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#SLCHUG Good morning
#SLCHUG
Agenda
• Welcome & Housekeeping w/ Doc

• GDPR & HubSpot w/ Brandon

• Marketing Frameworks, GTM w/ David
• Email Marketing in HubSpot w/ Cameron 

• Q&A & Wrap-up
#SLCHUG
Decks Will Be Available
Recap Post Coming
#SLCHUG#SLCHUG
#SLCHUG
DARIN
BERNTSON
@iGoByDoc
CEO/Founder

Co-Leader SLCHUG
#SLCHUG
BRANDON
CARTER
@bscarter
Marketing Automation
Manager

HubSpot Customer

Co-Leader of SLCHUG
#SLCHUG
Roll Call
• First Event? 

• HubSpot Users?

• HubSpot Partner Agencies?

• Awesome Guests?
#SLCHUG
Our Goals For SLCHUG
• Education
– Inbound in general

– Some HubSpot specific

• Who is this for?
– HubSpot Customers, Partners & Prospects

– Anyone who wants to sharpen Inbound skills
#SLCHUG
Our Goals For SLCHUG
• Frequency
– Minimum 1 Main Event Per Quarter

– Additional Workshops + Intensives tbd

– These events are for you

– We are not here to sell anyone

– This is a learning environment

– Let’s be “inbound” and be helpful to each other
#SLCHUG#SLCHUG
Thanks for having us!
#SLCHUG
Save The Date
Our Next Workshop Event
Thursday, May 24, 2018
Topic: Trailblazing Your Content Strategy
Location: 50 West
Breakfast Event
All Event Dates onSLCHUG Home Page
120 Person

Limit.

RSVP

Today!
#SLCHUG
Save The Date
Our Next Workshop Event
Thursday, May 24, 2018
Topic: Pillar Content Creation
Location: 50 West
Breakfast Event
All Event Dates onSLCHUG Home Page
125 Person

Limit.

RSVP

Today!
#SLCHUG
Annual Conference
#SLCHUG
Digital Marketing Conference
Friday August 24, 2018

On Sale Now SLCSEM.ORG
#SLCHUG#SLCHUG
Want to present at an upcoming event?
Form on SLCHUG site
#SLCHUG
CONNECT
#SLCHUG#SLCHUG
#SLCHUG#SLCHUG
#SLCHUG#SLCHUG
Can request from our Homepage
#SLCHUG
SHARE TODAY

#SLCHUG

Twitter - Facebook - Instagram
#SLCHUG
READY?
#SLCHUG
BRANDON
CARTER
@bscarter
Marketing Automation
Manager

HubSpot Customer

Co-Leader of SLCHUG
#SLCHUG
Are You
Prepared for
GDPR?
#SLCHUG
https://offers.hubspot.com/gdpr-virtual-hug
https://www.hubspot.com/data-privacy/gdpr/product-readiness
Special HubSpot HUG GDPR Webinar
HubSpot GDPR Product Readiness
We will talk more about this at the May SLCHUG event
#SLCHUG
Questions?
#SLCHUG
READY?
#SLCHUG
DAVID
MALMBORG
@davidmalmborg
Director of Clients &
Marketing Intelligence

HubSpot Customer
Frameworks, 

Measurement Plans, and 

Data Collection
David Malmborg
Director of Marketing Intelligence, UDS
SLC HubSpot User Group, 4-26-2108
David	Malmborg	-	#SLCHUG	April	2018
• Director of Marketing
Intelligence at UDS
• Past President of SLCSEM
• History in High-tech B2B
Marketing
• Really like Marketing
Operations
• Once considered myself
an SEO 
Why do companies struggle to
understand the difference
between campaigns and
strategies?
Marketing Strategy vs. Campaign
Marketing Strategy = Game PlanCampaign = Individual Play
David	Malmborg	-	#SLCHUG	April	2018
Quick Ways to Identify a Campaign
• Expiration Date
• Set Budget
• A Landing Page
• Target Audience
• A certain problem
• Solution or service offerings
Campaigns have specific details. That won’t be in a Strategy.
David	Malmborg	-	#SLCHUG	April	2018
The Marketing Framework

…Doesn’t Need to be Complicated
David	Malmborg	-	#SLCHUG	April	2018
Focus on the Objectives
David	Malmborg	-	#SLCHUG	April	2018
Why Does Your Website Exist?
• Objectives
Take the broadest parameters on why your website exists. What are you trying to achieve?
• Goals
Add SMART goals to each objective. Each objective could be have multiple goals.
A	resource	for	the	community Promote	Annual	ConferenceEvent	Registration
SLCSEM	-	Your	Main	Company	Objectives.	

Be	a	marketing	education	and	networking	resources	for	Utah	digital	marketers.	
Source: https://www.kaushik.net/avinash/digital-marketing-and-measurement-model/
David	Malmborg	-	#SLCHUG	April	2018
Objective’s > Goals > KPIs
SLCSEM	-	Your	Main	Company	Objectives.	

Be	a	marketing	education	and	networking	resources	for	Utah	digital	marketers.	
A	resource	for	the	community Promote	Annual	ConferenceEvent	registration
Build	an	engaging	community	of	
marketers.	
Sale	tickets	to	our	Annual	
Conference
Get	more	marketers	to	our	
monthly	events
Build	our	email	list
Slack	Users
Job	board	
postings
Avg.	
Attendees
Tickets	
Sold
#	of	Emails
Email	
Deliverable		
rate
Conversion	
Rate
New/	
Returning
New/	
Returning
David	Malmborg	-	#SLCHUG	April	2018
KPIs, Targets, and Metrics
SLCSEM	-	Your	Main	Company	Objectives.	

