You must have an assigned Sales Hub or Service Hub Professional Enterprise seat as well as Publish and/or Write playbooks permissions to create, edit, and delete playbooks.

Check HubSpot pricing. 

Please Note:

• Users with Sales Hub Professional or Enterprise permissions who do not have HubSpot playbooks permissions can still view and use playbooks in the playbooks tool as well as in contact, company, and deal records. 
• Without playbooks permissions, Service Hub Professional or Enterprise users can still view and use playbooks in the HubSpot playbooks tool as well as on contact, company, and ticket records. 
• Your HubSpot subscription limits the number of playbooks you can create. 

Create HubSpot Playbooks

• Navigate to Sales > Playbooks in your HubSpot account.
• Click Create playbook in the upper right corner.
• You can use a template to create a call script, how-to playbook, or account-based selling playbook, or you can start from scratch. Choose a playbook type from the left panel.
• Enter a title for your playbook by clicking the edit pencil icon.
• Click the Create Playbook button.

• Body content should be written in the form of a playbook. To format your content, use the toolbar at the top, or insert links, images, embed codes, or questions and answers.

• Press the link icon to insert the link. Similarly hit the image icon to insert an image from your computer or via an image URL. You can create a HubSpot playbook live chat with this method too.
•  From the dialogue box, mention a question or prompt. This allows users to ask a question from the contact or select their answers from a set of predefined answers.
• Select the answer option and know that:

1. You can enter responses in the open text field only option
2. Create a response list and save it as a contact record.
3. Add a quick reply by clicking the quick reply fields > Click Create / Press Enter

• Click save or save as a new question. The save as a new option will replace all the previously recorded responses.   
• You might add or upload a video file from the insert dropdown menu.
• Insert dropdown menu > select video, embed instagram, Vimeo, or YouTube video
• Click the settings tab after you complete your HubSpot playbook content 

Please remember that when you log a playbook as a call, the call engagement will only be logged to the record where the playbook was used. It will not log into any of the records that are associated with it.

• Click Preview in the upper right to see how the playbook will appear on a contact, company, deal, or ticket record.
• When you’re finished, press the Publish button.

Manage Playbooks in HubSpot

• Navigate to Sales > Playbooks in your HubSpot account.
• Use the search bar in the upper right to look up a playbook by name.
• Click the Owner dropdown menu to filter by the playbook’s owner.
• To clone, delete, edit, unpublish, or change who has access to the playbook, do the following:

1. Hover your mouse over the name of a playbook.
2. Click the playbook name to open the playbook editor and make changes.
3. To restore and review previous versions of the playbook, click Version history in the editor’s top right corner.
4. View and select the last draft on the left side of the dialogue box.
5. Click Restore to restore this draft.

• To clone the playbook, go to the Actions dropdown menu and select Clone.
• To delete the playbook, select Delete from the Actions dropdown menu. Alternatively, select the checkbox next to the playbook(s), then click delete Delete at the top of the table.
• To unpublish the HubSpot playbook, select Unpublish from the Actions dropdown menu.
• To restrict who can view and use the playbook, click the Actions dropdown menu and select Manage sharing.

• You can effectively organize playbooks in HubSpot into different folders after you’ve created them:

1- Click the New folder in the upper right corner.

2- Enter a name for the folder, then click Add Folder.

3- To move playbooks to a folder, check the box next to the playbooks you want to relocate, then click folder move to the folder.

4- Click move after selecting a folder in the dialogue box.

5- To rename a folder, check the box next to it and then click Rename at the top of the table.

Use HubSpot playbooks in contact, company, deal, or ticket records

• Navigate to your companies, deals, contacts, tickets, companies, or deals in your HubSpot account.
• Select a record by clicking its name.
• Use the search bar in the right panel’s Playbooks section to find a playbook or click a playbook to open it.

• The playbook content will appear in the pop-up window. Select quick replies, enter text to save to contact property, or enter notes if the playbook contains question and answer(s).

• When you’re finished with the playbook, click Log [engagement type] in the bottom left. The engagement type will be the one you selected in the playbook editor’s Settings tab.
• Use the Select an outcome dropdown menus to select a call outcome or edit the call or meeting type if you’re logging the playbook as a call or meeting type.

