Atlanta HUG Q3 meetup presentation
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This document contains the agenda for the Atlanta HUG meetup. The agenda includes an introduction, discussion of the INBOUND 2014 conference including speakers and sessions, prizes for HUG member registration at the conference, and a question and answer section. There is also a section on recent updates to the HubSpot platform, including new features for campaigns, workflows, goals, and apps.
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Atlanta HUG Q3 meetup presentation
- 1. Welcome to the Atlanta HUG!
- 2. 1 INBOUND14 2 What’s New with HubSpot? 3 Q&A AGENDA
- 3. INBOUND14.
- 4. WHAT TO EXPECT? 7,000+ ATTENDEES 5 INSPIRING KEYNOTES 30+ BOLD TALKS INBOUND EXPERTS 100+ EDUCATIONAL SESSIONS TRAINING DAY CLUB INBOUND AGENCY HUB SPONSOR SHOWCASE INBOUND ROCKS HAPPY HOURS & NETWORKING LEARN MORE OVER AT INBOUND.COM SOME OF OUR #INBOUND14 SPEAKERS SIMON SINEKSIMON SINEK DAVID MEERMAN SCOTT JILLDAVID MEERMAN SCOTT JILL KONRATHKONRATH SIMON SINEKSIMON SINEK DAVID MEERMAN SCOTT JILLDAVID MEERMAN SCOTT JILL KONRATHKONRATH SEPTEMBER 15-18, 2014 | BOSTON, MA Boston Convention & Exhibition Center (BCEC)
- 5. Martha Stewart Recently Announced as a Speaker
- 6. Full INBOUND 2014 Agenda Live!
- 7. INBOUND14 Prizes for HUGs! 5 HUG members register: Win a copy of our Keynote Simon Sinek’s book 15 HUG members register: Win $25 credit to the HubShop (who doesn’t love swag?) 25 HUG members register: Entire group upgrades to VIP ($499 value)
- 10. 1) Tag your Campaigns with Personas you’ve created in HubSpot. Available to all customers.
- 11. 2) Tag your Workflows with Personas you’ve created in HubSpot. Available to all Workflows-enabled customers.
- 12. 3) Set and see your SMART marketing goals right on your Dashboard. Available to all customers.
- 13. 4) Check out our brand-new Services website. Available to all customers.
- 14. 5) Social Inbox now suggests text, a Twitter handle and images when you publish a social message. Available to all customers.
- 15. 6) HubSpot’s Campaigns tool now has Recipes. Available to all customers.
- 16. 7) New Android app includes 7 and 10-inch tablet support and Google login. Available to all customers.
- 17. 8) New Integrations home in HubSpot. Available to all customers.
- 18. 9) Introducing your new Social “Inbox”. Available to all customers.
- 19. 10) You can now integrate HubSpot with GoChime. Available to HubSpot customers with a GoChime account.
- 20. 11) Send internal text messages (SMS) with Workflows Available to Professional & Enterprise customers.
- 21. 12) Clean up your database with Contact Merge Available to all customers.
- 22. 13) Enroll Contacts in a Salesforce Campaign from Workflows Available to all customers using Salesforce & Workflows.
- 23. 14) COS Blog Dashboard & Blueprints Available to all customers on the COS Blog.
- 24. 15) New message details page in Social Inbox Available to all customers.
- 25. 16) SFDC Sync Errors Screen Available to all customers using Salesforce.
- 26. 17) New iPhone & Android Apps Available to all customers.
- 27. 18) Multiple CAN-SPAM Footers Available to Enterprise customers.
- 28. 19) Email Web Page Expiration Available to all customers.
- 29. 20) Manage your mobile push settings in HubSpot Available to all customers.
- 30. 21) Image Editor Available to all customers.
- 31. 22) RSS Module with Images Available to all COS customers.
- 32. 23) Notification center now includes imports and exports Available to all customers.
- 33. 24) Default contact properties Available to all customers.
- 34. 25) Unique email performance in Workflows Available to Professional & Enterprise customers.
- 35. 26) Test Your List's Logic with a Contact Available to all customers.
- 36. QUESTIONS?
- 37. THANK YOU.
Notes de l'éditeur
- Include a welcome slide. Feel free to add the date, HUG leader names, and your HUG’s Twitter handle or hashtag.
