HubSpot CRM & Email intensive course

A deep dive into the HubSpot CRM & Email section with a HubSpot Expert

What you’ll learn
Master the HubSpot CRM and all related sections
Work with HubSpot properties (the #1 element that will allow you to do anything else inside of HubSpot)
Fully understand how to organize and manage your contacts inside of HubSpot
Create forms and emails from scratch
Requirements
No prerequisites. You also DON’T NEED to have a HubSpot account prior to this course (we will create a free account together)
Description
In this course, you will learn everything you need to know about HubSpot CRM & Email.Learning about the HubSpot CRM is crucial if you want to become a pro HubSpot user. The way that your CRM & properties are set up plays a big role in how you will use the platform moving forward. There’s no way you can use workflows, for example, if you don’t have a basic understanding of how the CRM works.Whether you are a marketer looking to upskill or work at a company that uses HubSpot, this course will give you all the knowledge you need to use the HubSpot CRM & Email section with ease.At the end of the course you will be able to:Add your entire email list to HubSpot in different ways: manual imports, file imports, integrating HubSpot with other tools, using forms, the Sales Extension, and much moreUnderstand how to track and register information about your contacts, including their web behaviour, email engagement, and other marketing insights.Work with HubSpot properties – the #1 element that will allow you to use any other section on HubSpot – from forms to landing pages and workflowsCreate your own contact properties to gather specific information that is relevant to YOUR businessCreate different types of custom HubSpot forms to capture people’s email address directly from your websiteSend effective 1-1 emails and marketing emails to your contactsAnd the list goes on!You don’t need a paid HubSpot account for this course, but you need at least a free account. In the first section of the course, there’s a lecture explaining how you can get a free account just so that you can at least follow along with the course (in case you don’t have one yet)Please note that the course duration you see here it’s quite long but that’s because it includes all the OPTIONAL videos. I added a lot of complementary content to your course which you can watch if you want a bit more of a deep dive 🙂 If you’re in a rush, no worries at all and just skip the optional videos.I am a certified HubSpot expert providing HubSpot account management services to companies from all over the world. I have 10 years of experience in Digital Marketing and love helping small businesses and marketing professionals grow by learning how to use smart automation systems such as HubSpot.This is one of my client testimonials:I just completed the course – and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. I honestly never knew what were the actual possibilities of the HubSpot platform and now I finally do! Thank you so much for this course! Tamara Biljman, Content Strategist- Feel free to check out my website for more testimonials.I take pride in assisting my students and coaching clients throughout the learning journey, so feel free to ask me any questions at any time during the course.–ThalitaThis is an independently developed course offering by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not have any liability with respect to the HubSpot for Beginners course offered by me, Thalita Milan.

Overview

Section 1: Before we start…

Lecture 1 Introduction

Lecture 2 Get ready to start!

Section 2: The CRM section on HubSpot

Lecture 3 A few words about the CRM and an overview of the section Contacts

Section 3: A contact profile on HubSpot

Lecture 4 What is a contact profile and how it works

Lecture 5 The newsfeed inside of a contact profile

Section 4: HubSpot properties

Lecture 6 What are HubSpot properties & property categories

Lecture 7 The different between Default and Custom properties

Lecture 8 Important properties – Contact Owner!

Lecture 9 OPTIONAL: Important properties – Lifecycle stages

Lecture 10 Important properties – Opt out (Unsubscribe)

Lecture 11 How to install the HubSpot tracking code

Section 5: Views: How to change the way you view your CRM

Lecture 12 Using filters & views to view your CRM the way you want

Section 6: How to add your email list to HubSpot

Lecture 13 Intro to adding contacts to your CRM

Lecture 14 Way 1- The easiest way of adding contacts to HubSpot – manual import

Lecture 15 Way 2 – Importing a list of contacts into HubSpot – part 1

Lecture 16 Importing a list of contacts into HubSpot – part 2

Lecture 17 OPTIONAL: Importing a list with contacts & companies (multiple objects)

Section 7: How to capture potential customers using HubSpot forms

Lecture 18 Intro to HubSpot forms

Lecture 19 Creating a regular HubSpot form

Lecture 20 Adding your form to your website

Lecture 21 A few words on HubSpot form analytics

Lecture 22 OPTIONAL: Are you a WordPress user?

Lecture 23 OPTIONAL: How to create pop up forms with HubSpot

Lecture 24 How cookies work and why you need to know this

Section 8: Creating custom properties

Lecture 25 How to create custom properties on HubSpot

Lecture 26 Using your custom properties in forms, imports, and other places

Section 9: How to create HubSpot lists

Lecture 27 Intro to HubSpot Lists

Lecture 28 How to create lists on HubSpot

Lecture 29 Using different filter types when creating your lists

Lecture 30 Additional things to know about filters for lists

Section 10: OPTIONAL: A few techie ways of adding contacts to your HubSpot CRM automatically

Lecture 31 OPTIONAL: Synching contacts between HubSpot and another CRM

Lecture 32 OPTIONAL: Issues when synching contacts with other CRMs

Lecture 33 OPTIONAL: Install the free HubSpot Sales Extension!

Section 11: Sending a 1-1 email with HubSpot

Lecture 34 Intro to HubSpot emails

Lecture 35 What are email subscription types

Lecture 36 Creating a simple 1-1 email with HubSpot

Lecture 37 Sending a 1-1 email from a template

Lecture 38 Setting up default values for personalization tokens

Section 12: Sending a marketing email with HubSpot

Lecture 39 Creating a marketing email with HubSpot

Lecture 40 Choosing email template & settings

Lecture 41 Defining the layout of your marketing email

Lecture 42 Editing marketing emails

Lecture 43 Getting your email ready to send

Section 13: And to finalize…

Lecture 44 Learn more about me here

Lecture 45 Thanks for watching the course!

Section 14: BONUS section

Lecture 46 BONUS lecture

Marketing professionals,HubSpot customers,Anyone considering using HubSpot for their business,Anyone interested on HubSpot!