CREATING SMART CONTENT
I. What are the Smart Content Tools?
What are the tools in HubSpot that allow you to create smart content? |
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Smart content tools in HubSpot include:
Note: There is only one level of priority. Multiple rules does not display. This means that you cannot have a smart CTA inside a rich module that is segmented by device type, based on life cycle stage. Do not put smart content inside a smart content. |
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II. How Do You Create Smart Content?
How do you create a smart CTA? What are the segmentation options for creating one?SMART CTA
Navigate to the CTA tool, and click the drop down arrow in order to create a smart CTA on the right. You have five options of segmentation :
If you want to target one of your personas, that persona will see a different CTA than the rest. This example for Fifth Season Adventure, a fictitious travel company that is used for training, will target their persona Adventurous Amy. To set this up, pick Contact List Membership. Choose the list you’ve made for that segment of people. In this example, we’re going to target all Adventurous Amys. Next, you have to choose the CTA for the smart rule that you’d like that segment to see. If you plan out your contextual marketing strategy ahead of time, then you’ll already have decided on the conversion paths for each CTA. In this case, Adventurous Amy is going to see a CTA for a trip consultation. On this step, you can either choose a CTA you already have, or create a new one. Next, create a default CTA to show users who don’t match your criteria. For all users that view this CTA who are not Adventurous Amy they will see a CTA for a free travel planning ebook. The new smart CTA is at the top. Rename it so you know what the rule is about. This example will be called Adventurous Amy - Plan a Trip. You can hover over each CTA to get a preview. You can also add a new smart rule at any time or edit the existing rule by clicking on the settings gear on the right of the smart CTA group. You can use the embed code to create smart CTAs on external websites. This can come in handy if you write a guest post on an external website and want to use a smart CTA. The embed process for a smart CTA is the same as embedding a regular CTA,, just copy the embed code and paste. |
How do you create a smart form? What are the segmentation options for creating one?
SMART FORMS
Go to the Landing Page tool and find the page that you want to add a smart form to. Go to the Form module. Click “Make Smart” on that module and you will be presented with the standard Smart Content options. You have five options of segmentation :
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How do you create smart text? What are the segmentation options for creating one?SMART TEXT
Whether you’re adding smart text to a landing page, email, or website page, there needs to be a rich text module. Nothing else will do. Hover over the module that you’d like to make smart. When you hover over it, HubSpot shows you smart content insights. The smart content insights suggest to make the content smart by the referral source, country or by lifecycle stage. Smart content insights are specific to your HubSpot account, so you’ll see suggestions about your contacts. E-mail - If you are adding smart text to an email, the Smart Content Insights will be based on your entire contacts database if you have not specifically selected a recipient list for the email. Click hide insights to choose a specific segment to target. Click on the Make Smart button, and choose the segment of people that you’d like to target. Different segmentation How do you insert a personalization token?
How do you preview the smart content rules that you created?
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How do you create smart HTML content? What are the segmentation options for creating one?Where can personalization tokens be added?
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RESOURCES
Transcript
User Guide: How to Create Smart Content
Quick Answer: How to Add an Embed Code to a HubSpot Page
Quick Answer: Which Piece of Smart Content Will My Contact View with More Than One Smart Rule?
FAQs: Smart Content Frequently Asked Questions
VII. Smart Forms
How do smart forms work?
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How do smart form fields work?
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CSS or Cascading Style Sheets are coded files that select elements of your page and control their presentation. You can think of the templates that you create and their HTML as the bones of your website, and the CSS as the skin of your site.
How do smart form fields different from smart text or smart CTAs?
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CSS or Cascading Style Sheets are coded files that select elements of your page and control their presentation. You can think of the templates that you create and their HTML as the bones of your website, and the CSS as the skin of your site.
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CSS or Cascading Style Sheets are coded files that select elements of your page and control their presentation. You can think of the templates that you create and their HTML as the bones of your website, and the CSS as the skin of your site.
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VIII. Personalization Token
Where does the Personalization Token tool live?
How do you create and edit a new template layout?
What is the difference between setting the default values for personalization tokens in email and on other pages?
CSS or Cascading Style Sheets are coded files that select elements of your page and control their presentation. You can think of the templates that you create and their HTML as the bones of your website, and the CSS as the skin of your site.