HubSpot Training
Use the search tool below or select from one of the cards to access the comprehensive Hubspot help guide designed specifically for Cedar Woods staff. This page serves as a valuable resource for all members of our team, providing step-by-step instructions and useful tips to maximise your efficiency and productivity.
Nurture Programs
Lead Nurtures: Populating Campaign Assets
Use the steps to create and populate the Campaign In a Box project nurtures in HubSpot.
Lead Nurtures: Soft CTAs
Training article on best practice to create soft CTAs for the Lead Nurture Pogram.
MQL Nurtures: No Contact Comms
This training article will guide you through setting up a "No Contact MQL" nurture workflow in HubSpot to maintain engagement with leads
MQL Nurtures: Digital Sales Office Registration
Assets required to set up the Digital Sales Office Registration.
Sales Nurtures: Creating Purchaser Settlement Comms
Use these steps to create a project settlement nurture in HubSpot.
Creating 'Nurture Objects' Workflows
In this article, we’ll walk you through the process of setting up a 'Nurture Object' workflow in HubSpot.
Creating HubSpot Assets
Global Autoresponse Workflows
How to implement the Global Workflow Autoresponse for any project.
Creating Lists
If you're looking to pull enquiry records or purchaser information for a specific stage, this help guide has you covered!
HubSpot Pop-Up Form Creation
Basic pop-up form creation process for landing pages and Kentico sites
Prevent Google Crawling on Landing Pages
For new landing pages, especially those used for paid advertising, avoiding Google crawling can be crucial. Instructions on how to do so here!
Create GTM Container
Setup GTM for project websites and add code to configuration locations
Create GA4 & UA
Google is replacing UA (standard analytics) for GA4 in July 2023. This guide shows how to setup both for projects.
Campaigns & Tracking
Creating Campaigns In HubSpot
Important: If you the campaign has assets that send enquiries to CRM, you need to set up the campaign in CRM as per this "How To".
Understanding UTM Sources
Please refer to this document when creating UTM parameters for campaigns
Add CRM Campaign ID to HubSpot Forms
This is a 2 part process. Create the CRM campaign and add it to your HubSpot form.
Create Bulk SMS Campaign
Create a new SMS list and campaign to send a one-off bulk message using Message Media and HubSpot
Create a short URL
This is the HubSpot version of short URLs or Bitly URLs that will assist in tracking and setting correct UTM's
External Site Tracking: REA Natives & Audience Extension Ads
Setting up auto response emails to help track and attribute contacts or sales to REA advertising efforts.
Cloning & Updating the Attribution Dashboard
Clone the prototype attribution dashboard and steps for updating each report for your project.
Other
Adding New Forms to Auto-Responses
The following article includes information on adding any new forms to project auto-response workflows.
Assigning Sub Domains To Landing Pages
Connect your landing pages with project subdomains
HubSpot SEO Software
A quick training on how to use the SEO Tools available within HubSpot. Additional training can be found here.
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