A collection of marketing campaign and report templates for HubSpot.

Browse Journeys, Emails, Reports and Dashboards Templates for HubSpot. Automate Everything from Object Values in Emails to Lead Round Robin.

Marketing Templates for HubSpot | Ortto

This SMS customer journey template will help B2C SaaS businesses to win back churned customers by collecting feedback and offering a 1-month free subscription to the premium plan. The SMS with the cancellation survey will be sent to people who cancel their subscription to your product or service. When people respond to the survey, the deal stage and cancellation reason will be automatically updated in your CRM system. Later, they will receive another SMS notification with coupon. To help you see the impact of this journey, this template also shows you an example of how to track the re-activation rate.This template uses Chargebee and Hubspot data. You can configure it to your needs or replace Hubspot and Chargebee with whatever CRM and Payment system you use.

SMS win-back series for B2C SaaS

In this trial sales routing example, people enter once a trial has started. A slack notification is send to the team after which trial users are filtered by plan name (you may change this for any attribute that&#39;s important to you, for example employee size or number of contacts a user may have), create a deal in HubSpot for a specific sales person and then send out a personalized email from the specific sales person.Once a Calendly booking with one of the sales people has been made, people will exit this journey automatically.Connect Hubspot &amp; Calendly and configure it to your needsReplace the filters with an attribute that makes sense for your trial

Trial sales routing

This report shows the total amount of new deals created in Hubspot CRM each week.

Created Hubspot deals by week

This report shows the cumulative revenue over a given time period for deals won in Hubspot. It&#39;s based on &#34;won&#34; being in the deal stage and can be adjusted to suit your deal stages.

Cumulative revenue from won Hubspot deals

This metric shows the total number of Hubsport CRM contacts created over a given period.

Hubspot CRM contacts created

This pie chart shows Hubspot deals won by owner by amount. It allows you to visualize the top sales perfomers over a given time period.

Hubspot deals won by owner

This pie chart shows the total number of new deals in Hubspot CRM created by owner over a given period of time.

New Hubspot deals created by owner

This metric shows the total amount of deals created for a given period. You can set a goal for your team and close the goal rainbow each month.

New Hubspot deals metric

This chart shows the total new meetings booked over a given time period. It&#39;s useful for tracking how many meetings your team is booking in Hubspot.