Hey HubSpotters today we're gonna be talking about the HubSpot lead flow
tool which allows you to create pop-ups and slide ins on your website just like
this one so this is our website we've got an exit intent pop-up set up through
the lead flows tool so anytime I'm about to do something that shows I'm gonna
exit the page it pops up this this pop-up here that is an offer offers up a
content offer that we have available to our website visitors so it has a little
text here a little image if they click on the button there's a form they can
then click this button to have us send them that ebook another way that this is
used really commonly is with newsletter signups so we're using this tool
combined with the HubSpot marketing platform workflows tool which it does
require you to be paying for the HubSpot marketing professional or Enterprise
version so that allows us to automatically send out an email after
they fill out this form with that ebook but if you don't have that you can still
use this tool for things like those in those newsletter signups or you can
manually send out the ebook you can set it up so you got an email notification
when this happened and then manually send out that ebook to them so kind of
depends on you and what your traffic looks like on what is the best use case
for you but that is how lead flows work so now I want to show you how to set
them up quick so this is what our portal looks like we've got a couple different
lead flows we actually do use one for newsletter signup on our homepage we've
got a slide in that kind of slides in from the top of the page and then this
is that exit intent pop-up but if on your portal if you are first looking at
lead flows it's going to look like this so the way that you get to it is you're
gonna be in the marketing platform here so I've got this drop down you know one
make sure it says marketing and then you're gonna go to content lead flows
alright so this is what its gonna look like kind of the first time you open us
so it'll have a little bit information just kind of a quick little quick little
gift that kind of shows you how to create them so you're gonna go create
lead flow and then this is where you're gonna pick what kind of lead flow you
want so you've got your pop-up box like the one that I showed you you can do a
drop down banner so it kind of slides in from the top those little animations so
it'll show you what all of these look like so it doesn't really matter you can
pick which one is most appropriate for your use case
and then you're going to hit this I'm just kind of go through this so once
you've got your type selected you're gonna click on call out this is going to
be what it looks like so you can upload an image here you can do this text so
that text would adjust this headline you could add more copy underneath that
headline so we had that on our pop-up that I showed you and then you can have
the button text you can also pick one of their default colors or if you've got a
brand color and you know that hex code you can use that code there to have kind
of a custom color for yourself after you've got that I'll set up your gonna
go to form and set up your form so you can create whatever fields you want pick
out to pick any of the fields that you want in there so let's say you want
their email and their name first and last name and the email to be last so
that's the formula we want you can also have more text to you if you want to add
any instructions or tell them what's gonna happen after they fill out that
form that headline will say the same from the headline that we identified in
the call-out page and then you can do English and you can change that button
text again or scuse me new language and then change that button text again to
whatever you would like next is gonna be the thank you so after they thought the
form this is what they're gonna see so it'll be defaulted to say thank you for
your submission you could say something like you're like thank you your ebook is
now on your way or you've been added to our list this text can be whatever you
want and then this follow-up email this unfortunately isn't available yet there
is a workaround that you can use with those marketing workflows if you've got
marketing professional or enterprise but right now unfortunately you don't have
that there's no way to automatically send up a follow-up email as you can see
that's coming soon so we'll update this video once that is available then you've
got some other options so this is what makes lead flows so powerful especially
for it being a free tool you can set up send it up so it's only in certain pages
so maybe you know our ebook was about a certain subject and we only wanted to
show that offer on pages like blog pages there about that subject or you know
it's a video based ebook so we could put it on our video services page so you
could identify specific URLs where you want to put that exit intent is super
powerful so that's where you know like I showed you
if somebody is going to exit the page that's when it triggers the pop-up you
could also do you know after they scroll the see 50% of the page or after a
certain amount of time is elapsed so you've got those options you can turn it
off on small screen sizes so sometimes pop-ups aren't a super good idea for
mobile devices so you could turn that option off and you can make it so that
people don't see that pop-up and get annoyed every time they come to your
webpage so that's a good idea to do that so the way it's set up right now by
default is that they'll only see that pop-up with a slide in once every two
weeks you can also set up email notifications to go to yourself you can
you know turn that off if you don't want to get notifications if you've got it
all automated so like for our pop-up we don't get notifications because all that
process is automated and then if you're not using HubSpot to send your emails
and you want to send these contacts to you know MailChimp or Constant Contact
or any other email provider you're using you can actually set that up as well
which is awesome at HubSpot allows you to do that so after you've
got all your options set you're gonna hit preview and you can actually
practice and test it out and see what its gonna be like for your contacts and
you can see what its gonna look like on different devices if you've got you know
mobile turned on you can see what that would look like after you're all done
you're gonna hit save and the best part about lead flows is that is all you need
to do so there's no you know tricky way to add it to your website all you have
to have is you have to have the HubSpot tracking code on your website most
people are gonna have that already if not we'll cover that in a different
video but if you've got that tracking code on there once that's saved you just
hit publish set it live and that workflow is gonna be on your website
where you've got that tracking code so super easy to setup super powerful it's
a great way to get new leads into your CRM database happy HubSpotting!