• The playbook will save the questions, answers, and notes as an engagement on the record’s timeline. Any properties linked to a question and answer will be updated with the answers you chose or entered while using the playbook (Sales Hub or Service Hub Professional, or Enterprise only).

Similarly, you can also create HubSpot live chat playbooks.

The post How to Use HubSpot Playbooks? appeared first on MakeWebBetter Support.

HubSpot Google Tag Manager Integration

When you integrate HubSpot and Google Tag Manager, the tag manager is applied to all HubSpot-hosted content. External content must be linked to Google Tag Manager separately.

• Click the settings icon in the main navigation bar of your HubSpot account.
• Navigate to Website > Pages in the left sidebar menu.
• Navigate to the Integrations tab.
• Check the Integrate with Google Tag Manager option.

In the text field, enter your Google Tag Manager ID. Discover how to locate this in your Google Tag Manager account from here. Your HubSpot google tag manager is almost ready!

• Hit the Save button to apply changes.

Manually Enter The Google Tag Manager Code

You can also manually add the Google Tag Manager code to HubSpot-hosted content. This is recommended if you only want to track some HubSpot-hosted domains in this manner. These steps only apply to accounts with access to the site header and footer HTML settings.

• Enter your Google Tag Manager credentials.
• Navigate to the Admin tab.
• Select the Container that contains your tags from the Container dropdown.
• Install Google Tag Manager by clicking the Install button.

• On the following screen, you can copy both code snippets (1) and (2) for your Google Tag Manager Container.
  

Insert the Google Tag Manager Code Into Your HubSpot Content

• Click the settings icon in the main navigation bar of your HubSpot account.
• Navigate to Website > Pages in the left sidebar menu.
• Select a domain from the Choose a domain to edit its settings dropdown menu. Select Default settings for all domains if you want to add the code to all of your HubSpot-hosted domains.

• Copy and paste the following code snippets from Google Tag Manager:

1. In the Site header HTML field, paste the Javascript code snippet.
2. In the Site footer HTML section, paste the noscript> code snippet.

• To apply all changes, click save.

The post How to Add the Google Tag Manager code to HubSpot content appeared first on MakeWebBetter Support.

Subsequently, you can compare the performance of each version in the page’s performance data before selecting a winning variation. This will make the winning variation the only live version of the page, and the other variation will be marked as draught.

HubSpot A/B testing on landing pages is possible with Marketing Hub Professional and Enterprise accounts. A/B testing on landing and website pages is possible with CMS Hub Professional and Enterprise accounts.

Create HubSpot A/B Testing

A HubSpot A/B test can be performed on any published page. You can run a test for each language variation if your page is part of a multi-language group.

1- Navigate to your landing pages or website pages in your HubSpot account.

2- Hover over your page and select Run a test from the More dropdown menu.

3- Select the A/B test in the dialogue box, then click Next.

4- Give each page variation a name, then click Create variation. This will take you to the page editor for your B variation, a clone of your original page.

5- Update the page variation’s content. Consider putting the following variables to the test:

• Offers: Experiment with different types of content offers. You could compare an ebook to a consultation or a video.
• Copy: Experiment with the content’s formatting and style. You could compare plain paragraphs to bullet points or a longer text block to a shorter text block.
• Images: Experiment with different images to see how they affect conversion rates.
• Form fields: Try varying the length of your form. You could compare requesting only an email address to request more information.

Please remember that while both versions of the page will have the same live URL, they will have different preview URLs for testing.

6- To edit the original version of your page within the page editor, select the other page from the test Test variation dropdown menu in the upper left.

7- To start the test, click Publish in the upper right corner. This will activate both versions of your page.

Review HubSpot a/b Testing

You can review the HubSpot A/B testing results after your visitors have begun engaging with both page variations.

1- Navigate to your content as follows:

• Website Pages: Go to Marketing > Website > Website Pages in your HubSpot account.
• Landing Pages: Go to Marketing > Landing Pages in your HubSpot account.

2- Click on the name of the HubSpot A/B test page.

3- Go to the Test Results tab.

4- Select the timeframe for the results you want to analyze using the Date range and Frequency dropdown menus.

