HubSpot: How do I add webinar leads to a HubSpot list?

HubSpot Lists are a great way to track, manage, and follow-up with leads that have engaged with your BrightTALK content.  Here are two easy ways to use Lists with BrightTALK:

 

Option 1 (basic): Use Active Lists to segment leads by webinar

 

Option 2 (moderate): Use Static Lists to segment leads by webinar status (Registered vs. Attended)

 

 

 

 

Option  1: Using Active Lists to Segment Leads by Webinar

 

Active Lists in HubSpot use "filters" or "rules" to automatically add leads to the List.  In this sample template, all leads from a webinar called "2018 Benchmarks Webinar" will be added to list using the custom BrightTALK property "Webcast ID" :

 

Screen_Shot_2018-12-09_at_9.58.31_AM.png

 

Please note two key points:

  • We use "Webcast ID" instead of "Webcast Title" because the the ID can never change.  If you use Title and you later decide to change that title, you will need to update your list.  For information on how to find your Webcast ID, please see this article

 

  • In this example, we use the filter criteria "has ever been equal to" because if a lead engages with multiple webinars on BrightTALK, the ID field will get overwritten for each new engagement.  

 

 

 

Option 2: Using Static Lists to Segment Leads by Webinar and Webinar Attendance Status

 

If you are looking to segment your leads by both webinar and by webinar attendance, you'll want to use Static Lists.  Unlike Active Lists, Static Lists will not auto-update, making them perfect for maintaining a permanent history of webinar engagement.   

Here is an example for how to use Static Lists with BrightTALK webinars (Note: These steps should be completed either before or right after you create your webinar):

 

 

Step 1: Create two Static Lists- one for Registrants, one for Attendees:

 

Screen-Shot-2018-12-09-at-10.18.png

 

 

Step 2: Populate those Static Lists using a Workflow with the Custom Fields "Webcast ID" and "Activity Type" 

Screen_Shot_2018-12-09_at_10.30.27_AM.png

Screen_Shot_2018-12-09_at_10.32.09_AM.png

 

 

Please note two key points:

  • We use "Webcast ID" instead of "Webcast Title" because the the ID can never change.  If you use Title and you later decide to change that title, you will need to update your Workflow.  For information on how to find your Webcast ID, please see this article

 

  • The second screenshot notes the "Re-enrollment" criteria which is critical for making this Workflow operate correctly.  To set the re-enrollment criteria, click on the "Enrollment Critieria" box in your Workflow, then select "Change re-enrollment options" on the right-hand side.

 

 

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