In this tutorial, we’ll explore how to seamlessly add tags in HubSpot and transfer data from EasyWebinar. While HubSpot doesn’t support native tags like some other CRMs, we can create custom properties to achieve similar functionality. Let’s dive in! 🚀
Creating Properties for Tags 🏷️
To start, we need to create properties that will serve as our tags. For example, if you want to tag someone who registered for an event on EasyWebinar, you might create properties like:
LeftEarly
MissedWebinar
WatchedWebinar
Registered etc
Steps to Create Properties:
Navigate to Properties: Go to the properties section in HubSpot.
Create a New Property: Click on "Create Property."
Fill in the Details:
Property Label: Enter a descriptive name for your tag.
Object Type: Ensure this is set to “Contact.”
Group: Choose “Contact Activity.”
Field Type: Select “Single line text.” (This is crucial for our tags! 📝)
Description: You can add a brief description if needed.
Save: Don’t forget to save your new property! 💾
Setting Up Workflows for Automation ⚙️
Once your properties are set up, you’ll need to create a workflow for each tag you wish to implement. Here’s how:
Steps to Create Workflows:
Access Automation: Go to the “Workflows” section in HubSpot.
Create a New Workflow: Click on “Create Workflow” and select the appropriate type.
Define Triggers:
Select “When filter criteria is met.”
Choose “EasyWebinar” from the integration filters.
For the filter, select the “Registered” property.
Set Up Trigger Conditions:
Change the value to “contains any of” and add your webinar title.
Add "EasyWebinar" (in different cases) for comprehensive filtering.
Edit CRM Records:
Click the plus button, select “CRM,” then “Edit record.”
Choose the property you created (e.g., EasyWebinar Registered) and assign a value like "easywebinar registered."
Review and Save: Save your workflow and ensure everything is set up correctly.
Publish the Workflow: Review the entire sequence and publish it. You can choose to enroll existing contacts so they receive the tags as well as apply them to future registrations.
Filter and Review Tags: To see all tags assigned, filter by activity and ensure the EasyWebinar checkbox is selected. You’ll find tags like "Registered," "Attend Date," and "Offer Click."
Further Workflows: You can create additional workflows based on these tags to enhance your marketing funnel.
Takeaway🎊
By following these steps, you can effectively manage tagging in HubSpot, making your workflow with EasyWebinar smoother and more organized. Tags help you keep track of user engagement and streamline your marketing efforts. If you have any further questions, feel free to reach out for support—we're here to help! 🌟 Happy tagging!