Automate Your Workflow with Zapier
- How to set up a Zap
- Best practices and things you need to know
- Our favorite zaps and example use case
Campaign Structure from Start to Finish
- In-depth view into the progression from a general nurturing campaign to a current client campaign
- Overview into winning email content that converts
- Take away material for building your own dynamic campaigns
Capture Contacts with Hatchbuck Forms
- What does my customer's buying process have to do with forms?
- What are the different types of forms I should use?
- What are some do's & dont's?
- What are the advantages?
- What are the code embedding options?
- How to choose topics
- Tools and resources we like at Hatchbuck
- Creating content that converts
- How to re-use content to save time
Getting the Most Bang for Your Hatchbuck
- Learn how to avoid the most common Hatchbucker mistakes
- Setup and Implementation
- Sales
- Marketing and Marketing Automation
- Deliverability
Hatchbuck Hacks: Our Favorite Tips and Tricks
- Inputting Leads from a Form
- Task-Based Campaigns
- Sorting by Deal & Contact Score
- Ending Campaign for a New Opportunity
- Default Filters and New Filters
- Duplicating Emails
- Link Action Tagging Strategy
- Inverse Tagging
- Storing Dates as Events
- Lead Source Tracking
- User Level Security
Improving Sales with Hatchbuck's CRM
- Optimize Sales Pipelines
- Take Advantage of Notes & Tasks
- Automate Sales Processes
- Use Deals to Track Opportunities
Navigating Hatchbuck for B2B Businesses
- Bringing Hatchbuck functionality full circle for your business
- Follow a sample B2B company from beginning to end
- Discuss complete marketing strategy
- Discuss complete sales strategy
- Complete feature breakdown and best uses of the database
Putting the Pieces Together for B2C Businesses
- Complete walk through of a sample B2C Business
- See each Hatchbuck Feature come together
- Regular and Event Based Campaign Ideas
- New Contact Nurture Flowchart take away