HubSpot Workflows: 3 Important Things To Get You Started

HubSpot Workflows Tutorial

In this tutorial, we talk about three foundational elements you should be leveraging for each of your HubSpot workflows.
Making sure you use specificity for your naming conventions and workflow descriptions is vital and, we show you why.
Knowing and setting your goal and understanding how to measure success or failure is crucial to future business decisions.

Need help with HubSpot or your workflows? Make sure you reach out and let us know.


About the Expert

George Thomas

George B. Thomas is an Inbound Marketing Marketer, Video Jedi, and HubSpot Certified Trainer with more than 25 years of sales and marketing experience. He leads the Impulse Creative crew in HubSpot certifications with 30 including Inbound, Email, Contextual, and Content Marketing.

George utilizes his love of teaching and learning to help companies find their way to growth via workshops, speaking engagements, business audits, and of course, Sprocket Talk.


Full Transcript

In this tutorial, we will talk about three things that we need to pay attention to when we're setting up our HubSpot workflow. So let's go ahead and dive in. The first thing is the naming convention. We often go into HubSpot portals, and we see simple naming conventions like the one you're looking at where it says sprocket talk dash workflows, dash course. But really, the idea here is specificity when so we want to pay attention to some things. And, of course, you might add more in your scenario. But if this workflow is part of the campaign, let's go ahead and put the campaign's name inside of the title as well. If it's for a particular persona that this is happening for, we might want to put the actual persona here. And then, of course, we have the buyer's journey. So is it awareness? Is it consideration? Is it a decision? We could do a for awareness, C for consideration D for decision, or spell it out. But again, paying attention to the buyer's journey and having that information in here.
Furthermore, you may have some other elements that you want to add to this naming convention. But the idea is that somebody immediately goes, Oh, I know what that's four vs. Hmm, I wonder what that workflow does. Now the next thing we want to do is dive into the description area, which if we look under the more tab right here and we get the description, we'll see that we have a pop-up that comes up, and we can make this box a lot bigger. So when we start to type in here, why do we need it to be bigger? So when you're typing out the description, again, specificity wins the day; you want to ask yourself, what is the workflow's goal? Do you want to present that? What are the things that this workflow affects? So if somebody comes into the future and turns it off, they'll know what it breaks? Or if it won't break anything? Again, what are the steps? Who's it for what campaign is that you want to get very granular. So when you come back in two weeks, two days, two years, or if somebody is hired in Ops, or sales or marketing, and they're trying to figure out what the heck is going on with the workflow, they can go into the description area, and immediately know, Oh, don't turn this one-off, or we're gonna break the machine. Anyway, the next thing that we want to do after we have a great naming convention and a description goes into the goal where we can view or edit our goal. And in this case, I've gone ahead and set it to lifecycle stages is any of customer; I'm going to go ahead and delete this real quick because I want you to see that you have a ton of elements that you can pick from the idea here is even before you get started with your workflow, you should know what the goal is. For instance, if it's an awareness checklist, and you're trying to get them to a consideration ebook, then it would be that they filled out the form or they're part of a list of people who have downloaded the ebook because that's where you're trying to get them to. In this case, we're going to pretend that it's a bottom of the funnel offer, and the workflow is trying to get them through there. And if they do the course, then they're considered a customer. And we're going to do contact property. And then, by all that is holy, use the search bar at the top. Please, if you find yourself scrolling, do not do that. And this is anywhere in HubSpot, not just workflows, use the search bar type in the thing you're looking for; we're going to go lifecycle stage we're going to say if any of customers will apply that filter. And we'll go ahead and hit save. When we come over to the Performance tab, we'll see this goal conversion rate right now; it's zero percent because we haven't even built the workflow. But over time, this is where you're going to see 27% 64 89% of people who went through this workflow became customers; you'll see the success or failure rate of all the actions taking place. Speaking of actions, we're going to be talking about that in the future. But remember, if you have any questions about workflows or any of the video tutorials that we have in this course, make sure you reach out and let us know we're here to serve and help you grow in smarter ways with HubSpot.