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The 'Ethics' You Didn't Know Existed in Design

The 'Ethics' You Didn't Know Existed in Design

Just the other day, I was Googling something in a rush and came across a blog post that I thought would give me all the information I needed.

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just the other day, i was googling something in a rush and came across a blog post that i thought would give me all the information i needed.

but, when i clicked on the page and tried to start reading the post, the entire screen went dark and a giant "subscribe to our email" cta popped up -- completely interrupting my experience.

i looked around for a "no thanks" button or an "x", but i almost couldn't find one. just before i went to click the back arrow, i noticed a very faint, tiny "x" that was nearly the same color as the cta background. it was obvious that this site's designers wanted to trick visitors into signing up for an email list before reading their content.

not only did this cta almost backfire by causing me to bounce off the site, but it also made me judge the brand's morals.

although some business people might not think a code of ethics matters in design, it does.

in this post, i'll explain what design ethics is, what guidelines ethical designers might use, and a few tips for avoiding questionable design ethics.

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why are ethics in design important?

one of the best places to highlight your brand's mission, as well as its ethical values, is in your marketing and designs. after all, these are the areas of your company that prospects and customers might see most.

while ethics, inclusivity, and accessibility are not necessarily always top of mind for some busy marketers or designers,, it's incredibly important to review any public-facing projects from an ethical perspective.

today, more than ever, consumers are paying attention to the moral standards of brands. research shows 62% of consumers are attracted to brands that have strong, authentic ethical values.

when companies are considered ethical, consumers trust them, feel like the brand cares about their experience, and identify with the company. on the other hand, when brands use tactics that feel unethical, consumers lose trust in the brand which could lead to less brand loyalty or purchases.

ultimately, every aspect of your brand's design contributes to the message you're putting out. if you want to create content and that demonstrates your company's values, you should regularly review your brand's design ethics.

ethics in graphic design

when creating marketing content like landing pages, web experiences, or other visuals, ethical graphic designers consider a handful of guidelines. here are just a few:

1. designs should not be misleading.

you should aim for your designs to engage people and nurture them towards converting. your designs shouldn't mislead, pressure, or coerce audiences into doing or thinking something.

in the intro, i noted a website i visited that tried to pressure me into signing up for email before i was even able to read their content. this just one of many sneaky dark pattern design techniques.

while it's not uncommon or unethical to create colorful or embellished designs that draw attention away from an "x" or opt-out button, dark pattern designs happen when designers make an obvious and conscious effort to trick visitors into doing something, such as giving out personal information.

for example, making the "x" nearly invisible and darkening content behind a pop-up ad so visitors think they need to convert or subscribe to email list to see content is a dark pattern technique. you might also see similar techniques in spammy emails where the unsubscribe link is hidden or made illegibly small so you can't easily find it.

while it's understandable that you want to get as many people as possible on a promotional email list, tricking visitors into subscribing for something is not the answer.

why? if the contact didn't want to get signed up for the email, they might complain about the sneaky design, mark the email as spam, and unsubscribe immediately. if they aren't annoyed to the point of unsubscribing, they might not engage with the email because they weren't expecting it or were never interested in promotional content in the first place. this, in turn, could negatively impact email performance and future deliverability.

ultimately, sneaking consent from visitors isn't likely to create major engagement or brand loyalty. so, if you must use a similar tactic or an automatically checked box in your design, make sure the text is large enough so visitors can see it and easily uncheck the box if they aren't interested in your offering.

2. designs shouldn't hurt the user experience.

we've all been on a website where an ad or full-page cta blocked the content we wanted to see. sometimes, this gets so annoying, it causes us to leave websites entirely.

when we bounce off a website with too many pop-ups or design glitches, the site not only loses visitors and credibility, but it also loses seo strength.

designers should make sure they're creating experiences that nurture an audience member into doing something rather than force-feeding them an offer or advertisement. to do this, they should be asking themselves, "how can i design valuable online experiences that help visitors rather than shamelessly selling products to them?"

at hubspot, we encourage companies to nurture leads rather than using unethical or desperate marketing tactics to trick them into signing up for something. our natural lead nurturing approach can be seen right on our blog.

each hubspot blog post includes unintrusive ctas at the bottom of the page, as well as a slide-in cta that appears when the reader has scrolled passed a certain point in the post. here's what the bottom of a post looks like:

how hubspot designs slide ins and ctas

not only do these ctas fit smoothly within our blog design (and don't cover up the content), but they also relate to the content we're posting. this way, the reader gets a taste of our expertise in our blog content. then, they can choose to dive deeper into our offers.

with unintrusive ctas like this, we primarily send offerings to contacts that want them most, are likely to download more free resources, and might turn into qualified leads later on.

3. messaging, disclaimers, and policies are clear and legible.

in the design below, another example of dark pattern design, the disclaimer, "your subscription will renew automatically. you can cancel at any time," is so small you might not notice it.

example of unethical design

image source

because of this, visitors might give credit card information not realizing that they'll be charged without being asked at the end of their free trial. ultimately, when someone's card is surprisingly charged for a service they didn't want because they didn't see this message, they might get annoyed with the brand, unsubscribe, and potentially complain about the small text.

on the other hand, if your text is legible and understandable, you might only receive the customers that understand free-trial policies, are serious about your service, and won't rush to complain if they forget to cancel their subscription before the credit card charge.

4. use proper representation and embrace inclusion, whenever possible.

ethical designers always ask, "does this design accurately represent groups of people discussed?"

between 2011 and 2015, access icon embraced inclusive design ethics when they revamped the international symbol of access -- often seen on accessible parking spots or wheelchair-accessible bathrooms -- to better represent people with disabilities.

while the original symbol showed a simple stick figure sitting in a static wheelchair, the new symbol shows a person's arms moving with their body tilted forward as if they're actively moving or speeding in their wheelchair.

redesigned wheelchair symbol

image source

the new design came after a 2011 boston-based street campaign, where access icon members placed a moving body over the static body on accessibility signs.

wheelchair symbol redesigned

image source

although access icon did not intend to replace or criticize the original symbol, created in the 1950s, the organization wanted the new version to create an "occasion for asking questions about disability and the built environment, in the largest sense. who has access—physically, yes, but moreover, to education, to meaningful citizenship, to political rights?"

between 2012 and 2015, state governments, cities, major companies, and local businesses around the world adopted the symbol.

by refining this design, the group aimed to accurately represent people with disabilities as mobile, energetic, and empowered, rather than as static, less mobile figures. ultimately, they realized the original design wrongly depicted those with disabilities and created a new design that solved for it.

ethics in the design of technology

design ethics doesn't just stop with imagery or website ux. tech products, software, and other tools also need ethical designers to create smooth, pleasant, and trustworthy experiences for customers. while technical or product designers think about the ethical guidelines noted above, there are a few additional standards they might follow:

1. designs should be accessible.

in recent years, accessibility has been a major topic in the world of tech and product design. although you might not realize it, people with varying accessibility needs might be using your product. and, when your product is accessible to more people, more people can use it and buy it.

one recent example of an accessible technology design was microsoft's xbox adaptive controller.

after learning that children with physical disabilities, such as missing limbs, were having trouble playing xbox video games with the console's controllers, microsoft developed an adaptive touchpad controller, which enabled people with multiple types of disabilities to play games with their friends.

microsoft gaming design

image source

aside from two circular touchpads, which replace small controller buttons, the xbox adaptive controller features large programmable buttons and can connect to external switches, buttons, mounts, or joysticks that make gaming more accessible for users.

the process of designing the controller was highlighted in a super bowl ad called, "we all win," which you can watch below:

on a smaller scale, accessible technological design could also involve including accessibility tools and symbols within your software interface or web page. 

for example, some brands might offer an accessibility icon at the bottom of their website where you can click to adjust settings for a smoother experience if you have a disability. or, to make their site or ux accessible to people in other countries, websites, like hubspot's offer an icon and menu that allow you to toggle between languages:

hubspot's blog homepage design is accessible to international users who speak languages other than english as a menu on it allows you to change languages.

2. designs should promote safety and security.

in 2020, many people are thinking about data security as many are buying smart devices and software for workspaces and their homes. with many devices listening to our voices, logging our lifestyle habits, and even recording health data, some worry that this information could be sold, stolen, or used unethically later on.

because of data concerns, many tech firms are emphasizing security in their overall product design.

for example, when smart home devices with virtual assistants initially hit store shelves, consumers panicked when they learned that some devices, such as amazon's echo, would surreptitiously record them.

to make consumers feel more secure with echo devices in their homes, amazon designed each device with a very visible mute button on them. when the button is pressed, the echo's light ring and the button turn orange to visibly show people that the device has deactivated recording.

echo light design

image source

while this button might make echo owners feel secure at home, it might also ease the nerves of prospects who see it in product shots or echo ads before purchasing it.

