Videos & Webinars

Check out our videos and webinars to walk through Hatchbuck features and marketing strategies at your pace.

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45 articles in this collection
Written by Lindsey Stroud, Erin Posey, Katie Culp and 1 other
How-To Videos

Account Settings: BCC Email Integration

Send emails into Hatchbuck and store them as notes on a contact record without having to copy and paste.
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Written by Erin Posey
Updated over a week ago

Account Settings: IMAP Email Integration

Sync email correspondence on contact records by connecting to Gmail or other IMAP providers.
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Written by Erin Posey
Updated over a week ago

Account Settings: User Level Security

Grant permissions for each user to protect critical data.
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Written by Erin Posey
Updated over a week ago

Account Settings: Custom Fields

Capture custom data on contact, company or deal records.
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Written by Erin Posey
Updated over a week ago

Automations: Available Automations

See a complete list of the automations available for email links, campaigns, forms, webpages, and tag rules.
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Written by Erin Posey
Updated over a week ago

Automations: Purchase Rules

Track purchases and trigger actions from purchases.
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Written by Erin Posey
Updated over a week ago

Automations: Tag Rules

Trigger automated actions based on contact's interest and behavior by using tag rules.
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Written by Support Team
Updated over a week ago

Automations: Webhooks

Set up outbound automations through our integration partner, Zapier.
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Written by Erin Posey
Updated over a week ago

Campaigns: Build a Regular Campaign

Build regular campaigns to automate a series of steps to run automatically for selected contacts.
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Written by Erin Posey
Updated over a week ago

Campaigns: Build an Event-Based Campaign

Build event-based campaigns to automate a series of steps that will run based around a specific date and time for contacts.
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Written by Erin Posey
Updated over a week ago

Contacts: Add an Individual Contact

Quickly add individual contacts to the database.
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Written by Erin Posey
Updated over a week ago

Contacts: Add Tags

Use tags to segment and organize your contacts.
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Written by Erin Posey
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Contacts: Contact Scoring

Track your most engaged contacts by their contact score.
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Written by Erin Posey
Updated over a week ago

Contacts: Contact Statuses

A contact status identifies your relationship with contacts and how they evolve throughout the nurturing process.
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Written by Erin Posey
Updated over a week ago

Contacts: Import a Spreadsheet

Learn how to match spreadsheet columns to Hatchbuck fields, prevent duplicate contacts in the system, and complete an import.
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Written by Erin Posey
Updated over a week ago

Contacts: Organize Your Spreadsheet

Organizing your spreadsheet prior to importing will ensure you start with a clean Hatchbuck database.
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Written by Erin Posey
Updated over a week ago

Deals: Track Your Sales

Use Hatchbuck Deals to track your sales and ensure no opportunity falls through the cracks.
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Written by Erin Posey
Updated over a week ago

Emails: Code Your Own HTML Emails

Use our basic editor to input HTML code from an existing email, or code your own email from scratch.
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Written by Erin Posey
Updated over a week ago

Emails: Drag & Drop Builder

Create professional emails using our drag and drop email builder.
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Written by Erin Posey
Updated over a week ago

Emails: Sending Emails

Overview of sending an email to an individual contact, or to multiple contacts at once.
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Written by Erin Posey
Updated over a week ago

Emails: Text-Based Emails

The basic editor allows you to create text-based emails that can appear more personal to your contacts.
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Written by Erin Posey
Updated over a week ago

Filters: Contacts, Companies and Deals

Learn how to pull accurate and complete lists on contact, company and deal records using Hatchbuck filter options.
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Written by Erin Posey
Updated over a week ago

Forms: Capture New Leads

Learn how to capture leads through your website and landing pages using Hatchbuck forms.
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Written by Erin Posey
Updated over a week ago

Integrations: Connect Apps With Zapier

Connect Hatchbuck to hundreds of other apps through our integration partner, Zapier.
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Written by Erin Posey
Updated over a week ago

My Files: Link To Your Documents

Use My Files to include documents in your emails and track who opens them.
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Written by Erin Posey
Updated over a week ago

Tasks: Task Management

Manage to-do lists and contact follow-ups using tasks
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Written by Erin Posey
Updated over a week ago

Webpage Tracking: Track Visitors

Track webpage visits and automate actions for the contacts in your database.
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Written by Lindsey Stroud
Updated over a week ago
Webinars

Customer Success Workshop Series Schedule

Join us every month as we take a deep dive into specific Hatchbuck features to ensure you're set up for success!
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Written by Lindsey Stroud
Updated this week

Customer Success Workshop Series Recordings

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Written by Lindsey Stroud
Updated this week

Upcoming Webinar Schedule

Monthly webinars covering helpful topics to ensure Hatchbuck clients stay informed! We hope you'll join us.
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Written by Support Team
Updated over a week ago

Webinar Recordings

A quick list of past webinar recordings in case you missed them.
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Written by Erin Posey
Updated over a week ago

Automate Your Workflow With Zapier

Learn how to integrate Hatchbuck with other applications using Zapier. We cover how to set up a Zap, best practices and example use cases.
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Written by Katie Culp
Updated over a week ago

Navigating Hatchbuck for B2B Businesses

Bringing Hatchbuck functionality full circle for your B2B business.
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Written by Support Team
Updated over a week ago

Putting the Pieces Together for B2C Businesses

Follow along as we explain how each Hatchbuck feature comes together through a sample B2C business.
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Written by Lindsey Stroud
Updated over a week ago

Campaign Structure from Start to Finish

In-depth view into the progression from a general nurturing campaign to a current client campaign.
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Written by Lindsey Stroud
Updated over a week ago

Capture Contacts with Hatchbuck Forms

Learn about the what, why and how of Hatchbuck online forms.
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Written by Lindsey Stroud
Updated over a week ago

Content Creation 101

Everyone knows that content is king, but that doesn’t make coming up with topic ideas any easier. Learn how to create content that converts!
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Written by Support Team
Updated over a week ago

Getting the Most Bang for Your Hatchbuck

Learn from the experts! We cover setup and implementation, sales, marketing, marketing automation, and deliverability.
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Written by Erin Posey
Updated over a week ago

Improving Sales With Hatchbuck's CRM

Tools and features of Hatchbuck that will benefit your sales team and ensure no prospect falls through the cracks.
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Written by Support Team
Updated over a week ago

Our Favorite Tips and Tricks

Hatchbuck Hacks: From campaigns, to tag strategies, to identifying hot opportunities, we teach you our favorite tips & tricks for success.
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Written by Katie Culp
Updated over a week ago

Partners: Using Your Accounts

Partners will benefit from this webinar, covering account setup, building demo accounts, and best practices for database duplication.
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Written by Katie Culp
Updated over a week ago

Hatchbuck 4.0 Launch

Check out all of the new and improved features, register for Customer Success Hours and more.
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Written by Erin Posey
Updated over a week ago