Hubspot Advanced Connector Best Practices

The following article details best practice guidelines for leveraging data from your BrightTALK webinars and videos in Hubspot. These recommendations will vary from company to company and should be customized to your existing processes.  For information on getting your connector setup, please see this page.

 

 

Webinar List, Active List, & Campaign Membership:

This setup is designed to add your webinar registrants and attendees to static lists and their overarching campaign.  Additionally, we will show how to pull all members after a webinar using an Active List.

 

Needed Fields:

Field Name

Description

Field Type

BTLK Activity Type

Registration / Live / Recorded

Single-line text

BTLK Webcast ID

Unique ID for each webinar. Can be found in Webinar URL

Number

 

Below is an example contact workflow for the BrightTALK 2017 Benchmarks webinar.

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This workflow will update the static lists for registrants or attendees when new webinar activity updates the BTLK fields.

Add to a Hubspot Campaign

By going to the Productivity→Campaigns section, you can then add your workflow to be a member of your Hubspot campaign.

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Active Lists for Webinar Membership

Your webinar members can also easily be identified by pulling an Active List based on the information passed from BrightTALK. You can also pull this info based on Webinar title or other fields from our connector.  We recommend using the BTLK Webcast ID field, as it will remain the same, even should you update the name of your webinar.

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Example Lead Source Tracking For Hubspot:

Below is an example workflow for identifying and tagging lead source for BrightTALK originated leads.  Any leads created with existing values from the BTLK fields have originated through BrightTALK.

Needed Fields:

Field Name

Description

Field Type

BTLK User ID

Unique user ID on BrightTALK

Number

BTLK Lead Type

Whether it is a “content,” “summit” or “keyword” lead

Single-line text

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Using this same enrollment criteria, you can leverage the “BTLK Lead Type” field to distinguish between BrightTALK’s different lead products.  A customer who purchased Summit, Keyword, and Content leads may build out a flow like this:

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BrightTALK Community Summit- Lead Engages with Summit
 

The following Active List template will allow you to capture leads that attend a BrightTALK Summit that you are sponsoring but do not register for or attend your webinar:

Field Name

Description

Field Type

BTLK Webcast ID

Unique ID for every BrightTALK Webcast

Number

BTLK Lead Type

Whether it is a “content,” “summit” or “keyword” lead

Single-line text

 

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 If you are sponsoring multiple Summits and need to filter the leads by each individual Summit, you can add an additional filter to the Active List using the field "Lead Context."

 

Keyword Leads

If you have purchased Keyword Leads, the following Active List template will allow you to track them in HubSpot:

Screen_Shot_2018-08-27_at_8.04.25_AM.png

BTLK Lead Type

Whether it is a “content,” “summit” or “keyword” lead

Single-line text

 

 

Our integration offers many data points that we encourage you to leverage for other activities like leads scoring and custom internal alerts.  The full list of all available fields can be found here.  For any questions about adding and updating fields in your integration please contact support@brighttalk.com.

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