SkillUp from Arissa India – LMS

logo

Automate Your Processes Using HubSpot

4.0
6 reviews
Enrolled: 526 students
Duration: 10 hours
Lectures: 55
Video: 9 hours
Level: Beginner

HubSpot offers automation tools to manage follow-ups and streamline workflows and processes, including ticket pipelines and marketing emails, to enhance team efficiency and streamline processes.

Marketing assets can be automated directly from forms or email tools, CRM records can be automated when the record reaches the specific deal stage, and workflows can automate marketing, sales, and services processes.

Main Features

  1. Learn about various workflows, including comments, data addition, automation, copying, scheduling, Asana tasks, records, records, Todoist tasks, custom formula functions, AND/OR logic, and data formatting.
  2. Manage workflows, including enrollment, unenrollment, organization, testing, troubleshooting, creating Trello cards, and understanding contact-based workflows, branches, delays, goals, webhooks, and workflow history.
  3. Understand how to analyze bot performance, connect channels, create contacts, customize messages, delete inboxes, and edit chatflow language settings.
  4. Learn various aspects of HubSpot, including chatflow management, email forwarding, customer ticket management, team availability, custom views, reporting, priority settings, SLAs, customer portals, conversation inboxes, bot settings, and mobile app usage.
  5. Create custom surveys, customer loyalty, satisfaction, support surveys, HubSpot’s feedback submission properties, and tagging feedback submissions.
  6. Develop a chatflow for WordPress pages, manage chat capacity, create a bot, set HubSpot Conversations as the primary receiver, understand targeting rules, and utilize if/then branches in bots.

Chapter 1: Managing Workflow

1
Add comments to a workflow
2
Add re-enrollment triggers to a workflow
3
Choose your workflow actions
4
Clone and move workflow actions
5
Create a scheduled workflow
6
Create Todoist tasks with workflows
7
Create workflows
8
Difference between AND vs OR logic in lists, workflows, and reports
9
Format your data with workflows
10
Manage workflow settings
11
Manage your unused workflows
12
Manually enroll records in workflows
13
Manually unenroll records from workflows
14
Organize your workflows
15
Save placeholder workflow actions
16
Set event enrollment triggers
17
Test your workflow
18
Troubleshoot common workflow errors
19
Troubleshoot workflow enrollment issues
20
Turn off workflows
21
Use branches in workflows
22
Use delays in your workflows
23
View changes to your workflow
24
View workflow connections
25
View your workflow's enrollment history

Chapter 2: Inbox

1
A guide to the conversations inbox
2
Analyze your bot's performance
3
Chat with your website visitors
4
Choose an inbox connection
5
Choose your bot actions
6
Collaborate with your team in the conversation inbox
7
Collect and manage consent for WhatsApp conversations
8
Compose and reply to emails in the conversation inbox
9
Connect a WhatsApp channel to the conversation inbox
10
Connect channels to the conversation inbox
11
Create contacts in your conversation inbox
12
Customize and send WhatsApp message templates
13
Delete a conversation inbox
14
Edit your chatflow's language settings
15
Forward emails to a hosted email address in the conversation inbox
16
HubSpot's conversations properties
17
Set up a customer portal
18
Set up the conversation inbox
19
Create a bot

Chapter 3: Feedback surveys

1
Analyze customer feedback
2
Create a custom survey
3
Create and conduct customer loyalty surveys
4
Create and conduct customer satisfaction surveys
5
Create and conduct customer support surveys
6
HubSpot's feedback submission properties

Chapter 4: Manage Chatflows

1
Add a chatflow to your WordPress pages
2
Chat with logged-in visitors
3
Create a chatflow for Facebook Messenger
4
Create a live chat
5
Use if/then branches in bots
Yes, you can create multiple NPS surveys in your account.
No, NPS is an industry standard. You can only customize the company name.
When a delay is deleted, records waiting in the delay will immediately skip the delay and then proceed through the rest of the workflow.
Deleted records are automatically unenrolled from workflows. Even if the record is deleted and restored during a delay, the restored record will not resume and continue the workflow.

Unleash Your True Potential with Our HubSpot Courses — Registrations Open Now

We are thrilled to announce the launch of our highly anticipated course, "HubSpot." Prepare to embark on a transformative learning journey that will redefine the way you approach Customer Relation Management.

Why HubSpot courses?

HubSpot courses are not just courses; they are gateways to unlocking your full potential in customer relations management. Dive into the world of Customer Relation Management with this course tailored to unleash your true potential as a passionate beginner.

Key Course Details:

Start Date: 4th Jan 2023
Duration: 6 Months
Format: In-person
Registration Deadline: 4th Jan 2023
Limited Seats: Act fast to secure your spot!

Questions for us?

For inquiries or more information, feel free to contact us at info@arissaindia.com
Join us on this exciting educational journey and redefine what's possible in HubSpot! We can't wait to see you in class.

4.0
4 out of 5
6 Ratings

Detailed Rating

Stars 5
3
Stars 4
0
Stars 3
3
Stars 2
0
Stars 1
0

{{ review.user }}

{{ review.time }}
 

Show more
Please, login to leave a review