Has anyone used HubSpot's social media calendar
So you can use HubSpots Calendar as an editorial plan
March 09 | HubSpot & Marketing Automation
HubSpot customers don't have to look for a separate tool for their editorial schedule. A calendar is integrated, which can be accessed via the calendar icon in the top right of the screen after logging in. Here you can not only plan blog articles and assign them to other people, but also landing pages, e-mails and social media posts. Everything that can be created and published with HubSpot.
»Outside of HubSpot there are of course various free or inexpensive ways to keep an editorial plan. For example with Excel or Basecamp.
The left column next to the actual calendar is divided into three sections. She shows (from top to bottom)
- a mini overview of the current month and half of the following month.
The current day is highlighted with a gray circle. If you have planned a task, this day is shown as a blue point in the mini overview.
- the filter settings with which you can determine which tasks should be displayed in your calendar.
If you uncheck one of the boxes, the calendar is automatically adjusted in real time so that you only see the tasks that are relevant to you.
- a legend of the colors assigned to your campaigns. If you have created any.
So if you are discussing different topics on your blog (according to the campaigns), you can use the color to see at a glance whether you have dealt with a topic several times in a row. And you can change your planning if necessary.
Under 'edit' you have the option to show or hide campaigns.
In the line directly above the calendar, you can jump back to the current date from any date using the 'Today' button on the far left. With the arrow keys next to it you can jump back and forth in the data. Depending on which setting you have made on the right (day / week / month / list), you will see where you are in the middle of the line.
And the best thing is: All colleagues who have access to HubSpot can see the tasks that have been created. So everyone can easily get an overview and divide their working hours accordingly.
Create a task
If you select one of the possible tasks from the drop-downs at the top right, a window opens in which you can enter all the relevant information. After entering the title and the date, you will be asked for a time. It is not mandatory, but determines how the reminder email will be sent to the person in charge, who you can specify in the next step. You also have the option of assigning the task to a campaign.
For e-mails and landing pages, you also have to directly select a template with which they are to be created. If you then click on the 'Create task' button, the task will appear in the calendar. At the same time, a draft for the landing page or email is automatically created under the respective menu item.
Schedule blog posts
If you use HubSpot yourself to publish your blog posts, a draft is also created here under Content> Blog> Drafts. This means that the responsible colleague can start work straight away.
If you publish your blog articles using another tool, the 'Custom task' is ideal for planning. If you create such a task, it will only be noted in your calendar.
Since there is unfortunately no way to indicate the various stages of the work progress, you have to improvise a little with the help of the note field and the assignment function.
Select the date of the planned publication as the date and assign the task to the person who is to write the article. In the notes field, you then note by when the article should be finished and by when it should be corrected.
Once the author has written the article, he simply assigns it to the colleague who is supposed to proofread it. They will automatically receive an email stating that they have been assigned a task. In this way, the person who should publish the contribution can also be notified.
If there is a change in the planning, items can simply be moved using drag & drop. But if you also want to adjust the data in the note field, it is easier to open the task and change all the information there directly.
Create task vs Schedule
The calendar offers two options for planning a blog article (a landing page or e-mail): Create task and Schedule.
The Schedule function extends the Create. As described above, tasks are created in the calendar and drafts in the respective sub-items for editing under Create. If you now select Schedule for your task, a publication will be automatically scheduled on the scheduled date at the specified time. If nothing else is changed in the settings by then, the blog post will be published automatically.
The Custom task option is not available under Schedule, as it cannot be linked to automatic publication. After all, you can use it individually, e.g. for planning meetings.
On the other hand, no posts for the social networks can be created under Create. If you select this option under Schedule, the same window opens that you can also access in the Social> Publishing menu item using the Compose a message button. Here you can schedule the message to be sent directly to your followers and contacts for publication. Simply creating them without a specific date, such as landing pages, is not possible.
The HubSpot Calendar is ideal as an editorial plan. You have a great overview of what is planned and you can see at a glance which topics or campaigns are being served. And you can postpone what is planned without any problems - I think that's great, especially for blog posts, because it can always happen that something changes.
I particularly like the fact that you also have the option to plan landing pages and emails. After all, a blog article is never there all alone, but always in connection with an offer. If a post should refer to a new offer, you can see exactly when the appropriate landing page will go online and plan the article accordingly.
The only thing I still miss is the ability to specify and see the work progress within a task. However, this is more of a luxury aspect, the various work stages can be easily organized or displayed using the emergency field and the assignment.
Have you already gained experience with HubSpots Calendar as an editorial plan? Do you have any ideas how to do it differently?
July 30th | HubSpot & Marketing Automation
Implement complex workflows in HubSpot - the formal letter or email salutation (part 1)
A personal or formal salutation in letters and nowadays especially in e-mails is important in order to get the recipient's attention. After all, your own name is still an eye-catcher in a letter.
But of course it is also there to lay the foundation for a relationship with your contact and to express your appreciation for them. Your buyer persona will tell you whether a "Hello" is sufficient or whether it should be a "Dear".
In order to have this, if necessary, formal salutation automatically available for every contact, you have to set up mechanisms in HubSpot that take care of this. We want to show you how this works in three different scenarios.share more
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