3. consider or respond to unexpected ethical dilemmas.

if you're helping to design a new piece of technology, you should consider all of the potential ethical dilemmas it could create and create a design that could either solve for them or ease your audience's concerns.

in 2018, netflix was forced to address a design strategy on its platform when a recommendation algorithm was panned across the web.

the algorithm in question, which netflix called, "artwork personalization," aimed to show users show thumbnails based on the design traits of thumbnails they'd previously clicked. while it sounded like an interesting personalization experiment, consumers quickly argued that this personalization was racially targeting users.

specifically, some users noted seeing primarily content recommendations with white people in thumbnails while some bipoc users saw mostly thumbnails that showed people of color. while netflix denied that the algorithm targeted users by race, the news went viral.

in this scenario, had netflix designers and developers researched their design tweaks or audited it from an ethical perspective, they might have been able to tweak the algorithm before launch.

how to promote design ethics

if this post has inspired you to develop a new ethical standard for your designs, here are a few next steps you can take.

audit your past designs

even if your designs have been successful in the past, it's still good to re-audit them to ensure that they continue to promote design ethics. for example, you can look at your website or product's design to ensure that they're accessible, easy to comprehend, and inclusive to all potential web visitors.

review your current projects.

whether you're working on a product, website, graphic, or software-related design, reviewing it from a design ethics perspective might lead to a successful launch with fewer risks of complaints or concerns from the public.

pivot if needed

sometimes a design tactic you once embraced is now considered out of date. for example, a design symbol that used to be culturally acceptable or valuable might now be seen as a misrepresentation or offensive. when you notice things like this changing, it's smart to adjust or modernize your design tactics.

want to learn more about design and ethics? check out this post for additional information on dark-pattern design or this post on ethics in modern marketing.

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originally published dec 11, 2020 10:29:49 am, updated december 11 2020

How to Get Started With CRM-Powered Advertising [+ Why You Should]

How to Get Started With CRM-Powered Advertising [+ Why You Should]

HubSpot was founded during a time when people were under constant attack from aggressive outbound marketing tactics.

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hubspot was founded during a time when people were under constant attack from aggressive outbound marketing tactics.

i'm sure nobody misses the unwanted ads, spam emails, and cold calls that used to interrupt their day back in the mid-00s.

ad retargeting wasn't a thing, so we all had to settle for repeatedly seeing the same ads for products we had absolutely no interest in.

marketing has changed a lot since then. thankfully.

nowadays, companies have the ability to develop engaging advertising campaigns that complement their inbound strategies and speak directly to their audiences' needs. the concept of journey-based advertising has been widely adopted and marketers can now create customized content for individuals at every stage of the buyer's journey.

targeting has become more sophisticated, meaning that ads are now less interruptive and more informative — so sophisticated, in fact, that that we now take for granted the quality of the ads we get served in our instagram feeds and youtube videos.

dare we say it — in some cases, the ad suggestions are actually really useful: "oh, hey ad for that new running watch that i didn't know i needed but now am obsessed with." there is still a lot of bad advertising and mediocre marketing out there, but it's important to recognize just how far we've come.

but, as advertising capabilities have evolved, so too has the digital landscape. and that has created a host of new challenges for marketers.

learn more about hubspot's enterprise marketing software

cutting through the noise

there's more choice online now than ever before, and what was previously helpful has, in many cases, become noise. where we were once served two ads a day for a new jacket, we're now served 22. where there was once three restaurants in the local area offering takeaway menus, there's now 30.

in 2020, this trend has accelerated due to covid-19, as more and more businesses have moved online and added to the ever-increasing competition for attention. this increased volume of noise is causing consumers to tune out, and customer acquisition costs to go up. and marketers are struggling to make an impact.

to overcome these new challenges, marketers need a new approach — one that allows them to adapt the way they advertise to how consumers like to buy.

today, the buyer's journey is rarely linear. consumers now interact with brands on laptops and smartphones and via social media, websites, and third-party influencers on the path to a purchase. and they still expect a consistent brand experience throughout.

nowadays, the only way advertisers can break through the noise online and deliver a seamless experience across multiple touchpoints is with extreme relevance: both in terms of content and location.

relevant messaging is the key to grabbing consumers' attention, engaging them, and guiding them to the next stage of the buyer's journey. the first step towards delivering this is meeting the audience where they are. with over four billion people worldwide now working from home, consumers' purchasing behavior and content consumption habits are changing rapidly.

in the u.s., staying home has led to a 60% increase in the amount of content consumed — americans are now watching roughly 12 hours of media content a day, according to nielsen data. knowing where an audience is paying attention is as important as knowing what messaging is likely to resonate.

once a marketer understands where their target audience is spending their time, the next challenge is to create ad content that addresses their needs in an engaging way and is tailored to whichever stage of the buyer's journey they are at.

for example, if a prospect is at the attract stage, an ad that helps them become more familiar with a brand name and core value proposition would probably perform much better than a niche ad that highlights a specific new feature. that type of ad would likely work better with audiences that are much closer to a purchase decision and comparing the feature sets of different products.

however, most companies today are struggling to deliver the type of relevant, engaging ad content that resonates with consumers. and, in most cases, the cause can be traced back to a disconnection between their marketing, website, and sales efforts.

when these elements aren't working in unison, it becomes extremely difficult for marketers to get a clear view of where prospects are spending their time and which stage the buyer's journey they are at. this makes it virtually impossible for them to deliver relevant messaging and leaves them with little choice but to resort to those dated outbound tactics i mentioned earlier.

in 2021, the secret to delivering better advertising lies in marketers' ability to unlock the data at their disposal and leverage it to deliver hyper-relevant messaging and a unified buying experience.

at hubspot, we call it 'crm-powered advertising.'

a data-driven approach to advertising

crm-powered advertising enables marketers to create more relevant, engaging ads for prospects in three key ways:

  1. by providing them with up-to-date customer data, which allows them to understand their audiences' preferences and purchase intent.
  2. by giving them reliable reporting based on holistic customer data, which provides insights into what's working and what's not.
  3. by enabling them to automate their ads based on live crm data, which allows them to continually deliver relevant ads as prospects move to different stages of the buyer's journey.

let's take a look at an example.

say you're a demand generation specialist working at a b2b company. competition is rising in your industry and you've seen a decline in the number of qualified leads coming from your ads each month. you know that a more targeted and personalized approach is needed. and you turn to crm-powered advertising.

as a first step, you create a different campaign for each stage of the buyer's journey. for the attract stage, for example, you use data in your crm to create a lookalike audience based on your happiest customers. this will be your target audience. you know that your company's security features are a key differentiator in the market so you create ads that highlight that aspect of your value proposition.

because the target audience you've created is reflective of your best customers, you get a high percentage of click-throughs. this leads prospects towards the next stage of the buyer's journey, where they get the opportunity to download an ebook to learn more about your company's products and services. your software gives you the ability to create custom fields on the download form, which helps you to gain more granular preference data, and ultimately, get to know your prospects better.

you have set up your campaign to automatically route these new leads to your sales team, and because you're working out of a shared crm, you see a number of prospects move into the "demo" stage of their journey.

again, using your crm data, you sync these lifecycle stages to the display network you're using, which automatically begins to serve a new set of ads to prospects based on the next stage of their journey. this allows you to deliver hyper-relevant messaging that addresses the pain points that are specific to prospects who are on the verge of making a purchase decision, such as social proof from happy customers.

as deals close, you then use attribution reporting to see exactly which new customers engaged with your ads and report to your leadership team on the number of deals your crm-powered strategy influenced.

how to get started with crm-powered advertising

hubspot's marketing hub is built to enable marketers to launch crm-powered advertising campaigns and deliver a seamless experience for prospects — from the first time they see an ad to the moment they become a customer and beyond.

it offers ads tools that allow marketers to build deeply segmented audiences, serve different ads for different stages of the buyer's journey, and precisely measure the performance of every campaign — all informed by rich crm data.

advertising has come a long way since the days of interruptive, irrelevant, and irritating content that once dominated our screens. a new era is unfolding — one in which consumers expect relevant messaging across every touchpoint and in which companies must find new ways to cut through the ever-increasing volume of noise online.

a crm-powered advertising strategy, driven by a crm platform built with this purpose in mind, empowers marketers to not only gain deeper insights into their customers' needs, but to turn those insights into engaging content with the potential to delight prospects at every stage of the buyer's journey.

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originally published nov 23, 2020 7:00:00 am, updated november 23 2020

A Content Marketing Playbook for Times of Crisis

A Content Marketing Playbook for Times of Crisis

The COVID-19 pandemic has sent businesses scrambling to pause plans, edit emails, and cancel campaigns. And while everybody seems to know what not to publish these days, many marketers are asking: what should we put out into a world in the ...

