How to use HubSpot - A tutorial for beginners

hi there i'm talita i am a certified hubspot consultant i help businesses make the most out of hubspot i work with clients from all over the world in this video i'm going to help you get started with hubspot from scratch so if you don't have an existing hubspot account the first thing you're going to do is you're going to go to hubspot.com and then you will click on get hubspot free and here is where you create your your free account um it's better if you follow this tutorial having you know an hubspot account open in another tab or monitor something like that just so that you can follow along click on get started free and you will be redirected to the page where you create your account in my case hubspot knows i already have an account so i'm just going to go with this option here next step is you're going to add your first name last name and email address or sign up with google if you prefer as soon as you create your account you can start using hubspot right away so you're gonna see something more or less like this maybe you see a different screen it doesn't really matter what matters is in here and that's what we're gonna talk about now i'm going to give you a quick overview of the different sections you have inside of the hubspot dashboard so the first section is contacts here's where you do everything associated with your crm your customer relationship management system you can add contacts import your contact lists you can also add companies which are associated with your contacts contacts being people right people that you have in your contact list people can be prospects current customers old customers business partners employees and so on in this section you can also create your own lists uh to segment your audience so that you can send targeted messages to your audience inside of conversations you can create chat flows because you can you can connect hubspot with your facebook messenger or you can also create a little chat bot to you know add it to your website this is where you manage the conversations that people have with your company inside of marketing you do everything that is you know related to marketing uh you can create publish ads from inside of hubspot you can create your marketing emails your landing pages you can create forms and add them to your landing pages or your website as well and these two sections here they are actually um not available in the free version of hubspot but just to give you an idea you can schedule social media posts using hubspot on social media scheduling too and you can also uh manage your seo create and also mess your strategy all from inside of hubspot inside of sales you have your deals dashboard you can create tasks manage your documents and even create a meeting link to send to your prospects inside of service you manage tickets to improve your customer support services automations is a section that is not available on hubspot free but this is essentially where you create automated um tasks inside of your dashboard automations doesn't have to be only for email marketing you can use automations for pretty much everything inside of your business and here's where you look at the numbers reports is where you look at the numbers and you create your own performance dashboards your take a look at metrics from you know email campaigns uh ad campaigns other type of of campaigns you created cool so now let's take a look at how we use the hubspot crm and the hubspot email sections these are really the most important sections for you right now because this is really what you need to know to get started so if you click inside of contacts you can see your contacts list this is where you see you know all the people that you have inside of of hubspot in this case it's all fake people that i have here this is a test account but there's essentially two ways you can add context to hubspot you can manually create one contact or you can import an existing contacts list let's take a look at how we do both so the first one is create contact you're gonna click here and then you're gonna add an email which i am just gonna add as a test at gmail.com this email probably doesn't really exist you're gonna add a first name you're gonna add a last name and you're gonna add the contact owner in this case you know it's the person who is adding that contact to hubspot this information here um it's not really mandatory but you can add that if you want so let's just do this together we're gonna click on create contact and that's it we already have one contact added so hubspot it's here um if i click on that contact's name i will be redirected to that contact profile inside of hubspot and there is essentially three different things we can see inside of the contact profile we can see on the left sidebar we can see properties associated with the contact property is really any types of information that you have on a contact you have first name last name you have you know phone number city where people where they live country and different types of information if you want to view all the properties if you want to view all the information that you know about a contact you click on view all properties and then you will be seeing the yeah the properties page there's four different types of properties um contact information is really information about that person email information would be um you know their engagement with you emails you've sent them web analytics history is just how they engage with your website if they viewed page uh if they you know engaged with uh yeah different sections your website is really just uh tracking people's engagement with with your website and conversion information is how people convert how do they became leads um you know by form submissions there's different ways people can can um yeah convert in your website maybe it's a newsletter sign up maybe they downloaded an ebook or you know there's different types of forms you can add to your website to capture leads the web analytics history what i told you when it comes to engagement information for this you need to add hubspot's tracking code to your website so that you can track everything properly so these are the properties of a contact now let's take a look at what else we see inside of a contact profile here in the middle we are looking at everything that happened in regards to that person so if by you know if i would send this person an email and they would have opened that email i would see this type of activity here so this is the activity section is where you see everything that happened with that contact calls meetings pages they viewed forms they submitted and so on and so on and so on everything that happened with that person so to say and here on the right sidebar you you see additional properties and additional um yeah additional information that you have about a contact inside of hubspot you can connect a contact so a company right so someone working at a company xyz which you can add here you can add a deal for that contact so if you're if that you know that person is a prospect and you're about to close a sales d with them