Hubspot Terms

Question 1

GDPR

Answer 1

General Data Protection Regulation is an EU Regulation that will replace the 1995 EU Data Protection Directive. HubSpot provides settings for GDPR compliance.

Example:

Question 2

Activity

Answer 2

Actions that are taken on records in the CRM. Examples include notes, emails, tasks, scheduled meetings, and calls.

Question 3

Company

Answer 3

the object used for any organization saved in your CRM.

Question 4

Contact

Answer 4

the object used for any person saved in your CRM.

Question 5

CRM object

Answer 5

a type of a relationship or process that your business has, such as contacts, companies, deals, and tickets.

Question 6

Deal

Answer 6

the object used to store information about ongoing transactions throughout the stages of your sales process.

Question 7

HubSpot score

Answer 7

a number that shows qualification of contacts based on criteria set in HubSpot’s lead scoring tool.

Question 8

Property

Answer 8

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.

Question 9

Record

Answer 9

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.

Question 10

Task

Answer 10

a to-do reminder that is assigned to a user and associated with a record.

Question 11

Ads audience

Answer 11

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

Question 12

Contact list audience

Answer 12

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.

Question 13

Company list audience

Answer 13

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.

Question 14

Lookalike audience

Answer 14

an audience whose members share demographic information or interests with the members of a source audience.

Question 15

Website visitor audience

Answer 15

an audience consisting of visitors to your website, using the data from a tracking pixel on your site

Question 16

Allowlist

Answer 16

a list of email addresses or IP addresses that your IT team has marked as a “safe sender” with your email provider.

Question 17

Blocklist

Answer 17

a list of email servers or domains that a blocklist operator has found to send spam

Question 18

Call-to-action (CTA)

Answer 18

a button or hyperlink used in your content to drive prospective customers to your website and track clicks.

Question 19

Campaign

Answer 19

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.

Question 20

Form

Answer 20

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.

Question 21

List

Answer 21

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.

Question 22

Marketing email

Answer 22

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.

Question 23

Non-HubSpot forms

Answer 23

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.

Question 24

Personalization token

Answer 24

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.

Question 25

Pixel

Answer 25

a third-party tracking code that you can install alongside the HubSpot tracking code to create ads audiences and optimize your ads.

Question 26

Smart content

Answer 26

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.

Question 27

Subscription type

Answer 27

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).

Question 28

Actions

Answer 28

the functions that execute when a record is enrolled in a workflow or when a visitor is chatting with a bot.

Question 29

Enrollment triggers

Answer 29

specific trigger criteria selected for a workflow that automatically enrolls objects when they meet the criteria.

Question 30

Workflow

Answer 30

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.

Question 31

Tracking code

Answer 31

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.

Question 32

Original source

Answer 32

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.

Question 33

Report

Answer 33

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:

Question 34

Single object report

Answer 34

a report based on a single object, such as contacts.

Question 35

Cross-object report

Answer 35

a report based on the relationship between two objects, such as contacts and deals.

Question 36

Funnel report

Answer 36

a report that shows the conversion rates between stages.

Question 37

Attribution report:

Answer 37

a report that shows which interactions or activities drive conversions and revenue.

Question 38

Session

Answer 38

a measurement of website visitor engagement where website activities are grouped together.