- Here is a look at today’s agenda. We will discuss HubSpot’s annual conference, INBOUND, and some exciting announcements around the conference. The bulk of today’s meeting will dive into what is new with HubSpot. HubSpot’s product marketing team has provided us with all the newest software updates that happened in June and July. Let’s get started!
- Start by asking the group how many of them are attending INBOUND. Feel free to share your experiences attending INBOUND in the past with the group.
- INBOUND fuels the passion that drives the most innovative and successful business leaders of our time. INBOUND's purpose is to provide the inspiration, education, and connections you need to transform your business. This September, HubSpot will host thousands of marketing and sales professionals from almost every industry imaginable and from all corners of the globe at the Boston Convention & Exhibition Center. In 2013, we had 5,500 attendees from 35 countries, and we're excited to be bigger than ever this year.
- INBOUND will also feature several keynote speakers including Martha Stewart, Simon Sinek, David Meerman Scott, Guy Kawasaki, and HubSpot’s co-founders Brian Halligan an Dharmesh Shah.
- If you are interested in learning more about the different breakout sessions that will be offered at INBOUND, you can now view the entire INBOUND schedule on inbound.com. Once you have registered, you will be able to build your personal schedule to follow while at the conference.
- HUG members have the chance to participate in the INBOUND contest for a chance to win some awesome prizes. Our HUG has a special code that you can use when you register for INBOUND. Although this code is not a discount code, it will mark you as part of our HUG and you will have the chance to win the prizes shown here. If 5 members from our group register for INBOUND, those 5 members win a copy of Simon Sinek’s newest book. If 15 members register for INBOUND those 15 people win a copy of the book and a $25 gift card to HubSpot’s online store. If we get 25 members to register for INBOUND, the group will get upgraded to a VIP INBOUND pass which is valued at $499. This VIP pass includes fun perks such as expedited registration lines, exclusive networking and lounges, up front seating at the keynotes, and free drink tickets to INBOUND rocks.
- Here is our HUG’s code. If you have already registered for INBOUND and would like to participate, please let us know.
- You can now associate any Campaign with any Persona(s) you've created in HubSpot. To assign a Persona to an existing Campaign, go into your Campaign and select "Information" on the left. Under the "Goal & Target Information" section, you can assign any Persona(s) to that Campaign that you've created in your HubSpot account. And on the main Campaigns home screen, you can also filter by Persona as well. Why this matters: Being able to tag Campaigns by Personas allows you to segment, organize and really tailor your campaigns for your buyer personas you’ve created in our Personas tool. Over time, as you start assigning Personas to Campaigns, you'll be able to see which campaign performed best for that Persona(s) and what really resonates with them. This gives you even more context and valuable information on your Personas, which helps inform the rest of the marketing tailored to that specific buyer persona.
- You can now associate any Workflow with any Persona(s) you've created in HubSpot. To assign a Persona to an existing Workflow, head on over to Settings in your Workflow where you can assign any existing Persona(s) to that Workflow. And on the main Workflows home screen, you can also filter by Persona as well. Why this maters: Like with Campaigns, being able to tag Workflows by Personas allows you to segment, organize and really tailor your Workflows for your buyer personas you've created in our Personas tool. Over time, you will be able to see which workflows are generating the best results for your desired outcome by Persona, giving you even more context and valuable information on your Personas.
- HubSpot’s Goals app, now accessible from the Dashboard, will help you set your SMART goals and compare them to your monthly performance in order to stay ahead of the plan. The tool allows you to set a cumulative goal and visualizes how you need to do monthly in order to meet that goal. You can set your Goals and edit them in a new toolbar above the "Marketing Performance" graph on your dashboard. First, you'll see your historical performance and also how other HubSpot customers are doing. Based on that information, you can decide on a cumulative goal and enter it in. After doing so, you'll get an immediate translation of what that cumulative goal means for your monthly performance. The Goals app will visualize that monthly goal (taking your historical conversion rates) and allow you to tweak it further. Once you save your Goals, they'll be visible in your Dashboard so you can compare how you are doing to how you should be doing. Why this matters: Goals are an essential part of a marketer's success. Marketers are constantly thinking about how many visits, contacts and customers they need their marketing to drive in order to do their jobs effectively. Now, HubSpot has put those goals right on the dashboard (moving them out of Settings, where they were hidden) for comparison to your monthly performance so you have the context you need to know what's working, what's not and what you need to do to stay on track to reach those goals.
