This is the complete deck from my talk at INBOUND18. I go through the following 11 reports categorised into 6 different strategies: * Strategy I: Use Custom Number and Date Properties * Strategy II: Take Snapshots * Strategy III: Create Reporting Buckets * Strategy IV: Create Loops with Workflows * Strategy V: Use Hidden Fields * Strategy VI: Use Zapier

1. THE BEST HACKS TO
SUPERCHARGE
YOUR HUBSPOT
REPORTING
D A N I E L B E R T S C H I

2. 2
HI, I’M DAN!
T E A M L E A D ,
S A L E S E N G I N E E R I N G
H U B S P O T A P A C
@ L A P T O P T I M P A N I S T

3. 8
E
GIES
AGENDA:
3 DIFFERENT APPROACHES

4. 11 REPORTS
R E C E N T P R I C I N G
P A G E V I E W
1 3
C O N V E R S I O N S
U N T I L M Q L
2
C O N V E R S I O N S
B Y B R A N D
T I M E I N L I F E -
C Y C L E S T A G E
6
L E A D S C O R E
C A T E G O R I E S
5
R E V E N U E A F T E R
6 0 , 1 2 0 , 1 8 0 D A Y S
4
7
T I M E I N L I F E C Y C L E
S T A G E 2 . 0
C O N V E R S I O N S B Y
D A Y O F W E E K
9
R E C E N T
S O U R C E
8
R E C E N T
B R O W S E R
1 0
S I M P L E C A L C U L A T I O N
W I T H Z A P I E R
1 1

5. 6 STRATEGIES
T A K E
S N A P S H O T S
I I
U S E C U S T O M
N U M B E R & D A T E
P R O P E R T I E S
I
C R E A T E
R E P O R T I N G
B U C K E T S
I I I
U S E Z A P I E R
V I
U S E H I D D E N
F O R M F I E L D S
V
C R E A T E
L O O P S W I T H
W O R K F L O W S
I V

6. 3 SECTIONS
+ + +

7. SWISS ARE KNOWN FOR

8. SWISS ARE KNOWN FOR

10. +
4.3
2.5
3.5
2.4
4.4
1.8
2 2
3
Category 1 Category 2 Category 3

11. =

12. =

13. INTRODUCING…

14. No money for
cheese?
Use a yellow or
orange post-it instead!
LUDICROUS (LIFE) HACKS
I N S P I R E D B Y @shittylifetips

15. +

16. STRATEGY I:
USE CUSTOM NUMBER AND
DATE PROPERTIES

17. RECENT
PRICING PAGE
VIEW
S T R A T E G Y : P R O P E R T I E S
1

18. STEP 1: CREATE CUSTOM DATE PROPERTY

19. STEP 2: CREATE SIMPLE ADMIN WORKFLOW
TO AUTOMATICALLY SET THE DATE

20. STEP 3: CREATE REPORT WITH ‘NEW MQL’
RECIPE

21. FORM
SUBMISSIONS
BY BRAND
H A C K S : P R O P E R T I E S
2

22. STEP 1: CREATE A CUSTOM COUNTER
PROPERTY PER BRAND

23. STEP 2: CREATE SIMPLE ADMIN WORKFLOWS
TO INCREMENT THE COUNTERS

24. STEP 3: CREATE REPORT

25. LOTS OF USE CASES

26. LIFE HACKS
Don’t waste your money
on a GPS system!
Just order a taxi to your
destination and drive
behind it in your car.
I N S P I R E D B Y @shittylifetips

27. STRATEGY II:
TAKE SNAPSHOTS

28. AVG. NO. OF
FORM
SUBMISSIONS
UNTIL MQL
S T R A T E G Y : S N A P S H O T S
3

29. STEP 1: CREATE CUSTOM NUMBER PROPERTY

30. STEP 2: CREATE ADMIN WORKFLOW

31. STEP 3: CREATE CUSTOM CONTACT REPORT

32. AVG
REVENUE
AFTER 60,
120, 180, 360
DAYS
S T R A T E G Y : S N A P S H O T S
4

33. STEP 1: CREATE CUSTOM NUMBER PROPERTIES

34. STEP 2: CREATE ADMIN WORKFLOW

35. STEP 3: CREATE CUSTOM CONTACT REPORT -
PROPERTIES & FILTERS
New
Report Builder

36. STEP 3: CREATE CUSTOM CONTACT REPORT -
VISUALIZATION
New
Report Builder

37. LIFE HACKS
Image source: fantafano
Don’t waste time
brushing your teeth!
Add toothpaste to
your food instead.
@shittylifetips
I N S P I R E D B Y @shittylifetips

38. STRATEGY III:
CREATE REPORTING
BUCKETS

39. LEAD SCORE
CATEGORIES
S T R A T E G Y : B U C K E T S
5

40. STEP 1: CREATE CUSTOM PROPERTY

41. STEP 2: CREATE ADMIN WORKFLOW

43. STEP 3: CREATE CUSTOM CONTACT REPORT -
PROPERTIES & FILTERS
New
Report Builder

44. STEP 3: CREATE CUSTOM CONTACT REPORT -
VISUALIZATION
New
Report Builder

45. ENDLESS POSSIBILITIES!

46. ENDLESS POSSIBILITIES!

47. TIME IN
LIFECYCLE
STAGE
S T R A T E G Y : B U C K E T S
6

48. STEP 1: CREATE CUSTOM PROPERTY

49. STEP 2: CREATE ADMIN WORKFLOW

51. STEP 3: CREATE CUSTOM CONTACT REPORT

52. LIFE HACKS
Image source: fantafano
Falling asleep while
driving?
Text a friend to stay
awake!
I N S P I R E D B Y @shittylifetips

