Step 1: Understand Your Audience and Define Goals

  • Identify your primary target audience.
  • Set clear objectives for your conversational marketing efforts (e.g., increase leads, support inquiries, or user engagement).

Step 2: Access the Chat Tools

  • Log into your HubSpot account.
  • Navigate to the “Conversations” tab on the main menu.
  • Select “Chatflows” from the drop-down.

Step 3: Choose the Type of Chatflow

  • Click on “Create chatflow”.
  • Decide between a live chat, a bot chat, or a combination of both based on your needs.

Step 4: Design the Chat Interface

  • Customize the appearance of your chat widget to match your brand's colors and style.
  • Set the position on the page where you want the chat widget to appear.

Step 5: Set Up Routing

  • Decide how you want incoming chats to be directed. You can route them based on:
  • The team (sales, support, etc.)
  • The question type or topic
  • The availability of team members

Step 6: Design Your Bot's Workflow (if applicable)

  • Start with greeting messages.
  • Create decision points or questions to guide the user.
  • Use branching logic to drive different paths based on user responses.
  • Add actions like setting up meetings, capturing email addresses, or directing users to relevant resources.

Step 7: Implement Lead Qualification (for sales-focused chats)

  • Incorporate questions to identify and qualify potential leads.
  • Use scoring mechanisms or specific criteria to prioritize high-value conversations.

Step 8: Integrate with Your CRM (if not already)

  • Ensure chat interactions are saved as contact records in HubSpot CRM.
  • Use data from CRM to personalize chat interactions.

Step 9: Set Up Notifications

  • Configure notifications for your team to be alerted of new chats or when a user takes a specific action.
  • Choose between email notifications, mobile alerts, or desktop pop-ups.

Step 10: Test the Chatflow

  • Before going live, run multiple tests to see how the chat behaves from a user's perspective.
  • Adjust any glitches, unnecessary steps, or confusing branches.

Step 11: Go Live and Monitor

  • Activate your chatflow so that it appears on your website.
  • Monitor the initial interactions to ensure everything runs smoothly.

Step 12: Analyze and Optimize

  • Use HubSpot’s analytics tools to measure the performance of your chat.
  • Check metrics like engagement rate, conversion rate, and response time.
  • Regularly refine your questions, workflows, and routing to improve user experience and meet your goals.

‍