Be	a	marketing	education	and	networking	resources	for	Utah	digital	marketers.	
Slack	Users
Job	board	postings
Avg.	Attendees Tickets	Sold
#	of	Emails
Email	Deliverable		rate
Conversion	Rate
New/	
Returning
New/	
Returning
Increase	40%
Increase	40%
Increase	40%
Increase	40%
Increase	40%
Increase	40%
Increase	40%
Increase	40%
Increase	40%
David	Malmborg	-	#SLCHUG	April	2018
Measurement Plan

Source Your Data for Each KPI and Metric
KPIs
They matter to the executive team.
Metrics
They matter to the marketing team
Sources
Define the sources of each metric
and KPI.


Understand the difference in
different data sources.


The attribution model matters to
your goals.
David	Malmborg	-	#SLCHUG	April	2018
Map Your Conversion Points

… and Engagement Points.
David	Malmborg	-	#SLCHUG	April	2018
Collecting the Right Data
David	Malmborg	-	#SLCHUG	April	2018
Tags, Triggers, and Variables
• Tags

A snippet of code you
want to fire on a page.
Usually JavaScript.



Universal Analytics tag
type is likely to be your
most common Tag.
• Triggers

Define when and
where you want to fire
a specific tag.
• Variables

Information received
by GTM used for Tags
and Triggers.
Google Tag Manager
Enter Preview Mode
Enter Preview Mode
Enter Preview Mode
David	Malmborg	-	#SLCHUG	April	2018
Marketing Framework
• Objective
• Goals
• KPIs
• Metrics
• Targets
• Sources
• KPIs
• Metrics
• Targets
• Sources
• Goals
• KPIs
• Metrics
• Targets
• Sources
• Objective
• Goals
• KPIs
• Metrics
• Targets
• Sources
•Objectives
•Goals
•KPI
•Metrics
•Targets
•Sourc
es
#SLCHUG
Questions?
#SLCHUG
READY?
48
Cameron Evans
Marketing Operations Manager
@ecuaman801
cevans@solutionreach.com
49
“The Good, the Bad and the Email”
50
• Is email still relevant? 

(Hint: The answer is yes!)
• Email Setup and Best Practices
• Email Automation in HubSpot
Topics for Today
52
• Yes! The role of email has changed, but it’s still important in the buyer’s
journey.
• People check their email on average 74 times per day!
• Email has an average ROI of 4,300%!
• You have an even better opportunity to personalize the message now with
new technologies, including HubSpot!
Is email still relevant?
Source: blog.thatagency.com
53
Types of Emails
Handling Emails in HubSpot
54
Handling Emails in HubSpot
Not all emails in HubSpot are created equal. There are different
types of emails you have to create so they do different things:
Types of Emails in HubSpot
• Batch Emails are used for one-off blasts & standard sends
• Automated Emails are used in workflows - more on that later
• Blog Emails are digest emails for blog subscribers
• Follow-up Emails can be triggered off forms
Beware what you clone or change because it might not be available
to use.
55
Proper Setup

& Best Practices
Handling Emails in HubSpot
56
Proper Setup & Best Practices
Ensure that you have the following setup for each email (this goes for
all types):
Proper Setup in HubSpot
• To & From Addresses
• Personalization (when possible)
• View in Browser Link
• Preview Text
• HTML & Text Versions
• HubSpot Campaign
• Check Recipient & Suppression Lists
• Greymail Filter? Hint: Yes!
• Use the Optimize Tab
57
Proper Setup & Best Practices
Proper Setup
58
Proper Setup & Best Practices
Best Practices
A few tips to help get better opens and clicks:
• Send from a real person or at least a pseudo name.
• Clear and clickable subject lines - less than 50 characters
• Try some emoticons in the subject and the body

- they get noticed more.
• Keep it short!
• One CTA per email - don’t confuse people
• Keep it clean and simple
Source: HubSpot Blog
59
Proper Setup & Best Practices
Best Practices
Might I suggest plain text emails…. Why?
Source: HubSpot Blog
60
Follow-Up Emails
Email Automation in HubSpot
61
Email Automation
Follow-Up Emails
You can use HubSpot’s follow-up emails to immediately email a
prospect:
1. Setup email first by creating a special
type: Follow-Up Email. I recommend a
text-based email.
2. Setup landing page form to 

“Send a follow-up email”
3. Email will be sent immediately upon
form submission.
62
Email Automation
Follow-Up Emails
63
Automated Emails
Email Automation in HubSpot
64
Email Automation
Automated Emails
The best way to automate communication in HubSpot and save time!
• Easy to clone any email (HTML or text) and automate it.
• Huge variety of triggers based off HubSpot’s workflows.
• Lots of possibilities: Drip/Nurture Campaigns, Behavior-based Triggered Emails,
Breakup Emails, Sales Notifications, etc.
65
Email Automation
Automated Emails
• Nurturing Emails
• Triggered Emails
• Notification Emails
Let’s take a look at some
examples of:
#SLCHUG
Questions?
#SLCHUG
Save The Date
Our Next Workshop Event
Thursday, May 24, 2018
Topic: Trailblazing Your Content Strategy
Location: 50 West
Breakfast Event
All Event Dates onSLCHUG Home Page
120 Person

Limit.

RSVP

Today!
#SLCHUG
68
Search Engine
Optimization
Blogging &
Social Media
Lead Generation
Email &
Automation
Marketing
Analytics
Lead
ManagementThanks for being

a part of our community!

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Email Marketing & Google Tage Manager - SLCHUG April 26, 2018