Welcome to HubShots Episode 216: Deal forecasting, Progressive form fields example, Showing respect
This episode we discuss:
- The full show notes are now sent in our weekly notifications email
- Adding lots of bonus links each episode
- An example of using Progressive Form Fields in HubSpot forms
- Deal forecasting reports
- A gotcha to avoid in CTA links
- Showing respect for people
- Recording your name on LinkedIn
- Our App of the week
Listen to the episode here: https://soundcloud.com/hubshots/216-deal-forecasting-progressive-form-fields-example-showing-respect
Recorded: Thursday 20 August 2020 | Published: Friday 28 August 2020
Shot 1: Growth Thought of the Week
Shout out to Jennifer from Toronto! Thank you for the kind words.
Full Show Notes Emails Are Now in Place
Our notification email now has the complete show notes as part of the email – no more having to click through to the site – less traffic for us, a better experience for you.
If you want to receive the full show notes, simply fill out any of the forms on the HubShots site.
More Bonus Links Each Episode
Another reason to get the show notes, we are adding a lot more bonus links in the show notes now. More than we have time to chat about in the show. But useful for keeping up to date with industry resources and what’s been happening in marketing during the week.
I (Craig) read a ton of interesting articles each week and will be using the show notes to share them with you. See Shot 11 later in the show notes.
Shot 2: HubSpot Marketing Feature of the Week
Progressive Form Fields
An alternative to having one huge form with lots of fields.
For an example of progressive form fields in action try filling out the notification form on the HubShots site – you will end up being asked to fill in a total of 18 fields – you have no privacy!
Here’s the initial thank you page:
Click that button and the cycle begins! You’ll be taken to a form with the first progressive fields showing:
Fill that out and submit and the process starts over – with a request to fill in more fields.
Here’s what the form looks like in HubSpot:
Experience the joy of progressive form fields here.
(Note: not to be confused with Dependent form fields – which you can consider to be logical or conditional fields.)
Shot 3: HubSpot Sales Feature of the Week
Deal Forecasting Report
Deal Forecasting – this is a useful report to understand what you have in the pipeline over the coming months and where you need to focus. We have been asked this a few times lately by sales managers on how to see this information.
You can find this on the Sales Team Productivity > Deals Dashboard. Note: you must have Sales Professional or higher.