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HubSpot Marketing Hub Tutorial For Beginners (2024)

By HubSpot

Summary

## Key takeaways - **HubSpot's Marketing Hub Recognized as Leader**: Gartner has named HubSpot a leader in B2B marketing automation platforms for three consecutive years, highlighting its ability to link tools, unite teams, and connect data for deeper customer relationships and better results. [00:19] - **Seamless Integration of CRM and Marketing Tools**: HubSpot's platform is built on a Smart CRM that centralizes customer data and AI, serving as the foundation for Engagement Hubs, which are specialized toolsets for front-office teams to connect with customers across their journey. [00:44], [00:56] - **Leverage CRM Data for Targeted Advertising**: Connecting your ad accounts to HubSpot allows you to leverage CRM data to create website visitor or contact list audiences for more specific lead nurturing strategies, making ads effective in consideration and decision stages. [07:55], [08:14] - **AI-Assisted Content Creation for Emails**: HubSpot's email editor includes AI content assistant features that can rewrite, expand, shorten, or change the tone of your text, and can even generate custom images, saving time and ensuring your messaging hits the right note. [14:18], [15:04] - **SMS Marketing Requires Explicit Consent**: To use SMS marketing, businesses must have the add-on enabled, register a business number, and crucially, obtain explicit consent from recipients, as it's illegal in most countries to message without permission. [20:37], [21:15] - **Streamlined Social Media Publishing with AI**: HubSpot's social tool allows cross-posting to multiple networks, adapting content for different audiences, and uses an AI assistant to quickly generate engaging copy, helping marketers overcome creative blocks and optimize posts for platforms like Twitter. [30:56], [31:42]

Topics Covered

  • HubSpot's 3 Core Components for Business Growth
  • The $500 Google Ads Credit: A Game-Changer for New Advertisers
  • Leverage CRM Data for Targeted Ad Nurturing
  • HubSpot Collaboration Tools: Work Smarter, Not Harder
  • AI Assistant for Social Media Copywriting