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the covid-19 pandemic has sent businesses scrambling to pause plans, edit emails, and cancel campaigns. and while everybody seems to know what not to publish these days, many marketers are asking: what should we put out into a world in the throes of a crisis?

it's a conundrum facing countless creators across the globe.

they're wondering how to be empathetic without being disingenuous. how to offer value without seeming opportunistic. and how to be there for their audience without adding to the noise.

these are important questions to ask at a time like this. essential, in fact. but underpinning all of them is a much simpler question that gets to the very heart of what content marketing has always been about. a question that every creator staring at a blank canvas right now should be asking: how can we help?

because now, more than ever before, audiences are seeking help.

increasing engagement rates

entire industries have been forced into hibernation in recent weeks, but this does not mean audiences' appetites for helpful content has gone away. on the contrary. consumers are increasing searches for valuable information and engaging with businesses at record rates.

according to an analysis of anonymized data from hubspot's global customer base, engagement with marketing emails, website traffic, and live chat sessions have all been on the rise, with email open rates an eye-catching 25% higher than pre-pandemic levels.

increasing engagement rates

meanwhile, traffic to hubspot academy, our free online training program, has more than doubled in recent weeks, and our marketing blog has experienced a 40% increase in weekly organic traffic.

the pandemic has triggered a striking surge in the very thing that many marketers care about most: audience attention. and such a high level of interest in the content companies are sharing, coming at such a sensitive time, places a huge responsibility on marketers to deliver materials that are not only relevant to the current moment, but genuinely impactful, too.

those that fall short run the risk of doing damage to their reputation — according to edelman, "71 percent of consumers agree that if they perceive that a brand is putting profit over people, they will lose trust in that brand forever."

but those that succeed will leave a lasting impression on their audience — according to gartner, brands that meet consumer's needs at this time can "re-establish trust through customer-centric actions."

so, it is not only engagement rates that are high during this crisis. the stakes are high, too. and a situation this unique requires a unique strategy to match.

when a crisis descends, pause before planning

when times of crisis strike, the first thing marketers should think about is what not to do. planned projects, campaigns, and announcements should be reviewed and postponed if possible. for those assets that are released as planned, it's likely they'll need a new tone that's appropriate for the new environment.

marketers should examine every article, email, ad, and social media post scheduled to be published to ensure that the tone of each asset is empathetic and respectful.

if this sounds like a lot of work, it's because, in many cases, it is. no one team can manage a company-wide content audit alone.

communications teams have expertise in developing messaging, social media teams have deep connections to their online community, email marketing teams have a strong understanding of brand tone, and customer-facing teams, including sales to service, have their fingers on the pulse of how customers are feeling — all of these teams should be consulted on content strategy during a crisis to ensure that a consistent and helpful approach is adopted across every touchpoint with the public.

at hubspot, before we began creating new content for the new environment, we significantly reduced the frequency of our social media posting, dialed back the promotion of a major product launch (cms hub), and created a centralized set of guidelines on how we as a company should be communicating during this crisis.

making such sweeping adjustments on short notice isn't simple, but for us, two things helped make it easier.

first, we have an established decision-making process for crisis communications that minimizes confusion in the moment.

second, by centralizing all of our customer interactions in a shared crm, we're able to see what communications customers are getting and roll out adjustments quickly to marketing, sales, and service.

creating new content in times of crisis

when it comes to creating new content during a crisis, marketers' sole focus should be on delivering work that is genuinely helpful to their audience, without being opportunistic or adding more noise to a topic that has already been widely covered by others.

according to research conducted by edelman, 85% of people expect companies to use their power to educate their audiences during the covid-19 crisis. for some companies, that could mean writing in-depth articles that offer expert advice on relevant topics or aggregating publicly available information to make it more accessible for readers.

intuit, for example, did this well when they teamed up with gofundme to create a small business relief initiative and when they built an interactive tool to help small businesses learn if they are eligible for government-provided financial relief.

we saw similarly helpful content from care.com, whose team leveraged their deep knowledge of caregiving best practices to share expert advice on the precautions for families and caregivers facing the global health crisis.

these powerful examples directly address the situation at hand. but for other companies, providing helpful content could mean offering an alternative to the cacophony of crisis-centric content flooding feeds all day, every day.

for example, npr has unsurprisingly witnessed a spike in listenership to its news shows as people seek up-to-date, reliable information as the pandemic evolves. but it has also seen a 120% increase in weekly visits to its tiny desk concerts — an entertainment series — indicating that audiences are not only interested in information directly about the crisis, but are also desiring content that provides an escape from it.

this should make content marketers feel encouraged.

it suggests that help can take many forms in the midst of a crisis and that there are multiple ways creators can add value to the lives of their audiences at this time.

for marketing teams that don't have the necessary resources to create new content given the trying economic environment, there are still creative ways to adapt to audiences' needs. gathering together old content that's relevant to the current situation, updating it as needed, and presenting it as an easily digestible ebook or content series can be efficient ways of overcoming resource shortages.

at hubspot, we did just this when we published a new landing page featuring all of our articles about remote work to offer some timely support to companies and employees adjusting to the new normal of working from home.

during times of crisis, there are a number of ways for marketers to approach new content creation — some that directly address the unique environment at hand, others that look to complement the new patterns of behavior that are emerging — but the one thing that should be consistent is an honest effort to help.

choose channels carefully, distribute delicately

marketers have an abundance of options for how they distribute their work, but just because we can publish content on multiple channels doesn't always mean that we should.

our research tells us that marketing email send volumes have increased significantly in recent weeks, meaning that subscribers' email inboxes are even busier than usual. as well-intentioned as a new article or video might be, if it isn't distributed delicately and at a considerate cadence, it could end up doing more harm than good in a company's efforts to help audience members.

marketers should reserve their most intimate communications channels, like email and push notifications, for key content updates during a crisis and adopt more subtle distribution approaches for their more niche materials.

for example, an seo-optimized article that's easily discoverable through search may be a more appropriate way to share certain new content offerings than a direct email or paid social media post, both of which could come across as excessively promotional or tone-deaf.

at hubspot, when the pandemic was declared, we cut our social media posting by approximately 50% in the first week and reduced the number of ads we were sending to avoid overloading our audience with information at a time when there's already a lot to process.

and when we developed a new educational content series, adapt 2020, we made clear to potential subscribers what type of content to expect, as well as where and when it would be distributed.

content marketing adapt 2020 campaign

the adapt series became the cornerstone of our content strategy during the current crisis and provided a powerful proof point of the value of the diverse app ecosystem that's deeply integrated with hubspot's suite of tools.

with looker we've been able to share regular updates on shifting trends in sales and marketing, with canva we've been able to quickly design on-brand assets to promote upcoming webinars, and with slack we've been able to collaborate with confidence on all of the elements that make up the weekly content series.

with distribution channels and cadence established with our subscribers, we have been able to turn our attention towards monitoring how the crisis and the needs of our audience are evolving from week to week.

adapt early, adapt often

crises are unpredictable by nature. and what was deeply valuable to audiences last week, may be irrelevant by the next. to provide helpful content for the duration of a crisis, marketers should prepare to continually evolve their strategy in line with their audiences' shifting needs.

choosing the right metrics to monitor is key to not falling behind the pace of change. creators should closely monitor metrics that indicate engagement — such as 'average time spent on page' for articles and show-up rates for webinars — to gain an insight into whether or not their new content is resonating with audiences. and from there, they can use those learnings to look for ways to improve the relevance and helpfulness of their next offering.

at hubspot, we initially focused on delivering content aimed at helping businesses to set up virtual events and adapt to the new normal of remote work.

we then quickly shifted focus to creating content to help businesses take advantage of new relief measures available by publishing the pricing and packaging changes we've made along with an overview of the u.s. stimulus package.

following that, we shifted focus to creating content to help businesses adjust their medium- and longer-term strategies and prepare for the post-pandemic economy.

we have never witnessed such sudden and dramatic shifts in what audiences need, and the marketers that are nimble enough to adapt their strategy quickly are the ones most likely to provide meaningful help for the duration of the crisis at hand.

and by doing so, they stand to establish long-lasting levels of loyalty with their audience.

what content marketing has always been about

it's no secret that consumers' trust in companies has been dwindling in recent years. according to hubspot research, 55% of people no longer trust the companies they buy from as much as they used to, and 71% do not trust sponsored ads on social networks.

however, times of crisis create unique environments and unexpected outcomes, one of which can be the recovery of some of that lost trust, and the deepening of long-term relationships between consumers and companies.

audiences are turning in record numbers to businesses for resources, information, and support. customers are taking to social media to rally support for their favorite businesses. and content marketers are returning to first principles and re-establishing helpfulness at the heart of their strategies.

there are many challenges facing businesses at this time — content strategy is just one of them — but i am hopeful that marketers adopting the advice outlined here will see their efforts rewarded in the form of closer relationships with the audiences, and the fulfillment of knowing they've provided help when it's been needed the most.

after all, that's what content marketing has always been about.

adapt 2020 hubspot

originally published aug 12, 2020 6:00:00 am, updated august 12 2020

Upstream vs. Downstream Marketing, Explained

Upstream vs. Downstream Marketing, Explained

How many times have you seen a term for something you already knew about? This probably happens a lot, right?

