Starting a free trial

screenPatterns:
Acknowledgement & Success
Subscription & Paywall
Pricing

screenKeywords:
Platform Solutions + Starter ¢ Professional %+ Enterprise
CRM Suife Essential marketing tools to engage and Comprehensive marketing software for Our most powerful marketing software for
convert leads automation, reporting, and campaigns advanced control and flexibility
Free Tools
Starts at Starts at Starts at
$18/mo $800/mo $3,600/mo
Create a Bundle i i i
billed at $666 $216/yr billed at $16;686 $9,600/yr billed at $43,200/yr
Gty il POAVE 1% Gt il POAVE 1%
Products Connime bl Commit annually Gt el Commit annually
Marketing . A A
Includes 1,000 marketing contacts Includes 2,000 marketing contacts Includes 10,000 marketing contacts
$18/month per 1,000 1000 ~ $225/month per 5,000 2000 ~ $100/month per 10,000 10,000 A
Sales ’ ’ ’
additional marketing additional marketing additional marketing
contacts contacts contacts
Customer Service
CMs
Operations
Talk to Sales Talk to Sales Talk to Sales
UsD ($) ¥
Compare Compare Compare
Free tools with increased limits, plus Starter plus: Professional plus:
remove HubSpot branding from:
v Live chat v/ Custom reporting v/ Custom objects
v Forms v Teams v/ Custom behavioral events
v Email marketing v/ Social media v Hierarchical teams
v Landing pages v/ Campaign reporting v/ Mulfi-touch revenue aftribution
L v/ Omni-channel marketing automation v Partitioning
||Platform Solutions . .
+ Starter ¢ Professional “4* Enterprise
CRM Suite
Essential marketing tools to engage and Comprehensive marketing software for Our most powerful marketing software for
convert leads automation, reporting, and campaigns advanced control and flexibility
Free Tools
Starts at Starts at Starts at
Create a Bundle $18/mo $800/mo $3,600/mo
billed at $666 $216/yr billed at $16;686 $9,600/yr billed at $43,200/yr
Pay Upfront Pay Upfront
Products Pay Monthly bt Pay Monthly 2 pren
Connime bl Commit annually Gt el Commit annually
| Marketing
Includes 1,000 marketing contacts Includes 2,000 marketing contacts Includes 10,000 marketing contacts
Sales $18/month per 1,000 1000 i $225/month per 5,000 2000 i $100/month per 10,000 10,000 2
additional marketing additional marketing additional marketing
Customer Service contacts contacts contacts
CMS
Start a free 14-day trial Start a free 14-day trial
Operations
USD ($) ~ Talk to Sales Talk to Sales Talk to Sales
Compare Compare Compare
Free tools with increased limits, plus Starter plus: Professional plus:
remove HubSpot branding from:
v Live chat v/ Custom reporting v/ Custom objects
v Forms v Teams v/ Custom behavioral events
v Email marketing v/ Social media v Hierarchical teams
v Landing pages v/ Campaign reporting v/ Mulfi-touch revenue aftribution


Saving report

appName: HubSpot

appCategory: Business

appTagline: Software, tools, resources for your business

companyHqRegion: US & Canada

companyStage: Public & Mature

platform: web

pageType: Application

hotspotType: Click

pageType: Application Application Application Application

allAppCategories: CRM Business

screenKeywords:
Custom Contacts Report ¢ Save
Filters (1) Data Visualization Undo Export
___ J
Frequency: Daily ¥ Color: Y ~ Display options ~
@ Date range: This quarter so far | Frequency: Daily
7, 4/1/2023  « 4/2/2023 4/3/2023 . 4/4/2023 ~ 4/5/2023 . 4/6/2023 « 4/7/2023 = 4/8/2023 \ 4/9/2023 & 4/10/2023
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oOoooooob 0% (0)
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i Last activity date X goooooooon
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Lifecycle stage
" 4/3/2023 [o]
Created
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Get more properties to display in the Data step.
4/5/2023 [o]
|~ Save report X
This report will be saved to your reports. You can also add it to a
dashboard.

Report name *
Custom Contacts Report
Add this report to a dashboard?
Don't add fo a dashboard
Add to existing dashboard
Add to new dashboard
|Update eXiSﬁng repo”
Custom Contacts Report was saved. Go to your reports. X
Filters (1) SISILS VISUUIZUTIU Undo Export
L J
Frequency: Daily ¥ Color: Y ~ Display options ~
@ Date range: This quarter so far | Frequency: Daily
7, 4/1/2023  « 4/2/2023 4/3/2023 . 4/4/2023 ~ 4/5/2023 . 4/6/2023 « 4/7/2023 = 4/8/2023 \ 4/9/2023 & 4/10/2023
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Displaying: N EEEER?
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i . ooooooooo.
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Entered Stage - Customer
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i Now in Workflow
LAST ACTIVITY DATE COUNT OF CONTACTS @
Create date
4/1/2023 [o]
Contact owner
4/2/2023 [o]
Lifecycle stage
" 4/3/2023 [o]
Created
- 4/4/2023
Get more properties to display in the Data step.
4/5/2023 [o]
|~ Save report X
Who can access this report?
Private to owner (me)
Everyone
View and edit
View only