Full Transcript

if you're a marketer that's finding it

difficult to reach and resonate with

your audience you're not alone with

HubSpot marketing Hub you can link all

of your tools and experiences to really

unite your teams all on top of HubSpot

smart CRM which connects all of your

data sources together all of those

little Bridges mean deeper connections

with your customers and way better

results Gartner recognized HubSpot as a

leader in B2B marketing automation

platforms for the third consecutive year

sign up for hubspot's free CRM and get

access to hubspot's free marketing and

services tools HubSpot is a customer

platform designed to help businesses

grow better it consists of three

different components that are all

seamlessly connected and pretty

important to understand to make sure

that you're optimizing and maximizing

your use of the platform the first of

those components is the Smart CRM which

really centralizes all of your customer

data Powers it with AI and then serves

as the foundation for the entire

platform built on that smart CRM is then

what you have what we call engagement

hubs which you can think about as

special Iz sets of tools for your front

office teams to connect with their

customers across the customer Journey no

matter what their exact role is and then

to support all of that is the connected

ecosystem which you can actually

visualize by navigating to this

storefront icon in the top right this is

going to be where you access the

marketplace of over a th app

Integrations Professional Services

templates and more what that all means

is that at the base of everything that

we do is our customer and that lives

over in this contacts tab so once you

navigate to contacts and then select

contacts you're really going to get the

home base of all of your customers and

your leads as a marketer and you can

start to really manage anybody that has

converted and said you know what your

newsletter it's fire I want to hear from

you yes I've opted in tell me more give

me that white paper Etc so as a marketer

this is going to help you really

understand who has opted into your

marketing emails converted on your forms

how long they've been a customer for and

and it's completely customizable which

means that you can filter or use this

area to create views or build lists so

you can start to nurture various parts

of your segment it's really essentially

built to be easy to use Easy to see and

easy to save making it easy to connect

with your customers can you tell that's

my favorite work word easy additionally

I highly recommend checking out your

settings which you can access by

navigating to this gear icon in the top

right here you're going to be able to

customize things that are really

important to your marketing assets like

your type font your color schemes and

the brand kit make sure that those

marketing assets continue to look sharp

but it's also going to be where you

start to manage your user permissions

and really understand the compliance and

security settings in your portal so it's

a really good area to get to know well

for businesses that are just getting

started out for today's video we're

going to focus primarily on the attract

stage which includes most of the tools

that we're going to find over here in

this marketing dropdown menu quick

disclaimer though if if you're following

along and you see a feature with the up

Arrow such as SMS uh it means that

they're either gated to your specific

subscription or they could be

potentially an add-on which is the case

for the SMS tool which we'll cover in

just a bit with so many marketing tools

to choose from in HubSpot it can be

difficult to know where to start so

let's start with the most controversial

one and the one that's listed first ads

traditionally marketers have struggled

to capture people's attention with ads

because they're interruptive they're not

the content that your audience is truly

interested in but times are changing and

there's a better way to connect with

your target audience without being

disruptive by crafting ads that align

seamlessly with the user experience you

can deliver your message in a way that

feels more natural and way less

intrusive these ads blend harmoniously

with the content ensuring a higher

engagement and a better return on

investment so how does it work in

HubSpot I'm so glad you asked to get

started with the HubSpot ads tool start

by navigating ating to the marketing

drop-down menu and then selecting ads

this will redirect you directly into

your ads tool but if you haven't

connected an ad account to HubSpot yet

it's going to take you into a connection

flow like this one so we'll start by

clicking connect accounts and then in

this case we're going to select to

create and connect a Google ads account

but just know that if you're connecting

a Facebook or LinkedIn ads account the

setup flow is the exact same the reason

that I bring up Google ads though is

because I have a secret Google and

HubSpot have teamed up and when you

create a new Google account using the

create ad account option here you

actually get a $500 credit applied

automatically to your new Google ad

account this is going to be really

game-changing if you're just getting

started in that channel and you want to

make sure that your advertising budget

is going that extra mile in today's

competitive landscape at the same time

as you're vetting if this is a channel

that your audience is really engaging

with you in to get started click create

ad account and this is going to redirect

you into to Google you're going to enter

your contact information your credit

card information and then it's going to

redirect you back to HubSpot and then

the steps are going to be the exact same

as we'll cover in this video I already

have a Google ad account though so I'm

going to start by clicking connect

accounts and then Google ads this is

going to take us to an authentication

screen where we're going to select the

email address that's associated with our

Google ad account and then it's going to

take you into a permissions screen where

essentially you're allowing the creation

of Google ads to happen in HubSpot as

well as reporting and tracking on any of

the Google ads that you're creating

outside of HubSpot once you've read

these terms and conditions just click

allow and this is going to take you into

HubSpot now any of the ads accounts that

are associated with the email that you

authenticated with will be shown here

just select the checkbox next to the

Google ads accounts that you do want to

connect to HubSpot and you'll see that

auto tracking is automatically enabled

highly recommend that you keep this

setting on because this is going to be

the setting that allows you to keep

track of the ads that that your contacts

are clicking and engaging with so just

make sure that this is on if that aligns

with your nurturing strategies once

you're done making your selection click

connect and then this will allow us to

proceed in the setup flow so in the

bottom right we'll click next and this

will take us to the installation of the

pixel screen here if you have multiple

Google pixels you'll see a selection of

options you'll just want to make sure

that you're selecting the Google pixel

that is aligned with the Google ads

accounts that you want connected to

HubSpot for tracking purposes once

you're done making your selection click

next and this is going to take us to the

ROI screen now this is going to be a

really important screen because it helps

HubSpot determine how your Roi is

ultimately calculated so on the left

hand side we see the option to use the

revenue directly from your deal record

so that amount value that your sales

team is tracking that's going to be

pulled in through the associated contact

directly to your ads tool so you can get

a sense of how these contacts that are

engaging with your your ads are directly

turning into closed one revenue for your

business if your sales team doesn't work

in HubSpot no big deal you can click

this estimate revenue and use

approximations to get that calculation

into your reporting It ultimately

depends on how your sales team and your

business process works in HubSpot and

outside of HubSpot once you're done

making your selection click go to ads

dashboards so a successful redirect

means a successful connection and we can

actually already see here that some of

our existing campaigns and their data

are being pulled into HubSpot which is

great but how do we really make sure

that our ads strategy is really brought

to life in our HubSpot ads account well

it all starts with this create button at

the top right so we can start

automatically creating ad campaigns for

our Google ads or if we've connected our

LinkedIn or Facebook ads but I do want

to direct your attention to this

audience option because one of the

biggest benefits of connecting your ads

accounts to HubSpot is leveraging your

CRM data for nurturing so here you can

create website visitor audiences to

really start to re-engage the people

that are landing successfully on your

website or even contact list audiences

which can help you nurture specific

segments of your contact database with

specific offers or messaging tone ads

Etc it allows you to get a more specific

lead nurturing strategy in place with

your ads this is particularly important

because while people think about ads as

awareness campaigns they can be really

effective in the consideration or

decision stages of the buyer's Journey

as well so definitely important to

consider as you're thinking about your

advertising strategy holistically

additional settings that I think are

really important here are the analyze

tab of course the manage tab is going to

give you that overview but the analyze

tab is going to keep you data driven so

here you're going to see key metrics

like Impressions like engagement rate

like cost per contact or cost per click

and these are going to be really

important because like all inbound

marketing you want to make sure that

your advertising strategy remains data

driven so you can really lean into

what's working but also optimize what's

not so if you notice that certain ad

campaigns aren't getting you the

expected results you can start to

optimize and figure out why that might

be is it the targeting is it the

copywriting what is it about those ads

that aren't really resonating with your

audiences so let's say that our ads

campaigns just generated a bunch of new

contacts now we're ready to nurture with

our emails hey it's still one of the

best ways to have one one interactions

with your contacts so look sharp and

mind your emojis so how do you use the

HubSpot email tool to really create

those engaging pieces of content that

delay your audience start by navigating

to the marketing drop-down menu and then

selecting email this is going to

redirect you directly into your email

tool now like most marketing Hub

features the marketing email tool in

HubSpot is broken into a series of tabs

the first one is manage which you can

think about as your organizational

overview in terms of what's Happening

internally on this channel so what is

currently being drafted and worked on by

your team what's currently scheduled to

go out to your various audience segments

and then what's ultimately already been

sent in terms of campaign or promotional

efforts to your audiences that you can

now start to analyze so you can learn

what to improve for the next send then

you have the analyze tab now the analyze

tab is interesting because when it comes

to evaluating your email marketing as a

channel this is going to be the best

overview possible with really powerful

out of the box reporting so through the

lens of email recipient engagement and

deliverability metrics you can start to

get a sense of how well this channel is

really driving momentum when you think

about lead nurturing lead acquisition

and conversion metrics and how that's

contributing to the overall strategy and

the overall marketing success you're

seeing on your team now you can always

go on to create new dashboards that show

you custom splices of data but when it

comes to just getting a sense overall

how well a channel is performing I

cannot recommend these analyzed tabs

enough because they're really going to

be strong insights that are given to you

right out of the box in addition to the

analyze tab we have the health tab now

the health tab is interesting because it

shows you from an optimization

standpoint where you may need to be

leaning into to ensure that you're

hitting your contacts inbox every single

time what's interesting here is you can

set benchmarks against HubSpot data or

even industry benchmarks to see where

you could be optimizing for so you can

improve your health in your score over

time now back on the manage tab maybe we

see that it's time to build a new email

how do you actually do that in HubSpot

to do so navigate to the create email

button all the way to the right and then