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how many times have you seen a term for something you already knew about? this probably happens a lot, right?

 for example, before i took marketing classes in college, i had no idea that there was a term for making sure your content has a better chance of ranking highly on search engines. (hint: this is search engine optimization, or seo).

you may already know about upstream and downstream marketing. when i learned what these two terms meant, i found myself saying, "oh, so that's what it's called!"

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you’re probably here for the same reason. so, let’s talk about the difference between these two terms and how they work together. are you ready for a quick introduction to upstream and downstream marketing?

upstream marketing

upstream marketing is a long-term plan. it allows for marketers to conceptualize a timeline for future releases based on customer segments. to create an upstream marketing plan, start with a section of your audience that you want to focus on in the next year or so.

the definition of upstream marketing.

your completed upstream plan should include the following:

  • identification of a portion of your audience's problems
  • a product or service that will solve those challenges
  • a price and competitive edge for campaign assets

first, identify the challenges your customers are facing. do this by referring to your buyer persona and researching the current market as well as gathering feedback from current customers.

for instance, let's say your company offers a crm and your team decides to use an upstream plan for improving the enterprise-level tier of offerings. the first step is to identify consumers' pain points. after analyzing market and feedback data, you find that enterprise customers want software that will simplify testing campaign assets.

enterprise-level customers need sophisticated, scalable software that enables them to analyze campaigns and engagement metrics. you and your team decide that's where your new product is going to come in — it will focus on helping customers analyze campaigns that are impactful.

you decide on adding an adaptive testing feature to your crm. it first will allow customers to automatically test web page performance for metrics like click-through rate, conversions, and session time. they can use that data to improve the effectiveness of those pages.

with the challenge and solution figured out, think about how much the tool will cost and how it can be set apart from the market. if you included competitor data in your research process, you can refer to it at this step to strategize your product's market edge.

this strategy looks similar to deciding on a price. factor in your customer segment, competitor pricing, and your own pricing model. with this information, you ultimately decide that the tool will be an add-on to your existing enterprise tier, and the marketing edge will be that the service is a complementary update.

conceptualizing a product, its price, and its competitive edge sounds like it would happen pretty early on in the marketing process, right? it is, and, in fact, it should be done before considering downstream marketing. upstream marketing helps companies plan roll-outs by providing a bird's eye view of what can be expected in the long-term.

now, you've come up with the who, what, when, where, why, and how. an adaptive testing feature will be added for enterprise-level customers within your company's crm within the next year. the marketing strategy will focus on its increased value for the enterprise tier.

with this plan in place, you can solidify a downstream process.

downstream marketing

if upstream marketing is the "big picture" planning session, downstream is the game plan. so, for the crm company, the next step is to come up with a campaign strategy. that process involves downstream marketing.

the definition of downstream marketing.

downstream marketing is more short-term than upstream marketing. it strategizes marketing campaigns and asks the question, "what resources can we leverage to make the customer want our product?"

sometimes, downstream is used interchangeably with general marketing practices: coming up with processes and activities that will effectively communicate the value of a product or service. this isn't wrong.

because the upstream process identified the product, its price, and its competitive edge, the downstream method can use this information to produce an informative, engaging campaign.

your crm company, at this point, will now have to decide the framework for your adaptive testing campaign. think about what social media channels you will leverage, the angle of the promotional video, and offers you may want to draft. decide how you will communicate the release of your updates to customers and leads.

for instance, in this step, you may decide to use linkedin ads, email marketing, and an ebook offer. these channels will be used to acquire leads, excite existing customers, and explain how the update adds value to the existing product.

upstream marketing vs. downstream marketing

when upstream and downstream work together, the result is a smooth product development cycle that keeps marketing in mind. the two help you build the bones of a campaign at an early stage.

let's go back to the crm company example. you used upstream marketing to come up with a product of value for your existing customers. it helped you to identify its market edge and campaign cycle.

then, using downstream marketing, you developed a framework for the overall marketing strategy. you decided which channels would reach enterprise-level customers effectively. you decided how branding will play a part in solidifying the growth of your product, and how to shape messaging that will connect to your audience.

the two can create focused campaigns because they identify a customer segment, challenge, and benefit to be used for effective messaging. it keeps teams on the same track, even if the upstream ideas have to change.

for the long-term, what are some of the ways you plan to use both in future planning?

  sla template

sla template

originally published aug 5, 2020 4:00:00 am, updated august 05 2020

Why HubSpot's Director of Analytics Wants You to Make Data More Human

Why HubSpot's Director of Analytics Wants You to Make Data More Human

Reporting and attribution have revolutionized marketing in every industry. Marketing data allows businesses to make more informed decisions about their audiences’ needs, challenges, and interests. For years, demographic reporting has done w...

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reporting and attribution have revolutionized marketing in every industry. marketing data allows businesses to make more informed decisions about their audiences’ needs, challenges, and interests.

for years, demographic reporting has done wonders for marketers. data points such as age, ethnicity, gender, location, education, and employment have informed marketing teams and heightened the impact of campaigns across the board.

unfortunately, there’s only so much that demographic data can tell us about the people searching for and purchasing our products and services.

2020 is the time to make data more human.

download now: hubspot's annual state of marketing report

key takeaways & expert insights

humanizing a historically inhuman component of marketing (such as reporting and attribution) can be tough. let’s talk about a few ways to do this.

firstly, start to switch your reporting focus from demographic data to psychographic and behavioral data. this should be a major change your organization makes in how and why you collect data. we’ll talk more about how to do this later in this article.

secondly, expect democratization of data. today, data is difficult to gather and is typically controlled by a dedicated marketing analytics team. while this may be a good way to collect and manage your company’s data, it can create a silo that alienates your data from the people at your company who can actually apply and learn from it.

in 2020, expect analytics teams to start making data more accessible for all employees. to jump start this process within your organization, invest in systems that automate your marketing reporting and make it easier for your employees to access that information. teach employees how to properly apply this data, too.

strive for efficiency and alignment across your organization. here are a few ways to do this:

1. align all departments within the organization around being a data-driven company and agreed-upon goals.

2. choose and define a home for your marketing data. where does your data live? is it currently available? how can employees access it?

3. avoid common marketing reporting mistakes, including one-off reports and random data pulls. these waste time and produce inconsistent data that doesn’t speak to your audience or contribute to real results.

4. document your marketing reporting process — this might look something like: gather data, define important patterns, automate, and repeat. instead of assigning different roles or teams to each part of the process, consider dividing up your marketing reporting workload by data source. this will allow the same people to see your data through from collection to application.

keep investing in attribution to identify bottom-line impact

in 2020, continue focusing on marketing attribution reporting. when did customers first touch your brand? when did they last touch it? where are your visitors and customers coming from?

according to our 2020 state of marketing report, only 50% of companies are currently using attribution reporting — and almost 30% answered “no.”

a pie chart titled "does your company currently use attribution reporting"

attribution tools such as databox, looker, and hubspot’s marketing hub are getting better and better at producing more accurate and timely marketing data.

start using behavioral data as your guiding light

consider behavioral data king in 2020. if you aren’t already, start tracking behavioral data and define relevant marketing key performance indicators (kpis).

for example, instead of tracking demographic data like age or location, start paying attention to behaviors like click-through activity, online purchases, search query information, and on-site engagement.

behavioral data is more impactful data than demographic data, and it helps ensure compliance with gdpr, ccpa, and future data regulations (which we’ll touch on below). it also helps you identify and understand (and then effectively target) people based on their actions.

behavioral and psychographic data points represent people showing up and taking action. they are a better indication of interest and intention. demographic data doesn’t adapt to users and behaviors in the same way.

according to our 2020 state of marketing report, almost 25% of companies reported their top marketing priority for this year was closing more deals. if your priorities are the same, behavioral data-based reporting can help meet those goals.

at hubspot, we focus on the data from a few tools (our own instance of hubspot, for example) and on-page site data. we review each order of event sequences (i.e. how visitors came to land on and interact with our website) and take a look at where people landed, how they got there, and if they were satisfied with the results — if they converted, shared, and/or made a purchase.

for example, let’s say someone lands on the hubspot homepage through a linkedin post. they explore the website by clicking on a few pages and finally, on the fourth click, land on a product page. there, they click to request a call with our sales team.

this approach to collecting data better informs our business strategy. it provides a deeper understanding of what content and which site placements help users find the information they need to perform the actions they want … like submitting a demo request.

