Etumos

Overview We have a team here at Etumos that focuses on how our company can assist HubSpot clients in maximizing their use of the platform. This usually involves meeting to gain a deeper understanding of new feature releases or discovering more efficient methods for common processes. However, our most recent team sync involved sharing a…

Overview There’s no doubt about it: speed is key when it comes to getting your marketing leads over to your sales team. A quicker response time results in a better experience for the prospect, which ultimately can lead to more revenue for your business. The thought process is simple enough, yet I believe many of…

Overview As B2B marketers using Marketing Cloud Account Engagement (MCAE – formally known as Pardot), it is critical to share information about your brand with potential prospects and existing customers. While new and trendy marketing channels have emerged in recent years, there is one channel that has stood the test of time and isn’t going…

Read this before building/updating your Lifecycle Stages in HubSpot… I promise this won’t be one of those recipe-type articles where I tell you the back story behind what motivated me to be in MOPs, what lifecycle means to me, or the origin of lifecycle. Let’s just get straight to it. You’re likely here because you…

Overview Forms are effective tools in capturing information about your prospects as you attempt to convert them to opportunities down the road. Here’s the thing, though: there are really good forms out there and really bad forms out there. You know, the ones you see and don’t even attempt to fill out because they are…

What was the original change? Back in 2022 Salesforce announced changes were being made to the sync behavior options for the Opted Out field in Marketing Cloud Account Engagement1. Prior to the announcement, organizations were able to select the “Use the most recently updated field value” option for the Opted Out field in Account Engagement,…

Grading and Scoring in Account Engagement As a marketing operations professional one of the questions I often face is how I can make a process more efficient and effective. This often revolves around the lead handoff process between sales and marketing, a topic that will be debated until the end of time. Regardless of what…

Overview Too much of a good thing can sometimes be a bad thing. I was usually told this after eating too much candy on Halloween and waking up the next morning wanting to stay home because I was sick. My mom would love that I’m writing this, but I should have listened to her advice….

What are conditional groups in completion actions? As you may or may not know, completion actions are actions applied to a prospect record when they interact with specific pieces of content in your Account Engagement instance. Completion actions can be added to forms, form handlers, files, custom redirects, emails, and page actions. They ultimately allow…

Recently, I wrote about the importance of maintaining a high level of prospect quality within your Marketing Cloud Account Engagement1 instance. I talked about making sure your data was accurate, complete, and relevant because the benefits of doing so can permeate throughout the business. For the purposes of this article we are going to talk…