i Some General Advice 7 Most tools in HubSpot allow you to sort by date. Be sure to change the date based on your desired time frame.

7 You can also categorize your content by campaigns. You will be able to sort your content by campaigns.

7 Be sure to have a good screen grab tool so that your can easily and quickly grab screen shots. For example… 2 Awesome Screen Shot: 2 Aviary: PS: Use a browser like Firefox or Chrome and you can add these screen shot services as a extension.

TRAFFIC GENERATION METRICS. ARE YOU GETTING THEM FOUND ONLINE?

Page Performance Organic traffic is a transparent, positive reaction to your SEO work It indicates a number of things, such as: Regularity of blogging efforts Focus on good keyword research Recognition from a search engine Organic traffic (green) versus direct traffic (blue)

Instructions 6 Go to Reports -> Sources Sort by the time frame and time frames you wish to report on. You can show various time frames based on the client’s goals. Show the most current month and a 6 month / 12 month view. Sort by Visits – we are presenting on SEO

7 Instructions Take Screen Shot of the Graph Make sure to prepare to speak to Marketing Actions function

s Keywords Keywords help demonstrate your site’s success in associating with phrases and search terms you want to be found for: Good keyword research can also direct what terms are worth pursuing and which may be a waste of time The keywords tool demonstrates how much money you save by ranking for terms organically, rather than by paying PPC

f The COS Blog HubSpot’s new COS blog tool lets you craft a blog post and check your blogging data all in one location The sorting features let you categorize by campaign, which in turn is consistent across other tools such as keywords and Click on a post to see a preview of its live, on-page version

10 Instructions Sort by views to draw attention to your client’s best performing blog posts Go to Content – Blog Sort by which blog (if available), post-status, and campaign

B Social Media HubSpot’s refined Social Media tool aggregates all messages published to all your accounts, manually or automatically Past messages and their clicks are displayed here Measuring social media reach is also possible…

…Go to Social – Reach Adjust for time-range and social networks as needed

Go to Reports – Sources and filter to Social Media Determine which platform is driving more contacts and customers Check the platforms to see how individual campaigns preformed

Click the Social Media link to see the full break-out by platform You can compare each platform against the other in terms of views and contacts yielded

Click on LinkedIn to view various campaigns that have been run in LinkedIn, for example.

LEAD GENERATION METRICS. ARE YOU CONVERTING THEIR VISITORS INTO LEADS?

N Landing Page Summary (Classic)

N Landing Page Summary (COS) Go to Content – Landing Pages You will see a layout with all LP and their performance over the last month To see results, click on the “chart” button

Select the Landing Pages you want to highlight Sort by multiple views to compare (e.g. Sort by total submissions, submission rate, views, etc.) Highlight Landing Pages that had the highest and lowest Views, Submissions, Submission Rate.

Highest Submission Rate LP: Why did this Offer do so well? Which segment / persona was this offer for? Most views: Why did this LP get more views than others? Lowest Views / Submission Rates? Why did they Landing Pages not gain traction?

M From HubSpot’s tool, you can check on the message’s success, from Open rate to click-through rate The sorting features let you categorize by campaign, which in turn is consistent across other tools such as keywords and Click on an to examine the recipient's actions

Go to Content – Sort by Sent s Pick your preferred view: sort by Delivered, Clicks, Click Rate, Bounce Rate etc.

CUSTOMER GENERATION METRICS. ARE YOU GETTING THEM CUSTOMERS?

; Workflows (Professional / Ent. Only) The Workflows tool automates targeted content-delivery to new or old contacts, based on collected lead-intelligence Use lists-logic to bring dictate which prospect is sent what content, and when

Go to Workflows. Click on the workflow you want to explore. Click on Performance to see how this workflow performed.

M Events (Ent. Only) Events track visitor interactions with the website, but go beyond form-submission, as they can be applied to web and mobile applications Visit-, click-, submission-, and custom-events are possible Use events to trigger lists, workflows, and list segmentation