On March 23, 2017, Ian Shields from HireVue put on an awesome workshop about HubSpot workflows. Check out his deck, check out his eBook he created, and check out our website for event recaps and more http://slc.hubspotusergroups.com/

1. #SLCHUG
Welcome

2. #SLCHUG
Agenda
• Welcome
• Introductions & Housekeeping w/ Doc
• Workflows Workshop w/ Ian
• Q&A & Wrap-up

3. #SLCHUG
Decks Will Be Available
Recap Post Coming

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Cool Stuff
• Welcome to the launch of SLC HUG
• Our goal and charter
• Volunteers encouraged

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DARIN BERNTSON
@iGoByDoc
Founder
Co-Leader SLCHUG

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BRANDON
CARTER
@bscarter
Marcom Manager
HubSpot Customer
Co-Leader of SLCHUG

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Roll Call
• First Event?
• HubSpot Users?
• HubSpot Partner Agencies?
• Awesome Guests?

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Our Goals For SLCHUGWorkshops
• Education
– Inbound Specific
– HubSpot Specific
• Who is this workshop for?
– HubSpot Customers, Partners & Prospects

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Our Goals For SLCHUG
• Frequency
– Large Events - Minimum 4 times a year
– Workshops 3-4 times a year! (Starting right now - Woot!)
– Intensives 3-4 Times a year - Starting next month!
– This is a learning environment
– Let’s be “inbound” and be helpful to each other

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Save The Date
The First SLCHUG Intensive
Thursday, April 27, 2017
Topic TBD
Location: Access Development
Lunchtime Event
HubSpot Users Only - 10 Attendees

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Save The Date
Our Next Big SLCHUG Event
Thursday, June 1, 2017
Content Pillar Workshop / Location TBD
2-Hour Workshop w/ Justin Champion
from HubSpot

12. #SLCHUG
Save The Date
The Next SLCHUG Workshop
Thursday, June 22, 2017
Topic TBD
Location is TBD
Lunchtime Event
HubSpot Users Only - 35-65 Max

13. #SLCHUG#SLCHUG
Want to present at an upcoming event?
Fill out form on SLCHUG site

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2017
CONTESTS
No INBOUND Contest This Year =(
But…

15. #SLCHUG#SLCHUG
Attendance Prize for one lucky attendee from HubSpot
at the next big Q2 Event on June 1st

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We are a SUPER HUG!
• 180 HUGs worldwide in
27 Countries
• We were first place in
last year’s contest
• Second in over-all size
to San Diego
• New Rules this year
• Based on attendance
• Let’s keep the
momentum and
growth going at these
events
• SLC wants this prize
this year - Trust me!

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CONNECT

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19. #SLCHUG#SLCHUG
Can request from our Homepage
Join the SLCHUG Community on

20. @lipsticknbbq

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READY TO
GET STARTED?

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Let’s welcome
Ian Shields

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IAN
SHIELDS
@shields_word
Digital Marketing Manager
HubSpot Customer

24. HUBSPOT WORKFLOWS POWER USER
hands-on workshop
@shields_word
in/iancshields

25. 1. PLAYBOOK
2. TARGETED DELIVERY OF CONTENT
3. SMART LIST RECIPES
4. TYPES OF WORKFLOWS
5. MAP OF A WORKFLOW
6. WORKFLOW EXAMPLES
7. YOUR GOALS, YOUR INPUT

26. WORKFLOWS POWER USER PLAYBOOK
The playbook is designed to facilitate the building of HubSpot
Workflows. It’s a useful, practical, and informative resource for the
hands-on marketer.
Post-workshop, your feedback will be integrated into v2 and shared.
DOWNLOAD V1

27. TARGETED DELIVERY OF CONTENT
Effective lead nurturing is not about having the best copy.
It’s about sequences, contingencies, and finding holes.

28. #TriggersRWonderfulThings

29. SMART LIST RECIPES
Lists are the driving force of personalized content.
DL: {{form submitted for document}}
Contact has filled out any form / specific form on Page Title.
[Ideal Customer] Persona - All Contacts
The contact property Persona is equal to *Ideal Customer*
[Hygiene] Low engagement = Greymail
The contact property Sends Since Last Engagement is > or = to 15.
...and many more in the playbook. What smart lists do you use?

30. TYPES OF WORKFLOWS
Standard is triggered by a starting condition
(e.g. joining a smart list, filling out a form, or manual enrollment).
Fixed date is ideal for predictable, recurring events because
action operation is relative to calendar date selected.
Property based is ideal for time sensitive events because
the workflow operation is relative to the date type property.
There is no version control for HubSpot’s Workflows.
Keep searchable records documenting the state of each workflow
and previous iterations.

31. MAP OF A WORKFLOW
Guidance and hints are in the playbook.

32. WORKFLOW EXAMPLES
● Lead Nurturing Workflows
● Contact Database Wealth Workflows
● Sales Enablement Workflows
● Internal Workflows
Detailed workflow examples are in the playbook

33. What Can I Say Except You’re Welcome

34. What Can I Say Except You’re Welcome

35. What Can I Say Except You’re Welcome
Level: Novice
Goal: Lifecycle Stage is MQL, SQL,
Opportunity, or Customer
Workflow type: Fixed Date

36. Friends are Family

37. Friends are Family

38. Friends are Family
Level: Intermediate
Goal: Collab. b/w HR & MKTG
Workflow type: Property based

39. Come Together

40. Come Together

41. Come Together
Level: Novice
Goal: Quantify buyer persona(s) in contact
database and allow for personalization
Workflow type: Standard

42. I’m Bad

43. I’m Bad

44. I’m Bad
Level: Intermediate
Goal: Email Opt Out to Yes
Workflow type: Standard

45. YOUR GOALS, YOUR INPUT

46. @shields_word
in/iancshields

47. #SLCHUG#SLCHUG
Questions?

48. #SLCHUG
48
Search Engine
Optimization
Blogging & Social
Media
Lead Generation
Email &
Automation
Marketing
Analytics
Lead Management

49. #SLCHUG
Save The Date
Our Next Big SLCHUG Event
Thursday, June 1, 2017
Content Pillar Workshop / Location TBD
2-Hour Workshop w/ Justin Champion
from HubSpot