"2020 is when we’ll get automated insights at scale. between the continued development of natural language processing and ai-engines trained to understand which metrics are important to different industries, we anticipate being able to get relevant insights sent directly to you so you know where you need to focus." — jocelyn chen, analytics lead at seer interactive

for those seeking buy-in for behavioral data, i recommend running an initial analysis of your site and reviewing the results. establishing on-site patterns can actually provide more data to be shared with your team and business leaders.

these patterns can then integrate your business teams across marketing, sales, service, and more.

the top-line argument here is that demographics and segments have never been about the people — your audience and customers. when you understand how people are using your site, you can improve it immensely.

stop ignoring important data regulations

regardless of what types of data you introduce in 2020, you must stop ignoring data regulations. it’s time to get proactive with data regulations, rather than reactive. this is especially true for gdpr and ccpa. even if you’re not operating in the european union or california, these regulations will control your access to data — especially demographic data.

this is yet another reason to lessen your focus on demographic data. not only will it become less available through more regulations, but it also poorly represents your audience. demographic data is essentially bucketing people into segments that they didn't choose and don’t make sense for them.

when you stop defining people by their demographic data, you gain a better understanding of their actions and intentions — and you work in tandem with data regulations, not against them.

my recommended reporting and attribution tool

marketing reporting and attribution is not a manual process — an intelligent, robust tool is almost always required. but there isn’t one perfect tool — what works best for you is dependent on where your data lives and what platforms you’re already using. this will determine what you need going forward.

if you are dealing with a lot of disparate data sources, i’d recommend looker. looker is a very powerful query tool with a lot of flexibility. if you are more streamlined and have a lot of your data on one platform, there’s a ton of solutions — for example, if your data is in hubspot, we offer many powerful reporting and attribution features.

take a deep-dive into the state of reporting and attribution

dive deeper into hubspot's survey data by clicking the download button on the image below.

editor's note: this article was researched in december 2019 and january 2020, and was originally published in early february 2020 in our state of marketing report. a lot has changed in the world since then, so keep that in mind as your process these trends and data.

state of marketing

  state of inbound

originally published may 21, 2020 7:00:00 am, updated may 21 2020

How to Explain Secondary Audiences to Anyone

How to Explain Secondary Audiences to Anyone

When I was a child, I really wanted an Easy Bake Oven. Every time I saw a commercial for one, I was glued to the TV, marveling at the kids on the screen baking mini treats with their friends and parents. Seeing those ads, I knew they were m...

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when i was a child, i really wanted an easy bake oven. every time i saw a commercial for one, i was glued to the tv, marveling at the kids on the screen baking mini treats with their friends and parents. seeing those ads, i knew they were made just for me.

in reality, though, the main — or primary — audience was my parents. i was the secondary audience.

as a child, i had no buying power, so i wasn't going to be a good easy bake oven consumer. i was the secondary audience for toy commercials. my parents, with the power to make purchase decisions, were ultimately the primary audience.

download our free buyer persona guide + templates 

if you're thinking: "but wait, aren't primary audiences the customer to whom you're marketing? if that's the case, why wouldn't toy commercials be for kids?" i hear you. and you're right.

secondary audiences are sometimes just as important to consider in your overall marketing strategy. if the toy manufacturers didn't consider secondary audiences, for instance, i probably never would've gotten an easy bake oven for my birthday.

here, let's explore why secondary audiences matter, as well as a few examples of secondary audiences. 

secondary audiences, explained.

primary audiences and secondary audiences are both of major importance. if parents or caregivers aren't convinced a toy seen in a commercial is a useful product, the toy isn't going to be purchased.

the person with the buying power and influence to make purchase decisions will always make up the primary audience.

so, what makes up a secondary audience?

think about secondary audiences in the context of a toy commercial: if a child begs for a new toy, the parent or caregiver may be convinced to eventually buy the toy — which is why convincing a secondary audience to be on board with your product or service can be just as important as convincing the primary audience.

let's go over another example of a secondary audience, next.

examples of a secondary audience

the holiday season is a prime example to consider when thinking about marketing to secondary audiences.

how do you shop for loved ones when gift-giving? you usually ask them what they want and go from there, right?

in this scenario, the loved one is the secondary audience, and you are the primary one. this is because you are making a purchasing decision on behalf of the person influenced to own the product.

holiday ads with copy similar to "great as a gift!" or "perfect for that special someone!" are most likely marketing towards a secondary audience rather than a primary one.

amazon even took it one step further and used the holiday to segment secondary audiences:

amazon secondary audiences

source

amazon choosing to market to their secondary audiences in a segmented fashion shows an effort to personalize messages to the masses. remember, secondary audiences, in some cases, begin the buyer's journey for the primary audience. so, amazon decided to make that journey easier. 

marketing to secondary audiences, then, is just as important as marketing to primary audiences. primary audiences have the means in the decision-making process, and secondary audiences are customers who can influence that decision-making.

businesses that can market to both audiences effectively have a better chance of boosting overall sales. let's distinguish between the two groups a little more, next.

let's say a business's decision-makers were thinking about investing in a content management system to streamline the processes of the company, and asked their staff to present recommendations. in this scenario, the primary audience would be the decision-makers, and the secondary audience would be the staff.

an individual contributor who must convince their manager to purchase a specific software doesn't have purchasing power, which means they're not the primary audience. this person has influential power, so they're a secondary audience.

distinguishing primary and secondary audiences needs to happen to correctly market to both of them. depending on the product, these audiences can influence the buying decisions of one another. ultimately, marketing to secondary audiences can be incredibly beneficial in boosting overall revenue.

  new call-to-action

blog - buyer persona template [updated]

originally published feb 20, 2020 4:00:00 am, updated april 15 2021

It’s An Open Platform World. HubSpot’s Growing App Ecosystem Helps You Thrive In It.

It’s An Open Platform World. HubSpot’s Growing App Ecosystem Helps You Thrive In It.

At INBOUND 2019, more than 26,000 people came together to learn how to deliver remarkable customer experiences in today’s digital environment. How do you coordinate marketing, sales, and service teams across your company to attract, engage,...

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at inbound 2019, more than 26,000 people came together to learn how to deliver remarkable customer experiences in today’s digital environment. how do you coordinate marketing, sales, and service teams across your company to attract, engage, and delight your audience? how do you accelerate that virtuous cycle of word-of-mouth — or, word-of-keyboard, as the case may be — to win more customers and make them happier customers?

ecosystem

increasingly, a key part of the answer is: an integrated ecosystem for your tech stack.

software has eaten the world, as marc andreessen predicted eight years ago. every company now uses a collection of cloud-based apps to run nearly every facet of their business. the term “tech stack” has entered everyday business conversations to describe these collections of tools.

and these stacks are growing, even in the smb space. according to data from blissfully, businesses with 101-250 employees have an average of 99 saas app subscriptions.

it’s not enough to have the wondrous capabilities all these different apps offer, especially if each is locked in their own silo. to run your business effectively and to give customers a coherent and compelling experience across all the different touchpoints they have with you, all these different apps need to work together.

this is why hubspot is committed to building an open platform that serves as a “hub” for the myriad apps across your business that all contribute to improving the customer experience. we want to make it easy to orchestrate these apps to better serve your customers, and to help you grow better.

to further facilitate the integration of hundreds of apps with seamless two-way syncing of customer records, hubspot recently acquired piesync, one of the most highly-rated ipaas (integration-platform-as-a-service) providers in the space.

at the beginning of the year, we shared our progress on this mission from 2018 and celebrated the many new and growing partners in our app ecosystem. we’re excited to give you an update on our platform ecosystem so far this year...

get hubspot's free crm now

growth in app partners and app adoption

partnerappinfographicwe now have over 350 app partners, based in over 30 countries, providing an incredible range of capabilities that you can plug into your hubspot portal. here is just a sample of the categories our partner ecosystem powers:

  • event management
  • employee advocacy programs
  • account-based marketing tools
  • call system integrations
  • webinar production
  • sms messaging
  • accounting integrations
  • interactive content
  • loyalty program management
  • influencer management
  • rfp response management
  • content translation
  • videoconferencing
  • revenue forecasting
  • data cleaning and de-duplication
  • reputation and reviews management
  • direct mail automation
  • gift card delivery
  • affiliate program management
  • … and so much more.

even within these categories, our ecosystem includes a wide range of apps to provide choice and depth in these capabilities. recent additions to our app marketplace include: xero and freshbooks for connecting your crm to accounting systems; integrations with scribeless and handwrytten, to automate handwritten notes to prospects and customers in workflows; an integration to connect facebook messenger with hubspot conversations; an integration with the popular calendering app calendly; b2b subscription management with yonium; and so much more.

app adoption is on the rise, as we’re seeing our customers taking advantage of the range of capabilities available in our ecosystem. of our 68,800+ customers, 94% have installed at least one app or integration. on average, customers install five apps each, and some customers have more than 10 integrations. across our entire user base, including those working with our free products, 700,000 apps have been installed.

a brand new app marketplace built for scale

we launched a brand-new app marketplace at inbound that makes it easier for hubspot customers to find, understand, and install apps. (read the announcement here.)

we want to make it easier for customers to find the right apps to grow their businesses and support “informed choice” — understanding the different features and pricing of several alternative products. here’s what’s new:

  1. we’ve organized apps into more granular categories and subcategories, so it’s easier to find what you’re looking for.
  2. we’ve added more collections of apps that are hand-curated for different types of business and users, so you can discover new apps to help you grow better. these collections include:
3. we used your feedback to make app listings more helpful. the new listing pages significantly expand the information app developers can publish in our marketplace. this means you can see everything important details about an app in one spot, such as subscription requirements, shared data protocols, pricing, and demo videos.
slack v2 (1)

4. for developers, the new app listing flow makes it easier than ever to create and list an app with hubspot. if you’re an existing app partner, making updates to your app’s listing page has never been more frictionless. real-time previews help developers understand how information is presented on listing pages. and now, your whole team can now access your tier status, install progress, and app listings all from one account -- no more waiting for monthly emails.

app listing flow

we’ve loved hearing the response from our app partner community:

aircall tweet piesync reaction
insycle tweet dear lucy tweet

the most popular apps in our ecosystem today

we always find it useful and interesting to see which apps have been widely adopted by hubspot users, revealing trends about the capabilities businesses are adding to their tech stacks.

through july 2019, these were the top 20 most popular integrations in the hubspot ecosystem:

  1. gmail -- email service
  2. outlook calendar -- book meetings
  3. zapier -- integrations automation
  4. facebook ads -- targeted social ads
  5. google calendar -- time-management and scheduling
  6. twitter -- microblogging and social networking
  7. mailchimp -- email and marketing automation
  8. wordpress -- free content management system
  9. linkedin -- social network for professionals
  10. facebook -- social media and networking
  11. slack -- collaboration hub for work
  12. google search console -- website indexing and optimization
  13. hubspot video powered by vidyard-- create and manage videos
  14. google ads -- online advertising
  15. surveymonkey -- survey collection
  16. databox -- kpi dashboards
  17. eventbrite -- event management and ticketing
  18. salesforce -- crm
  19. linkedin ads -- targeted social ads
  20. gotowebinar -- video conferencing

many of those integrations were built by hubspot to connect with apps that are already widely adopted, such as gmail, facebook, and twitter. we also want to recognize the top 20 most popular integrations built by our app partners to highlight the broader set of capabilities in our ecosystem:

  1. databox -- kpi dashboards
  2. magneticone  -- business card reader
  3. automate.io -- integrations automation
  4. typeform -- online form and survey-building
  5. hotjar -- heat mapping
  6. pandadoc -- docusigning
  7. zendesk -- support ticketing and customer service software
  8. unbounce -- landing page building
  9. import2 data migration -- data migration tool
  10. piesync -- integrations automation
  11. intercom -- customer messaging
  12. hellosign -- docusigning
  13. manychat -- facebook bot creation
  14. klipfolio -- business dashboards
  15. adroll -- ecommerce marketing
  16. teamwork projects -- team collaboration
  17. instapage -- landing pages
  18. drift -- chat software
  19. wistia -- video hosting
  20. import2 wizard -- seamless data sync

finally, here are our “rising stars” — the fastest growing apps by total net installs since january 1, 2018:

  1. import2 data migration -- data migration tool
  2. manychat -- facebook bot creation
  3. typeform -- online form and survey-building
  4. crm perks wordpress plugin -- form building
  5. integromat -- integrations automation
  6. intercom -- customer messaging
  7. optinmonster -- lead generation
  8. leadfeeder -- visitor tracking
  9. jotform -- form building
  10. import2 wizard -- seamless data sync
  11. better proposals -- proposal creation
  12. g-accon -- google sheets connector
  13. insycle -- data management
  14. orgcharthub -- organizational chart building
  15. asana -- project management
  16. salesmsg -- sms and mms messaging
  17. neverbounce -- email data cleanup
  18. makewebbetter -- ecommerce connector
  19. setmore -- appointment booking
  20. autopilot -- marketing automation

congratulations to these app partners on their growing success. we’re happy that so many hubspot customers are getting value from their solutions.

boosting app partner growth at founders’ day

we continually seek ways to help our app partners grow their businesses beyond technology. that’s why our founders, brian halligan and dharmesh shah, hosted an exclusive founders’ day event at inbound this year.

all founders in our app partner community — from early-stage startups to public companies — were invited to join a day of closed-door discussions about what it’s really like to launch and scale a saas business.

topics covered included:

  • the future of b2b buying
  • what breaks on the journey from startup to scaleup
  • friends, frenemies, and coopetition in the age of platforms
  • beyond the valley: taking advantage of starting (and growing) elsewhere

the event featured a series of candid, off-the-record panels with successful saas pioneers. many app partners said it was one of the most valuable event experiences they’d ever had, addressing the challenges of growing a saas business in frank conversations with those who had traveled the road ahead of them.

founders day 1 2

founders day 2 2

want to build your own app with hubspot?

if you’re an app developer — or aspire to become one — we warmly invite you to join our platform ecosystem. tens of thousands of hubspot customers around the world are eager for new and innovative solutions that will help them manage, streamline, and integrate their business activities. and we’re committed to doing our very best to deliver an excellent experience to developers and customers to help them connect and grow better together.

developers website for retro

just getting started? we recently launched the first two lessons in the introduction to hubspot apis course  in our academy to help enable developers to build on the hubspot platform. the new course will help familiarize developers with the steps of building on hubspot, from creating a developer portal to leveraging api documentation to make their first call. to help developers build better apps without having to start from scratch, we are also launching sample apps, a collection of example apps for popular actions. popular use cases can quickly be replicated by copying and pasting a sample app -- giving developers more time to build value without having to start from scratch. 

we’re excited to find ways to make building on and growing with hubspot easier than ever. as our ceo brian halligan said in our public earnings call in august:

"this year we’re adding fuel to the platform fire... through our partners we’ll be able to do more and, our customers themselves will be able to do more. we’re just getting started here."

learn more at developers.hubspot.com.

crm software free

originally published sep 4, 2019 7:21:58 pm, updated november 19 2019

The Best 21 Online Marketing Tools for Small Businesses

The Best 21 Online Marketing Tools for Small Businesses

Implementing a successful content marketing strategy for your business is a critical component for sustained growth -- and yet, 32% of B2B businesses rate their content creation workflow as fair or poor.

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implementing a successful content marketing strategy for your business is a critical component for sustained growth -- and yet, 32% of b2b businesses rate their content creation workflow as fair or poor.

nowadays, with marketing pertaining to everything from seo to social media to ppc, you can't do it alone. fortunately, there are plenty of impressive online marketing tools you can use to help create a more effective solution.

if you work for a small business, it's particularly imperative you find tools to help you manage the wide scope of your marketing demands.

here's the problem, though -- the landscape of online marketing tools available now is huge, and it's only growing.

for instance, just look at the latest marketing technology landscape:

image source

7,040 tools … i'm willing to bet you don't have time to sift through that pile of technology.

to help you find the best online marketing tool for your business' needs, i've compiled a list of the 21 i use and love. keep reading to learn about tools that will help you attract, engage, and delight both new and existing customers.

→ click here to download our free guide to digital marketing fundamentals [download now].

online marketing tools for small businesses

1. hubspot

price: free, or up to $3,200 per month for enterprise, depending on your plan

hubspot is a full-stack growth software that includes marketing, sales, and customer service tools to improve all facets of your business. with hubspot, you'll have everything you need to grow your business and increase conversion rates.

several of hubspot's products start out free. you can set up lead capture forms, send kickback emails, and get basic analytics reports for free. additionally, you can track emails, schedule sales meetings, and live chat with visitors. you can even set up a help desk and ticketing system on the freemium plan, and then pipe everything into the free crm to get a full view of your customer.

of course, things get more sophisticated from there with starter, professional, and enterprise tiers. and if you work with other marketing technology products (such as others in this list), it's highly likely you’ll be able to integrate and use them with hubspot.

2. buzzsumo

price: paid plans start at $79 per month

buzzsumo connects influencers with companies looking the partner with them. this tool is great for companies who are unsure of how to reach their target demographic. the user can search the database of top influencers in their field of expertise, and then reach out to form affiliations.

buzzsumo also gives you the ability to view past trending topics and mentions. the analytics feature can give you a peek at what you should be monitoring, as well as areas you can improve.

finally, you can use the tool to analyze the content most shared and referenced. who is linking to it and sharing it, what do their follower counts look like, and how can you get on their radar? buzzsumo helps you answer this.

image source

3. moosend

price: starts free and goes up from $9+ per month, based on the number of subscribers

moosend is an email marketing and marketing automation platform that offers a wide range of features to capture, nurture, and convert your audience into advocates for your business.

the platform's main features include:

  • responsive email templates and an easy, no-code drag-and-drop editor.
  • lead generation subscription forms and landing pages.
  • advanced marketing automation and converting automated workflows.
  • real-time reporting and analytics to track your email performance

for users that would prefer not to switch from one tool to another, there are more than 80 integrations with cms, crm, ecommerce, lead generation, and list validation tools. the salesforce, zapier, facebook lead ads, and woocommerce integrations are among the most popular ones.

all in all, moosend's email marketing and marketing automation options allow users to create email newsletters, landing pages, or subscription forms while providing them with data to make meaningful decisions.

