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How to Use HubSpot Presets

Using presets inside of HubSpot gives super admins the ability to set the default preferences for all the users in their accounts. In this video, we’re going to show you how to create presets in HubSpot.

In this video we’ll cover:
- How to create multiple presets in HubSpot
- Two ways to set email signatures in HubSpot
- How to assign presets to specific users and teams in HubSpot

00:00 Introduction
00:39 Create Presets in HubSpot
01:27 Setting Up Email Signatures in HubSpot
02:28 Create Personalization Tokens for Email Signatures in HubSpot
02:50 Creating HTML Email Signatures in HubSpot
04:15 Notification Profiles in HubSpot Presets
04:38 Save and Assign Your Presets in HubSpot
05:10 Make Sure Your Personalization Tokens Are Correct in HubSpot Presets
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📚ADDITIONAL RESOURCES:
Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0

👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60

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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.

Hosted by:
🙍🏼‍♀️Ali Schwanke (https://twitter.com/alischwanke)
🙎🏼‍♂️ Tyler Sprunk (https://twitter.com/getsprunk)

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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!

For customized HubSpot training, visit https://hubs.ly/Q016XfN60

#hubspot #hubspotpartner #hubspottutorial

Видео How to Use HubSpot Presets канала HubSpot Hacks
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31 октября 2023 г. 17:00:42
00:06:04
Яндекс.Метрика