if you have business units enabled on

your HubSpot account just make sure that

you're associating this email with the

correct business unit and then we see

the three types of emails that are

available to us in HubSpot you have

regular which I like to think about as

those single send emails that are just

associated with the campaign then you

have your AUD automated emails now these

are the emails that you're going to be

really leveraging when it comes to your

workflows and any nurturing campaigns

you're building if you have professional

or Enterprise these are also going to be

the automated emails that you're using

in the automation tabs on tools like

forms to really just give a quick

follow-up to a signup form for example

and helping to nurture in a one-time way

your new contacts to your database then

you have your blog emails now blog

emails are essentially an offsho of

automa emails but essentially they're

going to be sent to your blog

subscribers anytime that you have a new

blog post that's published so they're

really just going to be associated with

your blogs in that case but they're

going to send anytime that you publish

new content now for the sake of this

example we're actually going to look at

regular email and once you select the

type of email that you want to send

you'll be redirected to this template

page on the custom area you'll see any

of the templates you've downloaded from

the template Marketplace you'll also see

anything that's been and design custom

for you if you have potentially a

designer that's created custom assets

for your marketing team and then you

have this drag and drop option now this

is my favorite option because your girl

is not good at HTML or css and drag and

drop templates are going to be the most

sure fireway to make sure that you can

without much coding expertise really

create highly interactive formatted

emails that are going to render

correctly without having to worry about

padding or specific coding instructions

so it's going to give you the most

flexibility as a marketer to create the

emails that you want to look a certain

way without having to mess with the

coding or the templated code that comes

with each of your custom templates so

let's click on one to just explore it a

little more so once we click on the

template we're redirected into the

editor and this is where some of the

magic starts to happen so in a drag and

drop template we can take any of the

content options or content formats we

see on the left hand side and

essentially drag and drop them to

reformat our email to have and contain

in its layout those new elements to

again completely redesign our email to

fit our exact content needs without any

coding necessary what's really

interesting is this is actually where

you start to see some of the AI features

start to really play out in your email

so for example we just dragged an image

over into our email template and our

preview on the right hand side if we

click generate it's going to actually

give you the email generation tool so

say we are a plant subscription service

and we want to I don't know have a

really fun plant picture show up in our

email on the left hand side and then we

would choose an AI style that we can use

to really set the tone with our specific

image and then click generate and maybe

we'd like this top one on the left hand

side seems fine clicking insert will

bring it into our template and voila we

have our custom abstract potted plant in

addition to this option you can actually

highlight any of the text that you enter

here and use AI the content assistant

features to essentially rewrite expand

shorten or even change the tone so maybe

we have some templated introduction that

we just want to make a little bit more

heartfelt clicking our AI assistant we

can actually just have it quickly

Rewritten and inserted into our email so

that we're not spending so much time

worrying about if this tone hits right

we've just got custom text already to

use in addition to using some of the AI

features to create those really fun and

potentially heartfelt messages we highly

recommend that you think deeply about

how you could be using your CRM data

here to do a lot of the heavy lifting

for you so for example in our email

template here maybe we see this option

it says dear friend but we know that

we're storing most of our first names on

our contact records and we want to make

it just a little bit more personal by

adding in the name what we can do is

Click personal I to bring that data in

so that where every time that a contact

is receiving this information and we

know the first name they're seeing their

first name generate in their email

rather than just friend now once we're

done creating our finally drafted email

we can actually navigate to our settings

tab now our settings tab is going to

also be where a lot of the behind the

scenes goodness happens because it's

going to be where we set the sender that

this email is coming from our subject

line again you can use personalization

tokens here so if you wanted to say the

first name to get people's attention you

could use any of that contact

information the only thing to consider

here is you want to personalize without

being creepy so just finding that

balance is key but say we want to do hey

first name potentially even add an emoji

that feels tropical so after adding your

subject line you can also start to think

about how you're updating any preview

text or setting the correct subscription

type to make sure that this is only

aligning with people that have

subscribed to certain email email

messages and again just customizing some

of those additional things like which

campaign this email will be associated

with moving on to the send or schedule

tab this is going to be where you set

the recipients that this email goes to

and doesn't go to so this is going to be

a drop- down menu that allows you to

select the exact lists that should be

receiving this email so in this case

we've got a really big list that has a

lot of leads this is also going to be

where you start to think deeply about

who you shouldn't be sending this email

for you know different segments of your

audience are going to be better aligned

with certain promotional efforts or

content offerings than others so here

you can get really critical about which

contacts actually shouldn't be receiving

this because it doesn't necessarily

align with their jobs to be done or

their Persona so you can think about who