53. WHAT IF WE WOULD LIKE TO KNOW THE
PRECISE NO. OF DAYS THOUGH???
C A L C U L A T I O N L O O P

54. STRATEGY IV:
CREATE LOOPS WITH
WORKFLOWS

55. TIME IN
LIFECYCLE
STAGE 2.0
S T R A T E G Y : L O O P S
7

56. STEP 1: CREATE 1 CUSTOM NUMBER
PROPERTY PER LIFECYCLE STAGE

57. STEP 2: CREATE 3 ADMIN WORKFLOWS

58. STEP 2: CREATE 3 ADMIN WORKFLOWS

59. STEP 3: DEFINE RE-ENROLLMENT & GOALS
G O A L ( W F 2 & 3 ) R E - E N R O L L M E N T ( W F 2 O N L Y )

60. RECAP

61. LIFE HACKS
Use the metal part
of your seat belt
to open beers while
driving.
I N S P I R E D B Y @shittylifetips

62. STRATEGY V:
USE HIDDEN FORM FIELDS

63. LET’S TALK ABOUT QUERY STRINGS, BABY!
Normal URL:
https://www.danielbertschi.com/my-wonderful-page
Query string:
?name=daniel&value=200&shipping=free
Long URL:
https://www.danielbertschi.com/my-wonderful-
page?name=daniel&value=200&shipping=free

64. AN EXPERIMENT ON A HUBSPOT LANDING PAGE

65. RECENT
SOURCE
S T R A T E G Y : H I D D E N F I E L D S
8

66. TRACKING URL = URL WITH QUERY STRING
https://www.danielbertschi.com/my-wonderful-page
?utm_campaign=INBOUND2018-campaign
&utm_source=facebook
&utm_medium=social

67. STEP 1: CREATE CUSTOM PROPERTIES

68. STEP 2: ADD TO FORM(S) AS HIDDEN FIELDS

69. STEP 3: CREATE 3 ADMIN WORKFLOWS

70. STEP 4: CREATE REPORTS

71. STEP 4: CREATE REPORTS

72. LIFE HACKS
Just add water for a quick
and easy meal.
I N S P I R E D B Y @shittylifetips

73. +

74. CONVERSIONS
BY DAY OF
WEEK
S T R A T E G Y : H I D D E N F I E L D S
9

75. x

77. STEP 1: CREATE A CUSTOM PROPERTY

78. STEP 2: ADD IT TO FORM(S) AS HIDDEN FIELD

79. 1 FORM OR ALL FORMS?

80. STEP 3: CREATE A GLOBAL FORM EVENT

81. STEP 3: THE DETAILS

82. STEP 4: REPORTING!

83. ET VOILA!

84. LIFE HACKS
No more tears in the
kitchen when cutting
onions!
I N S P I R E D B Y @shittylifetips

85. RECENT
BROWSER
S T R A T E G Y : H I D D E N F I E L D S
10

86. STEP 1: CREATE A CUSTOM PROPERTY

87. STEP 2: ADD IT TO FORM(S) AS HIDDEN FIELD

88. STEP 3: CREATE A NEW JS FILE

89. STEP 4: PASTE SOME CODE AND PUBLISH!

90. STEP 5: GET PUBLIC FILE URL

91. STEP 7: UPDATE THE GLOBAL FOOTER HTML

92. STEP 8: A ROYAL TEST

93. STEP 9: REPORTING!

94. RESULT!

95. LIFE HACKS
Don’t throw out
your old socks.
Fix them with a
permanent
Marker!
I N S P I R E D B Y @shittylifetips

96. +

97. STRATEGY VI:
USE ZAPIER J

98. ANNUAL
REVENUE VS.
PROJECTED
REVENUE
S T R A T E G Y : Z A P I E R
11

99. STEP 1: CREATE 2 CUSTOM CONTACT
PROPERTIES

100. STEP 2: BUILD A ZAP

103. STEP 3: UPDATE CONTACT IN HUBSPOT

104. STEP 3: A QUICK SOLO TEST

105. LIFE HACKS
Combine bathroom breaks
and lunch breaks to
maximize time efficiency.
I N S P I R E D B Y @shittylifetips

106. QUICK RECAP
+ + +

107. +
HUBSPOT ONLY – HACKS
R E C E N T P R I C I N G P A G E V I E W
1
C O N V E R S I O N S B Y B R A N D
2
STRATEGY I: NUMBER & DATE PROPERTIES
STRATEGY II: SNAPSHOTS
R E V E N U E A F T E R 6 0 , 1 2 0 , 1 8 0 , 3 6 0 D A Y S
4
C O N V E R S I O N S U N T I L M Q L
3

108. +
HUBSPOT ONLY – HACKS – CONT.
L E A D S C O R E C A T E G O R I E S
5
T I M E I N L I F E C Y C L E S T A G E
6
STRATEGY III: REPORTING BUCKETS
STRATEGY IV: WORKFLOW LOOPS
T I M E I N L I F E C Y C L E S T A G E 2 . O
7
STRATEGY V: HIDDEN FORM FIELDS
R E C E N T S O U R C E
8

109. HUBSPOT & JAVASCRIPT
+
C O N V E R S I O N S B Y D A Y O F W E E K
9
R E C E N T B R O W S E R
1 0
STRATEGY V: HIDDEN FORM FIELDS

110. HUBSPOT & 3RD PARTY (ZAPIER)
S I M P L E C A L C U L A T I O N E X A M P L E :
P R O J E C T E D V S A C T U A L R E V E N U E1 1
STRATEGY VI: ZAPIER
+

111. AND THOSE WERE …

112. …THE BEST HACKS
TO SUPERCHARGE
YOUR HUBSPOT
REPORTING

114. 114
© D A N I E L B E R T S C H I S E P T E M B E R 2 0 1 8
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