- Along with the updated design, the new Services homepage acts as an interactive service selection tool to help customers pick a service offering that helps them the most. Each individual service page is also redesigned and updated. There is a short service request form at the bottom of every page. If a customer is interested in a service, he/she can tell us via the page itself.
- Now, when you want to compose a message with a link, Social Inbox takes that link and suggests copy to accompany your link with the article headline in quotations. Social Inbox also pulls in the Twitter handle associated with the post (a best practice to give credit where credit's due!), and scans the URL for any images attached to it and suggests images for you to include when publishing. Why this matters: This is a huge time-saver for marketers that spend time scheduling and composing messages to publish through Social Inbox. With this, you don't need to manually search for and pull in an image, or always come up with text for the message. Now, you can be confident they're adhering to social media best practices all while saving yourself some time.
- The Campaigns tool now features two recipes for customers to add into their account. Campaign Recipes includes two primary campaigns - a Top-of-the-Funnel and Middle-of-the-Funnel recipe - each creating assets that will help you get started with new marketing campaigns, fast. Campaign Recipes are pre-structured inbound marketing campaigns you can install in your HubSpot account. They come pre-set with certain assets, like landing pages and emails, that are fill-in-the-blank easy, almost like marketing MadLibs. (These recipes are similar to the Workflows, Companies Report and Contacts Report Recipes available to Professional and Enterprise customers.) Both of these recipes come with the following content assets pre-set for you: A landing page with a form A thank-you page and simple follow-up email An email promoting the landing page A call-to-action to download the ebook for your website visitors The TOFU recipe also comes with a blog post pre-set for you as well. Why this matters: Marketers are thinking about marketing campaigns all day long, but it's not a snap to set them up - it takes a lot of time and energy up front to not only plan, but create and execute as well. Now, you can be confident that you’re creating great , effective inbound marketing campaigns with ease.
- Our Android app has moved into version 2.7 to include 7 and 10-inch tablet support as well as the ability to log in with the Google account already configured on your Android device.
- Integrations have a new home within the HubSpot platform. Now, you can find a listing of available integrations via the settings menu under your name in the main app navigation. Once in Integrations Home, you can see a listing of integrations: those you have already installed and those that are available to you. Each integration comes with a description and documentation. There are two categories of Integrations within this page: HubSpot Integrations: These are integrations that have been built by HubSpot and are supported fully by HubSpot's support team. Featured Integrations: These are popular integrations built by others and certified for quality by the HubSpot team. Support for these integrations is handled by the third-party who developed them rather than HubSpot's in-house support team.
- Inbox is a running stream of any interactions, conversations and new followers based on the content you publish through Social Inbox. Think of it like your Facebook newsfeed, but all the updates are on the content you've published through Social Inbox (or new followers on your connected Twitter accounts). How it works: You can filter your Inbox to see one of these three types of engagement below against any of your content published through Social Inbox to LinkedIn, Facebook, Twitter and Google+ Pages. You can also view the stream as "All accounts / All item types" as well. Inbox is meant to help marketers better prioritize the time they spend on social media. It elevates the content that is resonating best and the people who are most engaged with their shares. Now, marketers can "close the loop" on their published content by seeing who's interacting with it on social media, who those people are and how they relate to their business.
- HubSpot customers can now run smarter and more effective social media advertising campaigns using our brand new integration with GoChime. This is our first advertising integration that implements ads in a targeted customer centric way. Using this integration customers will be able to - Re-engage inactive customers that don’t open your email with a Facebook Newsfeed Ad Acquire new customers by targeting “lookalikes audiences” modeled from existing customers exhibiting high-intent Exclusion-target customers from your ads that have elected not to be contacted or by pulling converters out of a given campaign to prevent wasted ad spend When running a paid campaign, it is important to marketers to reach a relevant audience at the right time using the right platform. With this integration customers will not only be able to specifically re-engage with their inactive contacts but will also be able to control their ad spend by preventing ads from showing up to their existing customers. This will help marketers understand their paid audience much better and ultimately improve their marketing ROI. GoChime’s cookie-less targeting will also help reach customers on their mobile devices as well. This integration is available to all HubSpot customers with a GoChime account. If you don’t have a GoChime account yet, you can sign up and start your free trial today. Please note that this a third party certified integration and is not supported by HubSpot but by GoChime.
