��ϳԹ�� User Blog

Ideal customer profiles and buyer personas: How are they different?

Kiran Shahid — Fri, 19 Sep 2025 15:30:00 GMT

I once worked with a B2B SaaS client who had spent months perfecting their buyer personas — Marketing Manager Mary, a coffee addict who preferred morning emails, and Sales Director Sam, who hated long-form content. They knew exactly who they were targeting.

Keeping your email sender reputation healthy so you can actually create leads

Kayla Schilthuis-Ihrig — Mon, 09 Jun 2025 11:00:00 GMT

I just checked my email spam folder (a.k.a. the inbox graveyard) and was surprised to see quite a few reputable organizations there. If it’s happening to them, could it be happening to you? If your email sender reputation is suffering, then the answer might be yes.

Text message marketing: Why it’s important + how to choose the best SMS app

Jenny Romanchuk — Fri, 02 May 2025 11:00:00 GMT

Ten years ago, if you’d told me we’d be promoting products and events through text messages, I’d have laughed. Now? SMS marketing apps are marketing gold.

Create a Sunset Policy and Improve Your Email Engagement Metrics

Jess Swazey — Fri, 04 Apr 2025 19:10:10 GMT

As a marketer or salesperson, you work hard to generate leads. So the idea of deleting or opting out hard-earned contacts may seem counterintuitive to your business goals.

However, regularly removing contacts from your database that are no longer engaging with marketing sends can improve your overall email deliverability.

Time to create a sunset policy.

A sunset policy is a plan of action for how to manage disengaged contacts that are no longer opening your marketing emails.

Prove the Value of Your Marketing Efforts With Campaign Reporting

csembler@hubspot.com (Courtney Sembler) — Fri, 04 Apr 2025 19:00:27 GMT

How do you know if your campaigns are successful?

What information do you look at to determine their success? How do you know which contacts you reached, or if those contacts are old or new?

Knowing what's happening with your contacts during a campaign is a crucial part of creating and proving revenue for your business.

And if you can't track that, how can you be sure your marketing efforts are successful?

How to Size Images for Your Blog Content [��ϳԹ�� Support Series]

jgaudette@hubspot.com (Juli Gaudette) — Fri, 04 Apr 2025 18:58:27 GMT

As marketers, we can all agree on one thing: content is king. It doesn’t matter who you are or what line of business you’re in; it is super important to keep a viewer’s attention on your page. One way to do that is through using good content and including engaging images.

7 Ways You Can Use Auto-Response Emails

mkilens@hubspot.com (Mark Kilens) — Fri, 04 Apr 2025 18:57:43 GMT

Auto-response emails don’t seem very important or glamorous. They’re emails that are automatically sent the moment after someone fills out a form on your website. However, there are several simple, effective ways you could use auto-response emails. You can of course use each idea by itself or combine two or three of the ideas into one auto-response email.

12 ��ϳԹ�� Automations to Use in Each Stage of the Buyer’s Journey

ashutosh@automate.io (Ashutosh Cheulkar) — Fri, 04 Apr 2025 18:56:52 GMT

Most companies are finding it difficult to convert their inbound leads.

One of the biggest reasons for that?

Your sales team is spending more time doing the grunt work than keeping prospects engaged through relevant information and helping them solve their pain points.

Things to Know When Switching to a New ESP

Jess Swazey — Fri, 04 Apr 2025 18:56:17 GMT

All brands that need to send marketing emails in bulk will at one time need the help of an ESP (or email sending platform) to deliver their messages. At some point, your brand may decide to migrate from one ESP to another. Before making this important business decision, here are some things you should be aware of.

How ��ϳԹ��'s Marketing Team Does Lead Nurturing

nshah@hubspot.com (Niti Shah) — Fri, 04 Apr 2025 18:54:49 GMT

It takes a lot to turn a lead into a customer: multiple interactions on multiple channels, good third-party coverage and reviews, a solid sales team, and much more. So it can be daunting as a marketer to try to build lead nurturing that has a significant, measurable impact on the process.

At ��ϳԹ�� we take a holistic approach to lead nurturing that spans across different channels and stages in the buyer's journey.

Why Your Content Needs to Be Aligned With Your Buyers’ Journey

aaylward@gmail.com (Training Blog) — Fri, 04 Apr 2025 18:53:55 GMT

How Do I Know if My Marketing Emails are Going to Spam?

Jess Swazey — Fri, 04 Apr 2025 18:53:10 GMT

After weeks of carefully crafting content, thoughtfully segmenting a list of engaged and relevant contacts, and debating over the perfect subject line, you hold your breath and hit send on your latest big campaign. But how do you know if your hard work was rewarded with a delivery to the primary inbox, or if your message went to the dreaded spam folder?

How to Generate Effective Content Ideas

jchampion@hubspot.com (Justin Champion) — Fri, 04 Apr 2025 18:51:28 GMT

Where do ideas come from?

It’s a bit of an odd question, isn’t it? The Ancients believed that actual goddesses—also known as Muses—were responsible for our creative inspiration. In our day and age, content marketers and creatives need a little more. After all, you don’t have the leisure to wait for the gods!

How to Use Manual Lead Scoring in ��ϳԹ��

kjepson@hubspot.com (Kyle Jepson) — Fri, 04 Apr 2025 18:50:33 GMT

Let me tell you a story about a man named Andrew.

Granting User Permissions to ��ϳԹ�� Using Roles

aelmassih@hubspot.com (Amanda ElMassih) — Fri, 04 Apr 2025 18:49:52 GMT

Every ��ϳԹ�� user needs to have particular user permissions set in order to use the ��ϳԹ�� tools. As the amount of ��ϳԹ�� users increase in your account, you may decide that you do not want to have your users access everything in ��ϳԹ��. For example, you might have a user in which their job is to create and edit website pages, but you do not want them to access your CRM records.

Want to check it out in your ��ϳԹ�� account?

How to Create Health Checks and Improve Retention Using Service Hub

aromo@hubspot.com (Alex Romo) — Fri, 04 Apr 2025 18:49:06 GMT

Customer service...is a marketing activity.

Okay, I know that sounds crazy, but hear me out. Every single time you hop on the phone with a client, you have however long you're on that phone call to brand yourself and by extension, your company. Most companies have an exclusively reactive practice to hopping on the phone with clients, and it looks a little like this:

How to Start a Blog With ��ϳԹ��

��ϳԹ�� Academy — Fri, 04 Apr 2025 18:47:42 GMT

How do you grow your audience, show your expertise, and help your customers? When you start a blog with ��ϳԹ�� you’ll be well on your way to attracting leads and growing your business.

With ��ϳԹ�� it’s easy to publish content, thanks to our intuitive blogging tools that speed up content creation, keep formatting consistent, and make it simple to optimize for search engines.

Below, we’ll walk through the steps to create a blog on ��ϳԹ�� develop a new post, and optimize your post with SEO tools.

The CRM Customization Feature You’ve Been Waiting For is Here

ari@hubspot.com (Ari Plaut) — Fri, 04 Apr 2025 18:38:12 GMT

Tl;dr: You can now create custom sidebars for your CRM records. Opt into the new customization features today using the bright blue button in your property settings.

How to Implement Workflows in Each Stage of the Flywheel

akkim@hubspot.com (Anni Kim) — Fri, 04 Apr 2025 18:36:33 GMT

Workflows are the automation engine in ��ϳԹ��. They save you time and energy by taking care of repetitive tasks, such as sending emails, creating reminders for reps, updating CRM data, and more. They take the manual work off of your employees' plates, so more time can be dedicated to marketing, selling, and servicing your customers. The best part is that once they're turned on, they work 24/7 to make your job easier.