Email performance

hotspotType: Scroll Vertically

hotspotType: Hover

screenPatterns: Dashboard Dashboard Charts

pageType: Application Application Application Application Application Application

screenKeywords:
«
Delivery
-]
SUCCESSFUL DELIVERIES BOUNCES UNSUBSCRIBES SPAM REPORTS 8
8 o 1 0
100% 0% 12.5% 0%
HTML click map e Top clicked links e Combined | HTML | Plain fext
LINK CLICKS
https://mobbin.com/ 2
https://youtu.be/sZDpJHl6amo (£ 1
Top engaged contacts Opens | Clicks
CONTACT
John Smith <jsmith.mobbin@gmail.com> (£ 4 @ >
|You have 12 days left in your Marketing Hub Professional trial. Go to trial guide Switch trial view v Show features v
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} " o {9 @ ‘ v
. «
< Back to all emails
List name All ~ e
M Mobbln Subject . Included |ISTS.
= RA R A Welcome to JD Mobbin Contacts List.xIsx
1 W G
@ ety Sent date Simple workflows (1)
. April 19, 2023 3:37 AM UTC-04:00 by Jane Doe When a contact clicks a link in the email
e See details
Performance Recipienfs ® Bot filtering is curren'rly ON
-
Sent to 8
Open rate 50% © Click rate 25% o Reply rate 0% o
Click-through rate 50% @
Unique opens 4 Unique clicks 2 Unique replies [o]
Total opens 8 Total clicks 3 Make sure you're using a HubSpot connected
inbox as your reply-to address to track replies >
© DESKTOP 0% MOBILE 0% OTHER 100% ® DESKTOP 100% MORTILE 0% OTHER 0%
|«
Time spent viewing email #
a8
READ © SKIMMED © GLANCED ©
0% 0% 0%
EngogemenT over time First 24 hours v
5
4
3
2
© Clicks: 2
©® Opens: 4
S —O————-—-96>————_———o—o----—o———
300 AM 4:00 AM 5:00 AM 6:00 AM 7:00 AM 8:00 AM 9:00 AM 10:00 AM 11:00 AM 12:00 PM
a
|«
Performance Recipienfs ® Bot filfering is currenTIy ON
-
=)
Sent to 8
8
Open rate 50% © Click rate 25% o Reply rate 0% o
Click-through rate 50% @
Unique opens 4 Unique clicks 2 Unique replies [o]
Total opens 8 Total clicks 3 Make sure you're using a HubSpot connected
inbox as your reply-to address to track replies
© DESKTOP 0% MOBILE 0% OTHER 100% © DESKTOP 100% MOBILE 0% OTHER 0%
Does this open rate differ from your usual open
rates? If so, it might be due to recent email
privacy changes. This open rate includes emails
that might have been opened by a machine. Learn
more (7
Calculate adjusted open rate
Delivery
SUCCESSFUL DELIVERIES BOUNCES UNSUBSCRIBES SPAM REPORTS
100% 0% 12.5% 0%
|«
]
8
5
4
3
2
1
0 LO—O@—?—W
3:00 AM 4:00 AM 5:00 AM 6:00 AM 7:00 AM 8:00 AM 9:00 AM 10:00 AM 11:00 AM 12:00 PM
Opens by email client e
® Desktop @ Mobile @ Other
@ >
|«
Time spent viewing email #
a8
READ © SKIMMED © GLANCED ©
0% 0% 0%
EngogemenT over time First 24 hours v
5
4
3
2
1
0 S‘o—o—o—o—o—o—m
3:00 AM 4:00 AM 5:00 AM 6:00 AM 7:00 AM 8:00 AM 9:00 AM 10:00 AM 11:00 AM 12:00 PM
a


Pinning a task

screenPatterns:
Action Option
Favorite & Pin

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
. v Companies (1) + Add
< Contacts Actions ~ Overview Activities °
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m oE——
i . View associated companies
Filter by: Filter activity (21/30) v  All users v
00000Q
Upcoming v Deals (1) + Add
v About this contact
v~ Task assigned to Jane Doe Actions ¥ Due: Apr 30, 2023 at 8:00 AM GMT+8 Abigail Smith - New Deal
Email | h oAb | N Amount: --
igailsmi i i Follow up with Abigail J Smit!
abigailsmith.mobbin@gmail.com p 9 oin Close date: April 30, 2023
Phone number e e Stage: Appointment scheduled ~
+1 (628) 267-9041 = History . .
04/30/2023 © 8:.00AM View associated deals
Contact owner Delete
Jane Doe ¥ (i} .
Copy link @ v Tickets (0) +Add
Lifecycle stage
Opportunity ¥ Type Priority Queue Assigned fo Track the customer requests associated with
Lead status To-do ~ None ~ None ~ Jane Doe ~ this record.
New ¥
Last contacted Regarding note logged on Tuesday, April 18, 2023 5:36 PM v Payments (0)
Add comment 3 associations ~ Collect and track payments associated with this
Vi I til Vi hist
e lew property history contact using HubSpot Payments.
April 2023 Set up payments
v Communication subscriptions
Abigail J Smith has not specified any > Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8
o . . . o . . . . v Attachments
preferences. Abigail is a creative and highly motivated individual with extensive experience in the
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
< Contacts Actions ~ Overview Activities ° v Companies (D +add
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m —
i . View associated companies
Filter by: Filter activity (21/30) v  All users v
)
Upcoming v Deals (1) + Add
v About this contact
> Task assigned to Jane Doe Due: Apr 30, 2023 af 8:00 AM GMT+8 Abigail Smith - New Deal
Email i iqai i Amount: --
I . . Follow up with Abigail J Smith
abigailsmith.mobbin@gmail.com Close date: April 30, 2023
Phone number Stage: Appointment scheduled ~
+1 (628) 267-9041 April 2023 ] )
View associated deals
Contact owner
> Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8
Jane Doe ~ .
Abigail is a creative and highly motivated individual with extensive experience in the v Tickets (0) +Add
Lifecycle stage Aacinn indiietry Theu mananed cavaral dacinn teame in A6 c e and hae
Opportunity ¥ Track the customer requests associated with
Lead status this record.
New + > Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8
Last contacted v Payments (0)
- Lifecycle change Apr 18, 2023 at 4:05 PM GMT+8
f f f . e A Collect and track payments associated with this
T Vit premeriy SRy The lifecycle stage for this contact was updated to Opportunity. View details (£ i
contact using HubSpot Payments.
L L. Deal activity Apr 18, 2023 at 4:05 PM GMT+8 Set up payments
v Communication subscriptions
Jane Doe moved deal Abigail Smith - New Deal [Z' to Appointment scheduled. View details
Abigail J Smith has not specified an [y
9 P v v~ Attachments
preferences.
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
. . v Companies (1) + Add
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Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m oE——
i . View associated companies
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v~ Task assigned to Jane Doe Actions ¥ Due: Apr 30, 2023 at 8:00 AM GMT+8 Abigail Smith - New Deal
Email | h oAb | N Amount: --
igailsmi i i Follow up with Abigail J Smit!
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+1(628) 267-9041 . . . .
04/30/2023 © 8:00 AM No reminder ~ View associated deals
Contact owner
Jane Doe ¥ e
v~ Tickets (0) + Add
Lifecycle stage
Opportunity ¥ Type Priority Queue Assigned fo Track the customer requests associated with
Lead status To-do ~ None ~ None ~ Jane Doe ~ fhis record.
New ¥
Last contacted Regarding note logged on Tuesday, April 18, 2023 5:36 PM v Payments (0)
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Vi I til Vi hist
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April 2023 Set up payments
v Communication subscriptions
Abigail J Smith has not specified any > Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8
o . . . o . . . . v Attachments
preferences. Abigail is a creative and highly motivated individual with extensive experience in the
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
. . v Companies (1) + Add
< Contacts Actions Overview Activities °
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m oE——
i . View associated companies
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v About this contact °
v~ Task assigned to Jane Doe Actions ¥ Due: Apr 30, 2023 at 8:00 AM GMT+8 Abigail Smith - New Deal
Email i iqai i Amount: --
I . . Follow up with Abigail J Smith
abigailsmith.mobbin@gmail.com Close date: April 30, 2023
Phone number Due date Reminder Stage: Appointment scheduled ~
+1(628) 267-9041 04/30/2023 © 8:00 AM No reminder ~ . .
View associated deals
Contact owner
0
Jane Doe ~
v~ Tickets (0) + Add
Lifecycle stage
Opportunity ¥ Type Priority Queue Assigned to Track the customer requests associated with
Lead status To-do ~ None ~ None ~ Jane Doe ~ this record.
New ¥
Last contacted Regarding note logged on Tuesday, April 18, 2023 5:36 PM ~  Payments (0)
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Vi Il til Vi hista
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April 2023
Set up payments
v Communication subscriptions
o . . > Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8
Abigail J Smith has not specified any
preferences Abigail is a creative and highly motivated individual with extensive experience in the v Attachments


Changing user seat

screenElements:
Badge
Status Dot

pageType: Application Application Application Application Application

screenKeywords:
- Change seat X
Seats give access to features across HubSpot. This access can be managed with permissions.
Users

