Before you record
- Use a test portal or filter views to sample contacts where possible.
- Turn on Phone numbers in Privacy blur; emails are blurred by default.
Record your HubSpot walkthrough
- Open the workflow, sequence or report.
- Record
with voice-over explaining each setting.
- Zoom
on enrolment triggers and filters.
- Export
the video and the written guide.
Turn it into a written HubSpot guide
Workflow builders have many small controls. Use Zoomed-in guide images.
Tips for HubSpot recordings
- One video per workflow.
- Add a text callout for each important setting.