5 Pro Tips on HubSpot's New Add-Ons

Maggie Butler
Maggie Butler



This year at INBOUND 2015, we launched three new products to help you successfully support the growth of your business. These products can help you streamline marketing channels, dig into analytics and help you create the best web experience possible for your visitors.

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As you begin the process of re-evaluating your marketing strategy for the coming year, you'll want an understanding of how these new tools can supplement your day-to-day marketing tactics.

While each of these new add-ons can help you create marketing success, there's also a lot to know about each and every one. In this post, you'll discover five tips on cool features of HubSpot's Reporting, Website and Ads Add-on

1. Keep your dashboards to yourself

If you're in charge of setting up dashboards for you and your team, you could be setting up multiple dashboards - in fact, HubSpot's Reporting Add-on lets you create up to 20 dashboards. These dashboards could include one for sales, one for marketing, one for specific roles on the team and perhaps even different dashboards for each of your buyer personas.

But depending on what you're reporting on, you may want to keep your dashboard private. If the blogger on your marketing team wants to create 20 different dashboards, he or she may not have a need to share them all with the group. Anyone who creates a dashboard can choose their own privacy settings by navigating to the Reporting Add-on and clicking the gear icon on any dashboard. In "Edit" mode, you'll find this screen where you can choose your own privacy settings:

2. Get a free $100 LinkedIn credit for...free!

Before starting any ad campaign, a good rule of thumb is to set some clear goals and guidelines for your campaign. Specifically, you need to consider how much budget you'll put towards using paid advertising in your marketing campaign. We recommend that a good place to start is to allocate 10% of your total campaign budget to ad spend and figure out your daily spend by dividing your budget by the number of days you want your campaign to run.

This number will differ across all marketers, but one thing remains the same: getting a free $100 credit to LinkedIn to try out their Sponsored Updates product, which we recently tested out ourselves, will help kick off your first ad campaign in HubSpot. Once you begin a trial of the Ads Add-on, you'll receive a notification about a $100 LinkedIn Credit, just for taking a free trial. Now the question is, what will your first ad campaign be?

3. Measure the ROI of individual ads

Most advertisers have heard this famous quote by John Wanamaker:

“Half the money I spend on advertising is wasted; the trouble is I don't know which half.”

Well, Mr. Wanamaker, those days are over. With the Ads Add-on, we automatically do the math for each individual ad. Helping you understand which ads drive conversions, how much it costs to acquire a lead based on how much you’ve spent for a conversion and the ROI that ad is delivering for your business. This allows you to do more of what’s working and less of what’s not. When you know an ad has a poor ROI, shut that ad down or tweak the targeting/content. If you see an ad with lots of conversions and a high ROI, double down. Over-invest in that ad or create more ads similar to the one working the best.


4. Sandboxes (for your content) are back

Website redesigns can be a complicated process. Depending on your website, you could have hundreds, possibly thousands of pages to manage, and coordinating the redesign and go-live effort of those can be, well, daunting. For sanity's sake, it's necessary to be able to test and make changes to your website pages without the possibility of them going live riddled with unfinished design tweaks or funky images.

HubSpot's Website Platform allows you to do just that: we created a new staging environment that allows you to edit and design content in a private environment, share a staging domain with clients, or colleagues for review without publishing the page, publish all of your content at once, with the click of a button and more. Now, you can play in your sandbox without worrying if you're going to get sand in your lunch, or in this case, website. (By the way, wasn't that the worst?)

Here's what it looks like in HubSpot:

5. Visualize your data your way

As a marketer, you likely have several different places where you gather data for your weekly, monthly or quarterly reporting. Even worse, you could be storing it in your marketing platform, in programs like Excel or in integrations or plug-ins that work with your marketing software. But once you've got it all gathered up and ready to show, you've got a mish-mash of charts and graphs that don't look like they belong in the same family.

With the Reporting Add-on, you can choose from eight different types of displays for your dashboard. This is extremely helpful because some data is best represented in one visual way or another. For example, use a column graph when you want to highlight how multiple metrics compare to each other. This type of graph is useful if you are showing how many contacts you generated from different marketing channels.

Here's what a column graph looks like:


 Want to try the new Reporting, Website or Ads Add-on? Start your free trial today or get a personalized demo to discover how these new products can improve your marketing.

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