you can add a deal for them here um and you know add tickets add them to lists and so on and so on we're not going to go too deep into that because there's a lot to talk about but this is essentially where you see everything that happened you know with uh with one of your contacts and um for that all you have to do is click on their name inside of your email list so as you can see all these names here are um clickable okay now that we did this we can also learn how to import uh a contacts list to hubspot and it's really simple all you have to do is click on import and you will click on start and import and then here you're going to start uh selecting the best options for your import there is not so much time here to talk about all that but essentially you're going to import one file about one type of object which in this case is contacts right you're adding a list of contacts a list of people you're not adding deals or tickets or companies you're adding contacts and uh just keep clicking on next until you get to this page here you will upload your file to hubspot to upload a contacts list to hubspot you need to so to follow a certain format you cannot add you know any type of list where contacts information are sort of all over the place you have to follow a certain standard otherwise hubspot will not add your contacts list just as an example i selected a file here that actually already had imported to hubspot but this is just to show you what happens once you upload a file and click on next so hubspot will start mapping the information that you have in your list uh according to hubspot's own contact properties so essentially what you have to do here is you have to match uh all the information in your list with hubspot's contact properties this is um this is the really the only way where you know a contact list will be properly imported so to hubspot you have to match the properties with information that you have in your list so that hubspot is able to you know map it out correctly as you can see here hubspot recognizes that peter and lisa who are in my list they are first names in this case examples are their last names obviously is a fake contact but you can see here that all these information are you know correctly associated you have the country here germany their favorite sports running swimming and if by any chance something is wrong you can come here and tell hubspot no this is not you know a first name this is actually a um field of study something like that and uh yeah you you make sure that hubspot is correctly mapping your properties once you do this you can keep clicking on next and the first thing is you need to make sure that you have your authorized so email those people hubspot is not gonna like ask those people for you you you you have to make sure you you are only importing contacts that authorize you to communicate with them not only for being gdpr compliant but you know just like having um yeah just some respect for for people that that you're gonna send messages to really so you're gonna do this you have the option to create a list from an import and let's just finish the import um to see how it looks like and then you're gonna go back to contacts and all your the contacts that you just you know imported to hubspot they will all appear here in your list as i told you that that file i selected was already here so i don't see any new new contacts here but um essentially you would see all your contacts you know added to your list as soon as you do an import the other way of adding contacts to hubspot is by creating a form um you know forms that you have on your website for example contact us type of form or a form for an ebook download any type of form you can create that inside of hubspot and add it to your website for um to do this all you have to do is click on marketing go to forms and inside of the free account of hubspot you have two types of forms that you can create a pop-up form and a regular form and then you're just gonna keep clicking next next next uh customizing according to your best options um you know you can ask for more information it doesn't have to be email only you can ask for first name last name add you know custom fields that you need in your form and uh and then publish that form and add it to your website or publish that form inside of a landing page which you can also create inside of hubspot so in the next part of this video we're going to take a look at how to create marketing emails inside of hubspot so let's go back to where we were before the main um in this case i'm in the forms page i can click on marketing and then go to email okay so we are inside of marketing email so what do we do now how do we create a marketing email before we go there um you you can create other types of emails inside of hubspot as well it doesn't have to be a marketing email you can create emails for other purposes sales and so on customer support and you know other purposes in your business now you're gonna create a marketing email together so you're gonna click on create email and inside of the free hubspot account you can select up to five templates which are here by default if you have a paid account you can select select this uh you know more colorful types of templates for yeah uh ebooks newsletters thank you you know uh emails informational and so on so uh you have to upgrade for that one one thing i would like to add when it comes to email is that you know you don't have to have a really complex design for your email to be effective i've seen really you know amazing information or educational types of emails where the template was just like that was plain you know it had text only maybe one hyperlink here and there um so really just choose whatever whatever is best for you and your audience for now we're gonna go ahead with a welcome type of template because i want to show you how to edit the template here it's really simple everything is in a drag and drop format so to say so once you're here you're going to um add a name to your email so let's just say this is a welcome email oops and i delete that just so that i don't have duplicate words here um cool so once i'm here i can you know just go crazy and do whatever i want inside of my email i can you know upload my own images obviously this is only a placeholder all i have to do is click on insert let's just upload this image i have here you can change the size of your image make it a little smaller let's make it smaller than that it's really simple you can change the text as well all you have to do is click inside of the text module so everything that you have here inside of your email is modules you have modules this is a module an image module this is text module this is you know footer and so on and so on you can add additional modules if you need all you have to do is drag them and drop them here in this case i'm adding an image module so it's the placeholder to add the image itself i have to select it and upload it to hubspot let's just add this pretty little plant here same thing you can change size you can add um padding to you know around your image and so on let me take a look at how