5- To sort the results by a specific metric, click a column header in the table.
6- Hover over a variation and click Choose as a winner to select it as the test’s winner. The losing variant will no longer be visible.

7- To rerun an A/B test on a losing variant, hover over the variant and select Rerun this variation.

As soon as you rerun the variation, it will be published immediately. Now you can easily do the a/b testing marketing for the best results.

The post How To Run A/B Testing In HubSpot? appeared first on MakeWebBetter Support.

This article will show you how to insert personalized content into HubSpot rich text modules in the page editor, marketing email editor, and page and email templates. Please remember that personalization is not available for landing pages created with a starter template or any externally hosted pages.

Adding HubSpot Personalization To Your Content

1- Go to content

• Website Pages: Go to Marketing > Website > Website Pages in your HubSpot account.
• Landing Pages: Go to Marketing > Landing Pages in your HubSpot account.
• Email: Go to Marketing > Email in your HubSpot account.

Please Note: On a thank you page, you should not use smart content. When a visitor submits a form and is redirected to a thank you page, HubSpot does not have enough time to determine whether the contact satisfies the smart content rules on the thank you page.

2- Hover over the name of the content you want to edit and select Edit.

3- Click Create email/landing page/website page if you’re creating new content.Click a rich text module in the editor to insert a personalization token.

4- Place your cursor where you want the personalization token to appear, then select it from the Personalize dropdown menu in the rich text toolbar

5- Use the search bar to select a HubSpot token from the token dropdown menu.

The following HubSpot personalization tokens are available

• Company: The values for the company properties associated with your contacts in your HubSpot database are used for these tokens. This includes tokens for the owner of the company, total revenue, industry, and name.
• Contact: The values for any contact properties associated with your contacts in your HubSpot database are used for these tokens. This includes contact owner, first name, last name, and email tokens.
• Office Location: These tokens come from the email footer information in your settings. This includes city, state, and zip code tokens.
• Subscription type: The name of the email’s subscription type is used in this token.

Please Note:

HubSpot Personalization tokens for deals, tickets, quotes, and custom objects can only be used in marketing emails saved for automation by users with Edit access to workflows. The type of token must correspond to the type of automation. An example of HubSpot personalized tokens includes: you can send only emails with Deal personalization tokens from deal-based workflows.

6- To use as your token, choose a property from the dropdown menu. If you choose Contact owner or Company owner, use the User property dropdown menu to choose a property from the owner’s user profile as your token.

7- Set the token’s default value. When contact does not have a value for a specific property, the default value is used. You can also set global default token values.

8- Click the Insert token button. In the rich text module, the token will be highlighted with the name of the selected property.

Preview Personalization tokens in HubSpot

• To see how personalization will look on your landing and website pages, click the Preview button in the upper right corner. Click the Choose a contact to preview the dropdown menu and select a contact to preview the page.
• To preview personalization in an email, click the Actions dropdown menu in the upper right corner and select Preview. To preview the email as a specific contact, select a contact from the Preview as a specific contact dropdown menu.

The post How to Use HubSpot Personalization Tokens? appeared first on MakeWebBetter Support.

.

You can connect an additional brand domain after purchasing the domain limits increase or business units add-on. (Hence it becomes your HubSpot company domain name.)

• Click the settings icon in the main navigation bar of your HubSpot account.
• Navigate to Website > Domains and URLs in the left sidebar menu.
• Scroll down and select Advanced options.
• Click Add brand domain in the Brand domains section.

• In the Brand Domain Field, enter the name of your brand domain from the dialog box.
• Hit Click brand domain.

After you’ve added your new brand domain, you can use any of its subdomains as a primary or secondary domain for your content. This is how you manage HubSpot domains and add multiple brand domains to HubSpot. 

Please Note:

• You can host up to ten additional brand domains if you have a CMS Hub Enterprise subscription.
• You can add more brand domains to your CMS Hub Enterprise or Marketing Hub Enterprise subscription by purchasing the domain limits increase or the business units add-on.
• Please remember that brand domains are distinct from your company branding settings, where you can configure branding elements such as your logo and favicon.

