Episode 216: Deal forecasting, Progressive form fields example, Showing respect

Episode 216: Deal forecasting, Progressive form fields example, Showing respect

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

HubShots, the podcast for marketing managers and sales professionals who use HubSpot, hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

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

Progressive forms allow you to request further details from contacts each time they fill in a few fields in a form. We covered this back in episode 194, but worth reviewing again with an example.

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:

hubshots notify 1

Click that button and the cycle begins! You’ll be taken to a form with the first progressive fields showing:

hubshots notify 2

Fill that out and submit and the process starts over – with a request to fill in more fields.

Have fun!

Here’s what the form looks like in HubSpot:

hubshots progressive fields

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.

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Shot 4: Consumer Insights of the Week

How to stay on top of market trends in a dynamic environment

Using Google Trends in a dynamic environment

In this dynamic environment, people’s needs are changing constantly. To keep up with shifting behaviors, consider Google Trends, a free tool that provides access to actual search requests across Google Search, YouTube, Shopping, and Images. By entering a keyword or a topic, you can explore what the world is searching for in near real time.

To help you stay on top of these shifts, the Google News Lab is curating global trends related to the pandemic with an option to dive more deeply into any of 24 local markets.

Shot 5: HubSpot Gotcha of the Week

Update your CTA links when you move from Staging to Live

If you use External links in your CTAs that actually refers to HubSpot pages on Staging, they won’t be automatically updated when pushing from Staging to Live.

The link should redirect anyway, but always better to update the links so no redirects are required.

Ideally use the HubSpot page option (as opposed to External link):

hubshots cta 2

Here’s how it looks in the CTA settings:

hubshots cta 1

Shot 6: Marketing Tip of the Week

Showing Respect

One simple way to show respect is to do your best to pronounce people’s names correctly.

A simple example in the news at the moment: Kamala Harris

Her name is pronounced kama-la.

Think ‘karma’ plus ‘lah’ or ‘comma’ plus ‘la’

Record your name on LinkedIn

Did you know you can now record your name on LinkedIn so people can listen to how you pronounce your name? Try it out on Ian’s profile.

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Shot 7: Insight of the Week

G2 places HubSpot at the very top right of their Marketing Automation grid. Surprisingly they are closely followed by ActiveCampaign. Kinda weird to see MailChimp in there as well. Shows that what people consider as ‘marketing automation’ is quite broad. But also shows that it is based on user satisfaction combined with market presence – the importance of marketing!