doesn't get this email at the same time

as you're thinking about who is going to

benefit most from this email in this

area you'll also see the option to

schedule for later now this is going to

be particularly important if you don't

want to send out your email immediately

so maybe you have a campaign that's

launching on a specific day and you want

to make sure that this email goes out on

that day you can designate the exact day

or time that you want this to go out and

then here you can make sure that if

you're sending this across multiple time

zones that it's hitting your contacts

inbox in their time zone at this

specific time so that can be a great way

to optimize if you may be worried about

sending out emails that might be outside

of working hours or may not be taking

into account certain time time zones

great way to optimize automatically

there finally you have this automation

tab now this automation tab is a little

bit more simple than the total

automation that you would expect in your

workflows tool here you're really just

trying to do simple actions as a

response to how someone may be engaging

in your email so for example say someone

clicks a specific Link in our email we

may want to add them to a specific list

as a hyper engaged contact maybe for

example we have an additional email that

could really resonate with people that

are excited on our clicking links in

this particular email there's a couple

of actions that are worth exploring here

most of them have to do with

re-engagement and nurturing based on how

people are responding to this exact

email so don't let this automation tab

go to waste because it can do really

strong actions to make sure that you are

nurturing and continuing to engage with

the people that are taking certain

actions on this particular email once

you're done setting up your automation

click review and schedule now this is

going to just give you that overview of

what's happening in your email again

we're going to see things like the

options that we've set in our settings

tab as well as our recipients Tab and

maybe some potential areas of

optimization when it comes to how we're

naming our list but once you're done

really reviewing what's happening here

you can go ahead and schedule or even

just preview how this is going to render

across certain devices or clients just

to again make sure that it's going to

get received in a way that you would

expect and there's no no last minute

surprises not all people want to be

contacted in the same way thankfully

HubSpot offers different options to stay

in touch with your leads and customers

which brings us to SMS unlike other

forms of marketing SMS is instant and

direct this accessibility makes texting

in the ideal way to reach your customers

because it doesn't require that they're

in a specific location or even have

access to the internet most people

actually keep their mobile devices on

them at all times totally guilty

thankfully HubSpot is here to help

HubSpot has streamlined registering and

getting a business number approved by

mobile carriers this means that once

approved you can craft and send SMS

campaigns from HubSpot directly to users

who have opted in keyword opted in to

receive this type of communication for

you so as mentioned the SMS tool comes

with a bit of a prerequisite checklist

that you want to make sure that you've

completed before diving in and creating

using the tool so the first is that you

need to make sure that you have the

add-on enabled in your helpspot account

then from there you need to make sure

that you've registered your business to

have a phone number number with the

mobile carriers this is actually a

process that you can do in hpot and

we've tried to make it as streamlined as

possible but you definitely need a phone

number to send SMS messages from so

definitely requisite number two and then

number three is that you actually have

to start obtaining the explicit consent

of your audience members that you plan

to send these messages to it's actually

illegal in most countries to directly

message someone's personal number from

your business if they haven't explicitly

given you permission to do so so you

want to make sure that you're setting

yourself up for Success whether that's

on your website in your social campaigns

email campaigns or even in store to get

people excited and signing up to

communicate with you in this channel but

once you have all three of those steps

in place you can start creating and

crafting these messages in HubSpot to do

so in your HubSpot account navigate to

your marketing drop-down menu and then

select SMS this will take you into your

SMS tool now the layout of this tool is

going to feel very familiar on the left

hand side you have the manage Tab and

this is going to show you the drafts

anything that you have scheduled and the

messages that you've already sent you

also have an archived area if you need

to make sure that you're not deleting

past drafts but you want to make sure

that they're kind of clean and out of

the way you also have this analyze area

which is going to give you that

highlevel overview of what's working and

what's not the overall performance of

this as a channel and how people are

reacting so it's a great way to

especially on a quarterly basis sort of

review how well this is working for your

different audience segments and what may

not be resonating as much as you think

about your various campaigns before

diving into the tool I also recommend

checking out this compare messages area

especially after you've started to

experiment with different messaging

strategies or different tones working

with different audience segments to see

how they react to this channel because

you can use this area to compare up to

10 different SMS messages against each

other so rather than AB testing you can

almost think about this as like

multivariant testing because you're able

to see a preview of each of your your

messages as well as a breakdown of how

they performed against each other to

start to get a sense of like what's

really working and why that might be

versus what's not really resonating with

your audience but let's say we're we're

going to go we want to create that new

campaign that new message to do so in

the top right click create message then

we're going to start with our internal

name this is going to just tell our

teams what the specific uh message was

so maybe we're excited and we're

creating something for our spring

campaign we could name it something that

