- Understand workflow goals - Understand workflow templates - Create a workflow from scratch - Set enrollment triggers - Create workflow actions - Use If/Then branches
- When and how to use AND vs OR logic - Understand general settings - Use enrollment lists - Use suppression lists - Analyze workflow results - metrics, contact performance, email trends
Course Contents
Nancy Lambert
Course Instructor
As a co-founder at Xcellimark, an award-winning Digital Marketing Agency based in Orlando FL, Nancy Lambert has been helping companies increase sales opportunities and leads through digital inbound marketing for over 18 years. She has over 30 years experience in the marketing field and has helped enterprise companies and small businesses alike increase marketing leads and convert them into sales.
Nancy holds various marketing certifications in HubSpot for Inbound Marketing as well as Advanced Landing Page Optimization certification from Marketing Experiments. She recognizes the importance of understanding the psychology behind marketing messaging, landing page messaging, and sales messaging. She combines her experience and continued education into digital marketing and sales to help clients and Orlando HubSpot User Group (HUG) members improve their marketing and increase their sales.
Nancy is a HubSpot Certified Trainer and HUG Manager for Central Florida.