jsmith.mobbin@gmail.com X
Seat
|Contacts v Conversations v Marketing v Sales v Service v T - B i (o} 'E'-!‘ {:}. {9 ‘ ‘ Q -
Success You updated your seats. X
< Back Users Seats Teams Presets
Settings Q
This is where you can manage the seats in your account.
Your Preferences
General SERVICE PROFESSIONAL SEATS © SALES PROFESSIONAL SEATS ©
Notifications
Unlimited seats left Unlimited seats left
Security
Account Setup Search name or email Q| Status: All ~  Seat: All ~
Account Defaults
NAME * SEAT INVITE STATUS LAST ACTIVE
Users & Teams
Integrations v Jane Doe Service Professional Seat )
. bbi " . ® Invite accepted 3 hours ago
Marketplace Downloads jdoe.mobbin@gmail.com Sales Professional Seat
Tracking & Analytics v
jsmith.mobbin@gmail.com Service Professional Seat @ Invite pending
Privacy & Consent
Data Management
Properties
Objects v
Import & Export
Tools @
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ Q -
< Back Users Seats Teams Presets
Settings Q
This is where you can manage the seats in your account.
Your Preferences
General SERVICE PROFESSIONAL SEATS © SALES PROFESSIONAL SEATS ©
Notifications
Unlimited seats left Unlimited seats left
Security
Account Setup Search name or email Q| Status: All ~  Seat: All ~
Account Defaults
| Users & Teams NAME * SEAT INVITE STATUS LAST ACTIVE
Integrations v Jane Doe Service Professional Seat
’ . . . . ® Invite accepted 3 hours ago
Marketplace Downloads Jdoemobbin@gmail.com Sales Professional Seat
Tracking & Analytics v
Service Professional Seat
. jsmith.mobbin@gmail.com Change seat @ Invite pending
Rigcyisiconsent Sales Professional Seat
Data Management
Properties
Objects v
Import & Export
Tools @
|- Change seat X
Seats give access to features across HubSpot. This access can be managed with permissions.
Users

jsmith.mobbin@gmail.com X
Seat
Service Professional Seat X Sales Professional Seat X
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ Q -
< Back Users Seats Teams Presets
Settings Q
This is where you can manage the seats in your account.
Your Preferences
General SERVICE PROFESSIONAL SEATS © SALES PROFESSIONAL SEATS ©
Notifications
Unlimited seats left Unlimited seats left
Security
Account Setup Search name or email Q| Status: All ~  Seat: All ~
Account Defaults
| Users & Teams NAME * SEAT INVITE STATUS LAST ACTIVE
Integrations v Jane Doe Service Professional Seat
’ . . . . ® Invite accepted 3 hours ago
Marketplace Downloads jdoe.mobbin@gmail.com Sales Professional Seat
Tracking & Analytics v
Service Professional Seat
. jsmith.mobbin@gmail.com @ Invite pending
Rigcyisiconsent Sales Professional Seat
Data Management
Properties
Objects v
Import & Export
Tools @


Renaming chatflow

hotspotType: Keyboard Input

screenPatterns:
Edit
Internal Tool

screenKeywords:
< Back to chatflows New chatflow (April 18, 2023 11:15 PM) B
Build Target Display Options
R,
A Alerts Q_ Go fo action
Welcome message
Start your chatflow with a welcome message
Got any questions? I'm happy to help.
I
? Collect Info Options ~
What can I help you with today?
(®) Jane Doe is available
Jane Doe is unavailable
I
® Send to Agent Options ~
|< Back o chatflows New chatflow (April 18, 2023 11:15 PM) # [ | ]
Build Target Display Options
N
A Alerts Q_ Go fo action
Welcome message
Start your chatflow with a welcome message
Got any questions? I'm happy to help.
dh
? Collect Info Options ~
What can I help you with today?
(®) Jane Doe is available
Jane Doe is unavailable
dh
® Send to Agent Options ~
|< Back to chatflows Offline message 4 Saving -
Build Target Display Options
N
A Alerts Q_ Go fo action
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Start your chatflow with a welcome message
Got any questions? I'm happy to help.
dh
? Collect Info Options ~
What can I help you with today?
(®) Jane Doe is available
Jane Doe is unavailable
dh
® Send to Agent Options ~
|< Back to chatflows Offline message 4 Saved -
Build Target Display Options
N
A Alerts Q_ Go fo action
Welcome message
Start your chatflow with a welcome message
Got any questions? I'm happy to help.
dh
? Collect Info Options ~
What can I help you with today?
(®) Jane Doe is available
Jane Doe is unavailable
dh
® Send to Agent Options ~


Scheduling email

screenElements:
Popover
Time Picker

pageType: Application Application Application Application Application Application Application Application Application