we added the text so you just have to double click and then let's just delete all that and add some text text text and so on so really simple all you have to do is you know add the modules that you need drag them here and edit the actual content of the module itself the best thing about hubspot email is that you can personalize the entire email you can personalize the email contact the subject line and the preview text for personalizing an email this is how you do let's just say i want everybody to see their own first name as soon as they open the email so i'm gonna say hi and then in my case i would see here talita in your case you know whatever your name is um how do we do that we click on personalize and then we add what's called a personalization token which is really a a field that hubspot pre-populates according to information they have about your contacts in this case the the token that we're looking for is the first name so i'm just gonna type that's a contact property not a company type of of property so make sure you have contact selected here then you're going to go first name and um the what you have to do after this is you have to select a default value so a default value is imagine you added people to your hubspot account your your crm but you don't have their first names you just added a bunch of emails how do we do in this case because people will only see high here in an empty space right you can add a default value for those cases when hubspot doesn't have that information in this case i'm just going to add hide there and then insert and then here if by any chance i don't have someone's first name they'll say hi there instead of hi in an empty weird looking space cool comma and then you know keep on adding whatever you want you will only be able to send an email from hubspot if your email contains a footer with your office address an unsubscribe link and a managed preferences link which are here by default and you can add it as well so to edit the footer you know obviously this is some fake information here is not my real address or company name but you need to have that in order to send an email from hubspot cool so now we did all that we you know let's suppose my email is ready to go uh obviously you know i'm not gonna send this to anyone the next step is i click on settings i can do the same thing that i did inside of um inside of the email content i can do here in the subject line so i can just go hi you know and add a personalization token for a first name which we just did together so the person will see as soon as they receive your email in their inbox they will see hi first name and then you can add a little comma you know all this text here is is showing me that it's it's a token so hubspot will pre-populate that i know it looks a little weird but don't worry about that hubspot will take care of that for you and let's add some text some text text text and that's pretty much it you can add preview text as well this is optional um and this is just some additional information about your email next you can either schedule the email for later or send it right away just make sure your time zone is the correct one and the other thing is that you obviously have to select who is going to receive that email if it's you know a specific list or a specific contact inside of your crm so you can choose from lists or individual contacts you've added and you can also exclude a few people so let's say i don't want john to receive my email and i also don't want my contacts from berlin to receive my email you can just add this you know lists and contacts here and hubspot will take care of the rest for you and then you click on review and send my recommendation is before you send any email to any customers any group of people send it to yourself first so that you make sure that the email looks good that the images that you selected there you know in the right size and everything just you know to make sure that the email is readable and is ready to go really in terms of being mobile friendly hubspot takes care of everything for you all their email templates are mobile friendly so you don't have to worry about that and this is what i wanted to show you today so now you already know what each section inside of hubspot means you already know how to manually add one contact to hubspot you can also um you also know how to add a list of contacts to hubspot and you know how to create beautiful and personalized marketing emails inside of hubspot all we did was using hubspot free this is just to show you that you have an amazing crm and email marketing tool your disposal without having to pay anything for that when it comes to upgrading you have to see how many email sends you have per month how many people you want to email per month because the price of hubspot um yeah paid accounts variety according to this when it comes to hubspot there is really a lot to learn this was just a brief tutorial just to help you get started if you're interested in learning more about hubspot free you know going a little deeper into what each section does if you want to learn how to create forms landing pages i created a course called hubspot for beginners and this course is really you know specific for you here just getting started with hubspot and you want to see you know you want to learn all the fundamentals that you need to know to get started with help spot to create your first successful marketing campaigns with hubspot in the course i teach you how to properly import a list of contacts what the format is how everything has to match we talk a little bit more about creating your custom properties as well we also talk about creating forms how we add these forms to landing pages that we also create inside of hubspot and how to embed these forms to your to your website so that you can use it as a lead capture tool we also talk about sending different types of emails one-on-one sales emails as well not only marketing emails but we also cover marketing emails in the course we talk about how to add hubspot tracking code to have a better analytics of you know your web engagement we talk about the deals section creating meeting links we cover how to create performance dashboards and we also talk a little bit about advanced features such as workflows seo and social media scheduling so there's a lot of content that i'm covering there so i definitely invite you to take a look at the course page it's here in the description of the video if you're interested and i hope you liked this tutorial thanks for watching bye bye

Channel: Thalita Milan - Marketing Tips

Views: 33,102

Keywords: how to use hubspot, how to use hubspot crm, hubspot contact properties, learn how to use hubspot, hubspot tutorial videos, how to set up hubspot crm, hubspot marketing hub basic, contact properties hubspot, how to use hubspot as a crm, hubspot marketing training, free hubspot training, hubspot how to use, how to use hubspot marketing, how to use hubspot free crm, how to use hubspot video, hubspot marketing tutorial, hubspot email marketing training

Id: gyHHcdTJKnA

Length: 21min 26sec (1286 seconds)

Published: Wed Feb 24 2021