Top HubSpot Updates for the past week ending August 26, 2024:
- Lead Scoring,
- "Freezing" Multiple Columns,
- Home for Marketers.
Lead Scoring
Lead Scoring empowers you to build scores in order to easily identify and prioritize your most promising leads at scale. It offers a flexible and powerful scoring solution to understand which leads are worth focusing on by your Marketing and Sales teams:
- A score builder that offers all the flexibility you need to build the right score for your business based on your leads' behavior, campaign interactions, and demographic data.
- Ability to create both contact and company scores.
- Ability to create both engagement scores that measure the contact's level of engagement, based on their behavior and interactions, as well as fit scores that measure how well aligned a contact is with your ideal customer, based on their demographic or firmographic criteria
- AI-assisted scoring that enables you to even more accurately identify your best leads by combining the power of AI with your unified data and human intuition (In Private Beta, MH Enterprise only)
- Score reporting that provides insights into the key factors contributing to a specific score and how a contact's score evolved over time (In Private Beta)
How Does it Work?
- Navigate to Marketing -> 'Lead Scoring.'
- To create a new score, click 'Create a score.'
- Now you can select which type of score you want to create:
- a contact engagement score that measures your contact's level of engagement based on their behavior and interactions
- or a contact fit score that measures how well aligned they are with your ideal customer based on their demographic or firmographic criteria
- then click 'Create a score'
- On the next screen, you can start selecting events and properties to build your score:
- Events such as CTA clicks, marketing email opens, or form submit for your engagement scores,
- or contact properties such as annual revenue, company size, or location for your fit scores.
- Once you select an event, you can then decide the amount of points a particular event or a group of events should get
- All events add up to a default of a maximum of 100 points
- For engagement scores, you can also select if you want to score it every time an event happens or limit to a specific amount of points
- Also, for engagement scores, you can set a score decay, which means each event's score will automatically reduce over time by the % you set. This is useful if you want to ensure the most recent engagement is scored higher than the engagement that occurred in the past
- Once you're finished building your score, click on 'Review and turn on'
- On the next screen, you can set up exclusions of contacts you don't want to score, as well as customize the property the score will be written to
- Once you turn on the score, we'll start calculating the value for all your contacts, except the ones you've chosen to exclude, and writing it into the property you've set up
- After that, you can start using your score, e.g. in workflows or lists
For more Information
Visit the Knowledge Base article, and there is a FAQ doc with more detailed information here.
"Freezing" Multiple Columns
You can now select 2 additional columns to be frozen on an Index table to make for easier interactions with your data.
How Does it Work?
To 'Freeze' multiple columns:
1. Select 'Edit Columns' on any Index page table (Contact, Company, Deal, Ticket, etc.).
2. Look for the drop-down toggle in the upper right of the modal. Select the number of columns you'd like to remain 'frozen'.
3. Select 'Apply' and then select the 'Save' icon on the view to persist your changes
Home for Marketers
Home for marketers is a new, centralized space where marketers can access all their essential tools, data, and tasks across HubSpot. It provides personalized and tailored views to each user’s needs, allowing them to stay updated on their marketing efforts and jump directly into the work that needs their attention.
This ensures users begin each day with up-to-date insights and can seamlessly transition between tasks, staying informed and focused on the most critical actions throughout their working day.
How Does it Work?
This new homepage can be found in the navigation bar by selecting Marketing > Home.
The homepage consists of several distinct cards:
- Recently worked on: see all the assets you've been working on and quickly jump back in
- Needs attention: a centralized place to see what you need to do next and what's not working
- What's coming up: a list view of the Marketing Calendar to see what's scheduled for today
- Approvals: a central view of all approvals across your portal broken down by status (Marketing Enterprise only)
- My Tasks: see all the marketing tasks assigned to me with quick actions to create, edit, and complete tasks
Additionally, Home for marketers will be available on the HubSpot mobile app: enabling marketers to keep up to speed with the latest developments whether at your desk or on the go.
For More information
Learn more on the Knowledge Base.
Maximize Your HubSpt ROI with Expert Support
With these powerful updates, HubSpot continues to refine the tools that marketers and sales teams rely on to drive growth. Whether it's enhancing your lead scoring capabilities, streamlining your data interactions, or centralizing your marketing efforts, HubSpot is designed to help you achieve more. Ready to fully harness these features and elevate your business? Contact us today for a free consultation and let our team of experts guide you in making the most of your HubSpot investment.