screenKeywords:
v  Email # X
Templates  Sequences & Documents Meetings ¥  Quotes ~
s
ce
From Jane Doe (jdoe.mobbin@gmail.com) Bcc
Subject Mobile Design Project
Let us know It we can schedule a quick call to discuss further details! | look forward to hearing from you.
Jane Doe
Project Manager
Meet with Jane Doe
Guest : abigailsmith.mobbin@gmail.com
30 min — PDT (-07:00)
Thu, Apr 20, 2023
10:00 AM - 10:30 AM
Schedule meetings for free with HubSpot
Send
Send Later . More ~ 5 @ & Insert~ Associated with 3 records ~
Create a task to follow up
|v Email # X
Templates  Sequences & Documents Meetings ¥  Quotes ~
5
ce
From Jane Doe (jdoe.mobbin@gmail.com) Bcc
Subject Mobile Design Project
Let us know it we can schedule a quick call to discuss turther details! | look torward to hearing trom you.
| Send later
I
In 1 hour
In 2 hours
Tomorrow morning (8am)
Tomorrow afternoon (1pm)
(® Custom
04/18/2023 @ 6:00 PM
Time zone
UTC -07:00 Pacific Time v
Associated with 3 records ~
Create a task to follow up
|v  Email # X
Templates  Sequences & Documents Meetings ¥  Quotes ~
To Abigail J Smith X
Cc jsmith.mobbin@gmail.com X
From Jane Doe (jdoe.mobbin@gmail.com) Bcc
Subject Mobile Design Project
Let us know It we can schedule a quick call to discuss further details! | look forward to hearing from you.
Jane Doe
Project Manager
Send later
In 1 hour
In 2 hours
Tomorrow morning (8am)
Tomorrow afternoon (1pm)
Custom
Associated with 3 records ~
Create a task to follow up
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
. . v Companies (1) + Add
< Contacts Actions Overview Activities °
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m —
i . View associated companies
Filter by: Filter activity (21/30) v  All users v
®
Upcoming v Deals (1) + Add
v About this contact
> Email - Mobile Design Project from Jane Doe Apr 19, 2023 af 8:30 AM GMT+8 Abigail Smith - New Deal
Email to Abigail J Smith, jsmith.mobbin@gmail.com Amount: —-
abigailsmith mobbin@gmail.com ® Scheduled Close date: April 30, 2023
Phone number Dear Abigail, Stage: Appointment scheduled ~
+1(628) 267-9041 I hope this email finds you well. I am writing to request a brief meeting with you and your team i .
i . . . . . View associated deals
to discuss on the new mobile design project you are launching. We are confident that our team
Contact owner
Jane Doe ~
v~ Tickets (0) + Add
Lifecycle stage
Opportunity ¥ > Task assigned to Jane Doe Due: Apr 30, 2023 at 8:00 AM GMT+8 Track the customer requests associated with
Lead status Follow up with Abigail J Smith this record.
New ¥
Last contacted . v Payments (O
April 2023 Y @
Collect and track payments associated with this
Wi Cll eppaics View property history > Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8 contact using HubSpot Payments.
Abigail is a creative and highly motivated individual with extensive experience in the
Aacian indiictry Thov manamad cavaral Aacinn taame in Ji£e - and hac Set up payments
v Communication subscriptions
Abigail J Smith has not specified any
> Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8 v Attachments
preferences.
|v  Email # X
Templates  Sequences & Documents Meetings ¥  Quotes ~
s
ce
From Jane Doe (jdoe.mobbin@gmail.com) Bcc
Subject Mobile Design Project
Let us know It we can schedule a quick call to discuss further details! | look forward to hearing from you.
| Send later
I
In 1 hour
In 2 hours
Tomorrow morning (8am)
Tomorrow afternoon (1pm)
(® Custom
04/18/2023 © 6:00 PM
Time zone
UTC -07:00 Pacific1 530 PM
5:45 PM
6:00 PM Associated with 3 records ~
Creat 6:15PM p
6:30 PM
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
< Contacts Actions ~ Upcoming ° v Companies (1) + Add
Ab|gC||| J Smﬂ‘h v Email - Mobile Design Project from Jane Doe Pin Copy link Apr 19, 2023 at 8:30 AM GMT+8
Mobbin °
Design Manager at Mobbin ane' D'oe o ‘ ' Delete mobbincom® @
abigailsmith.mobbin@gmail.co . to Abigail J Smith, jsmith.mobbin@gmail.com « Phone: --
m ® Scheduled
Dear Abigail, View associated companies
000000
I hope this email finds you well. I am writing to request a brief meeting with you and your
team to discuss on the new mobile design project you are launching. We are confident that ~  Deals (1) +Add
v About this contact our team will lead this project well, and I believe our experience and expertise would be a
great asset for your project. Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com . . . . .
9 @9 Let us know if we can schedule a quick call to discuss further details! I look forward to Close date: April 30, 2023
Phone number hearing from you. Stage: Appointment scheduled ~
+1 (628) 267-9041 i .
Jane Doe View associated deals
Contact owner Project Manager
Jane Doe ~ g
. v Tickets (O + A
. Meet with Jane Doe ickets (0)
Lifecycle stage
Opportunity ¥ Guest : abigailsmith.mobbin@gmail.com Track the customer requests associated with
Lead status 30 min — PDT (-07:00) this record.
New ¥
Thu, Apr 20, 2023
Last contacted 10:00 AM - 10:30 AM v Payments (0)
" Schedule meetings for free with HubSpot Collect and track payments associated with this
Vi Il til Vi hista .
e e lew properfy history contact using HubSpot Payments.
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v Communication subscriptions
4 associations v
Abigail J Smith has not specified any
v~ Attachments
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> Task assigned to Jane Doe Due: Apr 30, 2023 at 8:00 AM GMT+8
|v  Email # X
Templates  Sequences & Documents Meetings ¥  Quotes ~
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From Jane Doe (jdoe.mobbin@gmail.com) Bcc
Subject Mobile Design Project
Let us know It we can schedule a quick call to discuss further details! | look forward to hearing from you.
Jane Doe
Project Manager
Meet with Jane Doe
Guest : abigailsmith.mobbin@gmail.com
30 min — PDT (-07:00)
Thu, Apr 20, 2023
10:00 AM - 10:30 AM
Schedule meetings for free with HubSpot
B I UL Morev & B & Insert~ Associated with 3 records ~
Create a task to follow up
|v Email # X
Templates  Sequences & Documents Meetings ¥  Quotes ~
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From Jane Doe (jdoe.mobbin@gmail.com) Bcc
Subject Mobile Design Project
Let us know it we can schedule a quick call to discuss turther details! | look torward to hearing trom you.
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Tomorrow afternoon (1pm)
(® Custom
04/18/2023 © 530PM
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Associated with 3 records ~
Create a task to follow up
|v  Email # X
Templates  Sequences & Documents Meetings ¥  Quotes ~
s
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From Jane Doe (jdoe.mobbin@gmail.com) Bcc
Subject Mobile Design Project
Let us know It we can schedule a quick call to discuss further details! | look forward to hearing from you.
Jane Doe
Project Manager
Meet with Jane Doe
Guest : abigailsmith.mobbin@gmail.com
30 min — PDT (-07:00)
Thu, Apr 20, 2023
10:00 AM - 10:30 AM
Schedule meetings for free with HubSpot
B I UL Morev & B & Insert~ Associated with 3 records ~
Create a task to follow up