Not only can workflows be used to automate external communication, like sending lead nurturing emails, but they can also help with internal processes, like surfacing hot leads to sales reps.

By harnessing the power of workflows across the different stages of the flywheel — attract, engage, and delight — you can increase force, decrease friction, and deliver a seamless customer experience.

Data Duplication and ��ϳԹ��: Dealing With Duplicates and the Impact They Have on Your Business

Ryan Bozeman — Fri, 04 Apr 2025 18:34:31 GMT

Are you dealing with duplicate data records in ��ϳԹ�� and not sure how to prevent this issue from happening again?

Duplicate data is a serious issue for any company using multiple platforms to manage their data. It occurs when an exact copy of a record is created as a different entry in the same database.

When you integrate ��ϳԹ�� with a new platform or import records manually, there's a good chance you'll experience at least some data duplication, despite the fact that ��ϳԹ�� does have some duplicate data detection systems in place. That's where Insycle steps in. Insycle is a modern data management tool that helps marketers organize and cleanse their data in ��ϳԹ�� and other platforms

Everything You Need to Know About the New ��ϳԹ�� Import

ari@hubspot.com (Ari Plaut) — Wed, 05 Mar 2025 10:37:53 GMT

The ��ϳԹ�� CRM is meant to be your single source of truth for data about your customers. Need to figure out how they got to your website? That’s in the ��ϳԹ�� CRM. Need to know when a sales rep most recently followed up? That’s also in the ��ϳԹ�� CRM. Need to track down a customer’s most recent ticket? That, too.

But if maintaining your data is a hassle and a time-suck, a CRM isn’t doing its job. More specifically, if it takes a long time or a ton of headache to get your data into your ��ϳԹ�� CRM account, it kind of ruins the point of having a CRM in the first place; you spend more time managing your data than building your relationships with customers.

With that in mind, the CRM product team at ��ϳԹ�� has spent the last few months completely overhauling your import experience to make bringing your data into ��ϳԹ�� easy, whether you’re brand new or a seasoned ��ϳԹ�� veteran. This article walks through the highlights of the new experience and gives you a sneak peek at two other new features (still in early testing) that’ll make managing data in ��ϳԹ�� a breeze.

How Sequences Protects You From Email Provider Send Limits

kjepson@hubspot.com (Kyle Jepson) — Wed, 05 Mar 2025 10:36:21 GMT

Did you know that most email inbox providers limit the number of emails you can send on a daily basis? If you hit that limit, you can be barred from sending emails for up to 24 hours. Yikes! Chances are, if you’re manually sending your emails, you won’t ever hit these limits, but if you’re using an email scheduling tool to send emails automatically, you might. But don’t worry — if you’re using Sequences, you’re protected. Read on to find out how.

3 Common Mistakes Sales Teams Make When Planning Their Deal Stages

dchavesrodriguez@hubspot.com (David Chaves Rodríguez) — Wed, 05 Mar 2025 10:35:51 GMT

Much of what sales teams do on a daily basis is centered around sales pipelines. Pipelines can help set priorities, manage the workload, and surface automation opportunities to alleviate manual work for both reps and managers.

Working Around Workflows: A Guide to Copying Property Values

aelmassih@hubspot.com (Amanda ElMassih) — Wed, 05 Mar 2025 10:35:29 GMT

We all know that one of the best things about ��ϳԹ�� is that you are able to have all your business needs in one place. The data that you enter into ��ϳԹ�� to analyze and track your leads is critical for accurate reporting.

That being said, manually entering the data can not only be time-consuming, but also pose a risk in user error. There can be situations where some of that data is already on the associated record. Maybe you have the city stored for the contact and the associated company needs the same information stored under its city property. Wouldn't it be nice to be able to automate the values to copy over?

3 Service Workflows to Increase Efficiency

Adriti Gulati — Wed, 05 Mar 2025 10:35:00 GMT

As your customer base grows, your systems must keep up with your needs, at scale: enter automation. Workflows are the automation engine of ��ϳԹ�� — they'll help you maintain efficiency while delighting your customers.

