HubSpot Workflows & Reporting for Marketing Professionals

Overview

HubSpot Workflows & Reporting for Marketing Professionals is designed to help you master two critical aspects of HubSpot—Automation and Reporting.

Syllabus

• Introduction to HubSpot Workflows & Reporting
Course Objectives
Overview of HubSpot's Automation and Reporting Tools
• Understanding HubSpot Workflows
Introduction to Workflows
Types of Workflows in HubSpot
Creating and Managing Workflows
Workflow Automation Best Practices
• Building Effective Automated Marketing Campaigns
Understanding Customer Journeys
Designing Email Sequences
Lead Nurturing Strategies
Personalization and Segmentation in Workflows
• Advanced Workflow Features
Using Triggers and Actions
Setting Workflow Goals
A/B Testing in Workflows
Workflow Optimization Techniques
• HubSpot Reporting Basics
Introduction to HubSpot Reports
Types of Reports in HubSpot
Building a Custom Report
• Analyzing Marketing Data
Key Metrics for Marketing Professionals
Interpreting Report Data
Data-Driven Decision Making
• Advanced Reporting Techniques
Using Dashboards for Better Insights
Creating Custom Dashboards
Automating Reports and Dashboards
• Integrating Workflows with Reporting
Monitoring Workflow Performance
Using Reports to Optimize Workflows
Linking Workflow Outcomes to Marketing ROI
• Course Review and Project
Hands-On Practice: Create a Complete Workflow
Build and Present a Custom Dashboard
Final Q&A and Feedback Session
• Conclusion and Next Steps
Recap of Key Learning Points
Additional Resources for Continued Learning
Certification Exam Information (if applicable)

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Taught by

Thalita Milan | Marketing Automation & HubSpot expert

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Subjects

Business