Workflows

screenElements:
Grid List
Icon
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screenPatterns:
Misc
Guided Tour & Tutorial

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation Reports v (o} 'E'-!‘ Q {9 a ‘ v
0 Workflows
Created in workflows Created in other tools Aft-risk workflows Unused workflows ® Recently deleted
Workflows will no longer be accessible once your trial ends. Upgrade to Sales Hub Professional to keep access to any workflows you've created.
Workflow template library
Spend less fime on repetitive tasks. Use workflows to automate your processes and makes sure nothing falls through the cracks. See all templates
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0 Workflows
Created in workflows Created in other tools Aft-risk workflows Unused workflows ® Recently deleted
Workflows will no longer be accessible once your trial ends. Upgrade to Sales Hub Professional to keep access to any workflows you've created.
Workflow template library
Spend less fime on repetitive tasks. Use workflows to automate your processes and makes sure nothing falls through the cracks. See all templates
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Workflows will no longer be accessible once your trial ends. Upgrade to Sales Hub Professional to keep access to any workflows you've created.
Workflow template library
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0 Workflows
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v Review at-risk workflows
A risk shows a workflow has at least one unique type of error. Click each workflow so you can review details about its risks, and then decide whether you want to ignore them.
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Rating feature

screenPatterns:
Feedback
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screenKeywords:
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Starting a quiz

screenPatterns: Quiz Quiz Quiz

pageType: Application Application Application Application Application Application Application Application

screenKeywords:
Email best practices
Learn how to build and maintain a strong email sending reputation.
TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION

Test your email sending knowledge with this quick quiz.

Question 2 of 3

What is email deliverability?

The likelihood that emails will be delivered to the primary inbox and not be filtered to alternate
inboxes like spam.
A program to get into people’s inboxes
@ The measurement of how successful a sender is at not getting lost in the spam folder
The measurement and understanding of spam filters
|Email best practices
Learn how to build and maintain a strong email sending reputation.
TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION

Test your email sending knowledge with this quick quiz.

Question 2 of 3

What is email deliverability?

The likelihood that emails will be delivered to the primary inbox and not be filtered to alternate
inboxes like spam.
A program to get into people’s inboxes
The measurement of how successful a sender is at not getting lost in the spam folder
The measurement and understanding of spam filters
|Email best practices
Learn how to build and maintain a strong email sending reputation.
o — ———O
TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION

Test your email sending knowledge with this quick quiz.

Question 1 of 3

When looking to send email to your contacts you need tocollect _______ to help

build the trust you need to create lasting relationships with your contacts.

® Verifiable Permission
Verifiable business name
|Email best practices
Learn how to build and maintain a strong email sending reputation.
TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION
Test your email sending knowledge with this quick quiz.
Question 2 of 3
What is email deliverability?
Not quite
Email deliverability is focused on how you are reaching the inbox of the contacts you are sending to.
|Email best practices
Learn how to build and maintain a strong email sending reputation.
TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION
Quiz complete
You got 1 out of 3.
Retake quiz
|Email best practices
Learn how to build and maintain a strong email sending reputation.
o o———mMmFOYO ———F——O
TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION
Test your email sending knowledge with this quick quiz.
Question 1 of 3
When looking to send email to your contacts you need tocollect _______ to help
build the trust you need to create lasting relationships with your contacts.
Verifiable business name
|Email best practices
Learn how to build and maintain a strong email sending reputation.
TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION
Test your email sending knowledge with this quick quiz.
Question 1 of 3
When looking to send email to your contacts you need tocollect _______ to help
build the trust you need to create lasting relationships with your contacts.
That's right!
Contacts need to give permission to be sent marketing emails. And you need fo have a clear record of that permission. Filling out
a form is a great way to get permission.
|Email best practices
Learn how to build and maintain a strong email sending reputation.
TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION
Put your email sending reputation knowledge to the test with a quick quiz.
Start the quiz
Skip the quiz