How to conduct a social media audit

Erin Pennings — Wed, 26 Jan 2022 12:00:00 GMT

Running a social media audit can be intimidating. It’s like weighing yourself for the first time in months — once you have the numbers, you can see what’s working and make a plan to fix the stuff that’s not.

Page Views vs. Visits: What's The Difference? We Break It Down

mmunroe@hubspot.com (Marjorie Munroe) — Wed, 29 Dec 2021 12:00:00 GMT

When it comes to your website reporting, it’s important to know exactly what you’re tracking and what the metric means.

The 5 Most Effective Ways to Gain Consumer Trust & Confidence

jfuchs@hubspot.com (Jay Fuchs) — Wed, 01 Dec 2021 18:42:00 GMT

Consumers tend to treat businesses the way they treat other people — holding them to certain standards and building relationships with ones they have faith in. They're expressive with their dollar and want to engage with companies that won't let them down.

Tech Stack: Definition + 9 Examples from the World's Top Brands

irodriguez@hubspot.com (Ivelisse Rodriguez) — Wed, 18 Aug 2021 17:45:00 GMT

As your business adapts and grows, your tech stack will change as you seek to maximize efficiency and lower costs.

Everything You Need to Know About Operations Hub

hey@kiarataylor.com (Kiara Taylor) — Wed, 21 Apr 2021 13:20:32 GMT

We’re excited to announce Operations Hub, a suite of tools that supercharges ��ϳԹ��’s CRM platform with tools that make data management easier, more efficient, and more accessible for everyone at your company: improved integrations, robust data quality tools, flexible business process automation, and powerful data prep tools.

The new hub is designed to align companies around clean and connected data, to keep processes efficient at scale, and to empower operations teams to spend less time on reactive data tasks and more time on business strategy.

How to Use Marketing Email in Your Account-Based Marketing Strategy

Alex Brustowicz — Mon, 12 Apr 2021 12:00:00 GMT

As Account-Based Marketing (ABM) continues to accelerate as a preferred growth strategy for businesses, the tools available for ABM teams to communicate with a prospective account continues to expand as well.

One tool that has long been preferred among marketers is marketing email, so it's no surprise marketing email is often included among the tools leveraged by ABM teams.

6 Sales Reports to Improve Your Forecast

kjepson@hubspot.com (Kyle Jepson) — Wed, 25 Nov 2020 15:00:00 GMT

Sales Hub has a lot of features to help you build a sales forecast, including a dedicated forecasting tool. But the quality of your sales forecast depends entirely upon the quality of the data in your CRM. Use these six reports to check the quality of your sales data and find places to make improvements.

How to Use Ad Sequences for Journey-Based Advertising

Joe Mayall — Mon, 23 Nov 2020 13:00:00 GMT

Marketers have a love-hate relationship with ads. On one hand, ads can be incredibly effective: driving traffic to your site, building trust with your audience, and leading to increased sales.

On the other hand, many worry their ads will be interruptive and annoying, leaving prospects with an unfriendly view of your business — the exact opposite of your advertising goal.

Northeastern University — Redefining the Term “Experiential”

Gemma Fontané — Tue, 10 Nov 2020 14:00:00 GMT

Many of ��ϳԹ�� Academy's Education Partners have explored the boundaries of experiential learning, or learning by doing. And ��ϳԹ�� supports putting theory into practice — after all, how can you see if a strategy works if you don't try it out?

Your Cheat Sheet for Growing Your Following on LinkedIn

mmunroe@hubspot.com (Marjorie Munroe) — Thu, 10 Sep 2020 15:00:00 GMT

LinkedIn is the world's largest professional network — it has 706+ million users in more than 200 countries and territories worldwide. LinkedIn provides an opportunity to reach a professional audience, acquire new leads and contacts, rank higher to get more views to your page, and promote your business.

But how do you actually attract followers and grow your organic presence on LinkedIn?

How to Optimize Your Site Structure for Maximum SEO Impact

Brandon Amoroso — Wed, 29 Jul 2020 13:00:00 GMT

Site structure is extremely important, yet commonly overlooked when thinking about SEO possibilities. In a world where “content is king” is constantly tossed around, we sometimes forget that how we present our content can be just as important as the content itself. After all, what's the purpose of great content if no one can find it?

Nailing a Contact Management Strategy: A Look at the Fundamentals

jfuchs@hubspot.com (Jay Fuchs) — Mon, 22 Jun 2020 19:00:00 GMT

Roman philosopher Marcus Tullius Cicero once said, "A room without books is like a body without a soul." Now, it's a little known nugget of Roman history, but that's not the full quote.

How to Do Email Marketing With ��ϳԹ��

��ϳԹ�� Academy — Mon, 22 Jun 2020 13:00:00 GMT

Email marketing is a powerful way to generate leads, connect with your customers, increase brand awareness, and promote your business. When done effectively, email marketing results in a personalized marketing strategy that helps build relationships with customers.

The right tools make creating and sending beautiful, professional emails a breeze. ��ϳԹ��’s email marketing toolset includes features to build an end-to-end marketing campaign without the need for designers or IT.

In this article, we’ll walk through how you can use ��ϳԹ�� to run email marketing campaigns, starting with collecting and segmenting contacts, creating and personalizing emails, as well as optimizing campaigns with analytics and A/B testing.

How to Create an Email Marketing Campaign in ��ϳԹ��

akkim@hubspot.com (Anni Kim) — Thu, 11 Jun 2020 14:00:00 GMT

Email campaigns are an essential part of your inbound strategy. They give you the chance to drive traffic to your website, get contacts to take a specific action, or raise awareness about your brand.

As businesses continue to embrace going digital, building a strong email marketing strategy can help your business stand out and deliver value that will convert more leads into customers.

In this post, we'll cover the steps for creating an email campaign using ��ϳԹ�� tools, so you can deliver a helpful and human experience that drives impactful results for your business.

How to Run an eCommerce Store with ��ϳԹ�� + Shopify or BigCommerce

��ϳԹ�� Academy — Wed, 10 Jun 2020 13:00:00 GMT

To grow your Ecommerce business, you need to get inside the mind of your customers.

Customers provide a lot of information each time they interact with your company. Whether they are clicking on a social ad, reading your latest blog post, or making a purchase, your customers are providing valuable data that can tell you exactly what they are looking for.

Connecting ��ϳԹ�� to your Ecommerce store helps make sense of that data and gives you marketing tools to engage with your customers and sell to them better. Deliver the right message to the right person … at exactly the right time.

Learn how to use ��ϳԹ��’s Ecommerce marketing tools to:

Connect your platforms to sync data
Understand (and act on) customer buying patterns with free CRM software
Automate campaigns using marketing automation platform
Track and report on revenue streams using ��ϳԹ��’s ecommerce marketing dashboard

How to Generate Leads with ��ϳԹ��

��ϳԹ�� Academy — Mon, 01 Jun 2020 12:00:00 GMT

Leads are the fuel that keeps your sales engine running. Using ��ϳԹ�� you can convert your website visitors into leads—and eventually into paying customers.

Lead generation is the process of finding and converting casual browsers into potential customers. A lead is broadly defined as someone who has indicated interested in hearing more about your services. But not all leads are equal—as leads become more engaged, they are more receptive to a sales call.

This is what lead generation is about—getting to know your visitors. Learning more about them through online forms, grabbing their attention with helpful, relevant emails, and starting a conversation using live chat.

The good news? All of this can be done within ��ϳԹ��’s ecosystem of tools.

Let’s walk through how to generate leads with ��ϳԹ��’s online form builder, email marketing tools, and live chat software.

