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
Loading video analysis...