Deleting records

screenElements:
Button
Text Field
Dialog

screenPatterns: Delete Confirmation

screenPatterns:
Delete
Confirmation
Bookmarks & Collections
Select

screenKeywords:
o Pato qualy
All contacts X My contacts Unassigned contacts + Add view (3/50) All views
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NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
@ Abigail Smith abigailsmith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... - -
@ 3. How to delete samp... - - Unassigned - -
@ 4. About HubSpot's Li... - - Unassigned - -
@ Helpful Knowledge Ar... - - Unassigned - -
@ 1. Preparing a file for ... - - Unassigned - -
@ 2. HubSpot's default c... - - Unassigned - -
@ 3. There are some def... - - Unassigned - -
@ 2. This template inclu... - - Unassigned - -
@ What you should know: - - Unassigned - -
@ Feel free to replace th... - - Unassigned - -
Q 1. This template inclu... - - Unassigned - -
@ Santiago Bourgault (... bourgault@sanctuary.it 482-7768 Unassigned Sanctuary -
@ PLEASE REMOVE THE... - - Unassigned - -

E] 25 per page ¥ @
|You're about to delete 12 records. Deleted records can't
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Type the number of records below to delete
12
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|All contacts X My contacts Unassigned contacts + Add view (3/50) All views

Contact owner ~ Create date ~ Last activity da... ¥ Lead status v 3= All filters (0) H Save view

Search name, phone, er Q Export Edit columns
NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
@ Abigail Smith abigailsmith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... - -
v Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned wms  Morningstar, Inc --
@ How to use this templ... - - Unassigned - -
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned Komscore -
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned Redelivery -
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned @ Hubspot, Inc. -
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned @ Hubspot, Inc. -

E] 25 per page ¥
&
|o Pato qualy
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NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
@ Abigail Smith abigailsmith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... - -
v Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned wms  Morningstar, Inc --
@ How to use this templ... - - Unassigned - -
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned Komscore -
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned Redelivery -
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned @ Hubspot, Inc. -
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned @ Hubspot, Inc. -
E] 25 per page ¥
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|o Pato qualy
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B NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS

@ Abigail Smith abigailsmith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... - -
@ 3. How to delete samp... - - Unassigned - -
@ 4. About HubSpot's Li... - - Unassigned - -
@ Helpful Knowledge Ar... - - Unassigned - -
@ 1. Preparing a file for ... - - Unassigned - -
@ 2. HubSpot's default c... - - Unassigned - -
@ 3. There are some def... - - Unassigned - -
@ 2. This template inclu... - - Unassigned - -
@ What you should know: - - Unassigned - -
@ Feel free to replace th... - - Unassigned - -
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@ Santiago Bourgault (... bourgault@sanctuary.it 482-7768 Unassigned Sanctuary -
@ PLEASE REMOVE THE... - - Unassigned - -

E] 25 per page ¥ @
|You're about to delete 12 records. Deleted records can't
be restored after 90 days.
Type the number of records below to delete
12
Cancel


Help

screenElements:
Drawer
Loading Indicator

screenPatterns:
Help & Support
Loading
Acknowledgement & Success
Help & Support

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v X
? Hey Jane
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Creating a report

screenPatterns:
Select
Add & Create

screenKeywords:
Filters (1) Data Visualization Export
——
Pr’OpeI"ﬁeS Date range: This quarter so far
Add properties to build this report with the data you CONTACH CEE RS LTSNS Sl
want. Data you select here can be visualized in the next
step. Twitter (7 4/20/2023 Lead
Selected properties Twitter (7 4/20/2023 Lead
¢ Create date x Grain & 4/20/2023 Lead
£ Lifecycle stage & John Smith 7 4/19/2023 Lead
P e — Judy Lane (7 4/19/2023 Lead
Johnny Mob (7 4/19/2023 Lead
Jane Smith (2 4/19/2023 Lead
Jane Doe 4 4/19/2023 Lead
Jade Small & 4/19/2023 Lead
CS Mole @ 4/19/2023 Lead
noreply@hubspot.com (7 4/19/2023 Lead
Jenner Paulino & 4/19/2023 Lead
Abigail Smith Smith (7 4/18/2023 Opportunity
Kerry Summers (Sample Contact) (7 4/18/2023 Lead
Sean Garcia (Sample Contact) (7 4/18/2023 Customer @
|Choose one object
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Companies
Deals
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports Q 't'é‘ {I. \9 A . v
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Want to email a report?  From any report, choose "Email this report” from the actions menu. Read this knowledge base article (£ X
| My reports 1 Search reports Q Dashboard: Any ¥ Owner: Anyone ¥  Last updated: MM/DD/YYYY | to MM/DD/YYYY
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Custom reports 0 NAME DASHBOARDS OWNED BY ASSIGNED LAST VIEWED LA
Saved from library 11 Apr 20, 2023 5:39 A
Open email totals by inbox 1 Jane Doe - AM 54
Jane Doe Ja
Apr 20, 2023 5:39 Ar
On Dashboards 1 Email conversation totals over time 1 Jane Doe - AM 532
Jane Doe Ja
Not on Dashboards 0
Apr 20, 2023 5:39 Ar
Email average time to close by rep 1 Jane Doe - AM 5:
Jane Doe Ja
Restore deleted reports Apr 20, 2023 5:39 A
Email closed totals by rep 1 Jane Doe - AM 5:8
Jane Doe Ja
Apr 20, 2023 5:39 Ar
Email average first response time by rep 1 Jane Doe - AM 54
Jane Doe Ja
Apr 20, 2023 5:39 Ar
Email conversation totals by rep 1 Jane Doe - AM 54
Jane Doe Ja
Apr 20, 2023 5:36 Ar
Team activity totals 1 Jane Doe - AM 4:(
Jane Doe Ja
Apr 20, 2023 5:36
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|Choose one object
Contacts
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1-15 of 198 results Create reports from scratch
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v Q \ Single object ( @ Custom Report Builder
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CONTACT giE'QTE FIRST CONVERSION LAST PAGE SEEN
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Twitter (7 4/20/2023 - -
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View property history

screenElements:
Table
Dropdown Menu

screenPatterns:
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Action Option

pageType: Application Application Application

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
< Back
@ Property history for Abigail J Smith Search property history Q
PROPERTY CHANGED TO MADE ON + SOURCE
4/18/2023 API
Last modified date 04/18/2023 5:23 PM GMT+8 at 5:23 PM Property changed by use of a HubSpot APT endpoint.
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4/18/2023 HubSpot calculation
Contact unworked False at 5:23 PM Property changed by an update from another property, an associated HubSpot
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4/18/2023 ..
Number of sales activities 1 at 5:23 PM Activity . . .
Property value is updated by the creation of an activity on the record.
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4/18/2023 ..
Number of times contacted 0 at 5:23 PM Activity . . .
Property value is updated by the creation of an activity on the record.
GMT+8
4/18/2023 Activity
Last activity date 04/18/2023 5:23 PM GMT+8 at 5:23 PM . . -
GMT+8 Property value is updated by the creation of an activity on the record.
4/18/2023 API
Last modified date 04/18/2023 5:22 PM GMT+8 at 5:22 PM Property changed by use of a HubSpot APT endpoint.
GMT+8
4/18/2023 Jane Doe
Last modified date 04/18/2023 5:21 PM GMT+8 at 5:21 PM
Property was changed by a manual update to the record.
GMT+8
. . 4/18/2023 Jane Doe
City Australia at 5:21 PM
GMT+8 Property was changed by a manual update to the record.
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ’ v
4/18/2023 API
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4/18/2023 ..
Number of fimes contacted 0 at 5:23 PM Activity . . .
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Last activity date 04/18/2023 5:23 PM GMT+8 at 5:23 PM . . -
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4/18/2023 API
Last modified date 04/18/2023 5:22 PM GMT+8 at 5:22 PM Property changed by use of a HubSpot APT endpoint.
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4/18/2023 Jane Doe
Last modified date 04/18/2023 5:21 PM GMT+8 at 5:21 PM
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
Trial Guide
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Setting up email health tool

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Email best practices
Learn how to build and maintain a strong email sending reputation.
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|Email best practices
Learn how to build and maintain a strong email sending reputation.
TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION

Answer a few quick questions about what you plan on using HubSpot email for, so we can give you the right resources

fo get you started.

Have you used a marketing email tool before?

What type of marketing email do you plan on sending through HubSpot? Select all that apply.

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|Email best practices
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Learn how to build and maintain a strong email sending reputation.
TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION

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Learn how to build and maintain a strong email sending reputation.
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|TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION
Answer a few quick questions about what you plan on using HubSpot email for, so we can give you the right resources
fo get you started.

Have you used a marketing email tool before?
What type of marketing email do you plan on sending through HubSpot? Select all that apply.

Newsletters Sales outreach

Informational Emails or Updates Event or Webinar Emails
What are your primary goals for sending marketing email?

Communicate with existing customers Generate sales for my business

Generate new leads for my business Share content about a topic in the industry
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|Email best practices
Learn how to build and maintain a strong email sending reputation.
TELL US ABOUT YOU LEARN THE BASICS TEST YOUR KNOWLEDGE TAKE ACTION
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Use email health data to keep frack of your email sending reputation and find
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Notifications

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User Guide
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pageType: Application Application

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Record ID
801
Time between contact creation and deal creation
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Sending a disappearing message

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