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Help Center
Projects, Process & Support
Projects, Process & Support
Meetings & Agendas
Commercial & Sales
Project Management
CRM
Marketing
CMS
Data & Integrations
Custom Development
Success
Support
UX
Client Guides
Visiting Hype & Dexter
Partners & Affiliates
Projects, Process & Support
Helpful information, step by step and how-to-guides across all the different departments of Hype & Dexter.
Why should I use ChatGPT
Setting up a Google Maps API key
Creating & Reviewing Reporting Dashboards
Domain Configuration
Configure your HubSpot Profile
What is the Difference Between Lists and Filters?
What is HubSpot's Predictive Lead Scoring?
What are Workflows and how do they work?
What are Playbooks?
Understanding Service Terms such as Feedback Survey, NPS, CSAT and Knowledge Base
Understanding Automation Terms such as Sequences and Workflows
Key HubSpot Glossary & Definitions
How to use Sequences
How to use Roles, Users and Teams
How to use Client Access Manager
Client Workshop: Campaign Brief
Meetings & Agendas
Client Session: Marketing Enablement Brief
Marketing Platform Migration Sessions
Customer Journey Mapping Agenda
Client Workshop: Buyer Profile
Client Workshop: Sales & Marketing Alignment
Client Workshop: Kick-Off Session
Client Workshop: CRM Enablement Discovery/Shadow Session
Client Workshop: CRM (Sales or Service) Training Session
Client Workshop: CRM Configuration Review
Client Workshop: Post CRM Cutover Coaching Session
Who's, What's, When's, Where's & Why's of Standard On-boarding Meetings.
Who's, What's, When's, Where's & Why's of Advanced On-boarding Meetings.
Client Presentation: Campaign Proofs
Client Presentation: Campaign Strategy
Client Presentation: Persona Presentation
Client Workshop: Chatbot Flows
Client Workshop: Content Strategy Session
Client Workshop: CRM Guided Session
Client Workshop: Marketing Hub Training
Client Workshop: Template, Snippets and Sequences creation brief
Client Workshop: Sales Hub Design Session
Client Workshop: Service Hub Design Session
Client Meeting: Intro Call
Session | Initial Governance Session and Actions
Client session: Go/no-go
Client session: Project Closure Call
Client Session: Marketing configuration review
See more
Commercial & Sales
Custom Quote & Proposal Request
Sales | Deals | Recurring Revenue Best Practice
Project Management
Project Governance
CRM
Client Workshop: CRM Cutover
Checklist | Set-up your HubSpot Profile & Settings
Customizing Sidebar Sections by Team
How do I connect my HubSpot to inbox for Outlook or Gmail?
User Permissions
Viewing NPS Information for Contacts
Using Categories in Knowledge Base
Reporting on use of Articles in Ticket Resolution
Managing the Knowledge Base
Importing Ticket History from Previous Application
Generating and Sending an Automated Ticket ID
Documents attached to Knowledge Base Articles
Conversations Inbox and Ticket Generation
What can a basic user see?
Understanding Sales Terms such as Deals, Tickets, Pipelines and Tasks
Using Special Characters in HubSpot Properties
See more
Marketing
Why are emails sent to the Promotions folder?
How to build marketing landing pages
What is best practice for a nurture email campaign?
Will using the HubSpot blog on a subdomain affect my SEO?
Capturing Australian Contacts & Leads
How do I see how my landing pages are doing?
How do I see how my marketing email is doing?
HubSpot | Managing Subscriptions & Mailing Lists
Improving existing content
How To Reduce Bounce Rate & Boost Dwell Time
Understanding Marketing Terms such as Landing Page, Form, CTA, List and Email
What is the difference between a Marketing Qualified Lead (MQL) and a Sales Qualified Lead (SQL) in HubSpot?
Follow-Up Emails with Forms
Goal Setting for Programmes & Campaigns
Campaign Process
Email Template: Marketing Hub Training - Pre-session
Buyer Profile Process
Persona Process
Facebook Ad Account Access
GDPR Guidelines
HubSpot | Automatic Associations Opt Out
HubSpot CTAs
Link Building Templates
Reconnecting a Social Account
Spam/Scam Keywords
Setting up Google Ads lead synching
Product Overview: Custom Marketing Solution
See more
CMS
Squarespace Website Setup & Config
Resolving EACCES permissions errors when installing packages globally (Mac OS)
HubSpot Microsoft SSO
Multiple Brand Domain
Troubleshoot membership registration for private content
Install HubSpot Code & Tracking
HubSpot Tracking URL Structure
Standard GTM & Google Analytics Tracking
Why Whitelisting?
Website, Web App, CMS & Integration Testing
H&D HubSpot CMS Boilerplate
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Data & Integrations
What is Sensitive Data?
Data Migrations & Integrations Briefs, Planning & Execution
Export Data from Salesforce
Integration Discovery Session
Data Migration Discovery Session
Data Migration Brief Review Session
Updating the "owner" of Integration Glue apps
See more
Custom Development
HubSpot Address Lookup Card
Installing Custom Integrations via Integration Glue
Success
Retainer vs. Non-Retainer Support | SLA's and Processes
Support
New Lendlease Support Request
New User Addition/Removal Request
New Support Requests
Hypercare Support Request
UX
Information Architecture
H&D | UX Pattern
Set up your Figma file