Tactical Template: How to Run a Webinar with ��ϳԹ��

��ϳԹ�� Academy — Mon, 06 Apr 2020 21:05:20 GMT

Webinars are a great tool to have in your marketing tool belt. They provide an opportunity to teach your leads and help them understand why your products or services are valuable.

As more businesses take their marketing and sales online, developing a webinar strategy can give your organization the ability to reach your audience no matter where you are.

These steps will walk you through how to run a webinar using ��ϳԹ�� tools and the ��ϳԹ�� ecosystem.

CRM User Adoption: Overcoming the Number One Barrier to Efficient Revenue Growth with ��ϳԹ��

john.elmer@bayardbradford.com (Bayard Bradford) — Fri, 06 Mar 2020 13:15:00 GMT

The statistics on CRM user adoption paint a bleak picture:

How to Create Playbooks in ��ϳԹ��

kjepson@hubspot.com (Kyle Jepson) — Mon, 24 Feb 2020 18:00:00 GMT

As your sales team grows, the needs of individual team members become more diverse. You’ll have new reps who need to be coached on the basics of sales. You’ll have experienced reps who need to be reminded to stick to your well-defined sales process. And you’ll have all kinds of on-the-fly questions about how your offering compares to your competitors’. Making all of this information readily accessible for all of your salespeople is really hard. And that’s where playbooks come in.

How and Why to Integrate eSignatures with Your ��ϳԹ�� CRM

Emily Roberts — Tue, 28 Jan 2020 15:00:00 GMT

Whether you’re a sales rep at a small business getting into the groove of the gig, or in full swing as the team lead of an enterprise-level organization, combining eSignature tools with your CRM will turn the historic hassle of manually signing documents into a streamlined, paperless, customer-centric user experience that will have you closing deals to the left, to the left!

How to Do Sales Forecasting in ��ϳԹ�� CRM

kjepson@hubspot.com (Kyle Jepson) — Tue, 17 Dec 2019 15:00:00 GMT

It’s easy to say that having a reliable sales forecast is important, but it can be really hard to actually create one. If you’ve struggled to forecast sales for your company, read on--this blog post is for you!

How to Clean Up Your ��ϳԹ�� CRM Data

Tina Aita — Mon, 16 Dec 2019 14:00:00 GMT

As a kid, keeping your room tidy was a chore your parents constantly had to remind you about. Today, your chores are probably much different than when you were 12 — especially in your profession. Your “chores” might be removing unwanted emails from your inbox, eliminating desk clutter, or, in this case, cleaning up your CRM data.

What's Under the Hood of ��ϳԹ��'s AI-Powered Business Card Scanner?

ari@hubspot.com (Ari Plaut) — Thu, 05 Dec 2019 15:00:00 GMT

Artificial intelligence is all the buzz these days. But how does it actually work? Over the last few weeks, we’ve gone behind the scenes of ��ϳԹ��'s artificial intelligence, one feature at a time. Our first post covered duplicate management. Our second covered adaptive testing - the next evolution of A/B testing, infused with AI. In this post, we'll take you under the hood of ��ϳԹ��'s AI-powered business card scanner.

A Short Guide to Using Goals in Custom Reports

gmahmood@hubspot.com (Gabby Mahmood) — Thu, 21 Nov 2019 15:00:00 GMT

While it's beneficial to set goals on a business, team and individual level, how you track and measure these goals is equally important.

Apply goals to custom reports to visualize and track attainment over time. Whether it's a recurring goal set with ��ϳԹ��'s goals tool or a single goal set in an individual report, creating reports to measure goal progress can increase motivation and accountability.

Multi-Touch Attribution Reporting - A Deeper Dive

Nakul Kadaba — Tue, 05 Nov 2019 15:00:00 GMT

As someone who has consulted with ��ϳԹ�� customers for a couple of years, I always hear similar feedback about our reporting functionality.

���ϳԹ��� User Blog