The post How to Connect Additional Brand Domain with HubSpot? appeared first on MakeWebBetter Support.

Add HubSpot Images

Please keep in mind that only.png,.ico,.bmp,.jpg, and.gif image files can be attached to HubSpot marketing emails.

1. Go to your website content from the website page, landing page, blog page, knowledge base, or email.
2. Click Edit.
3. Insert a HubSpot image 

• To insert a HubSpot image into your rich text module, Click the insert image icon from the rich text toolbar
• For inserting an image to the HubSpot image module. Hit image module > click replace above placeholder image from the sidebar editor 

1. Select image.

• Click the image in the right panel to insert an existing image.
• Click Add image in the right panel to upload a new image from your computer or via file URL. Click Design with Canva to make a new image using Canva’s editing tools. Then, to insert the image, click it.

1. You can optimize the image before inserting it. On the right panel, click details on the image > hit the dropdown called image optimization > choose optimization option.
2. Three options of a high, default, and low will appear. 

• A high HubSpot image will load at a higher resolution and increase load time.
• The HubSpot default image is optimized for both load time and resolution.
• A low HubSpot image loads at a lower resolution and has decreased load time.

Once you insert images, you can edit their size, alt text, link, and loading behavior later on.

The post How To Use Images In HubSpot Content? appeared first on MakeWebBetter Support.

There are 2 ways through which you can integrate HubSpot and Google analytics:

1. Using a Google Analytics tracking ID. Only a Tracking ID can be used by users with a Marketing Hub Starter subscription and no CMS Hub subscription.
2. Add your Google Analytics tracking code snippet to your domain’s site header HTML.

Method 1- HubSpot Google Analytics Integration Via Tracking Code

• From your HubSpot account, navigate to settings icon.
• Navigate to website >pages
• Select a domain from the Choose a domain to edit its settings dropdown menu to update its settings. Select Default settings for all domains to apply tracking to all HubSpot-hosted content. If a disagreement arises, the domain-specific settings will precede the default settings.
• Select the Integrations tab from the dropdown menu.
• Select the Integrate with Google Analytics checkbox in the Tracking integrations section. Clear this checkbox to disconnect the integration instead.
• Enter a Google Analytics Tracking ID in the field. Alternatively, you can add the Google Analytics monitoring code to your site’s header HTML.

• Click Save on the bottom left.

Method 2- HubSpot Google Analytics Integration by Applying Google Analytics to the site header HTML of a domain.

In settings, you can add the Google Analytics tracking code to your domains’ header HTML. If you’re utilizing a custom Google Analytics script, this is also a good idea. 

Please Note:

The HubSpot cookie policy banner does not influence tracking code added via header HTML. It will automatically record data on visitors regardless of whether or not they have opted in. Google’s developer documentation can further help you adjust this behavior. Your legal and development teams are the greatest resources for ensuring that your site’s use of the Google Analytics script complies with privacy rules.

• Go to settings option from the main navigation bar > Go to website > pages
• Select Choose a domain to edit it’s settings > Choose domain 
• Select Default settings for all domains, to add the tracking code to all HubSpot-hosted domains. If a conflict arises, the domain-specific settings will precede the default settings.
• Enter your Google Analytics tracking code in the Site header HTML area. Learn how to locate your Google Analytics tracking code on Google’s Website.

• Click save from bottom left.

The post How To Integrate Google Analytics With HubSpot? appeared first on MakeWebBetter Support.

You can add any icon from the Font Awesome library to rich text modules on blog posts and pages. After adding the icon, you can change its color, position, and size. You cannot directly add icons to marketing emails. To use an email icon, save it as an image and then insert it into the email editor.

Add HubSpot Icon Module

• Navigate to your content as follows:

• Website Pages: Go to Marketing > Website > Website Pages in your HubSpot account.
• Landing Pages: Go to Marketing > Landing Pages in your HubSpot account.
• Blog: Go to Marketing > Website > Blog in your HubSpot account.

• Hover your mouse over your blog post or page name and select Edit.
• Click the rich text module in the location where you want the Icon to appear.
• Select Icon from the Insert dropdown menu in the upper right corner of the rich text toolbar.

• Use the search bar to look for the icon in the pop-up window.
• To insert it into your rich text module, click the icon.

