ClickCease HubSpot Archives - Nu 2020

How to Resize Images for Blog Posts

At the bottom of a blog post’s content document, there is a preview of the photo that should be used for the post. This article explains what needs to be done to add the photo to the blog post!   1. In a separate tab or window from the blog’s content document, open depositphotos.com and log […]...

Blog Templates

How To Edit Blog Template 1. Navigate to Marketing > Website > Blog 2. At the top of your blog dashboard, click the dropdown menu and select the blog want to update. 3. On the left sidebar menu, click the More tools dropdown menu and select Manage post or list template. 4. In the layout editor, click the Blog Content module. In the […]...

Hubspot Templates

Whether you are building out a website, blog or email, the Marketplace is a great place to start, with templates offered from Hubspot and other providers. 1. Navigate to Marketing > Files and Templates > Marketplace 2. When browsing the Marketplace, you can start filtering your search by the category and layout 3. Add specific features to your template […]...

Create Lists in Hubspot

Lists are used to segment contacts into groups. 1. Navigate to Contacts > Lists 2. Click Create List 3. In the top left panel, click the pencil icon and enter a name for the list 4. Click the dropdown menu and select whether it should be an Active list or Static list Hubspot provides two types of lists: Active: automatically add or remove contacts based on list […]...

Create Contact-Based Workflows

Workflows automate actions and business processes for multiple contacts at once. 1. Navigate to Automation > Workflows 2. In the upper right, click Create workflow 3. In the left panel, select Contact-based as your workflow type. 4. In the right panel, under Choose type, select Start from scratch. 5. Enter your workflow name, then click Create workflow 6. In the workflow editor, click Set enrollment triggers to automatically enroll […]...

Create chatflows

Chatflows help you engage with your website visitors. You can create two different types of chatflows: 1 Live chat: create a chat with no associated bot to send visitors directly to your live team 2 Bot: create an automated chat bot from one of three templates: Qualify leads, Book meetings or Support bot Check out this article for instructions on how to set up […]...

Create and send marketing emails

1. Navigate to Marketing > Email 2. In the upper right, click Create email 3. Click a template to use it as the layout of your email 4. Enter a name for your email, then click Create email 5. Click Edit details to update the email subject line and sender information 6. Enter your content in the email body 7. In the Setting tab, you can modify the internal […]...