- You can now send internal text messages right from Workflows. How does it work? Head over to Workflows, and use “Send internal SMS” as the action. You will see two options – you can either send a text message to a number you list right there or you can use one of your existing HubSpot users. Why is this important? Having this action added to Workflows allows customers to spread pertinent, time-sensitive information faster among their teams. For example, you can use this when you have identified highly qualifying marketing events so you can notify your contact's sales rep immediately for follow-up.
- You can now merge duplicate contact records in HubSpot. Contact Merge gives you a way to associate the history of one contact record with another contact record, merging the two by choosing the primary record you want to keep in your database. This will... -Transfer website history, form submissions, workflows information, and other marketing interactions -Transfer latest property values -Keep the highest lifecycle stage (e.g. if one contact is Lead and the other one Customer, the Customer lifecycle stage will take priority) -Delete the secondary contact and if you ever visit that link, it will redirect you to the primary contact that remains existing Here’s how it works: Start by going to the contact record you want to keep as the primary record. Under “More Actions, select “Merge.” Next, select the contact record you want to be added to the primary record. Once you select the contact records to be merged, it'll be explained what is going to happen in a confirmation screen. Why this matters: It's not easy to fully understand the contacts in your database when duplicate records exist. Let’s say a contact fills out your form with their corporate email address in May, and in June visits your site and converts on a landing page by filling out their new corporate email address. What do you do? You want to merge the two, uniting their history and actions. Now, marketers have the power to unite duplicated contacts to see a complete history of the relationship between that one contact and their company.
- Salesforce connected customers are now able to enroll a HubSpot contact into a Salesforce campaign using workflows. Set up for this feature is straightforward in the workflows tool. Get started by going to Workflows. When you create or edit a step, you will now see the new option to Set a Salesforce Campaign. Select that and then choose an existing Salesforce Campaign into which you'd like to add your Contacts. You can also set a status of a member within that campaign. When a contact goes through your Workflow, they will be added to your Salesforce Campaign automatically.
- Now available to COS blog customers is a makeover to the blog dashboard. Not only does the redesign look better than ever, but there is a lot more functionality built in. -Graph that shows your blog performance over time to see how your posts are impacting your top of the funnel -Ability to click into specific dates to see what post you published that led to the increase or decrease in views/subscribers -View of Recently Published Posts and their views and CTA Clicks -View of Recent Comments -Handy sidebar to access anything you need for HubSpot blogging (+1 for decreasing the surface area of the product) -Easily switch between different blogs if you have more than one in your portal -Much faster load time of your data -Listing Pages separating your published, scheduled, drafted, and archived posts -3 Blogging Blueprints… What are blogging blueprints?! Blogging Blueprints are templates that can be used to help customers create blog content. There are three types of blueprints: How-To, List-Based, and Visual. A user can select a blank post or a blueprint when beginning to write a blog post. The blueprints will automatically load into the Content Editor in the body module allowing users to make changes directly in the editor. Why is it important? Prior to this blog dashboard, there was no way to see how your blog as a whole was performing. With this home for your blog, it’s easier than ever. Now you will have everything in a centralized place making it infinitely easier for customers to spend time focusing on creating content instead of searching the tool for various settings. Additionally, bloggers can now see the progress of their blog over a period of time, something they were unable to do before. Being able to check their performance and attribute what specific blog posts led to increases or decreases in views and subscribers will help our customers become better bloggers. This information will give them a better understanding of the content their audience prefers and/or the specific types of blog posts. Why are blogging blueprints important? Blogging isn’t easy. It’s hard to come up with post ideas, and it’s hard to write content. The blogging blueprints give users a head start to create content. The flow and outline of the post is already created so they can immediately start writing and focus on the content with handy “professional” examples embedded in the posts.
- There's a brand-new way to look at the analytics on your individual published social messages that gives you more context on who's interacting with your message with the added ability to delete a message from. The details: We've changed up the message detail pages look in Social Inbox to have the same look and feel as Inbox. We've pulled in some of the great new functionality that came along with our Inbox release. From here, you can: -Delete the message from HubSpot and the social network it was posted to -Clone a message to publish again -View the message on the native network's website (Facebook.com, etc) -See how the message was originally published -See any interactions or conversations that occurred after you published the content -See how many of those interactions or conversations were from contacts in your database -See the number of clicks on your published content -If it's a Twitter message, you can choose to follow any engaged contacts right from this screen -You can also see the lifecycle stage of any contacts in your database that engaged with this message across different networks (while this isn't like our "Monitoring" tool, we can still show you the lifecycle stage of any contact in your database if they've interacted with your content across Twitter, LinkedIn or Facebook) -If there's been any "conversations" on your message (like an @mention or a like) you can reply back from the details page as well (even from Google+) Why this matters to our customers: This new page creates the same experience you get in Inbox and gives you more control over your own social media marketing. Not only can you see important contacts that are engaging with you content, but with the additional ability to interact with those folks right from this screen - creating an experience where you never have to leave HubSpot to do their most important social media marketing.
