@Uberflip

#MAHacks

MARKETING AUTOMATION HACKS:

Francois Mathieu

Marketing Programs Manager,

Uberflip

@francoismat

Hana Abaza

VP Marketing, Uberflip

@hanaabaza

@Uberflip

#MAHacks

WE WILL SEND THE RECORDING.

Questions? We’ve got answers! (At the end of the webinar )

@Uberflip

#MAHacks

Join in on

WE WILL SEND THE RECORDING.

Questions? We’ve got answers! (At the end of the webinar )

@Uberflip

#MAHacks

How Uberflip & HubSpot Work Together

Stay Tuned For The Demo

CONVERT, CONNECT AND UNDERSTAND LEADS

@Uberflip

#MAHacks

MEET THE EXPERT

Francois Mathieu

Uberflip

Street Cred:

• Startup marketer

• Marketing Programs Manager at Uberflip

• HubSpot certified

• Toronto HubSpot user group leader

@Uberflip

#MAHacks

LET’S GET HACKING!

@Uberflip

#MAHacks

Hack #1

The Smart Content “Secret Menu”

@Uberflip

#MAHacks

Smart Content is a powerful feature

It allows you to personalize content by:

• Country

• Device type

• Referral source

• List membership

• Lifecycle stage

@Uberflip

#MAHacks

Smart Content is a powerful feature

It allows you to personalize content by:

• Country

• Device type

• Referral source

• List membership

• Lifecycle stage

@Uberflip

#MAHacks

Smart Content is a powerful feature

Leverage campaign parameters (query

strings) to personalize your landing page.

@Uberflip

#MAHacks

Insert multiple campaigns in one email

yourwebsite.com?utm_campaign=0001

yourwebsite.com?utm_campaign=0002

yourwebsite.com?utm_campaign=0003

yourwebsite.com?utm_campaign=0004

@Uberflip

#MAHacks

Redirect the visitor to the same URL

yourwebsite.com

↓

yourwebsite.com?utm_campaign=xyz

@Uberflip

#MAHacks

@Uberflip

#MAHacks

@Uberflip

#MAHacks

Smart Content is a powerful feature

Leverage smart lists to segment based on:

• Has done X / has not done X

• Has know value / unknown value

• All available field values (X, Y, Z)

• Persona property

• A combination of various fields

@Uberflip

#MAHacks

Hack #2

99 Ways to Trigger Workflows

@Uberflip

#MAHacks

Hack #2

99 Ways to Trigger Workflows

Manual Workflows Ain't One

@Uberflip

#MAHacks

Many Ways to Trigger Workflows

@Uberflip

#MAHacks

• Hidden form fields

• Content consumption patterns & areas of interest

• Inactivity

More Ways to Trigger Workflows

@Uberflip

#MAHacks

Hidden Form Fields

@Uberflip

#MAHacks

Hidden Form Fields in Smart List

@Uberflip

#MAHacks

• Hidden form fields

• Content consumption patterns & areas of interest

• Inactivity

Great Ways to Trigger Workflows

@Uberflip

#MAHacks

Hack #3

HubSpot Score ²

@Uberflip

#MAHacks

HubSpot Score Settings

@Uberflip

#MAHacks

Create a new property for

engagement

@Uberflip

#MAHacks

Create a new property for fit

@Uberflip

#MAHacks

Create Smart Lists to Rank Fit and Engagement

@Uberflip

#MAHacks

Create Workflows to Update Engagement Score

@Uberflip

#MAHacks

Create Workflows to Update Fit Score

@Uberflip

#MAHacks

Hack #4

What About Emails?

@Uberflip

#MAHacks

• Keep it conversational!

• Segment, segment, segment.

• Exclusion lists are as important as send lists.

• Don’t take past results for granted…

What About Email?

@Uberflip

#MAHacks

Keep it conversational!

Subject line: Before I forget

@Uberflip

#MAHacks

• Keep it conversational!

• Segment, segment, segment.

• Exclusion lists are as important as send lists

• Don’t take past results for granted…

What About Email?

@Uberflip

#MAHacks

RESOURCES

The Ultimate Marketing Automation Glossary

How To Clean Up Your Marketing Automation Database

9 Marketing Automation Hacks Powered by Zapier

@Uberflip

#MAHacks

@Uberflip

#MAHacks

We put the ability to manage and leverage the

content experience in the marketer’s hands.

UBERFLIP PUTS MARKETERS IN CONTROL

@Uberflip

#MAHacks

Connect your content:

To a beautiful, optimized front-end experience that is:

With built-in tools to:

RESPONSIV

E

DISCOVERABL

E

SOCIAL

CONVERT, CONNECT AND UNDERSTAND LEADS

ORGANIZED PERSONALIZED

HOW IT WORKS

@Uberflip

#MAHacks

• Auto update • Smart filters • Scheduling

• Content score • Uberflip metrics • Marketing Automation

• Create CTAs • Gate Content • Marketing Automation

• Aggregate • Curate • Personalize

Manage Content

Generate Leads

Automate Process

Deliver Insights

@Uberflip

#MAHacks

Resource Center Blog Upgrade Content Library Sales Enablement

UBERFLIP USE CASES

@Uberflip

#MAHacks

Supercharge Your Content

• Sync Contacts

• Progressive Profiling

• Track Buyer Journey

• Trigger Campaigns

• Gate Premium Content

• Enhance Lead Scoring

@wistia @uberflip

THE UBERFLIP EXPERIENCE

@Uberflip

#MAHacks

QUESTION TIME!

Hana Abaza

VP Marketing, Uberflip

@hanaabaza

hub.uberflip.com

Francois Mathieu

Marketing Programs Manager, Uberflip

@francoismat