moosend

image source

4. pepipost

price: starts free with tiered pricing based on email volumes from $25 per month for 150,000 emails

pepipost is a cloud-based email delivery service that helps businesses send important emails like notifications, newsletters, and updates fast. their average delivery times are less than five seconds.

you can send billions of emails per hour with their scalable servers and reach the maximum possible inboxes powered by their ai-optimized inboxing.

the platform’s features include:

  • fast email delivery and inboxing that easily integrates with your custom applications including open source email marketing platforms like mautic and mailtrain
  • multi-user rights management so you can share access to the dashboard without worrying about your data
  • subaccounts to manage the billing and quotas for multiple sending domains from a single place
  • an ai-optimized backend that allows the identification of users most likely to engage, the best time to send, and the optimum throughput to reach inboxes without overloading recipient servers

if you’re switching from an existing email delivery service, the apis are easy to implement and their dedicated support team can assist with complete onboarding.

pepipost-email

image source

5. sendx

price:$7.49 per month (billed annually), for up to 1,000 subscribers

sendx is an easy to use and affordable online marketing tool that enables you to reach your email subscribers and grow your audience.

with sendx, you can build your email list using email popup forms, inline forms, and landing pages. you can design your forms with ready-made themes, and integrate them with any website.

the wysiwyg email editor helps you design emails without html, using pre-built email templates, personalization, and even a countdown timer.

you can make sure you’re sending the right message to the right user at the right time. email drip sequences and audience segmentation makes it easy to automate your email marketing. and the email campaigns are optimized based on more than 30 parameters such as time zone, domain name, past open rates, and more.

a heatmap report gives you a quick overview of which ctas are working and which links people are clicking visually.

the pricing is straightforward, and every sendx paid plan comes with the ability to send unlimited emails to opted-in subscribers. no hidden limits or charges.

sendx-email-marketing

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6. proof

price: tiered pricing based on the volume of your website traffic, starting at $24 per month

proof is designed to help you display your social proof on your website in the most effective and convincing way possible. it's very easy to download -- all you have to do is copy and paste their pixel onto your site page.

once you paste the pixel, it will integrate with your site (or crm) and show your targeted customers:

  • social media posts
  • reviews
  • video testimonials
  • hot streak notifications
  • live visitor counts

additionally, you can get a look at your customer's demographics by looking at their visitor id information.

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7. survey anyplace

price: tiered pricing, starts free and goes to $42+ per month for enterprise

survey anyplace has streamlined the survey creation experience by allowing you to build your own surveys and tailor them to your brand's unique needs.

far from the classic survey creator, they have streamlined for mobile and optimized the survey experience so that it's quick and simple, with a heavy visual emphasis if desired.

the more accurate data you get from your users, the better your insights can be -- ultimately, surveys are one step in the direction of increasing your conversions.

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8. trello

price: tiered pricing, starts free and goes to $42+ per month for enterprise

trello is a content brainstorming and calendar service that allows you to collaboratively create and share ideas across multiple individuals and teams.

it operates more as a content planner than content scheduler -- you can create notecards for article topics, marketing campaigns, or other subjects your team may focus on. on each card, users can take notes, record instructions, update the project status, and assign cards to certain people.

trello is a comprehensive tool for content strategists looking to really plan out their editorial calendar.

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9. google analytics

price: free for the standard version, $150,000 for google analytics 360

analytics is a free service offered by google that allows you to track and analyze customer data. it's the most ubiquitous analytics tool on the web, and for good reason -- it's simple to use, but it's also powerful and highly customizable.

while all it takes to get started is a simple javascript snippet (best implemented via google tag manager), what you can do with the tool is really only limited by your imagination (and possibly your developer's time). i don't know many marketers who don't have at least a very basic understanding of google analytics traffic reports.

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10. mailchimp

price: tiered pricing, free to $199

mailchimp is a popular email marketing tool and offers several key features:

  • website traffic tracking
  • email templates
  • drip campaign design
  • widespread software integrations
  • it’s free for small companies

mailchimp automates your emails and makes campaign design a breeze. it's a simple tool to use, although some of their marketing automation features are a bit limited. if you want something more robust, you might want to consider a tool such as autopilot or hubspot. but if you're just starting out, mailchimp is great.

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11. canva

price: plans start free, $12.95 per month for teams, or custom pricing for enterprise

canva is a subscription service for people who need web design to be easy and might not have the budget for a full-time graphic designer. optimized for mobile, canva makes design easy for amateurs with its visually appealing drag-and-drop features.

you can create shapes, logos, charts, graphs, and your own presentations with custom fonts using the design tools available in canva. if you're an employer, you can also check on the status of projects assigned to your employees on a deadline.

it has millions of images in its library and access to them is right at your fingertips.

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12. screaming frog

price: two plans are available -- one is free, and the advanced plan is $194.33 (usd)

this service is a website crawler that is designed to help identify your seo issues in urls and web pages. it will flag site issues like:

  • broken links
  • duplicate content
  • redirects
  • page titles
  • metadata

this is one of the stronger seo tools on the market and is a great way to analyze the technical components of your website to make sure you’re well-optimized for search engines. even in a simple use case, it's awesome for finding broken links and website architecture.

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13. crazy egg

price: tiered pricing, plans range from $24 per month to $249 per month

crazy egg is a data collection tool for you to gain insights into your customers through testing. the service offers customers a range of tools, including:

  • click reports
  • heat maps
  • user session recordings
  • a/b testing tools
  • scroll maps

all of these tools will help you gain insight into how your customers use your site, what they look at and for how long, and areas of friction that prevent conversion. this can improve the usability of your site, and will likely increase conversions as a result.

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14. hotjar

price: starts free and moves up from there based on traffic and data collection needs

hotjar is a world-class customer experience analytics platform. they offer several features to help you understand your website visitors’ behavior better, including:

  • heatmaps
  • session replays
  • form analytics
  • on-site polls
  • surveys

i like the product because it's simple to install -- all you need is a simple script to set up all the features across your site. plus, it's incredibly affordable, and might even be free, depending on your needs.

if you're doing any sort of conversion optimization, it's a powerful research tool.

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15. hootsuite

price: tiered pricing starting at $29 per month and goes up to $599+ per month for enterprise

hootsuite is a social media scheduling tool in the vein of meetedgar and buffer that allows you to plan and pre-schedule your social media posts. this enables you to post whenever you want on a 24/7 cycle to reach international audiences.

all of the social engagement functions operate within the system dashboard, so you can stay in hootsuite without switch back-and-forth between services. you can also identify key influencers and hashtags.

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16. buffer

price: starts free and goes up to $199 per month

buffer is my favorite social media tool, and it's incredibly simple to use.

it works for large companies, but i find it's perfect for start-up or small business marketing teams who want to start automating and optimizing their social strategy. they make several different products that help with this, including their social media share widgets for websites, and their social post scheduler.

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17. slack

price: tiered pricing, plans range from free to $12.50 per month

slack is a collaborative messaging tool ideal for small teams. it runs "#channels", which can be separated by topic so that important conversations on business topics aren't interrupted by discussions on team bonding activities.

themed slack groups are great for networking and sharing your new content with relevant, powerful players in your industry.

slack is another online marketing tool that is simple to use, but ultimately offers some advanced features. for instance, since slack's developer network is so strong, you can likely find a slack app for anything you want to accomplish.

it's also not too difficult to build your own slack apps -- if you want to notify your teams of transactions, anomaly detection, or results from online experiments, building a slack app might be a good solution for you.

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18. followerwonk

price: tiered pricing, from free to $79 per month

followerwonk is designed to mine your twitter analytics, so if twitter is one of your strongest platforms, this is likely a worthwhile investment.

you can find relevant twitter accounts that you want to target, develop a content and posting strategy, and figure out your followers’ demographics to make sure you’re delivering quality content.

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19. optimizely

price: custom pricing

optimizely is, at this point, the gold standard in online experimentation. if you're doing conversion rate optimization (which you should be), this is the tool to consider.

optimizely allows you to continuously run a/b tests and multivariate tests on your site to lift conversion rates and revenues. they've also expanded their feature set and run under the banner of "experiment everywhere", empowering server-side product experiments and deep personalization capabilities.

finally, with their acquisition of experiment engine, they have a powerful workflow and knowledge management solution to enable insight sharing and documentation.

it's a pricey solution, so it's best left for enterprise programs or those who are very serious about conversion optimization -- but it's a good one if you can afford it.

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20. convert.com

if you’re looking for an experimentation platform that is a bit more affordable, convert.com is the way to go.

for most use cases, they’ve got feature parity with optimizely. the vast majority of marketers will never reach the outer bounds of convert's feature-set, and it’s a more affordable option than optimizely.

it's also a joy to use. the user experience is great, and the performance is top-notch.

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21. sniply

price: tiered pricing, plans range from $29 per month to $299 per month

sniply generates unique links to your content, so you can better track and analyze traffic sources. these links lead directly to your content and include a call-to-action on any page you need it.

sniply also provides analytics so you can track visitors, bounce rate, conversions, or any other relevant data you might need.

