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08 Aug 2018

JackSpot: Bots & conversational marketing

This is the first in a series of weekly HubSpot product update videos. This week, I'll be talking about HubSpot's exciting brand new, free product called Conversations.

Watch the video below to find out what all the fuss is about and how your business can start using bots to generate more qualified leads and deliver great customer service.


We’re putting these videos together to help people who currently have HubSpot, and don’t think they’re necessarily using all its functionality, as well as people who are considering HubSpot. So keep an eye out on our blog and social media pages for the next one!

Hopefully these quick videos will give you a few takeaways that you can start rolling into your marketing and sales strategy, or give you the information you need to make an informed decision about whether HubSpot is right for you.

We’ll be covering things that are new in HubSpot, as well as older features, that some people may not know about. 

First up, HubSpot have released a big update this week, which you may, or may not, be aware of.

The ‘Conversations’ feature is now free to all HubSpot users, even if you’re using a free version of the platform.

‘Conversations’ gives you access to 2 key features:

  1. Live chat on your website, that links directly to HubSpot CRM - storing all conversations against contact records, which is great for managing customer issues, questions and generating leads. Dependent on the page that the live chat callout appears on, you can change the message to match what the user is viewing on the site - giving them a more personalised web experience, but also increasing the likelihood that they will interact with the live chat.
  2. Bots - HubSpot’s bot builder is extremely easy to use, and allows the user to automate their live chat. This can be used in the context of generating leads by essentially creating a personalised, conversational form that will directly route any questions to a salesperson in your organisation. They can also be used to deliver great customer service to existing clients. Again, dependent on the page that the bott appears on, you can change the message to match what the user is viewing on the site. For example, if a user is viewing a pricing page, the bot could conduct the process of getting someone to request a quote in a more conversational way. As bots are seamlessly integrated with the HubSpot CRM, they can deliver friendlier, more personalised messages based on information you already know about a contact. If I was to return to a site, and had filled out a form previously, the bot could refer to me as ‘Jack’ and even change what it talks about depending on actions I took on the site previously.

If you have any questions about the ‘Conversations’ feature, then please feel free to get in touch and I’ll be happy to help out where I can or take a look at our Inbound and HubSpot training sessions below.

Hubspot training manchester

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You will not be able to use the WYSIWYG editor for this it's code only so follow these instructions carefully.

We cannot use a standard call to action to open the rest of the content, but we do want to track when someone clicks on the button to read the rest of the blog. Here's what the code should look like:
<a class="gate-trigger-button" href="#" id="JackSpot: Bots & conversational marketing - Read the rest of the post" title="Read the rest of the post">Read the rest of the post</a>

Instead of using a button, you can ask people a what their intent of being on the blog is. Here's an example.
<h3 style="text-align:center;">Ready to read the post?</h3>
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<li><a href="#" id="JackSpot: Bots & conversational marketing">Answer One</a></li>
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<li><a href="#" id="JackSpot: Bots & conversational marketing">Other</a></li>

If you want to connect what the user selects in the survey with the call to action at the bottom, use the following:
<ul id="cta-list">
<li><a href="#">CTA One</a></li>
<li><a href="#">CTA Two</a></li>
<li><a href="#">CTA Three</a></li>
<li><a href="#">CTA Four</a></li>
<li><a href="#">CTA Five</a></li>
<li><a href="#">Default</a></li>

We need to add the same form for each blog, you can if you want to make your own form but you'll need to change the formId which will be in the URL for the form e.g.
<script charset="utf-8" type="text/javascript" src="//"></script>
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CTA Form
If people are clicking the CTA but then not filling in the form on the landing page they're being taken to, it may be worth loading the form on the same page to see if that helps the submission rate:
<div class="cta-form-image">
<a class="cta-form-image-button" href="#" id="CTA Click - JackSpot: Bots & conversational marketing"><img alt="Title of the CTA" src="" title="Title of the CTA"></a>
<div class="cta-form-inputs">
<a href="#" class="cta-form-inputs-close"><i class="fa fa-times" aria-hidden="true"></i></a>
<script charset="utf-8" type="text/javascript" src="//"></script>
portalId: '145288',
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css: '',
onFormSubmit: function($form) {
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This is the rest of the blog

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Topics: Hubspot

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