regardless of the back name you choose

just try to keep it consistent so it's

really obvious for any of your teammates

coming into this tool what they're

looking at when they see specific names

once you've done creating an internal

SMS name down here click create message

and this is going to take you into the

editor should feel pretty familiar

especially if you've reviewed the email

tool there's a couple differences here

that are worth calling out though unlike

email you actually need to be even more

succinct when it comes to your SMS

messages so it's a best practice to keep

it under 300 character

now the reason that is is SMS messages

actually have a character limit so once

you start going over the limit it starts

sending your message as multiple

messages which just decreases the

engagement in your messages over time so

here you want to be super succinct super

Punchy with your copy and once you're

feeling really good with the copy and

the preview and how everything's looking

you can then navigate to the settings

tab and this is going to make sure that

all of your defaults are feeling correct

so your internal name's correct the

default language is correct and then if

you're associating this with a larger

promotional efforts in one of your

campaigns you can actually associate

this SMS message with that using the

campaign dropdown then using the sending

tab we can get into some of the good

stuff so here you can definitely

schedule this for later that's a really

popular option especially if it's

associated with the campaign but you can

choose to send out your SMS immediately

if you know that this is a promotion

that has to go out as quickly as

possible maybe it's a time sensitive

campaign that you're reacting to if you

are scheduling for later it's kind of a

best practice to think about this in

terms of yes your recipient's time zones

but also the Persona so whether you're

B2B or b2c you may want to consider

starting on weekdays between working

hours to get a sense of how your

personas are reacting to this kind of

Outreach and messaging that said your

business is unique your product is

unique and your personas are unique so

you can definitely consider

experimenting on time and when you're

sending it on specific days to find out

what resonates best for your audience

now speaking of recipients that brings

us to the recipients area and the send

to dropdown is going to let you select a

list of the folks that you want to send

this specific SMS to now you also have

this option of the don't send to list

area now this is going to be

particularly important if you have

various segments that you're nurturing

with slightly different content or

promotional offers because it's

essentially going to explicitly make

sure that they do not receive this

specific campaign again as you have

certain audiences that you're nurturing

using different campaigns this becomes

more and more important now we need to

make sure that this message renders the

way that we're expecting to so another

great practice to consider is the send

test message area this allows you to

send this text message to your team or

even to yourself just to make sure that

everything whether that's your words or

your emojis or whatever you're sending

to your audiences is actually rendering

as expected like email it's just a best

practice to make sure everything firing

as expected before you send it to your

entire audience now once everything is

looking good and feeling good you can

then go to this review and schedule area

if you have this message designated to

be sent now this is going to allow you

to immediately send this message to your

audiences or in the case of this message

it's going to allow us to schedule it

for later by clicking schedule message

now throughout this tutorial you may

have seen this little widget and thought

jwelry what is this and why is it about

to save my life this is for my

professional and Enterprise users and

peanut butter meat jelly this is a

shortcut to the HubSpot collaboration

tools and when I tell you this is going

to make you more efficient I mean it so

hubspot's collaboration tools facilitate

efficient teamwork allowing teams to

more easily communicate coordinate task

and collaborate in real time this is

because you can create comments and at

comment at mention people on the Fly and

even assign tasks to make sure that your

team knows what they need to be doing

what they need to be reviewing and how

they can help make sure that your

promotion goes out on on time so by

streamlining processes and promoting

this seamless collaboration these tools

are really designed to help teams

effectively work together to achieve

better results you even have access to a

quick marketing calendar so everyone

stays on the same page all without

interrupting your day-to-day workflow

that's working smarter not harder SMS

may be that new kit on the Block but in

today's digital age a business without

social media is like a car without

wheels it may look good but it's going

nowhere and besides we're not normal

Market marketers we're cool marketers

and cool marketers reach their audiences

on platforms like LinkedIn and Instagram

this is why HubSpot has spent a ton of

time recently investing in our social

tool our goal is to make the experience

of publishing a social post more

enjoyable more streamlined and more

visible so to get started you actually

need to connect your social accounts to

HubSpot to do so in the top right we're

going to click this gear icon which will

take you into your account settings then

on the left hand side we're going to

scroll down to the tools area locate the

marketing dropdown menu and then click

social this will take you into your

social settings now on this account we

see that there is a Facebook and Twitter

account already connected if you were

just getting started or needed to

connect another account you navigate to

The Connect accounts button and then

select the corresponding Network that

you're trying to connect with HubSpot

from here once you click one of these

buttons it's going to ask for your login

credentials so that you can authenticate

and allow HubSpot to post on your behalf

and then the connection is so instant

that you can immediately start posting

so to create a post and start using the

social tool

first navigate to the marketing

drop-down menu and then select social

this will bring us into the social tool

now here we see that it has a very