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ultimately, these are my favorite online marketing tools essential for small businesses. from lead capture to seo research to analytics, these tools are capable of helping you create a fully integrated and successful long-term marketing strategy. if you’re looking to get up and running with a simple but effective stack, these tools will help you get there.

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originally published may 14, 2019 7:00:00 am, updated june 27 2022

5 Professional Business Proposal Examples to Inspire Your Own

5 Professional Business Proposal Examples to Inspire Your Own

Throughout the buyer’s journey, content obviously plays a huge role during the beginning and middle stages. At the last stage of the buyer’s journey, though, it can be somewhat overlooked. A lot of marketing teams are focused on creating th...

Pre-Blog Redesign  |

throughout the buyer’s journey, content obviously plays a huge role during the beginning and middle stages. at the last stage of the buyer’s journey, though, it can be somewhat overlooked.

a lot of marketing teams are focused on creating the beginning- and middle-stage content that brings in the views and leads most sales teams are focused on closing during the final stage of the buyer’s journey. so, in a nutshell, marketing teams don't create enough content for this stage and sales teams don't leverage them enough during it.

however, one of the most important pieces of content any organization can create and leverage really only gets used during the final stage of the buyer’s journey -- the business proposal. by outlining your organization’s value proposition, highlighting how your product or service can solve your prospect’s specific problem, and listing your pricing, your business proposal communicates crucial information your prospects need to know before they even think about doing business with you.

fortunately, to help you create an engaging and convincing business proposal, we’ve rounded up the best business proposal examples we could find on the internet. read on to learn how to start writing business proposals that will win you contracts and grow your organization.

→ download now: free business plan template

5 professional business proposal examples to inspire your own

1. “how to write a business proposal [tips & examples]” | hubspot

in her thorough blog post about writing a business proposal, meredith hart, a junior staff writer for hubspot’s sales blog, fleshes out the fundamental elements included in most business proposals and even created a business proposal example in canva to give you even more insight on how to craft a compelling one.

after reading her informative blog post, you’ll learn about the fundamental elements you should include in your business proposal, their purpose, how to write each element, overarching tips for creating a top-notch business proposal, and some business proposal examples for web design, seo, and sales.

2. “how to write a business proposal (the modern way) | pandadoc

one of the most robust business proposal examples on this list, pandadoc’s guide on writing a modern business proposal will help you chip away at this daunting task one step at a time.

in their guide, they cover the structure most business proposals follow, the ten sections to include in your own, what information to include in each section, an example of each section, some quick tips for improving your business proposal, and what you should do after you send your business proposal to a prospect to help you anticipate any follow up questions they might have and, in turn, boost the odds that you close them as a customer.

3. “business proposal for pdf & word” | hubspot

business proposal template

download the template

in hubspot’s flagship business proposal example offer, they provide you with a fully customizable sample template that gives you detailed instructions on what sections to include in your business proposal, the information to include in each section, and how you can write each section in a convincing fashion.

since their business proposal template is completely customizable, you can also replace their instructions with your own information, add additional information and sections, and add your own branding and logo. additionally, you can download your finished business proposal as a word or pdf file, print it, and email it to your prospects.

4. “how to write a business proposal in 6 steps” | fit small business

fit small business’ business proposal example is the most fleshed out example on this list. not only do they cover what exactly a business proposal is, the steps to writing a successful one, and provide an example of one, but they also describe the best methods and tools for sending a business proposal, how to follow up, and what to do after you win a contract.

additionally, fit small business provides you with some design tips for your business proposal, the best business proposal formats to use (with examples), and answers to frequently asked questions about creating effective business proposals.

5. “hubspot partner agency proposal examples” | hubspot

to help marketing agencies write better business proposals, hubspot teamed up with four of their agency partners to create four downloadable proposal examples for each of the agency’s specializations.

after downloading it, you’ll have access to proposals created by agencies that specialize in inbound marketing, growth content strategy, industrial manufacturing marketing, and digital solutions and consulting marketing. since your organization operates in its own specific situation, you can sift through each example to see which one best meets your needs.

business plan template

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originally published may 13, 2019 7:00:00 am, updated may 25 2021

Unriddled: The Slow Google+ Shutdown, a Midwest 5G Launch, and More Tech News You Need

Unriddled: The Slow Google+ Shutdown, a Midwest 5G Launch, and More Tech News You Need

"Unriddled" is HubSpot's weekly digest of the tech headlines you need to know. We give you the top tech stories in a quick, scannable way and break it all down. It's tech news: explained.

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"unriddled" is hubspot's weekly digest of the tech headlines you need to know. we give you the top tech stories in a quick, scannable way and break it all down. it's tech news: explained.

the great google+ shutdown

last fall, the wall street journal reported that a bug discovered in march 2018 may have granted access to the private data of nearly half a million google+ users.

google+ is search engine giant google's social network, which since its 2011 inception was often the butt of jokes for being a largely unused attempt to copy facebook. following the wsj's report, the company said it would sunset its social network, after years of seeming willfulness in doing so.

but rather than chalking up this shutdown to the breach, google emphasized what a low rate of usage was experienced by the app among personal account users. and as of last tuesday, the company has formally been shutting down and deleting google+ personal accounts.

in addition to rolling out new security measures, google said at the time of the wsj report that it would pivot to rebuilding google+ as an enterprise network, noting that "google+ is better suited as an enterprise product where co-workers can engage in internal discussions on a secure corporate social network."

according to the google+ official support page, full deletion of content from consumer google+ accounts "will take a few months," leading some content to remain visible during the process. once complete, the page says, google+ will only available for g suite accounts through workplaces or schools. read full story >>

a u.s. midwest launch for 5g

u.s. mobile service carrier verizon said last week that it launched "the first commercial 5g network in the world that works with a 5g smartphone" -- starting in the midwestern cities of chicago and minneapolis, on the moto z3 phone model, which has to be combined with the 5g moto mod to work properly.

5g the fifth generation of wireless connectivity. currently, 4g powers cellular connectivity like lte. the goal of 5g is to support the rising number of mobile internet users, by providing better speed, handling more data, greater responsiveness, and connectivity to smart devices.

initial reviews of verizon's 5g network say that, indeed, the speed is "blazing fast" -- but that coverage is almost impossible to find. read full story >>

okay google, we're going grocery shopping

box store chain walmart announced that it will soon allow customers to order groceries through google-assistant-powered devices, starting this month. the service could become available through other voice assistants later this year.

using the voice prompt, "hey google, talk to walmart," users can add grocery items directly to their walmart online shopping carts. the feature also uses data from the user's previous walmart purchases to understand the context of those items; e.g., "whether you drink 1 percent or skim milk without having to specify," writes matthew boyle of bloomberg.

the move comes after walmart removed its presence from google’s shopping platform earlier in 2019, and aligns with its efforts to compete with amazon for ecommerce market leadership. read full story >>

introducing: the smart ... lamp

sonos and ikea have teamed up to launch the symfonisk: a $179 rable-lamp-speaker hybrid that comes equipped with sound quality and features that some say are comparable to that of the sonos one smart speaker.

the launch also comes alongside the unveiling of a $99 bookshelf speaker that's also equipped with sonos technology -- and both items will reportedly ship in august.

however, the lamp doesn't include, of all things, a lightbulb, so users will have to furnish their own upon setup. read full story >>

slow your follow roll

to help prevent spam- or bot-like behavior, twitter has historically placed a cap on the amount of activity users can complete in one day -- for instance, how many accounts they can follow and how many replies they can send.

now, twitter has lowered the number of accounts that a single user can follow in a single day -- from 1000 to 400. 

the change, writes sarah perez of techcrunch, comes among a number of efforts to curb the abuse of "tools that allowed their customers to automatically follow a large number of users with little effort [and] to mass unfollow the twitter accounts of those who didn’t return the favor by following the bot back."

yoel roth, twitter's head of site integrity, published a lengthy thread on the platform to go into further detail on what went into the decision to further limit account-following activity.

read full story >>

"in defense of snapchat": how marketers and analysts view the future and value of an unsung platform

marketers, advertisers, content creators, and users alike all have a lot to say about snapchat. here's what they think about the platform's value -- and its future. read full story >>

how one company is trying to make tech more inclusive, starting with coffee

at sxsw 2019, there appeared to be an underlying theme to many conversations and brand activations: how can we make technology more inclusive? here's how one company is answering that question -- with the help of a coffee shop. read full story >>

as digital ad spending outpaces traditional formats, smartphone ecommerce is on the rise

around the world, digital ad spend is on the rise -- and in the u.s., that's especially true for mobile ads, which could be causing an uptick in smartphone ecommerce sales. but with growing scrutiny of big tech ad practices and competitive behavior, what does the future of digital ads look like? read full story >>

originally published apr 10, 2019 7:00:00 am, updated december 11 2019