- Now available for all Salesforce connected customers is a new screen that will show you any errors your Salesforce integration encountered while syncing with HubSpot. With this screen, you'll get detailed information into what is going on with your syncs and have the ability to correct anything that has gone wrong. The sync errors screen will enable you to: -Get instructions on how to fix each error. -Re-sync affected contacts with a single click. -Create a static list of those contacts so you can pass leads to your sales reps in spite of the error, use it as an opt-out list or further remedy the list. -Understand the overall health of their integration, by seeing the seeing the percentage of contacts syncing properly. To access the sync errors screen go to your salesforce integration settings under the main settings menu.
- The new versions of our Android and iOS apps include a new menu style, new Compose option in-menu and more. The new iPhone app is pictured to the right. The new Android app is pictured to the left. Now you can: -Compose a social media message right from the menu bar -Have the ability to include offline sources on your marketing dashboard (iOS only) -Switch portals and logout by tapping on your avatar -Have in-app access to contacts for sales reps -Control push notifications for all your portals and have push settings for the social streams -New menu bar (Android only)
- Now live for Enterprise customers is the ability to switch the CAN-SPAM email footer that you use in different emails. Once set up, you can select different footers right from the email editor screen before you send or schedule an email. Why is it important? If you have more than one office location, you may want to show different addresses on their email footer to reflect where the emails are coming from. This feature makes it seamless for you to switch between footers quickly and easily. How does it work? Go to Your Email Settings, and select Footer Information. You will see your default footer information, and you have the option to add a New Set. Once you are in the email editor tool, you can select your different footers.
- Now live is the option to set an expiration date for the web-based version of your emails. Once the web-based version of your email expires, you can choose to redirect to any URL (HubSpot or not). Use Cases -If you want to promote a 1 day sale by email, you do not want this information live after the sale has ended. -Emails become outdated! You wouldn’t want a page on your site talking about the brand new tool called Friendster, would you? -After a period of time, you may want to redirect your email readers to a static page instead of an email. You can now do this with this feature. Why is it important? This feature gives marketers more control over their content and messaging. Industry trends, positioning statements, and content can all become outdated. By being able to set a time limit on how long the email will be live on a page, marketers have the control to make sure their information and content is always up to date. How does it work? Create an Email and go to the Options tab. You will see a switch to turn your web version email from Off to On. Once you turn it on, you will have the option to redirect the web-based email to a landing page at a scheduled date and time. Choose the page you wish to redirect your web-based email to, and pick the time you want to do that. For example, if you have a 24 hour offer, you can choose your homepage as the page to redirect to 24 hours after your email is scheduled to go out.
- What's new: You can now manage the push settings for your HubSpot mobile app from within your HubSpot account on the web. This is now available for all customers. To get started, go to your Settings. Here, you'll see a new option to adjust push notifications. Upon clicking in, you'll see that you can now select when to receive push notifications about form, landing pages and Social Inbox searches. If you wanted to adjust notifications about Social Inbox stream matches, you can even do that by selecting Edit Stream Notifications Settings. When editing a stream in Social Monitoring, you can now turn on mobile push notifications from the desktop version. Please note: This feature changes settings per user, not per device. So, the settings you set for push notifications will be the same across all of the mobile devices you have set up with the HubSpot mobile app.