similar layout to the rest of the

marketing Hub features so we have our

manage tab which is going to allow us to

see what currently is being drafted and

maybe worked on by our team any posts

that were unsuccessful which means that

they encountered a sync error or you may

need to reauthenticate and relog in that

network using your credentials anything

that's currently scheduled to go out and

anything that's been successfully

published to your various social

channels what's interesting here is you

also have this ability to visualize when

different posts are going out to make

sure that you're hitting your posting

schedule you're not overp posting or

underp posting on any particular Channel

and that anything really aligns with any

launches that you have coming up then

you have this monitor tab which can be

really helpful to see who's at

mentioning you across the various

networks so you can currently do that on

Instagram Twitter and Facebook and this

could be really interesting if you're

trying to drive onetoone engagement with

certain followers or really just have

those moments of delight where you're

having those onetoone engagements and

really having fun interaction across

your community then you have this

analyze tab now this analyze tab is

going to be your be all end all when it

comes to social reporting because it's

going to give you access and insight

into key metrics such as interactions

clicks shares really those key metrics

that are going to help you evaluate your

social post and what's really resonating

across the different networks it's also

going to give you that high level

overview of how well your social

strategy is helping you drive marketing

performance and hit those marketing

goals so it's a great way to get a sense

of a lot of various insights about your

social networks and what is working and

what is not with your social strategy

but say we just want to create a social

post to do so navigate to the create

social post button in the top right this

is going to take us directly into our

social post editor now this editor is

really interesting because it allows you

to cross post to various networks very

quickly which can save you so much time

if you're working on a single

Consolidated campaign now at the top

you're going to select the networks you

want to post to and then in this draft

area you can start to create your

engaging copy and add your media in and

then see how that iterates across your

various networks this can be really

helpful because it will show you how a

single draft can be adapted to the

various networks and the various jobs to

be done that those networks are doing

for Their audience so we all know that

different audiences go to different

Networks to see different types of

content so you can take a single post

and really start to massage it to fit

the needs of your individual audiences

across the different networks another

great thing about this editor is it also

comes with that AI assistant so say

you're looking at this it's the end of

the day and you just need to get a

social post out and your creative juices

are just gone well AI assistant can help

you start to craft really fun copy

really quickly so say for example we

work for a popcorn company and we're

just trying to get a post out about

National Popcorn day we just enter in

our prompt and then click generate and

AI assistant is going to give us some

fun copy that if we don't want to use

one to one is totally fine but it at

least gives us a foundation where we

could start especially if we're feeling

blank and we we don't have any of that

creativity with us right now now what

you'll see here is how this starts to

correspond with the various character

limits so it seems like we're totally

fine when it comes to to posting this to

Facebook or if we wanted to adapt that

to an Instagram Channel but we may need

to do some work if we're going to post

this directly to Twitter so it's going

to give us how much we're actually over

our character limit so we can start to

delete and make sure that we're able to

post this in a single kind of

Consolidated way in a way that aligns

across our different channels while also

being successful and not going over any

of our limits so making small

adjustments we're able to turn anything

on Facebook into something that could be

ad adapted to Twitter so it could be

posted successfully it's also

interesting because you can add any

additional images we all know that

social is a very visual marketing

channel and that goes for most of the

social channels in general so we can add

images we can add videos If we have

short fun videos that we want to add

just to make our content stand out a

little bit more on the various timelines

similar to the email tool we also have

the option to publish now or schedule

for later which can be really helpful if

you're juggling a lot of things and you

just want to get some of your assets

completely done and ready to go you can

set specific dates and specific times

and even adapt some of your defaults to

publish on specific minutes so it looks

like you did publish those Post Live get

a little bit more human with your social

touch Additionally you can associate any

of your Social posts directly with a

campaign which is going to be really

important from a reporting standpoint

later on if you have assets that are

supporting a single promotional push

once we're feeling good about how our

creative looks on both Facebook or

Twitter we can go to our review tab now

the review tab is going to help you

understand what is in each of your posts

when it's scheduled to go out and the

campaign that it's associated with you

can also choose this preview option to

see how it would natively look on the

platform that you posting to so that

could be again a great way to just make

sure that everything is rendering as

expected then when you're done reviewing

each of your posts you can go up and

either post now if that's your

scheduling option or just click schedule

and it will tell you when each of those

posts is set to go out see easy peasy

all from one single tool so that was

like a whole bunch of tools but they're

all available to you in hubspot's

marketing Hub and it's so easy to just

get started just head to hubspot.com to

sign up for your free account or click

the link in the description below and to

see more videos like this one be sure to

hit that subscribe button I'm Jory from

HubSpot and thanks for watching

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