Edit HubSpot Icon Module

• Navigate to your content as follows:

• Website Pages: Go to Marketing > Website > Website Pages in your HubSpot account.
• Landing Pages: Go to Marketing > Landing Pages in your HubSpot account.
• Blog: Go to Marketing > Website > Blog in your HubSpot account.

• Hover your mouse over the name of the blog post or page and select Edit.
• To open the icon editor, click your icon in the content editor.
• To change the icon’s color, go to the background Color icon dropdown menu and choose a color. Navigate to the Advanced tab to enter a hex or RGB color value.
• To move the icon to the right or left, use the indent icon.
• To move an icon within a text block, use the block alignment icons.
• Click the link icon to add a link to your icon.

Click and drag the icon’s corners in the editor to resize it, or enter pixel values for the width and height in the toolbar.

• To resize your icon, click and drag the icon’s corners in the editor or enter pixel values for the width and height in the toolbar.
• To remove an icon from a rich text module, click the image and then the trash icon.
• Click the image to replace it, then click the replace icon and add a new icon.

Edit Advanced Icon 

After the HubSpot rich-text module, let’s know some advanced icon options for the HubSpot icon module:

You can edit your icon’s advanced settings to add accessibility text or customize the icon link.

• Click the icon in the content editor.
• Select the edit icon.
• Click Advanced in the pop-up window’s upper right corner.
• You can choose one or more link types if your icon is linked. This informs search engines about the relationship between this link and your website. Learn more about the various types of links.
• Choose a purpose for your image.

1. Select Read by screen readers and give your icon a title that describes its purpose if it is meant to convey information.
2. Select Ignored by screen readers if your icon does not convey information.

The post How To Insert And Edit Icons In Rich Text Modules? appeared first on MakeWebBetter Support.

To clarify, if you change a global module, it will affect all templates in which it is used.

Just make sure when you edit these global modules, that you have everything set right.

That is to say, any editing mistake can show up on every page too. Its visibility and universality is the major difference between any normal module and a global module.

Other normal HubSpot modules only show changes where they are used. For example, you can edit the gallery module differently for different pages. But it is not the same with a website footer or header.

The post What is a Global Module? How Are they different from other Module types? appeared first on MakeWebBetter Support.

HubSpot smart content examples: you can set up a different CTA or smart text for visitors from a specific country or those viewing on a mobile device.

Smart Content Rules 

To set up smart content, HubSpot has laid down the following categories:

Manage HubSpot Smart Content

You can add smart content to your blog posts, emails, and any website or landing page. Therefore, you need to first decide where you want to use smart content in HubSpot. Decide where you want to use the dynamic content > Choose the exact module from the email template, website, or landing page. For instance, if you want to add smart content to our landing page:

• Go to marketing >landing pages > select any landing page > edit 
• From the edit page menu on the left side, under contents, select a module you want to display smartly. Alternatively, you can directly click the pencil icon when you hover over any theme module and go to the next step.
• The particular module settings will open. The first option will be that of smart content. In our example, we will edit the title content module and create smart content for the same.
  

• Click add > a manage smart rule window will open on your right-hand side. Select a category of HubSpot smart rule to show dynamic content on the title. Here we choose device type.

• When you choose a category, you will be able to add rules for different cases. Under the device type, you can add up to different variations of smart content based on device type, i.e Mobile, Desktop, and Tablet. Click add and select device type.
  

• Click Save after adding your smart rules. Now on the sidebar on your left, you will have an option to edit smart content for the number of rules you have created. You can edit each category.

• From the editing for dropdown, select the device type and enter texts that you want to alternate. Repeat until you have done it for all device types.
• To edit or add more smart rules, click manage. A single smart module can have an unlimited number of smart rules. 

Preview Your Smart Rule

For smart content marketing, ( using smart content in HubSpot) this is an ideal way to segment your target audience. But before that, preview your edited module. After saving changes > Click Preview. When you choose a smart variation, the page editor shows the version of the page that those visitors will see. All smart modules that follow the same rule will show content from that smart variation.

The post How To Set Up Smart Content In HubSpot? appeared first on MakeWebBetter Support.