- All HubSpot customers have access to our new image editing tool, which lives in the file manager under Content --> Content Home. When you upload an image into your file manager, you now have a new functionality in the Settings gear called “Clone & Edit.” Here are some of the awesome new features included in the image editor: -Crop: Crop the image to fit pre-determined sizing for Twitter and Facebook, or lock in dimensions like 3:2, 5:3 and so on -Resize: Lock in your own desired height and width for the image -Orientation: Rotate the image left to right, or create a mirrored image of the photo -Text: Add text to your image in different colors and fonts -Effects: Add an Instagram-like filter to your image -Enhance: Illuminate, color fix or make your image hi-definition -Draw: Draw on your photo with a pen of varying weights and colors (with an erase option!) -Frames: Add an Instagram-like frame to your image -Stickers: Add hats, sunglasses, ties and other fun stickers to your image -Brightness, Contrast, Saturation, Warmth: Adjust these colors on your image with a slider -Focus: Choose a circular or rectangular focus area for your image -Redeye: Clean up the red eye in your image with varying brush sizes The image editor is embedded right within every content tool in the HubSpot COS. Bonus! We're giving customers free stock photos! The image editor is so fun to play around with - but only if you have a photo to start with. So we dropped a new folder in your file managers, chock full of HubSpot stock photos that they can use royalty-free for their own marketing purposes. Go to your file manager and look for the folder called "Free Stock Photos". This folder includes five sub-folders full of interesting pictures of HubSpotters. Why this matters: For marketers that aren’t designers, editing images for content can feel like a daunting task. Even when using an outside image editing app, it can take a few tries to get your image exactly how you want it. (And then you still need to upload it into HubSpot.) Marketers are using images in all facets of their marketing - email, pages, blog, social media - because images tell stories and grab a reader’s attention without them ever having to read a thing. That’s why the image editor is so important: It allows marketers to quickly spin up personalized, correctly-sized images for their marketing without ever leaving HubSpot. Now, everything they need to make the images in their marketing just the way they want them is included in the HubSpot platform.
- There is a new option within modules in the template builder allowing users to easily add a featured image to an RSS module. This module will show a blog post’s featured image next to the feed of recent blog content. Why is it important? Now marketers can simply check the “Featured Image” box off and easily display a list of recent COS blog posts with images on any page. No developers or code necessary to do this! For designers, this is beneficial as well. They will now be able to use the HubL token to add styling to an RSS module with images. This can be found on the Designer documentation (linked above). Previously they were only able to add styling to an RSS module that did not have images. How does it work? Go to the Template builder and open your any template. Add or swap a module for the RSS Module. Then go into “Edit Options,” and make sure “Include featured image” is checked. When you are done, hit Publish.
- The Notification center now includes notices of imports and exports, along with the existing topics of goals and product updates. Moving data in and out of HubSpot doesn't require a trip to your email inbox anymore. Now, you have a consistent place to check on all of your HubSpot updates without ever leaving our platform, whether that be an update to their favorite tool or a notification of a successful import. Less clicks with all the info. This also allows you to have a log of list exports for future reference.
- You can now choose a default option on contact properties that sets a default value for that property that can be applied across your contacts database. When creating or editing a new contact property, you'll see a new default option next to the labels on properties with field types "Dropdown," "Radio Select" and "Single On/Off Checkbox". When you set a contact property as "default", all contacts who don't have any value set for this property will adopt the default value you've selected. In the example above, we're creating a property to track whether your contact uses a new feature. Initially, all of them would be "No," and that's the default property that will be applied database-wide. As a result, this'll get stamped on each contact record the value wasn't present on. Here's an example of what that looks like:
- Now, when the same email is attached to more than one workflow, its performance will be unique to the workflow as opposed to the email’s total performance. customers. Previously in Workflows, when you add the same email to more than one Workflow, the email performance would be the same across both Workflows. For instance, your “Ebook Promo Email” is used in Workflow 1 and Workflow 2. No matter the Workflow, the email performance would have been the same in both places as well as in the Email dashboard. Some customers have had to clone emails in order to get clean metrics, so we've taken the hassle out of that, and going forward, when you create an email and attach it to more than one Workflow, the email performance will be unique to the Workflow. This allows you to save time when you want to reuse the same email and ensure that your metrics are clean, and will work automatically going forward when you create new emails.
- Now live is the ability to test if an individual contact meets a list’s criteria. Go to an existing list or create a new list. After your criteria for the list is completed, click on “Test contact against this list” at the bottom of the screen. You will then be able to search for a contact you want to test. Select the contact, and then click test. You will then see a green box around the contact if he/she meets the criteria, and a red box around the contact if he/she does not meet the criteria. Often times, you may want to know why or why not a specific contact in included in a list. In these cases, you have to go to the contact’s property history, have the list criteria screen open, and compare the two. This is a lot of work. This new feature automates the entire process making it significantly easier for you to quickly and easily get the information they need.