HubSpot | Marketing Hub Trial Guide

Welcome to your trial of Marketing Hub!

So you can get the most out of your time with Marketing Hub, we’ve hand-selected a few specific tasks that will help you explore the tool, and understand the value HubSpot will bring your team.

You can complete as many or as few of these tasks as you’d like, in any order. So kick the tires, explore, and get to know HubSpot - if you have questions, we’re here to help.

Recommended Activities for Marketers

With Marketing Hub, you'll have everything you need to manage a growing team, all on a single platform, without any of the unnecessary complexity that slows you down.

Importing Data Into HubSpot

Most teams come to HubSpot with an initial set of data they want to import, whether it’s from an existing CRM system, spreadsheets, homegrown tools, or some other source. There are several ways to get data into HubSpot - one-time migration tools, ongoing integrations, and HubSpot’s APIs, amongst others. This task involves importing a CSV file to populate a starting set of your data in HubSpot.

Importing Data Into HubSpot via CSV

First, prepare your CSV file for import. Review this rundown of how to set up an import file for HubSpot for instructions on how to set up your spreadsheet.
HubSpot comes with dozens of standard fields for basic pieces of data like email address, company name, and others. For custom details, you’ll want to set up custom properties.
Once your data is ready to go, you can actually carry out your import.
After your import is complete, take a minute to familiarize yourself with the data you imported by visiting Contacts, Companies, or Deals.

Setting Up Your Team In HubSpot

Giving the right members of your team the right access to HubSpot is an important step toward understanding and using HubSpot effectively. During this task, you’ll take a few minutes to set up users, organize them into teams, and understand how HubSpot handles details like permissions.

Setting Up Your Team

First, you’ll want to add members of your team who will need access to HubSpot as users. Users can be added manually, synced from Salesforce, or imported via CSV file.
Once you’ve set up your users, you’ll need to select who you want to have access to the trial features, which you can do from Users & Settings.
In HubSpot, users can be organized into “Teams” that allow you to control which records in HubSpot individual users have access to. Learn about organizing users into teams here.
Once your users are in HubSpot, you’ll be able to set their permissions which control what they can and can’t do and access inside HubSpot. Learn more about permissions.

Trial Task Details

A simple run-through of this task can be done in 20-30 minutes

You’ll need a CSV file containing one or more of the following: contacts, companies, deals, tickets, or products. You'll also need the names and email addresses of any team members you want to add.

In doing this task, you’ll get an introduction to HubSpot’s data model, creating custom fields, conducting an import. You’ll also get an introduction to user management, permissions, and team structures in HubSpot

Sending An Email Campaign In HubSpot

Sending an Email Campaign

First, you’ll want to create a list of contacts that you'll send your email to. This can be a list of contacts that you imported in the previous step.
Explore email templates to start with a template and then personalize the design and content for even higher conversion rates your audience will love.
Add your list of contacts, and select the best time to send your email.
Analyze your email results to get robust insights to how the email send performed and how this could inform your next send.

Trial Task Details

A simple run-through of this task can be done in 20 - 30 minutes.

To complete this task, you'l need email eligible contacts in the CRM, as well as content to include in your email.

In doing this task, you’ll get an introduction to list management, email creation, and deliverability in HubSpot.

Using Forms And Workflows to Automate Your Lead Nurturing

During this step, you’ll experience how you can take visitors to your website, and quickly begin nurturing them using automated workflows. HubSpot's lead capture tools let you easily deploy standard forms or dynamic pop-ups on any page with HubSpot's tracking code installed.

Also, while this task runs you through how to automate follow up emails, take note of the other business processes that can be automated using HubSpot's workflow tool.

Setting Up Lead Nurturing in HubSpot

Create an effective pop-up form to convert your website visitors into leads, no coding required!
Set up a workflow to automate your lead nurturing. Get a feel for the power and customization of using workflows for your lead nurturing and save a draft of your flow actions before creating the automated emailed you plan to add in.
Create automated emails in our drag and drop email editor, and after creation, add these specific emails in your workflow steps.
Analyze your workflow engagement and results by using Goals with your workflows.

Trial Task Details

A simple run-through of this task can be done in 30-45 minutes

You’ll need to add the HubSpot tracking code to your website to complete this task.

In doing this task, you’ll get an introduction to lead capture, and marketing automation in HubSpot.

Report On Your Success Using Campaigns

Marketing campaigns are organized, strategized efforts to promote a specific company goal, such as raising awareness of a new product or capturing customer feedback. They typically aim to reach consumers in a variety of ways and involve a combination of email, advertising, and social media.

Setting Up Campaigns In HubSpot

First, you’ll want to connect an email sending domain for optimized email deliverability.
Next, get familiar with how to set up a new campaign and set desired details. Bonus: Learn even more best practices from The Ultimate Guide to Marketing Campaigns.
Choose from a variety of marketing assets to create and connect to a campaign.
After creating a HubSpot campaign and associating assets and content with it, you can analyze the performance of your campaign to measure its effectiveness.

Trial Task Details

A simple run-through of this task can be done in 30-45 minutes

You’ll need a high level understanding of your marketing process and content that can be turned into blogs, emails, social posts, and content offers.

In doing this task, you’ll get an introduction to campaign reporting and asset creation in HubSpot.

Your trial isn’t going anywhere! Should you choose to move forward after your trial, you’ll be able to keep this account and any setup you’ve already done, so don’t worry about losing your work.

This guide is more of a short tour than a complete resource. We’ve selected a few steps that we think you’ll find helpful in getting to know HubSpot. You can find a more complete list of setup tasks here. (We’ll of course help you with those later on.)

If you choose not to move forward with the tools in HubSpot you were trialing, your account will automatically revert back to the original version at the end of your trial. If you aren’t already a paying HubSpot customer, your trial will revert to a free HubSpot account.

We’re here to help. If you have questions about Marketing Hub along the way, don’t hesitate to reach out to your HubSpot rep, or our support team. You can also find answers in HubSpot’s knowledge base or through our community.

Getting the Most out of Your Marketing Hub Trial

Welcome to your trial of Marketing Hub!

Recommended Activities for Marketers

Importing Data Into HubSpot

Setting Up Your Team In HubSpot

Trial Task Details

A few things to keep in mind...