Hubspot Terms Flashcards
GDPR
General Data Protection Regulation is an EU Regulation that will replace the 1995 EU Data Protection Directive. HubSpot provides settings for GDPR compliance.
Example:
Activity
Actions that are taken on records in the CRM. Examples include notes, emails, tasks, scheduled meetings, and calls.
Company
the object used for any organization saved in your CRM.
Contact
the object used for any person saved in your CRM.
CRM object
a type of a relationship or process that your business has, such as contacts, companies, deals, and tickets.
Deal
the object used to store information about ongoing transactions throughout the stages of your sales process.
HubSpot score
a number that shows qualification of contacts based on criteria set in HubSpot’s lead scoring tool.
Property
a field created to store data for an object. Each object has its own set of properties and all the records of that object will have those same properties. HubSpot creates and uses some default properties for each object that cannot be deleted.
Record
an instance of an object (e.g., “Tom Smith” is a contact record). These records can be associated with records of other object types, and can be used in HubSpot tools, such as workflows.
Task
a to-do reminder that is assigned to a user and associated with a record.
Ads audience
a group of users on an ad network that you can target when you publish an ad. There are four types of ads audiences you can create
Contact list audience
an audience created from a contact list in HubSpot. Any changes to the contacts in the HubSpot list will be synced in real time with the ad network.
Company list audience
a LinkedIn audience created from a company list in HubSpot. Any changes to the companies in the HubSpot list will be synced in real time with LinkedIn.
Lookalike audience
an audience whose members share demographic information or interests with the members of a source audience.
Website visitor audience
an audience consisting of visitors to your website, using the data from a tracking pixel on your site
Allowlist
a list of email addresses or IP addresses that your IT team has marked as a “safe sender” with your email provider.
Blocklist
a list of email servers or domains that a blocklist operator has found to send spam
Call-to-action (CTA)
a button or hyperlink used in your content to drive prospective customers to your website and track clicks.
Campaign
in HubSpot’s campaigns tool, a campaign allows you to tag related marketing assets and content (e.g., CTAs, landing pages, and social posts), so you can easily measure the effectiveness of your collective marketing efforts.
Form
a collection of fields that can be placed on your website to gather key information about visitors and contacts. Information submitted on forms are stored in properties on records in your CRM database.
List
a collection of contacts or companies based on criteria you set. You can use lists in other HubSpot tools to segment a specific group of contacts.
Marketing email
an email sent from the marketing email tool, which is typically used to promote your content. The drag and drop email editor is an intuitive interface that lets you drag and drop modules in your email layout. The updated classic email editor supports coded email templates and layout templates created in the design manager tool.
Non-HubSpot forms
an external form hosted outside of HubSpot. If you have the HubSpot tracking code installed on your external page, submissions to non-HubSpot forms will be collected in HubSpot. Some form builders and plugins are also supported.
Personalization token
dynamic content you can insert into an email or page that changes based on a contact’s property values in your CRM. In order for personalization tokens to show a value, the contact viewing it must be a tracked visitor with a contact record in your CRM and a known property value for that token.
Pixel
a third-party tracking code that you can install alongside the HubSpot tracking code to create ads audiences and optimize your ads.
Smart content
a dynamic rule to display different versions of your content based on certain viewer criteria. In addition to creating smart CTAs and smart forms, you can use rich text modules or global custom modules to add smart content to your website pages, landing pages, and emails.
Subscription type
the lawful basis to communicate with your contacts through email. You can add or remove subscription types so contacts can manage their email preferences and opt in to the types of emails they want to receive (e.g., marketing, sales, and blog updates).
Actions
the functions that execute when a record is enrolled in a workflow or when a visitor is chatting with a bot.
Enrollment triggers
specific trigger criteria selected for a workflow that automatically enrolls objects when they meet the criteria.
Workflow
an automation tool in HubSpot that automatically enrolls records when they meet specific trigger criteria, then executes a series of marketing, sales, or service processes.
Tracking code
a code with JavaScript, unique to each HubSpot account. The tracking code is automatically included on HubSpot blog posts, landing pages, and website pages. When added to your external site, HubSpot can track and send site traffic data to your HubSpot account, and add your account’s chat widgets to your site.
Original source
an automatically set contact property that shows where a contact came from. Original source drill-down properties provide additional information about the contact’s original source.
Report
a tool used to analyze trends across your HubSpot tools. All HubSpot accounts come with a library of reports, and you can create custom reports. Types of reports include:
Single object report
a report based on a single object, such as contacts.
Cross-object report
a report based on the relationship between two objects, such as contacts and deals.
Funnel report
a report that shows the conversion rates between stages.
Attribution report:
a report that shows which interactions or activities drive conversions and revenue.
Session
a measurement of website visitor engagement where website activities are grouped together.
