Marketing Automation with AI and HubSpot

Plan to Execution

Anthea Variend

This Guided Project, led by Anthea Variend, an expert in Marketing Campaign Strategy, is designed to help marketing professionals, small business owners, and communications teams use GenAI and HubSpot to develop and execute a marketing automation strategy for lead generation and nurturing.

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Syllabus

Project Overview

How might leveraging ChatGPT's intelligence alongside HubSpot's functionalities redefine the boundaries of marketing automation? This Guided Project, led by Anthea Variend, an expert in Marketing Campaign Strategy, is designed to help marketing professionals, small business owners, and communications teams use GenAI and HubSpot to develop and execute a marketing automation strategy for lead generation and nurturing. In this 1-hour long project-based course, you will learn how to set up a HubSpot Marketing Professional account with a 14-day free trial and add contact records, develop effective ChatGPT prompts for the creation of a marketing automation strategy, design and publish an automated lead nurturing workflow with customer elements and lead scoring for campaign launch and create a campaign performance dashboard to visualise marketing automation performance. To achieve this, you'll step into the shoes of a Marketing Automation Specialist at BrightRetail, a small B2C e-commerce company, tasked with developing and executing a marketing automation strategy to generate and nurture leads for a marketing campaign. This project is unique because it combines ChatGPT's capabilities with HubSpot's marketing automation software, offering you the opportunity to elevate traditional marketing automation processes, resulting in enhanced efficiency and effectiveness. To succeed in this project, you need a HubSpot Marketing Professional account using HubSpot’s 14-day free trial, a free or paid ChatGPT account and knowledge of email marketing.

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Marketing Automation with AI and HubSpot: Plan to Execution with these activities:

Set up a HubSpot Marketing Professional Trial Account

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Creates a foundation for working with HubSpot's marketing automation tools.

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Create a new HubSpot account using the 14-day free trial.
Add contact records to your HubSpot account.

Develop Effective ChatGPT Prompts

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Demonstrates how to effectively use ChatGPT to generate marketing automation strategy.

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Identify the specific goals of your marketing automation campaign.
Craft clear and concise prompts that align with your campaign objectives.

Design and Publish a Lead Nurturing Workflow

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Provides practical experience in designing and implementing automated lead nurturing campaigns.

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Map out the customer journey and identify key touchpoints.
Create automated email sequences with relevant content and calls-to-action.
Set up lead scoring and segmentation rules to personalize the customer experience.

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Experiment with Different HubSpot Marketing Automation Features

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Offers an opportunity to explore and practice various HubSpot features to enhance marketing automation skills.

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Explore the HubSpot Marketing Automation dashboard and its features.
Create and test different automated workflows.
Monitor campaign performance and make adjustments as needed.

Compile a Case Study of Successful Marketing Automation Campaigns

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Encourages critical thinking and analysis of real-world marketing automation implementation.

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Research and identify successful marketing automation campaigns.
Analyze the strategies, tactics, and results of each campaign.
Compile a report summarizing the key learnings and best practices.

Develop a Marketing Automation Strategy

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Provides an opportunity to apply knowledge and develop a comprehensive marketing automation strategy.

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Define the target audience and marketing goals.
Identify the appropriate marketing automation tools and channels.
Plan and implement a multi-channel marketing automation campaign.

Participate in a Marketing Automation Challenge

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Promotes collaborative learning and encourages students to showcase their skills in a competitive environment.

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Identify relevant marketing automation challenges or competitions.
Collaborate with a team to develop and execute a marketing automation campaign.
Submit your project and receive feedback from industry experts.

Mentor Junior Marketing Professionals

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Enhances leadership skills and provides an opportunity to share knowledge and experience with aspiring marketing professionals.

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Identify opportunities to mentor junior professionals within the field.
Provide guidance on marketing automation strategies and best practices.
Share industry insights and support their professional growth.

Career center

Learners who complete Marketing Automation with AI and HubSpot: Plan to Execution will develop knowledge and skills that may be useful to these careers: