation