Author Archives: i4lead

It’s been 53 days since Hurricane Helene devastated my hometown of Asheville, but I’m going to level with you: I showered in a FEMA trailer this morning, so it’s still really hard to care about send rates and conversion optimization.

Lucky for you and me (and my editorial calendar), I found a story that I do care about. And my sense of humor is still (mostly) intact.

It’s a story of cleverness and kindness. A story about how one business owner used her clout to help her community. And a story about how your brand can do the same, should you find yourself in the middle of a crisis.

And don’t worry: we’ll also check out examples of how businesses of different sizes chipped in, so there’s plenty for you SMBs and enterprise marketers, too.

Making Magic in a Time of Trouble

Charla Schlueter sits in front of me meticulously shuffling a deck of Magic the Gathering cards. Yet each time the door beside us opens, she greets each newcomer with a smile and their first name.

Schlueter’s the owner and operator of Gamers’ Haunt, a little game shop in Asheville, North Carolina. Since the hurricane hit, my son and I have been visiting weekly in search of something the shop gives away for free: normalcy.

But we’re not actually in Gamers’ Haunt. Not properly. We’re seated in the two-room kung fu studio that’s graciously allowed Schlueter to host a makeshift shop after a maple tree rudely inserted itself into her roof during the hurricane.

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Despite the change in venue, the studio is packed wall-to-wall with Schlueter’s regular customers. It’s game night and the turnout is high. They’re here for a bit of normalcy, too, but they’re also here to support Schlueter and her team.

This is the kind of community your social media director would commit crimes to have. It’s fiercely loyal and consistently engaged. And it’s anchored by Schlueter’s unflagging friendliness.

Her friendliness is belied by only two things: The way she absolutely annihilates my 9-year-old kid in Magic. And the shrewdness with which she leverages her business influence to help this community.

A Stormy Surprise

We each draw seven cards and begin trading stories about how the hurricane flipped everything on its head.

“After the storm, I did my best to try to track down as many customers as I could to see how they were doing and make sure that they were good,” Schlueter tells me while arranging her hand.

During one such check-in, she and her crew helped a customer clear wreckage from his flooded home.

“We go to his room, and it’s all covered in mud because the whole house was submerged,” she says. Yet among the silt and sludge, there was a surprise: The cards he’d bought from Gamers’ Haunt had survived. The boxes they were stored in, designed to protect against casual wear and tear, were apparently also disaster-proof.

“Sure enough, we open up the Boulder boxes, and they’re totally fine.”

To spread a bit of levity during a tough time, Schlueter shared the discovery on the Gamers’ Haunt Facebook page. That’s when the brand behind the boxes took notice.

Schlueter lays down a card.

“Once I posted about it, Ultimate Guard reached out to me and was like ‘Oh, that’s incredible. Do you mind if we share this?’ And I said ‘Absolutely!’”

She turns the card sideways to signal her attack.

“As long as you’ll share my customer’s GoFundMe with it,” she grins.

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If I have enough, I’m good.

Ultimate Guard agreed to share the customer’s GoFundMe with their audience — about 10 times the people that Gamers’ Haunt could otherwise reach. (As a bonus, they also sent some free swag to both the customer and the shop.)

I asked Schlueter why she didn’t request that they share her own GoFundMe. After all, the shop had to be gutted after the tree hole let the hurricane in without asking.

“I’ve always had this motto, ‘If I have enough, I’m good,’” Schlueter says. “At this point, the community had risen up and done a lot of wonderful stuff for my business.”

To that end, the shop’s own GoFundMe had reached its original goal in just over two days. And the community gave her more than just financial support.

“It was unbelievable. Six people brought tables and chairs. I had hordes of people come help me get inventory out of the shop when it was still flooding. I can’t even name the number of customers who came and helped me.”

So, why did the community rise up for them? Maybe it’s because all of the employees know them by name. Maybe it’s because the shop is run by the kind of people who shovel mud for casual acquaintances.

Schlueter thinks it’s something deeper.

“It sounds corny, but I very strongly believe that if you take care of a community, it will take care of you. And the hurricane proved me right.”

Takeaways from a Typhoon

I recognize that building a community is a different exercise for a mom-and-pop shop, but if you zoom out, there are lessons here for brands of any size.

I sincerely hope you never need these lessons, but you should consider them before a crisis hits.

1. Take care of your community.

When disaster strikes, it’s okay to worry about your own business. Put your own oxygen mask on first. But once you’re safe, your next thought should be your community.

Following the storm, Schlueter and her team created free decks of Magic cards for people who lost theirs during the storm.

And while that’s a kind thing to do on an individual level, it isn’t just about replacing material goods. Without their cards, community members can’t join in on the weekly games.

“If you lose your Magic deck, you lose your community. So I think there’s a lot more tied to it than just belongings.”

2. Use what you have at hand.

As a business owner, Schlueter had the attention of a supplier, which she leveraged to bring wider awareness to her community’s needs.

That’s what she happened to have at hand. Your business may have different resources.

When local restaurants Blunt Pretzels and Bear’s Smokehouse had to shut down normal operations following the storm, they could have just closed their doors. Instead, they partnered with World Central Kitchen to use their kitchen space to offer free hot meals to the community.

Highland Brewing’s main resource was an abundance of space, which they offered up to relief organizations like Beloved Asheville, World Central Kitchen, and Wine To Water. These organizations used the brewery as both a central hub and a storage area for the massive amount of supplies needed.

3. Patronage is a resource, too.

Don’t forget that the money you spend (on daily operations, relief efforts, or even your own recovery) can also be a form of relief.

When Red Fiddle Vittles and Mother Earth Food began offering fresh-cooked meals to shelters, they sourced the ingredients from local farmers. That support means the world to small businesses that may have lost their ability to support themselves.

4. You don’t have to fix it all.

In the aftermath of a crisis, the scope of what needs to be addressed can feel overwhelming to those who want to help.

Take a deep breath. You don’t have to fix everything. Find an area that you can address and focus on that.

When our schools were shut down for several weeks, kids needed something to occupy their time. (Keep in mind, we also had no electricity during those weeks.)

Comic Envy, a local favorite comic shop, responded by offering a sale on children’s books and comics.

As the parent of a 9-year-old, I can tell you that the sale was deeply appreciated.

5. Don’t treat it like a campaign.

Throughout October, a community care station with showers, laundry machines, and potable water was set up in the parking lot of a nearby grocery store.

It was quietly paid for by Pratt & Whitney, an aerospace company with a manufacturing plant in Asheville. There were no signs announcing this. No banners stating that it was proudly sponsored. No brand awareness was being generated.

But word gets around. And locals remember these things.

How You Can Help

While Western North Carolina has fallen out of the news cycle, we’re still very much in need of your attention.

In the days and weeks immediately following the hurricane, an outpouring of food, water, clothing, medicine, and love helped us to simply survive.

But as we transition from survival to recovery, the kind of help we need is transitioning, too.

The resource I happen to have at hand is a newsletter and a blog, with a big audience full of beautiful people like you. So I’ve loaded this article with links to incredible local brands that could use your support. If you find yourself moved to help, consider clicking a link and checking out what they’ve got to offer.

When I graduated with a marketing degree over a decade ago, I hit the scene thinking that marketing would always be its own thing. Something like “holistic marketing” seemed unnecessary to me. Marketers had their swim lane; I’d stick to mine.

Now, when I lecture marketing students at my alma mater, I couldn’t imagine not thinking holistically about marketing. The marketing function keeps expanding, as Deloitte’s Spring 2024 CMO Survey affirmed. And marketing must help other departments and the entire company accomplish its goals and objectives.

That’s one of many benefits holistic marketing offers. When we free marketing from swim lanes, we invite others to participate and own marketing’s principles and outcomes. Marketing then becomes a guide, directing customers, partners, and employees into a comprehensive, unified brand experience.

But first, you must understand holistic marketing’s history, application, and implications. Let’s chat about how this approach can help you accomplish more with your campaigns.

Table of Contents

• What is holistic marketing?
• Benefits of Holistic Marketing
• How to Apply a Holistic Marketing Approach
• 3 Tips for a Strong Holistic Marketing Strategy

For a long time, companies divided operations into discrete business units. Marketing, sales, customer support, product development: each department was accountable to the company in total but operated within their own walls.

But those departmental lines have been blurring, with marketing at the forefront of this process. No doubt many of you are familiar with the clarion call to align sales and marketing into smarketing.

But, other departments are leaning on marketing to help them:

• Attract more prospects.
• Inform and educate potential customers.
• Entice customers to renew and upgrade.
• Provide a consistent, high-quality customer experience.

Central to these needs? Serving the customer. And the key to “holistic marketing” lies in understanding how you, as a marketing leader, can influence the way your entire company interacts with customers.

The term “holistic marketing” gained popularity mainly from the efforts of esteemed marketing professor Philip Kotler (often referred to as “The Father of Modern Marketing”). He defines it as “shaping an experience for the customer that goes beyond the product.”

Kotler further defines holistic marketing’s key pillars:

• Internal marketing that gets everybody — from the intern to the CEO — embracing marketing principles.
• Integrated marketing that uses many channels and creative outlets to communicate your value proposition.
• Relationship marketing that champions your customers and marketing partners.
• Performance marketing that analyzes returns on marketing investment and contextualizes marketing activities amid legal, ethical, social, and environmental factors.

In this vein, you see how holistic marketing is part of the customer experience (CX) a company delivers. CX’s purview is the overall experience a customer has with a brand. A holistic marketing strategy focuses more on how marketing activities influence that experience.

What does holistic marketing look like in practice?

To answer this question, I talked with Allison Nordenbrock Brown, founder of Norden Marketing. She provides fractional CMO services to B2B technology and professional services companies.

“I would define holistic marketing as an approach that takes all potential marketing channels into consideration,” she said. “Instead of deeply focusing on one channel because it‘s ‘what’s been done,’ holistic marketers instead consider how all of these channels have performed historically within the company to guide future direction.”

Those potential marketing channels cover any place that could influence a customer’s brand perception, including:

• Traditional marketing like TV, radio, out-of-home advertising.
• Digital marketing like SEO, email, and social media.
• PR and earned media.
• Direct sales conversations and promotions.
• Customer support like call centers, chatbots, and social media support.
• Experiential and event marketing.
• Corporate social responsibility efforts.
• Internal marketing to employees.

Consider a brand like Apple from this holistic perspective. Maybe you bought an iPhone recently. No doubt you saw an ad on TV or reviewed a landing page through a sponsored link — that’s certainly marketing’s work.

But, what happens after buying the device?

Every post-purchase event also falls under Apple’s marketing umbrella. From the design of the device unpacking process to offering in-store Genius Bars for support, you can feel Apple’s brand. It’s a uniform, seamless brand experience. That’s the feeling you’re trying to emulate with a holistic marketing approach.

Benefits of Holistic Marketing

Look how many avenues marketers have to think about in a holistic marketing approach. Is all that work worth it? Let’s investigate holistic marketing’s benefits.

Improves Customer Experience

Customers crave a seamless experience like Apple provides. And they notice when you don’t deliver.

Salesforce’s latest State of the Connected Customer report found that “79% of customers expect consistent interactions across departments, yet 55% say it generally feels like they’re communicating with separate departments rather than one company.”

A well-executed holistic marketing approach helps companies deliver a uniform brand experience. With a defined core message and approach shared across every business function, every customer receives an experience that accurately reflects your company.

Increases Company Revenue

Naturally, better customer experiences likely mean customers want to stay and spend more with you. The uniform brand presence a la Apple can help you generate more revenue. Brand management tool Marq found that “consistent brand presentation across all platforms can increase revenues by up to 23%.”

Increases Internal Team Effectiveness

A holistic approach offers significant internal benefits, too. Brown offers an example familiar to any marketer: sales asking marketing to quickly spin up a new deck to wow a large prospect.

In a traditional marketing setup, “marketing is annoyed,” says Brown. “They already made a deck. Why is this an emergency now? They become overwhelmed and frustrated that they didn‘t know about this need sooner. Why isn’t the existing deck good enough?”

Holistic marketing allows marketers to operate more proactively. With this approach, marketing can communicate with sales, take ownership, and get things done.

“In a holistic marketing department, sales and marketing meet on a regular basis and talk about their goals and activities,” says Brown.

“Sales is targeting more large enterprise clients. Marketing asks about their needs in advance. Sales shares that the current deck isn’t resonating as well with enterprise prospects. Sales and marketing develop a deck together while sales and ramping up their efforts. Once sales land a meeting, the deck is ready to go, and everyone is less stressed.”

How to Apply a Holistic Marketing Approach

Whether you’re a one-person marketing team or run marketing for a global enterprise, you can benefit from adopting a more holistic approach. How do you get started?

1. Set your goals and high-level strategy.

Before you dive into developing an incredible, highly detailed holistic marketing plan, ponder the basics:

• What do you want to accomplish?
• What do you expect to need to do that?
• Who should be in your corner to do it?
• How do you think you’ll integrate everything?

Write a memo to yourself detailing answers to these questions. You want to build buy-in before investing considerable time and resources into holistic marketing.

Create the high-level roadmap to achieve your goal, which will help others see the direction you want and where they can support you.

2. Align internal teams.

With a brief in hand, start building consensus among other departments. Sales is your first and most important champion. They benefit the most from your holistic approach, and you’ll want them on your team.

Just like how a salesperson builds a logical and emotional case for their prospects, you should approach them similarly. Demonstrate why they should care about a holistic approach. Find case studies and examples from other companies.

Lean on the benefits this will offer customers (and those prospects sales wants to close). It’s not about making marketing better; it’s about how marketing can make everybody better.

After convincing sales, consider other customer-facing departments like customer support or product development and design. Invite teams who influence how customers experience your company’s product or service.

3. Determine details like messaging, channels, and SOPs.

With buy-in on the plan’s goals and high-level strategy, you can then develop the details to bulk up your holistic marketing approach.

Within your plan, establish:

• Goals, objectives, and metrics.
• Core customer-centric messaging.
• Brand voice, tone, and style guides.
• Channels to use to manage customer relationships.
• Standard operating procedures (SOPs) on how to run holistic marketing campaigns.
• Clear lines of accountability and authority (consider building a RASCI matrix).

Pro tip: Make sure your messaging reflects your authentic voice. Customers can sniff out a phony. Social content marketing firm Stackla reports that “88% of consumers say authenticity is important when deciding which brands they like and support.”

Provide enough details so that your non-marketing peers can embrace marketing’s principles and act accordingly. For instance, user- or employee-generated content can be especially valuable in providing the authenticity customers crave.

A clear guide can help employees produce great content — and help you avoid mishaps like Chick-fil-A’s treatment of its employee whose food videos went viral on TikTok.

4. Monitor metrics and adjust.

Remember, a holistic marketing strategy touches upon more than a traditional strategy does. Accordingly, you’ll need to track more than the typical sets of metrics. Additional KPIs worth tracking include:

• Customer satisfaction.
• Brand awareness.
• Employee engagement.

These data points are more qualitative; get creative in how you gather and use these data. For instance, use post-purchase engagement surveys to determine Net Promoter Scores (NPS). This will help you benchmark customer engagement and track qualitative progress.

If you want extra help completing your plan’s details, check out HubSpot’s guide to building a high-quality marketing strategy and plan.

3 Tips for a Strong Holistic Marketing Strategy

You’ve seen holistic marketing’s benefits, and you’re working to integrate marketing operations and engage other departments.

As you execute strategy and build your coalition, Brown offers a few tips to nail this significant operational overhaul.

1. Question everything.

A holistic marketing strategy takes a broader way of thinking to execute well. You have to look past the regular channels, spot unorthodox opportunities, and act upon them. As a result, marketers cannot sit back and go with the status quo.

“Traditional marketing departments will often get stuck in a loop of ‘this is how it‘s always been, this is what we’ve always done,” Brown said.

“But, holistic marketers look at the marketing strategy from a lens of ‘Should we be doing this?’ and ‘Is this driving the right outcomes for our company?’ When your approach becomes holistic, you’ll take your marketing efforts from reactive to proactive.”

2. Always be communicating.

Building something new requires getting everyone bought into the concept and excited about potential outcomes. It’s a question of relationships within your company. And like growing any relationship, communication is key.

As marketing takes a more holistic approach, Brown reminds you to keep everyone apprised of progress.

“By communicating that marketing is testing multiple channels to determine how they can all work together simultaneously, departments will be more understanding when marketing is no longer as reactive to their needs,” she said. “Their needs are already being met with proactive planning and communication.”

3. Track a unified goal.

Holistic marketing generates lots of data, and it’s tricky to help everyone remember the most important insights.

UX designers may recognize this challenge as Miller’s Law: Longstanding research shows most people can hold about seven pieces of information in their minds at once. UX designers have tried many ways to circumvent this limitation, such as “chunking” content to make it digestible and memorable.

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Like designers, marketers need to chunk data into high-level, manageable insights. Cross-department communication gets complicated quickly.

Marketers should take the lead and focus teams’ attention on what’s most important with a unified goal.

Brown agrees with this strategy. “All channels should still be measured individually, but a successful holistic strategy will move the needle for the unified goal,” she said. “That goal should be understood across all departments. Whether it’s to grow recurring revenue in a single line of business, or drive new subscribers, a holistic strategy will drive toward the unifying goal from all angles.”

Pro tip: Use HubSpot’s marketing plan template to lay the foundation for your holistic marketing approach. You’ll receive templates to set your strategies, channels, and technology.

Take Proactive Steps to Incorporate Holistic Marketing

Consumers are picky about their brand relationships. If they don’t find what they’re looking for with you, they’ll go elsewhere. And the best brands that consumers stay with offer a fulfilling, seamless brand experience.

I teach marketing students about marketing’s discrete operations like email, social media, and direct marketing. But, the successful future marketer will need to not only think holistically but also develop cross-department relationships to grow marketing’s influence.

A holistic marketing approach can help you tap into the various resources scattered throughout your organization.

With a proactive mindset, deep appreciation of your customers, and strong interdepartmental relationships, you can bake a clear vision into every marketing campaign and accomplish unified organizational goals.

You’ve heard it before — forms are the gold standard for capturing leads, tracking industry trends, or gathering customer feedback. But to create that conversion or feedback, you need a form builder tool.

I’ve reviewed the 11 best online form builders so you can find the best one that fits your needs.

I’ve used forms to collect leads on a marketing team, to generate event feedback, and to create surveys, so I understand what’s useful for different scenarios.

I’ll also cover what to look for in a form builder tool and how to get started.

Table of Contents

• How to Create Online Forms
• Form Builder Software Tools: What to Look For
• 11 Online Form Builder Tools

Form builder tools are an easy, no-code way to create web forms such as a contact form, event or mailing list signup, or survey. You can customize your form with multiple form fields, different formats, and design customization.

Once your responses start coming in, most forms will also import each entry into a spreadsheet or centralized database and send you notifications when people complete them.

Regardless of the form builder you choose, I’ve found there are a few key steps you’ll want to follow when creating a form for the purpose of lead generation.

1. Identify the goals of the form.

Are you aiming to generate sales leads, or are you merely planning to add contacts to your email list?

Once you identify what you’re looking for from your prospects, you’ll be able to determine what information you’ll need to get from them on the form. If you need some ideas, check out HubSpot’s Ultimate Guide to Web Forms.

2. Pick a form builder tool.

There are free online form builders available, but they might not have all the features you need. I’ve run into this frustrating scenario many times!

For example, some might not embed well onto the site you use because of your CMS. I recommend using a form builder that connects with your CRM, like HubSpot’s Free Form Builder.

Start building forms for your website for free.

3. Include name and contact fields.

This step is pretty self-explanatory. Unless you are creating an anonymous survey, you’ll want to get your visitor’s first and last name.

Ask for needed contact information, such as an email or phone number. Keep in mind that your request should be appropriate for the context.

I’m always a little reluctant to hand over my information on a form. To avoid form abandonment, I recommend making non-essential contact fields optional and sharing how the contact details will be used.

4. Add additional demographic information as needed.

Along with the standard name and email details, it may be valuable to gather more demographic information about your prospect like job title, company location, and company size.

This will give you insights into your audience and a contact’s buying or decision-making power.

5. Figure out which fields are must-have vs. nice-to-have.

Now, here’s where I often struggle to find the right balance. If you want to add people to your email list, you probably don’t need much information beyond name and email.

But if you’re sending out a form to generate leads or learn more about your target audience, you might want to ask a few more specific questions, such as age, gender, or location, to get a feel for who your prospects are.

While you may be tempted to add more fields to cover all your bases, asking too much at once may actually deter leads and lower your conversion rate.

I suggest asking only for what you need or using a form builder that auto-fills information using market intelligence.

6. Set up an automated follow-up email that’s triggered once the form is submitted.

After someone takes the time to fill out your form, it’s standard to send a “thank you” or “welcome” email letting them know the next steps.

For instance, if it’s a newsletter, let them know how often to expect the email, which topics are discussed, and include a peek into previous emails.

If it’s a “Contact Us” form, the follow-up email should confirm receipt of the form along with an estimated response time. The more clarity you provide, the better the experience for the user.

Form Builder Software Tools: What to Look For

Confused by all the options available? There’s a huge variation in the features, prices, and value you get from each one.

Here are the criteria I look for to find the best tool.

1. Ease of Use

Every tool claims to be easy to use, but not all are intuitive. Look for things like drag-and-drop reordering, question banks, and robust documentation to help you learn the platform.

I’ve discovered that some of the nuances don’t become clear until you use them, so don’t be afraid to demo different tools and see which you prefer.

2. Customization

Look for a solution that gives you a wide range of form field options, from multiple choice to free response to check boxes. Another feature to consider is visual customization.

It’s important to match the color and style of your form to your brand to create a cohesive customer experience.

Some tools hide customization behind paid tiers, so I recommend you decide ahead of time if brand customization is a must-have for you before you begin searching.

3. Conditional Logic

Conditional logic is when a form shows specific questions to a respondent based on their previous responses.

For instance, if I ask, “Which products are you interested in trying?” in a market research survey and the person selects “shirts” instead of “shoes,” my next question may ask for their shirt size, but not their shoe size.

Conditional logic creates more relevant, concise forms for better engagement.

4. Integrations

One major factor in the form builder tool you choose should be integrations. If the tool will be embedded on your website, for instance, does your form builder integrate with the CMS?

If you manage leads through a CRM, can you connect the form data to feed in automatically and avoid a lag? Consider which systems are most important and look for a compatible form builder.

5. Analytics and Reporting

There is a wide range of reporting capabilities offered by the different form builder tools. Some give you visual dashboards with many different metrics.

Others, like Google Forms, will simply give you a spreadsheet that you’re on your own to analyze.

Decide what kind of analytics and reporting tools you need for your purposes, and review what each form builder offers before committing to one.

6. Mobile-Responsiveness

Have you ever had to complete a tiny form on your phone?

Trying to select a field and type in information isn’t worth the effort to many when the form isn’t mobile-friendly. Mobile-responsive simply means that a form is designed for a mobile device and follows best practices.

7. Accessibility

Many forms aren’t accessible for individuals with low vision who use a screen reader. This doesn’t just exclude people — you could be running afoul of ADA regulations.

Make sure your forms use high contrast in their design and follow the four design principles for accessibility: keep all information perceivable, operable, understandable, and robust.

8. Data Security

There’s one more very important consideration to look for when researching form builders. If you collect any sensitive personal information like medical information or financial details, you must be able to trust that your customers’ data is secure.

If you are a healthcare provider, you need a form builder that can ensure HIPAA compliance with patient data.

If anyone from Europe accesses your form, you need to comply with GDPR regulations. California, the U.K., and Canada have similar regulations.

I recommend looking for form builders that have a reCAPTCHA option and certifications like SOC 2 and ISO that represent excellence in cybersecurity. The costs of a data breach would far outweigh the cost of a high-quality, secure tool.

11 Online Form Builder Tools

Researching tools may seem intimidating, but I’ve made it easy for you. I tested 11 form builder tools in depth to help you pick the best-fit one. Ultimately, there’s a form-building software for your business’s needs and goals — let’s find it together!

1. HubSpot’s Free Online Form Builder

HubSpot’s online form builder is one of the most powerful form builder tools available.

The tool combines the foundations of form creation with cutting-edge technology to give you much more capability than a normal online form builder can — and it’s also free.

Pricing: Free CRM and Marketing Hub with paid plans starting at $15 a month.

Pros

• Easy drag-and-drop interface, no coding required
• Integration with HubSpot’s CRM and marketing tools for lead management
• Customizable forms to match your branding
• Analytics to track form performance
• Ability to target form pop-ups based on customer segments or behavior
• Automatic email notifications for submissions

Cons

• Premium features (e.g., advanced reporting) may require paid plans

What I find amazing is that, even though it’s one of the more advanced form builder tools, you don’t need any technical expertise when you use HubSpot’s form builder.

You can quickly create forms with the drag-and-drop form builder and convert anonymous website visitors into leads with unlimited forms, fields, submissions, and custom forms that all connect to your contact database.

I was able to create a simple form in about five minutes. I could choose from an embedded form, a standalone page, or a pop-up with a few different options for where that appeared on my homepage.

My favorite feature is that I can enable a form pop-up to appear in a very targeted way. I can choose a customer segment, which page I want the form to appear on (and after how long). I can also target by location, days since last visit, and various engagement metrics as conditions for a form pop-up.

That way, I can send a customized message, demo request, or relevant content at exactly the right time.

Once someone fills out your form, they’re automatically added to HubSpot CRM. In the system, you can set reminder tasks, call them, and send them personalized emails, letting you better manage and nurture relationships with your contacts.

What I like: HubSpot’s form builder also has data enrichment for contact profiles, Breeze Intelligence form shortening, and deep integration with HubSpot’s Marketing Hub, making it a good option for teams who want a single system for contact management.

Form shortening works by pulling in public data from the web and LLMs to auto-populate details like company size, industry, and website — only asking your contact to complete a few short fields. This decreases the chance your lead will abandon the form halfway through.

2. HubSpot’s WordPress Plugin

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Have a WordPress site but still want to leverage HubSpot tools to generate leads?

With HubSpot’s WordPress plugin, you can create forms, assign them within a workflow, and use them to generate landing page leads. Contacts generated with your forms can also be stored in your HubSpot CRM.

Pricing: Free plugin, though you may need a paid HubSpot plan or WordPress plan for certain features.

Pros

• Seamless integration with WordPress and HubSpot for easy lead capture
• Tracks visitor behavior, including page views and form submissions
• Automatically syncs data with HubSpot CRM for better lead management
• Free to use with basic lead-tracking features

Cons

• Limited functionality in the free version
• Customization options might be more basic compared to other form plugins

What I like: The tool makes the form creation process easy. Although it‘s powered by HubSpot, you don’t need to leave your WordPress dashboard to get the same form-building experience that you can find in Marketing Hub.

3. ClickUp Forms

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ClickUp is an all-in-one project management and collaboration tool built to help teams of all sizes manage all their work and centralize communication.

ClickUp Forms comes with tons of configuration options to let you easily create your ideal form for any use case, add important questions, and collect insightful responses together.

Pricing: Free plan includes one form, with paid plans starting at $7/month.

Pros

• Customizable forms that integrate with ClickUp tasks and workflows
• Automates task creation and team assignment from form submissions
• Offers unlimited form views in paid plans and rich reporting tools
• Collaboration features allow teams to work on form responses directly in ClickUp

Cons

• Free plan limits you to just one form.
• May require learning ClickUp’s interface, which can be complex for beginners
• Some advanced features are locked behind higher-tier paid plans
• Less integration with external CRM and CMS systems
• May require third-party integrations

The first thing I noticed about ClickUp is that it has a lot of options.

I think this is a strength, but it can also be a drawback since too many options make it harder to choose one. You’ll also encounter a learning curve when setting everything up if you aren’t already a competent user.

What I like: The form builder tool has drag-and-drop features to move task fields into the form and create new ones via custom fields to build your ideal form.

Customize it further by selecting a primary theme color to match your brand, adding an image or logo as an icon, and listing a description at the top of the form to give your recipients more context and instructions on how to proceed.

Easily share your form with anyone by copying the direct link or embedding it on a web page with HTML. You may also export your form responses as a CSV file or find them in your task list.

Because it’s integrated with task management, you can turn form submissions into a to-do item and even use the form tool as a simple ticket management system. For that reason, I believe this tool is best for internal data collection or user feedback instead of large-scale lead collection.

4. Forms.app

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If you’re searching for a form builder tool, I think forms.app is a great option to consider. It’s a user-friendly platform that allows you to create forms, surveys, and quizzes without any coding.

I was able to browse their extensive form library and create my first form without creating an account.

If getting started is a sticking point, you can choose a template such as order forms, customer satisfaction surveys, job applications, consent forms, and signups.

Pricing: Free plan, with paid options starting at $15/month.

Pros

• Intuitive drag-and-drop form builder — no coding required
• Offers a wide range of templates and customization options
• Integrates with third-party apps like Google Sheets, Slack, and Mailchimp
• Provides conditional logic and payment collection features

Cons

• Free version has limitations, including fewer form responses
• Some advanced customization and analytics require a paid plan.
• Less robust reporting compared to some competitors

I think one of the great things about forms.app is that many of its advanced features are available for free. This includes conditional logic, calculators, product baskets, file uploads, multiple question types, payment collection, signature collection, and advanced analytics.

Forms.app offers an AI form generator feature that can help you create forms and surveys even faster. You describe what you want to create, and the AI will take care of the rest. It also suggests rewrites to your questions to help you write the best survey questions possible.

What I like: Once your form is done, you can share it in various ways, such as embedding it on your websites, sharing it as a QR code, or publishing it on social media. Integrations for popular tools like Google Drive, HubSpot, AirTable, and Meta Pixel help you send the data where you need it.

While the tool offers payment forms and medical treatment forms, proceed with caution. Do your research first to make sure it meets your company’s data security and regulatory standards.

5. WPForms

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WPForms is a beginner-friendly WordPress form builder that makes it easy to add beautiful forms to your website with just a few clicks. It’s used by over six million users who love it for its easy WordPress integration and wide variety of templates.

Pricing: WPForms Lite is free, with paid plans starting at $49 a year.

Pros

• Easy-to-use drag-and-drop builder, suitable for beginners
• Wide range of pre-built templates for quick form creation
• Integrates with popular platforms like PayPal, Stripe, Mailchimp, and more
• Offers advanced features like conditional logic, multi-page forms, and file uploads

Cons

• Free version has limited functionality and form fields
• Lacks advanced reporting and analytics compared to dedicated form tools
• Reports of occasional plugin conflicts with other WordPress features

WPForms Lite has the same interface as the premium version but limits users to only a few pre-selected form fields and formats.

What I like: All plans include a GDPR agreement option, reCAPTCHA security, mobile-responsiveness, and secure payment options like Stripe and PayPal.

6. Visme

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Like others I reviewed, Visme offers a drag-and-drop form builder that integrates with Zapier, Mailchimp, HubSpot, and others.

But Visme has one big differentiator: animations. While you may not think your form needs custom animations, their research found it can lead to 40% more conversions and 34% more form starts.

Pricing: Free basic plan, with paid plans starting at $12.25/month.

Pros

• Design-focused, allowing for beautiful, interactive forms with customizable design options
• Integrates with Visme’s other design tools, making it easy to create branded forms
• Provides real-time analytics and data collection
• Ideal for presentations and reports, with easy embedding options

Cons

• Being design-focused, it may not suit those looking for advanced form features
• Limited access to templates and features on the free version
• Lacks deep integrations with CRM systems

With Visme, you can create appealing, animated, and interactive forms with its easy-to-use built-in templates and drag-and-drop functionality. The animations stand out from static lead generation forms that can quickly lose a viewer’s attention.

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What I like: Visme’s AI feature allows you to design interactive and professional forms with less hassle and best practices. Once created, Visme generates a link, QR code, and HTML code so you can embed the form on your website.

Once you collect data through signups, leads, and registrations, it populates the platform. From there, you can view, filter, or easily export data. Visme’s integrations let you set up a data flow between platforms.

7. JotForm

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Jotform is an online form builder with an intuitive visual editor, known for making form-building faster than ever.

Pricing: Free plan available, with paid plans starting at $34/month.

Pros

• Intuitive drag-and-drop form builder with a wide variety of templates
• Supports payment processing, conditional logic, and form automation
• Integrates with apps like Salesforce, Google Drive, PayPal, and Dropbox
• Extensive customization options and form analytics
• Option for HIPAA compliance on some plans
• Ability to create no-code mobile apps to collect and share information

Cons

• Plans have limitations on the number of form submissions and file storage
• Advanced features, like HIPAA compliance, custom branding, and larger submission limits require paid plans

The tool has all the standard form-building capabilities, as well as unique fields and tons of integrations. I like that I can play around with their form builder before creating an account. The free plan caps out at five forms, with up to 100 entries per month and 100 MB of file storage.

I find Jotforms’ capacity caps frustrating, but they make up for it with other features good for larger companies. Jotforms has a workflow integration to turn data into action. It integrates with Salesforce, which many competitors don’t.

What I like: Jotform also offers HIPAA compliance, a valuable feature for any healthcare provider. Other useful security features include user access control, SSO integration, and local data residency to keep user data safe.

8. Google Forms

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Google Forms’ unique selling point is that it’s fast, free, and easy to use, with unlimited forms and entries. It’s also built into Google Workspace, so it automatically pulls your data into a Google Sheet for you to analyze.

Pricing: Free with a Google account.

Pros

• Completely free, with no limits on form creation or responses
• Seamlessly integrates with other Google services like Google Sheets
• Simple, intuitive interface with real-time response tracking
• Supports collaborative form building and sharing

Cons

• Limited customization options for branding and design
• Poor data security for sensitive information
• Lacks advanced features like conditional logic and payment processing
• Fewer integrations with external platforms compared to premium form builders

What I like: I like how simple to use this tool is without limits on responses or number of forms.

Google Forms has limited design customizations, so forms created on it look less professional. This form builder tool is best for quick surveys or quizzes, rather than a lead capture form on your website.

Avoid gathering medical or financial information via Google Forms, since it isn’t created to securely store personal information.

9. Typeform

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Even if you didn’t know it came from Typeform, you will likely recognize the tool’s innovative approach of serving up just one question at a time. This approach is mobile-friendly and reduces cognitive load, increasing the chance of completion.

Pricing: Free plan available, with paid plans starting at $25 per month.

Pros

• User-friendly forms with a conversational, one-question-at-a-time format
• Customizable design options
• Integrates with many apps like Google Sheets, Slack, and Zapier
• Supports conditional logic and payment collection

Cons

• Free version is limited in terms of responses and features
• May require a learning curve for users unfamiliar with the conversational format
• Customized branding and advanced analytics are hidden behind higher-tier paid plans

I’ve used Typeform to create simple surveys for my book club and found it easy and fast. It’s easy to outgrow the free version, though, which caps you at just 10 responses a month.

What I like: Typeform has excellent logic and branching features that make it great for customer surveys and user research. If you want to create a form with an engaging and straightforward user experience, this tool is a solid option.

10. Formstack

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Formstack has built a SaaS platform focused on doing one thing well: forms. The tool’s best features include intelligent forms, built-in workflows, and seamless integrations with Amazon S3, Stripe, PayPal, Microsoft, and Salesforce.

Pricing: Plans start at $83 per month.

Pros:

• Versatile form builder with advanced features like conditional logic and calculations
• Strong integrations with CRM, payment, and marketing platforms
• Robust data collection and analytics tools
• HIPAA-compliant forms for healthcare use
• Security features, including compliance with SOC 2, GDPR, and credit card fields
• Designed for accessibility, with Section 508 and WCAG compliance

Cons

• Pricing can be high for smaller businesses or users needing basic features
• Steeper learning curve compared to simpler form builders
• Some users may find the interface less intuitive than competitors

While pricier than other alternatives, Formstack brings robust data security with a SOC 2 certification and HIPAA compliance. Powerful features include signature collection, saving form drafts, and data routing.

What I like: Formstack’s A/B testing tool compares different versions of your form to see which performs better. The tool also offers electronic signatures and payments, and users can save their form drafts and return to finish them.

11. SurveyMonkey

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SurveyMonkey is an online survey platform that lets users create and distribute surveys, collect responses, and analyze data.

It’s popular among businesses, educational institutions, and nonprofits for gathering insights and improving decision-making.

Pricing: Free plan available, with paid plans starting at $25 a month.

Pros:

• User-friendly interface with a wide variety of customizable templates
• Robust survey logic features, including skip logic and branching
• Strong analytics and reporting tools for data analysis
• Integrates with many apps, including CRMs and email marketing platforms

Cons

• Free version has limited features and responses per survey
• Advanced features require a paid subscription
• Design options are less flexible compared to competitors

What I like: SurveyMonkey provides a variety of templates and question types, including multiple-choice, open-ended, and rating-scale questions.

The platform integrates with many other tools, including CRMs, email marketing services, and productivity apps. A question bank and AI features help you to create a survey quickly and confidently.

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I was also impressed with SurveyMonkey’s analytics and reporting. Dashboards visualize your data in real time, and the platform tells you the average completion rate and time to completion.

Your Form Builder Tool Options Are Endless

Most form builders offer all the essentials needed to make a basic form, but not all offer customization, data security, and deeper data analysis. Ultimately, for you, the best form tool depends on your team’s purpose and particular business needs.

I’d like to call out Formstack for enterprise businesses. A little pricier but with lots of design options and security features, I think it’ll meet your needs and provide lots of value.

And I’d highlight HubSpot’s form builder because it offers lots of features and can scale with your business. Startups and small businesses can start with the free plan and move up as your business needs grow.

With the right form, you can collect leads, prompt feedback, and grow your business.

Editor’s Note: This post was originally published in April 2019 and has been updated for comprehensiveness.

I’m all too familiar with that uncomfortable feeling in your stomach when you have to hit send on a resignation letter to your manager.

(I’ve written four over the course of my career.)

I always try to tell myself that millions quit their jobs every month. But as a people-pleaser, I can never seem to shake the nervous energy.

Since it’s very rarely an easy conversation to have, I like to make sure my resignation letter is direct but respectful. Appreciative but intentional. Cordial but professional. You get it.

Here’s how you can use your resignation letter to turn an awkward goodbye into a chance for a long-term professional connection. Or at the very least, a chance to secure a few references for the future.

Table of Contents

• What is a resignation letter?
• How to Write a Professional Resignation Letter
• Resignation Letter Format
• Free Professional Resignation Letter Templates
• Resignation Letter Examples and Samples

What is a resignation letter?

A resignation letter is a formal document that lets your employer know that you are resigning from (or leaving) your position.

It’s the official announcement of your departure from the company with details about your last day and your transition plan.

David Rubie-Todd, co-founder & marketing head at Sticker It notes, “I’d say that the resignation letter should not be an explanation of why you are leaving. It is a notice that you are — nothing more and nothing less.”

I couldn’t agree more. It’s your official statement that you will no longer be performing your duties and will be moving on from the company. We’ll get into what you should and should not include a little later.

There’s only been one instance where I’ve handed in a physical resignation letter to my manager, but it can be submitted either by email or print.

I typically submit my resignation letter during the conversation where I’m giving my two weeks’ notice or immediately after.

The way I see it, your resignation letter should effectively convey two things: your gratitude for the opportunity and your professionalism.

I like to start the resignation process with a face-to-face conversation with my manager. That way, I can keep the actual letter brief and only focus on the relevant details — like the date of my last day and my exit plan.

There are other touch points, like the final 1:1s with your manager or your exit interview with HR, where you can discuss your departure (and the reasons for it) in more detail.

Should you use AI to write a resignation letter?

As a writer, I use AI for very specific purposes — like summarizing information or outlining ideas for inspiration. That said, I believe it’s best to use AI tools like ChatGPT to help you format or finalize your resignation letter.

Here’s an example where I asked ChatGPT to write a simple resignation letter for me.

Granted, I didn’t provide any background details about my role or experience with the company, but this is a pretty good structure to help me get started:

[Date]

Dear [Manager’s Name],

I am writing to inform you of my decision to resign from my position as [Your Position] at [Company Name], effective [Last Working Day, typically two weeks from today’s date].

I have appreciated the opportunities and experiences I’ve had during my time at [Company Name], and I want to thank you and the team for the support and guidance you provided me.

I am committed to ensuring a smooth transition during my remaining time here and will do my best to complete any outstanding tasks or projects.

Thank you.

Sincerely,

[Your Name]

Another one of my favorite ways to use AI is to polish my writing, and HubSpot’s AI paragraph rewriter is so great for this.

You can use it to experiment with different tones and strike the right balance. This is especially handy if you’re leaving a job with a bad taste in your mouth — been there.

Here’s an example:

Original language: I guess I learned a few things from this job, but I need to move on from this toxic environment as soon as possible.

Updated with AI paragraph rewriter: While I’ve gained some valuable insights during my time here, it’s essential for my well-being and professional growth to move on at this time.

Try HubSpot’s AI paragraph rewriter for free.

You can also use it to refresh language from a previous resignation letter or rework an output from ChatGPT to fit your current situation.

Either way, resignation letters are pretty straightforward, so I say use AI to help speed up the writing process.

Resignation Letter Format

I pulled one of my old resignation letters from the archive, so let’s use this to talk about format.

(Removed all the juicy details, sry.)

January 20, 2022

Dear [Manager’s Name],

I’m writing to notify you that I’ll be leaving my role as [My Position] at [Company Name]. My last day will be February 9, 2022.

I want to thank [Company Name] for all of the support and guidance I received during my time here. It has been a pleasure working alongside people who are truly passionate about giving underrepresented communities the resources they need to lead healthier lives. The Healthcare Team here is, without a doubt, one of a kind.

During the next couple of weeks, I’ll work closely with you to make this transition as smooth as possible, and I’ll reach out to [Colleague Name] to notify [Client Name] of my departure.

Wishing the team continued success, and I look forward to staying in touch.

All the best,

Alana Chinn

[LinkedIn Profile URL]

[Email Address]

I’ll break it down further in the next section for easy reference.

1. Date and Greeting

This part is straightforward. List the date you’re submitting your resignation letter so HR has a formal filing date. Then, greet your manager with a simple salutation.

Here’s what I did:

January 20, 2022

Dear [Manager’s Name],

2. Statement of Resignation

The fact that you’re leaving your role at the company is why you’re writing the letter in the first place, so I like to lead with that. State the position you’re resigning from and the date of your last day.

That, folks, is your statement of resignation.

Pro tip: I wouldn’t feel the need to gush here. In fact, I’d avoid openings like this:

“I’m so sorry, but I’m resigning from the role of [Your Position] in two weeks, although it’s been a true pleasure working with you all. I know this is the worst, but I promise, I wouldn’t if I didn’t have to.”

Here’s what I did:

I’m writing to notify you that I’ll be leaving my role as [My Position] at [Company Name]. My last day will be February 9, 2022.

3. Expression of Gratitude

For the body of my resignation letter, I usually include two short paragraphs. The first expresses my gratitude for the opportunity.

Take a moment to reflect on your time at the company. Thank them for the valuable training, the supportive team environment, or even just the work experience.

If you have negative reasons for leaving, try to be as specific and genuine as possible. I’m sure you can find at least one good thing about the job … right?

Here’s what I did:

I want to thank [Company Name] for all of the support and guidance I received during my time here. It has been a pleasure working alongside people who are truly passionate about giving underrepresented communities the resources they need to lead healthier lives. The Healthcare Team here is, without a doubt, one of a kind.

4. Transition Details

Onto the second body paragraph: the one that briefly talks about my transition plan. Here, I note how I’ll help tie up any loose ends and make the transition as seamless as possible on my way out.

Pro tip: I recommend creating a separate transition plan that outlines your projects and tasks with full details on how you’ll hand over your responsibilities.

No need to include that in your resignation letter.

Here’s what I did:

During the next couple of weeks, I’ll work closely with you to make this transition as smooth as possible, and I’ll reach out to [Colleague Name] to notify [Client Name] of my departure.

5. Closing Paragraph

To wrap things up, I usually include a closing paragraph with well wishes and an opening to stay in touch. I’ll add a link to my LinkedIn profile (if we’re not already connected) and my personal email address.

You can add your phone number too, if you feel moved to do so.

Here’s what I did:

Wishing the team continued success, and I look forward to staying in touch.

All the best,

Alana Chinn

[LinkedIn Profile URL]

[Email Address]

1. Future Career Moves

While you can mention where you’re going next, I don’t recommend telling your employer about your new position at length. Keep things professional and focus on setting your existing team up for success before your departure.

2. Distasteful Language

While you may feel the urge to criticize your former job, the resignation letter isn’t the time to air out the dirty laundry.

Trust me, you never know when you might cross paths with your old colleagues in the future — especially if you’re staying in the same industry.

George Cotter, SEO consultant at Tall Marketing says, “If you are leaving because of a conflict or something overtly negative, remember, you‘re resigning — it says all they need to know. You don’t need to tell them again.”

You’re on your way out anyway. Let that speak for itself.

3. Emotional Attachments

It’s not uncommon to form connections with your teammates. I’ve been known to have a work bestie or two. However, save the emotional sentiments for face-to-face conversations.

Your resignation letter is a professional document, so I say stick to the formalities.

4. Criticism of Coworkers

Similar to distasteful language, your resignation letter doesn’t need to include negative comments about your colleagues or managers at the company. The letter is meant to conclude your tenure — stay focused.

5. Anger or Bitterness

The reality is you may be leaving a job with some resentment. I know I have.

But expressing anger or bitterness on your way out is not the way to go.

Daniel Cook, HR/marketing executive at Mullen and Mullen says, “I like to avoid negativity, as this is not the place to air grievances or provide criticism about the company or co-workers.

Even if I am leaving because of negative experiences, a resignation letter should be focused on moving forward — not on past complaints.”

Try to reflect on positive moments and how you gained useful knowledge about the industry rather than airing out the dirty laundry.

For more tips, watch what HubSpotter Jamal Meneide has to say on the topic of resignation letters:

Free Professional Resignation Letter Templates

Let’s face it: We have just about everything at HubSpot, including free resignation letter templates (hooray, we all say in unison). These templates are versatile and super easy to customize based on your role.

Download the templates for free.

Job Resignation Letter Templates

I recognize that certain positions, like healthcare and C-suite roles, merit a more specific letter of resignation when you leave.

While HubSpot’s templates are great for all-purpose use, I’ve included a few templates for some of these more dynamic roles below.

1. Contractor Resignation Letter Template

As a contractor, you may need to adjust the focus of your resignation letter to address your final assignments and how you‘ll be parting ways with your client.

This includes any unfinished tasks and how you’ll accept your last payment.

Try using this template:

[Date]

Dear [Manager’s Name],

I regret to inform you that I will be resigning from my position as the [Department] Freelancer as my contract with [Company Name] expires on April 20, 2022.

I have enjoyed my time here, and I have learned and grown a great deal. I am happy to have been a part of the company, and I would like to thank you for the opportunities I have had.

I am saddened to be moving on from the company, but I am going to be taking on new challenges with [New Company Name]. I hope my experience here has helped the company with its projects, and I am happy to have been a part of the team.

If you have any questions or concerns, please feel free to contact me. I will be available to help you with any final projects.

Sincerely,

[Your Name]

2. Executive Resignation Letter Template

A quick email or two-paragraph notice to your superior might not suffice as an official resignation if you’re in an executive- or senior-level leadership role.

Because these roles are harder to fill, you might play a more significant role in the transition period.

Try using this template:

[Date]

Dear [Manager’s Name],

Please let this letter serve as my resignation as [Your Position] at [Company Name] effective [Last Working Date].

I will cherish the friends I have made and hold onto the many accomplishments that are part of my history with [Company Name]. As we part ways, I’m proud we were able to [List of Major Accomplishments].

I am confident that the board will be able to find an excellent replacement for [Your Position] and continue the company’s well-deserved success.

For all future communications, you can reach me by phone at [Phone Number] or by email at [Email Address].

I wish you and the company the best in the future.

Sincerely,

[Your Name]

3. Teacher Resignation Letter Template

As a teacher, you may want to hold space to discuss your experience working with students and how you will help your temporary or full-time replacement with the transition.

Try using this template:

[Date]

Dear [Manager’s Name],

Please accept this letter as my formal resignation from my position as [Your Position] at [School Name]. To ensure ample time for a smooth transition, my last day of employment will be [Last Working Day].

My experience as an educator has been insightful, challenging, and fulfilling, and working with the [School Name] students has brought me great joy.

Thank you for the opportunity to invest in the lives of children through learning and play. I am grateful to have been part of this team and will carry the many lessons I learned with me into my future endeavors.

Because the continued success and care of the students are of the utmost importance to me, I am dedicated to doing whatever I can to make the transition as seamless as possible. I am happy to train my replacement on our current curriculum and [List of Responsibilities].

I wish all the best for the [School Name] students, teachers, and administration. Thank you again for your support and leadership during my time here.

Sincerely,

[Your Name]

4. Nurse Resignation Letter Template

As a nurse, it’s important to give adequate notice of your departure to ensure there are no healthcare disruptions for your patients.

You can use your resignation letter to thank your employer for the experience and offer training support for your successor.

Try using this template:

[Date]

Dear [Manager’s Name],

I am writing to inform you of my resignation as [Your Position] at [Facility Name], effective two weeks from today. My last day of work will be [Last Working Day].

Working at [Facility Name] has been a rewarding experience. I have enjoyed my time with you and learned a great deal about working successfully with a team.

It was an honor to work with such dedicated staff who are committed to making [Facility Name] a place to receive compassionate care. I thank you for the training and the opportunity to grow with you in my career. I wish all the residents and staff good luck in the future.

If you feel it would be helpful, I would be happy to assist with the hiring and training of my successor over the next two weeks.

Please feel free to contact me if you have any questions. My email address is [Email Address], and my cell phone number is [Phone Number].

Sincerely,

[Your Name]

Resignation Letter Examples

Now that you have a few templates under your belt, I’m going to share some hypothetical (!) examples of resignation letters from my current position as Marketing Blog editor at HubSpot.

That way, you can see some of the blanks filled in with real information.

Short Resignation Letter Examples

Short resignation letters are great for situations where:

• You need to leave a job abruptly for personal (or professional) reasons.
• You don’t want to overshare details about your departure or next steps.
• You’re unhappy with your experience and want to remain professional.
• You haven’t been with the company for very long.

Here are two short resignation letter examples using my role as an inspo:

Example 1:

November 15, 2024

Dear Meg,

I’m writing to inform you that I will be resigning from my position as Marketing Blog Editor at HubSpot on November 30, 2024.

I appreciate the opportunity to grow as a content strategist during my time here. I am committed to working with you and the rest of the Blog team to facilitate a smooth transition before my departure.

Thanks again for the opportunity to be a part of such a fantastic team and HubSpot’s impactful work.

Sincerely,

Alana Chinn

Example 2:

November 15, 2024

Dear Meg,

I’m writing to notify you that I’ll be leaving my role as Marketing Blog Editor at HubSpot. My last day will be November 30, 2024.

I want to thank you, the Blog team, and HubSpot for all of the support and guidance I received during my time here. My goal is to make this transition as smooth as possible over the next couple of weeks.

Wishing the team continued success, and many more well-timed GIFs.

Sincerely,

Alana Chinn

Long Resignation Letter Example

Longer resignation letters work well if:

• You’re leaving on a positive note and want to emphasize that.
• You’ve been with the company for a while and have built close relationships.
• You want to leave things open to work together again in the future.

Here’s an example (again, using my role as an inspo):

November 15, 2024

Dear Meg,

I am writing to formally announce my resignation from my position as Marketing Blog Editor at HubSpot, effective November 30, 2024. This decision has been made after careful consideration and reflection of my professional goals.

I want to express my gratitude to you and the entire Blog team for your support and camaraderie during my time here. Thanks to HubSpot, I’ve had opportunities for growth and learning as a content strategist that I will be able to take with me.

I am committed to ensuring a smooth transition during my last two weeks with the company. I’m willing to assist with the handover of my responsibilities and support any training for the acting editor.

Thank you again for the opportunity to be a part of the HubSpot Blog team. I wish you all nothing but continued success in the future, and I look forward to keeping in touch.

Sincerely,

Alana Chinn

Professional Resignation Letter Samples

Haven’t had enough yet?

I’m a firm believer that you can never have too many examples. So, here are some more resignation letter samples for even more scenarios.

1. Gracious Resignation Letter Sample

For times when you can honestly say you loved your job:

[Date]

Dear Manager,

I would like to inform you that I am resigning from my position as Data Analyst for Company A, effective November 30, 2024.

I appreciate the opportunities for professional development that you have provided me over the past four years. I have enjoyed my tenure at Company A, and feel grateful to have started my career alongside such a dedicated team.

I have accepted a teaching position in Virginia. While my experience at Company A was rewarding, I’m excited to pursue my passion for teaching.

If I can be of any help during this transition, please let me know. I am willing to help out with freelance work until you find a replacement.

Thank you again for the opportunity to work at Company A. I wish you all the best and look forward to staying in touch. You can email me at [email protected].

Sincerely,

Alana Chinn

2. Immediate Resignation Letter Sample

For times when you have to leave your job sooner than anticipated:

[Date]

Dear Manager,

I regret to inform you that I’m resigning from my position as the Data Analyst at Company A, effective immediately.

While my contract requires me to work until December 31, 2024, I would be grateful if I could cease working immediately. I sincerely apologize for any inconvenience this sudden news may cause.

Thank you for the fantastic opportunities you’ve offered me to grow professionally and personally.

Please let me know if there is anything I can do to make the transition smoother.

Sincerely,

Alana Chinn

3. Retirement Resignation Letter Sample

For the time when you’re officially, really, and truly off the clock:

[Date]

Dear Manager,

After much consideration, I have decided to retire from Company A on December 31, 2024.

I have enjoyed working here over the past 10 years, and I am proud of everything our team has accomplished. Though I am sad that this chapter of my life is closing, I am looking forward to traveling and spending more time with my family.

As we prepare for my departure, I am happy to assist with hiring my replacement and anything else that will help make this a smooth transition.

Thank you for all the opportunities and support you have offered me over the years. I wish you all the best.

Sincerely,

Alana Chinn

4. Extended Notice Resignation Letter Sample

For times when you’re able to provide ample time for transition:

[Date]

Dear Manager,

Please accept this letter as notice of my intent to resign from my position as Data Analyst at Company A at the end of this quarter. My last day will be December 31, 2024.

While it is tough to leave this incredible team, I will be moving on to pursue an MFA in Creative Writing at the University of Iowa. It’s always been my dream to write books and I believe that this is the best path for me to achieve that.

Thank you for all the support and guidance you have given me over the last five years. I am deeply grateful for all of the opportunities I have had here.

Since my last day is six weeks from now, I will work toward completing my current projects, along with training and handing off my high-level tasks to other members of the team. Please let me know if there’s anything I can do that may help ease this transition.

Sincerely,

Alana Chinn

5. Personal Reasons Resignation Letter Sample

For times when life throws you a curveball:

[Date]

Dear Manager,

I regret to inform you of my resignation from Company A. Due to personal reasons, I am no longer able to fulfill my duties as Data Analyst. My last day of employment will be November 30, 2024.

It has been wonderful working with you and the team for the past three years. I truly appreciate the opportunities I have been given to develop my skills and grow within my role.

Over the next two weeks, I will work to complete my remaining assignments and hand off my ongoing projects to other team members. I am also happy to assist with anything else you may need during this transition.

Thank you for your guidance and understanding. I will look back on my time here at Company A fondly, and I wish you all the best in the future.

Sincerely,

Alana Chinn

Ready, Set, Resign

“Remember, your resignation letter is part of your professional brand, says Harmanjit Singh, founder & CEO of Website Design Brampton. “It’s like your digital footprint — it lasts longer than you might think.”

My final advice? Don’t let one bad experience keep you from building your professional bridges and keeping your network intact as you start your next adventure.

Best of luck with your graceful goodbye!

Editor’s note: This post was originally published in October 2018 and has been updated for comprehensiveness.

I cringe whenever I look at how many unopened emails live in my work inbox. I’m lucky if I open maybe ten percent of them — including anything promotional.

But, of those ten percent, what convinced me to open and respond to them? Those companies did below the line (BTL) marketing right.

Email marketing, direct mail, events — below the line marketing includes these and similar targeted tactics to convince and convert buyers. What goes into running a successful BTL campaign? And where do you begin?

To help you start, I dug into BTL marketing: the history, its relationship with other marketing tactics, and best practices from experts. Here’s what I found.

Table of Contents

• What is below the line marketing?
• Above the Line vs. Below the Line Marketing
• How to Make Below the Line Marketing Work for You
• Below the Line Marketing Examples
• Below the Line Marketing Best Practices

What is below the line marketing?

Great question! Answering “What is BTL marketing?” is surprisingly tough.

First, let’s look at history. Below the line marketing got its start in the 1950s.

Manufacturing giant Procter & Gamble wanted to separate advertising activities based on who got paid for them. “Traditional” advertising costs (aka, TV, radio, OOH) payable to ad agencies made it above the line on the company’s draft budget. Everything else fell below the line.

In modern marketing parlance, I’d say below the line marketing is a spiritual cousin to demand generation. However, BTL marketing in practice feels more like a subset of demand gen — enabling demand gen’s strategy through tactical details and execution. BTL campaigns often run on shorter operational timelines.

The results BTL generates focus more heavily on responses and conversions instead of demand gen’s longer-term customer acquisition and nurture goals.

For our purposes, BTL marketing tactics will include:

• Direct mail
• Email marketing
• Trade shows and events
• Location-specific promotions
• Targeted online outreach

While traditional BTL marketing relies on a physical component, the internet’s reach is inescapable. So long as it’s highly targeted, personalized, and time-bound, you could make a case to include physical and digital marketing tactics.

Above the Line vs. Below the Line Marketing

Speaking of the internet, digital marketing has blurred the lines between above the line (ATL) and BTL marketing. Yet, whether it happens in cyberspace or physical space, we need distinction between both operations. For our discussion, let’s say:

• ATL marketing involves broad campaigns aimed at wide audiences.
• BTL marketing involves targeted campaigns aimed at specific segments of your target audience.

The elements of targeting and personalization make the difference. Instead of billboards nationwide, it’s mailers sent to a dozen neighborhoods. BTL brings a clear focus to connecting with an audience subgroup and convincing them to buy.

This targeting shrinks a campaign’s size and scale, so BTL actions typically cost less than their ATL counterparts.

What do ATL and BTL marketing look like in practice?

To answer this question, I went to Sara Croft. Croft is the CEO of Five Four Partners, a growth agency that helps companies launch and scale. Many of her early-stage startup clients use below the line marketing tactics.

She positions the ATL/BTL divide with her clients like this: “Let’s take a LinkedIn ad campaign example,” Croft said. “A generic, broad message about your product that’s targeted to a very wide audience and sends people to your home page could get a lot of eyeballs and maybe some clicks, but likely won’t result in a conversion. For an early-stage company, this wastes time. While brand building is important, startups need customers — now.

“For targeted BTL marketing, an early-stage startup could consider running LinkedIn ads for a webinar,” she continued. “It’s a lower barrier to entry for the audience to sign up to attend a webinar versus signing up for a demo of a potentially six-figure product purchase. The webinar educates the audience further and helps qualify and disqualify prospects. The results are tangible, measurable, and actionable.”

A strong marketing strategy requires both ATL and BTL actions, but it’s vital to know when to apply each:

• ATL marketing is great for companies wanting to increase brand awareness and reach. If your metrics are more top-of-funnel-focused, you’ll do well with ATL tactics.
• BTL marketing is for specific audiences and supports bottom-of-funnel-related metrics. If your goal is to convince and convert, BTL is the way to go.

Or, as Croft puts it, “ATL marketing makes the prospect aware of a pain and its solution, but BTL marketing helps them know what to do about it.”

How to Make Below the Line Marketing Work for You

Whether you’re running marketing for an early-stage startup or a multibillion-dollar conglomerate, BTL marketing can offer many opportunities to convert your target audience. But it can be daunting to start.

When I build BTL marketing plans, I find it helps to adopt journalism’s Five Ws (Plus H):

• Who?
• What?
• Where?
• When?
• Why?
• How?

With these questions in mind, let’s see how you can build and execute your plan. For our purposes, I’ll also share details from BTL donor relations campaigns I’ve run to tie these concepts to concrete outcomes.

1. Define your target segments.

Who are you talking to? Because of BTL’s tighter targeting, you need to get detailed with your target segments. The more information you have on your potential buyers, the better.

In past campaigns, I’ve built donor outreach lists based on demographic and psychographic data gathered through various sources:

• Age
• Location
• Disposable income
• Engagement with other content
• Previous interest (e.g., volunteered at an organizational event, visited a physical location)
• Previous giving data (if available)

These data points helped me build the vision for my ideal buyer.

2. Customize and personalize messaging.

Once you know who you’re talking to, you must understand why you’re reaching out and what you want them to know. I’ve seen marketing teams run with generic copy from other campaigns and call it a day. That’s a surefire way to waste your and your buyers’ time and resources.

Through market research and past interactions, you can build a nuanced understanding of your messaging. What clicks with prospects? What makes people’s eyes light up in interest? What scares them away?

At this stage, practice articulating your messaging with draft copy. I find it helpful to lay out an internal brief containing:

• Core messaging
• 3-5 key points I want buyers to remember
• Purpose statement (Why am I reaching out to you?)
• 30-second elevator pitch copy (What am I trying to say?)
• Draft copy for short-form and long-form content

Great writing comes from great thinking. Use this internal brief model to organize your thoughts and state your case.

3. Pick the right channels.

You’ve chosen your segments and crafted a compelling message. Now, where will you find your buyers? When will you reach out? And how will you do it?

BTL marketing campaigns survive on nitty-gritty details. From your research and experience, you should know where your buyers spend their time.

Coupled with clear messaging, you can choose the right delivery channels:

• Direct mail
• Email marketing
• In-person experiences

My donor base loved receiving letters in the mail. They tended to be older and were more apt to respond and convert by mailing back a check instead of completing a digital donation form.

So, my organization would send a letter every two months to over 1,200 donors or prospects. The copy would be ghostwritten as a board member, program manager, or even program beneficiary. We’d tell donors about their gift’s impact and invite them to renew or upgrade.

While we offered multiple engagement channels (e.g., “Find us on Facebook” or an online donation link), that letter converted and upgraded more donors than any other tactic.

Pro tip: I wouldn’t use generative AI to write full drafts. But, AI tools can help you include personalized information from your CRM to humanize copy.

For instance, calling out a donor’s last volunteer interaction at the annual holiday festival helps you connect more meaningfully. AI can scale those small insertions across hundreds or thousands of letters.

I knew my donor base inside and out, which helped me run successful BTL campaigns. With all these pieces in place, you can start running your campaign.

4. Measure and analyze results.

As you execute your plan, check your progress often. Pay close attention to how your BTL campaign fits within your overall marketing strategy’s goals. Know which metrics matter to your organization, and use those metrics to track your campaign’s outcomes.

For instance, my donor management role’s goals included:

1. Establishing new giving relationships with prospects.
2. Reactivating lapsed givers.
3. Upgrading gift amounts for current donors.

Every letter in my direct mail campaign focused on meeting one of these goals. I’d then check the response and conversion rate on those letters to learn what worked, what didn’t, and how I could improve for the next batch.

Remember to gather quantitative and qualitative data, too. Post-action surveys can deliver extra intel on your audience and core messaging. Prospects might not respond to your initial BTL action.

But, offer them a chance to win a $500 gift card if they complete a survey telling you what you did wrong? That’ll start conversations.

5. Tinker and retry.

You won’t always get it right the first time. In fact, it’ll probably take around eight touchpoints to move a prospect. Use your data to tinker with previous stages and try again.

Like any good scientific experiment, don’t alter too many dependent variables at once. You want to track what you’ve changed so you can replicate winning outcomes. Try altering one segmentation criterion (e.g., shift the age group) or channel choice, and rerun your experiment.

Croft relayed that this is one of BTL’s greatest benefits. “BTL marketing helps you identify what to scale,” she said. “When you start with more targeted marketing, you can better understand the campaign’s ROI.”

Below the Line Marketing Examples

You can spot BTL marketing throughout your daily life. Let’s focus on two examples from my life — and how these companies converted me.

Example 1: Email Marketing to My Canine Friend

Email is a popular channel that is overwhelming users. These days, your buyers probably never open your email: 79% of consumers delete branded emails at least half of the time.

And even when they open it, consumers spend an average of nine seconds before deciding to buy or trash it.

Your email should inform, engage, and convert in nine seconds. That’s a tall order for any marketing team.

BarkBox did that to me. I have a dog, and she’s classified as a “Super Chewer.” She loves gnawing on tasty treats and tough toys. BarkBox knows this and sends me highly targeted, personalized emails.

They put my dog’s name in the title and waste no time in presenting the offer. The email contains their Super Chewer lineup for the holiday box, so I know exactly what I’m getting. And BarkBox offers a clear CTA to convert me in seconds. Guess who will chew on their Rudolph-themed toy this holiday season?

Pro tip: If you’re struggling to use email successfully, our comprehensive email marketing guide can help you begin.

Example 2: Direct Mail Gift Boxes to Upgrade My Subscription

Receiving a physical item still means something to people. Research from gifting platform Sendoso found that 83% of recipients feel closer to a company after receiving a physical gift.

But that gift has to mean something: Business.com research found that 54% of professionals have received a gift so bad that they immediately threw it away.

You need to know exactly what your buyer wants and reinforce that sentiment with your gift selection.

For instance, I’ve been using and evangelizing an AI presentation generation tool called Gamma for over a year. As a reward for my support and advocacy, they asked me my shirt size and sent me a swag box.

Inside, I received a properly-sized branded hoodie, a water bottle, and a personalized note. Gamma sent me useful, meaningful items. While this box celebrated our relationship, it also nudged me toward upgrading my subscription.

I did exactly that. And I’ve been more apt to share the tool with my marketing friends.

There’s a higher upfront cost to this tactic — and a higher cost for failure if you don’t know your audience. But in the right hands and with the right people, direct mail can deliver big conversion numbers.

Below the Line Marketing Best Practices

We’ve covered a lot about BTL marketing so far, but before you begin your next campaign, let’s review a few final (yet vital) best practices.

Do your research.

Successful BTL marketing means knowing your target audience intimately. There’s no shortcut to this process. Your goal should be to reach the right people, in the right place, at the right time, with the right message.

Audience research helps you achieve that objective. Deep research lets you segment an audience across several axes:

• Demographics like age, gender, and income.
• Purchase intent like people searching for “best college laptop to buy.”
• Lifestyle, including attitudes, opinions, and interests.

A vast amount of quantitative and qualitative data is at your disposal to help you segment appropriately. Explore target audience research tools and techniques to get the good stuff.

Secure relevant permissions.

BTL marketing is exciting, but pause to consider any legal and ethical implications. Did your direct mail recipient consent to a gift box? Are you following CAN-SPAM regulations with your targeted email outreach?

Because BTL tactics typically need personal data, review your data security and privacy requirements before launching campaigns. Tell people how you plan to use their data and what value exchange they can expect. It pays to be upfront about your intentions and let people opt out easily.

You can even turn permission gathering into a touchpoint. For example, let gift box recipients pick the swag they actually want. You gather their consent while letting them take part. Plus, they’ll be extra excited when their hand-chosen package arrives.

Integrate BTL into your overall marketing strategy.

This tip might seem self-explanatory. But I’ve seen teams try to execute BTL tactics without understanding how other marketing actions and ATL tactics affect their audiences’ brand perception and intent.

For example, you can build an incredible booth experience at your industry’s largest trade show. But if nobody knows you’re there or what to expect (i.e., content you share in an above the line press release and media outreach campaign), you’ll miss out on significant foot traffic and coverage.

Effective BTL actions require you to understand marketing’s influence across your organization. Marketing and communications, sales, customer success — engage anyone involved in achieving marketing’s strategic outcomes.

Also, plan comprehensively to ensure everyone agrees and is tracking the same outcomes. For instance, use HubSpot’s email marketing planning template to help you plan, calendar, and optimize your BTL email marketing campaign. Share this document with all stakeholders to keep everyone on track.

BTL Marketing Matters More in Busy Digital Worlds

My review of BTL marketing left me thinking we need more marketing like it. Generalized brand building has a vital place in our marketing toolkits.

I don’t think we’ll have a world where you’ll never run ads or buy billboard space.

But, amid the noise around scaling marketing and deploying AI and similar technologies, there’s something refreshing about true personalization. About something meant for me.

That’s why I opened those ten percent of emails with:

• Offers tailored to my needs.
• Simple and clear calls-to-action.
• Delivery at the right place and time.

In a busier world, help your customers feel seen and heard. BTL marketing done well can help you deliver on that feeling while also driving stronger marketing outcomes.

I‘ll be honest: I don’t know anything about an “AI target audience” or finding an audience via AI.

However, I want to learn because I recently started working with a local pole fitness studio in my neighborhood.

I want to help it gain new students. So, dear reader, we are going to learn about AI audience targeting, its benefits, and helpful AI target audience tools together.

Here we go!

Table of Contents

• What is AI audience targeting?
• Benefits of Using AI for Target Audiences
• How to Find Your Target Audience Using AI
• 6 Best AI Tools for Target Audience Research

What is AI audience targeting?

After some research, I’ve found that AI audience targeting is when you use artificial intelligence to find and engage with a distinct group of potential customers (your target audience).

Specifically, AI target audience tools examine audience behaviors, interests, regional preferences, and demographics to guide marketing strategies and content.

Benefits of Using AI for Target Audiences

Using AI target audience tools can help improve many aspects of a marketing strategy.

I’m personally most interested in how it can help with advertising, content, and customer engagement since these are most important to me as I help my neighborhood business.

Advertising

AI target audience tools would be most helpful in advertising because they could analyze large quantities of data in seconds, allowing me to draw conclusions quicker, decide on my advertising strategy, and pivot quickly when necessary.

As I said, the business I‘m working with is a pole fitness studio. An AI target audience tool would help me quickly figure out our target audience’s behaviors, where they search for pole fitness content, and what platforms they frequent.

From there, I can craft an advertising strategy tailored to them, thus boosting the studio’s visibility and gaining more students.

Content

I‘m trying to grow the business’ visibility on social media. I’ve found that some videos perform better than others, but analyzing all the content performance data is still tedious, and I need to figure out what our audience likes.

As I said earlier, AI audience tools can analyze this data faster than I or any human could, allowing me to adjust my content strategy and create engaging content more quickly.

How to Find Your Target Audience Using AI

According to my research, I can find and understand my target audience using AI via the following:

1. Predictive Analytics

I can’t stress enough how efficient AI is at analyzing data. In this case, AI can quickly assess data to build models for future consumer behavior.

For example, my neighborhood studio could use predictive analytics to figure out when someone is in the market for classes if a potential student:

• Attended one of its events, such as the Halloween-themed pole dance workshop it hosted
• Is a part of a demographic of people who are interested in learning pole fitness
• Lives in an area where there are gyms, fitness programs, and dance studios
• Clicked on an ad for the studio recently

If someone does one or more of the following, AI will help the studio find them and create targeted ads and content to encourage them to become regular students.

2. Behavioral Analytics

AI can analyze behavioral analytics metrics such as where your audience is coming from, what they click on your site, and how long they’re on your platform to help you better understand their behavior.

For example, visitors to the pole fitness website always click on the website’s banner. That would encourage me to update the banner to take visitors to a signup page to register for classes.

3. Hyper-personalized Content

AI audience targeting can effectively analyze data to deliver personalized content and ads to potential consumers. For example, let‘s get back to the pole fitness studio I’m working with. AI target audience tools can assess:

• The time of year most students sign up for fitness classes or gyms
• The needs and concerns of first-time students
• How old the average student is
• Where most potential students reside locally

Thanks to AI’s speed, I could use all this information to create targeted and quickly pivot when consumer needs change.

6 Best AI Tools for Target Audience Research

Now that I know what AI target audience tools are, their benefits, and how they can be used, it‘s time to explore tools to help me market my local pole fitness studio and help you market your own business.

Here are the best ones I’ve found and plan on testing out for the pole studio I’m working with.

1. HubSpot’s Breeze AI

I promise I‘m not biased when I say HubSpot’s Breeze AI boasts several excellent tools for finding and engaging your target audience. One feature I find most useful for my marketing goals is Breeze Social Media Agent.

I’m currently leveraging social media to boost awareness of the pole fitness studio and encourage potential students to register for classes.

Breeze Social Media Agent can help me achieve this by analyzing past post-performance data and assessing business details and industry best practices.

It will then use the information to optimize my social media strategy with data-driven post suggestions.

Best for: Refining and optimizing your social media strategy.

2. ExactBuyer

ExactBuyer helps businesses find their ideal customers, gather relevant data, and use the information to create realistic, targeted buyer personas.

Even better, the AI-powered tool allows users to consistently update and refine the gathered data to optimize the personas in real time.

I wanted to use ExactBuyer to create realistic buyer personas for prospective students interested in the studio’s classes.

Best for: Creating hyper-focused buyer personas.

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3. OpinioAI

OpinioAI is one of the most interesting AI target audience tools because it allows users to create buyer personas and chat with them to get insight into consumer thoughts on their business.

You can talk to your persona about its favorite brand, hobbies, behaviors, needs, and more to get insight into your target audience. Think of it as a virtual one-on-one conversation with a potential consumer.

Best for: Gathering insight into the wants and needs of your target audience.

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4. Pixis

Pixis AI features allow users to create precise, targeted content for their audience.

Its AI Targeting feature is most interesting because it establishes custom audience cohorts based on search trends, competitive keywords, and brand keywords.

Best for: Identifying niche audiences.

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5. GapScout

GapScout delivers AI-powered insights that pinpoint content gaps and emergency trends that competitors in your niche are missing.

Best for: Helping your brand tap into underserved needs in your market.

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6. Userpersona

This is a great AI tool for marketers new to creating and understanding user personas to guide their brand strategy. All users need to do is describe their product and service, and Userpersona will do the rest.

For example, I typed in the information about the pole fitness studio I’m working with, and here is what Userpersona generated.

It only took one sentence for Userpersona to generate a persona called “Sarah Smith” to represent our target audience and give me an idea of how and who to market the studio.

Now, we both know quite a bit more about AI target audience tools and how to use them.

I plan on using HubSpot’s Breeze AI to help my favorite local pole fitness studio attract more students. I hope you will also try the tools I listed. Good luck!

For marketers, AI-generated imagery tools open up new possibilities for content personalization and campaign engagement…but only when applied in strategic, targeted ways.

AI-generated imagery platforms like Flux, Runway, and DALL-E are becoming a valuable part of marketing, design, and UX toolkits. But with all the options available, it’s sometimes difficult to understand where and how these tools actually bring value — and where they fall short.

In a recent Marketing Against the Grain episode, Kieran and I discuss common challenges teams face when using AI image tools, practical use cases for maximum performance, and best practices for integrating AI imagery into your workflow.

Three Key Challenges of AI-Generated Image Adoption

AI image generation holds massive potential — but its adoption isn’t without hurdles. In particular, three challenges preventing widespread use that Kieran and I often see are:

1. Hesitation due to privacy and security concerns.

Employees hesitate to engage with AI tools, often due to concerns around privacy, data security, and AI’s current limitations. Many also feel that AI might not yet be “good enough” for their needs.

Addressing these concerns starts with clear communication about AI’s strengths and limitations. When teams understand where AI can add value — and where it can’t — they’re more likely to engage with it in a realistic way.

2. Misaligned expectations.

Users often expect AI to “do it all,” leading to frustration when it falls short, especially for tasks requiring precision. As Kieran pointed out, employees sometimes treat AI as a “magic box,” which can set them up for disappointment.

By managing expectations and educating teams on how AI works best, marketers can shift focus toward the achievable, practical uses that make an impact.

3. A need for guardrails.

With such broad potential, many people struggle to find the right applications for AI. As Kieran highlighted during the show, a defined, structured approach — like having clear AI prompts or targeted use cases — helps ease adoption by giving employees a clearer sense of purpose.

Similarly, using guided prompts or simplified interfaces for specific tasks can make it easier for teams to explore AI without feeling overwhelmed.

Three AI-Generated Image Use Cases in Marketing

Despite these challenges, AI image tools can have a strong impact when applied to targeted use cases. In our experience, AI-generated imagery tools can be used to:

1. Boost ad performance.

In my opinion, one of the most effective applications of AI-generated imagery is creating tailored ad variations. Custom images that closely align with specific ad copy help marketers deliver a more personalized experience across different platforms.

In our tests at HubSpot, we’ve seen that this approach significantly boosts conversions, making it an invaluable tool for efficiently scaling our ad campaigns.

2. Increase email engagement.

AI can also increase engagement in email marketing by generating unique images tailored to each message.

Combined with AI-generated text, these visuals create a curated and relevant experience for readers, adding a layer of personalization that keeps content fresh and increases the chance of connecting with audiences in a deeper, more memorable way.

This approach works particularly well when you need to create distinct visuals for different segments or campaigns at scale.

3. Save time on editing.

AI is equally valuable for image editing, helping marketers quickly adjust visuals to fit different audience needs.

For example, a technology company might use AI to modify product screenshots by adding a client’s logo or emphasizing specific features.

This tactic allows brands to deliver a more personalized visual experience without the time and effort required for manual edits, making it a powerful option for scalable, audience-specific content.

Best Practices for AI Image Implementation

Maximizing the value of AI-generated images means knowing where and how to use them. These pointers will keep your approach practical and results-focused.

✔ Define clear use cases. Since AI can be overwhelming, define specific applications (like customer support or ad variations) where it’s most likely to succeed, rather than trying to apply it universally.

✔ Focus on volume over perfection. AI excels at creating multiple variations rather than single “perfect” images. If you need one flawless image, stick with traditional methods.

✔ Educate teams on AI’s strengths and limits. To improve adoption, set clear expectations and provide guidance on where AI is most beneficial, which can help address resistance due to privacy and reliability concerns.

✔ Keep it authentic. Avoid using AI-generated images to represent real people or customers, as this could damage trust. Save AI imagery for conceptual or product-focused visuals.

To learn more about how marketing leaders can integrate AI-generated imagery into their teams and workflows, check out the full episode of Marketing Against the Grain.

This blog series is in partnership with Marketing Against the Grain, the video podcast. It digs deeper into ideas shared by marketing leaders Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (SVP, Marketing at HubSpot) as they unpack growth strategies and learn from standout founders and peers.

Welcome to Creator Columns, where we bring expert HubSpot Creator voices to the Blogs that inspire and help you grow better.

Brands in ecommerce have the wonderful advantage of having access to a broader number of consumers than their local counterparts. Before you can woo a broader base of consumers, it is important to recognize the diversity that exists among them, and the intention required to convert them.

I’m an inclusive marketing strategist and run an inclusive marketing consultancy.

Last year I did audits of multiple ecommerce websites, and found the same opportunities for improvement over and over again from the perspective of how brands can do a better job of converting more of their ideal consumers who are part of underrepresented and underserved communities.

Consumers, no matter their identity, are looking for an answer to this fundamental question: is this brand for people like me?

There are three core areas that signal to a consumer whether or not a brand is for them or not. And as a result of those signals, the consumer will make a decision whether or not to take the next step forward with you, or not.

Signals That Tell Ecommerce Customers a Brand Is for Them

1. Representation

The people you want to serve need to see themselves, or who they aspire to be, reflected in the visual imagery your brand puts forth.

When they see themselves represented in the models you use, in your customer testimonials, or even imagery of your team, they receive a signal from you that communicates “people like me belong here.” When they don’t see themselves represented, the signal they receive is, “This brand isn’t for you.”

2. Customer Experience

Delivering experiences that have as little friction as possible for the people you serve, especially those with identities that are part of underrepresented and underserved communities, will demonstrate to them that you’ve taken the time to consider them to ensure they feel like they belong with you.

3. Identity-Based Design

One of the most effective ways to eliminate friction in your customer experience, is to design your ecommerce user experience with specific identities in mind.

By considering the various types of identities your ideal customers hold in the design and development process, it makes it easier for you to incorporate elements that make people with those identities feel seen, supported, and like they belong with you.

If you need additional resources to help you with your ecommerce strategy, check out this Ecommerce Planning Kit from HubSpot.

Examples of Inclusive Ecommerce Websites

Here are eight examples of ecommerce websites that have done a good job of designing for the needs of consumers with specific underrepresented and underserved identities.

1. Moo and Farm Rio take a global approach to converting more consumers.

Smart marketers know that people who have the problem their brands solve don’t just live in one country or speak one language. As such, it is helpful to showcase to these consumers immediately when they land on your website that your brand is for them.

Business card print house Moo does it by placing an option in the main navigation of its website that enables site visitors to select which country they are in, and the associated language they need. Based on the selection, the website automatically changes to the country’s corresponding language.

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Retailer Farm Rio takes a similar approach. Consumers are able to select which country they live in from the main navigation. Once confirmed, pricing and shipping options for the clothing items change to reflect the local currency of where the consumer is shopping from.

In this image, the country selected is Morocco, and prices are shown in their currency, the Dirham.

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Having to do a price conversion adds unnecessary friction, and sends a strong signal that “This brand isn’t for me.”

This episode of the Inclusion & Marketing podcast details how to build an effective multilingual content strategy so you can attract more people who speak other languages to your website.

2. Dolce & Gabbana leans into accessibility.

Just because someone has a disability, that doesn’t mean that they don’t enjoy wearing stylish clothes. 15% of the world’s population has some form of disability.

As such, making your website accessible enables you to support the needs of a broader group of people, while delivering an experience with less friction.

Fashion brand Dolce & Gabbana has embraced accessibility, by making it so website visitors can adjust accessibility settings to suit their needs.

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3. Amazon delivers an effective experience for neurodivergent consumers.

Estimates show that between 15-20% of the population is neurodivergent, including people with ADHD, autism, dyslexia, dyspraxia, and sensory processing disorder.

Amazon is a brand that is making an intentional effort to serve these consumers.

In this video, three neurodiversity consultants, who are also consumers, share the ways in which Amazon delivers an experience that supports their needs.

You can catch the full discussion on how brands can design experiences that work for neurodivergent consumers on this episode of the Inclusion & Marketing podcast.

4. Calvin Klein, Fenty Skin, and Bonds welcome LGBTQ+ consumers.

Smart brands demonstrate to the LGBTQ+ community that they are seen, supported, and belong all year long, rather than just with PRIDE month limited edition products and rainbows.

Retailer Calvin Klein does it by showcasing a broad diversity of masculinity in the models it features on its website. Here’s how one gay male consumer explained why that range of representation is important to him.

Another way ecommerce brands can show support to the LGBTQ+ community is in how products are classified.

Fenty Beauty made its skincare line gender neutral, so there was no need to label products being for “men” or “women” which can exclude people who are non-binary. The brand even goes as far to showcase gender diversity in the models using the products.

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And underwear brand Bonds has done it by offering a gender-free line of its clothes.

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You can find more tips on how to build an LGBTQ+ inclusive brand on this episode of the Inclusion & Marketing podcast.

5. Cooper’s Hawk embraces dietary restrictions.

Many restaurants now have an ecommerce arm to their business, as they start asking, and even encouraging, people to grab takeout via online ordering.

As someone with dietary restrictions, I’ve always been reluctant to embrace the convenience of ordering food online, for fear of the staff not seeing my write-in requests for accommodations with my food.

Cooper’s Hawk has addressed this fear. Within the online ordering section, they’ve created separate products that are labeled gluten-free. Even the name of the product has a “GF” at the end, so me or anyone else with a gluten-free restriction doesn’t have to write anything in and pray the notes were read.

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The brand takes a similar approach to vegan items on the vegetarian menu. A person can feel reassured that their food will in fact be vegan because it is labeled on the website as, “Vegan Sweet Corn & Tomato Risotto”

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6. Savage X Fenty puts women of all sizes front and center.

The average clothing for a woman in the US and the UK is 16-18. But too often, the models showcasing clothing on ecommerce retail sites are models who wear much smaller sizes.

Savage X Fenty takes a different approach. The brand features a broad range of diversity in the models it uses, including a range of body sizes and types.

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And when it comes time for consumers to select their size, they don’t have to deal with being labeled “plus-sized” as other retailers often do. They just select from the broad range of sizes offered by the brand.

7. David’s Bridal’s approach to race and ethnicity.

There are many different identities your consumers have when it comes to race and ethnicity.

As such, when you’re thinking about the people you feature on your website, make sure you include a range of models that reflect those races and ethnicities.

Pro tip: Don’t opt for trying to use models who are racially ambiguous to try to appeal to the broadest range of consumers. It actually has the opposite effect, and frustrates people (often those of darker complexions) who often don’t see themselves represented.

Retailer David’s Bridal does this on their website, by highlighting a broad diversity of races and ethnicities with their models that is reflective of the people who buy their dresses.

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8. Ikea embraces religious traditions like Diwali.

Consumers who have the problem your brand solves will also have a diversity of religious affiliations, traditions, and celebrations. While most brands lean hard into traditional Christian holidays, such as Christmas, more brands are starting to add additional holidays to the ones they celebrate.

Ikea has added products for Diwali, to see and serve consumers who celebrate it.

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And consumers appreciate that IKEA has products for them. There’s plenty of videos on YouTube of people showing their Diwali hauls from IKEA.

Make Your Ecommerce Website More Inclusive

There’s no downside to doing so. The more people you’re able to send clear signals that “you belong here” through your intentional design and user experience choices, the more people you’ll be able to convert.

As someone who does conversion rate optimization (CRO) for a living, I can’t express to you how excited I get when a simple change makes a big impact. And this particular example? It doesn’t get much simpler or more impactful.

Sure, I’m a self-proclaimed CRO geek, but if you were able to increase the conversion rate on a web page by 560%, I bet you’d be geeking out, too.

Personalization as an Optimization Tool

As a member of HubSpot’s web strategy team, I’ve been optimizing the core website pages on HubSpot.com for the last eight years.

Prior to that, I spent many years optimizing this very blog.

And in the past year, I’ve been experimenting a lot more with personalization to improve both user experience and conversion rates on the website. The tactics
 
seem simple — I’ve tailored both calls-to-action (CTAs) and content for different segments of our website visitors.

But personalization can be tricky. By creating more than one version of a single page, that means you also need to maintain more than one version of the page.

Multiply that by each page on your website, and things can start to get pretty unmanageable. This makes it critical to track the performance of any personalization you put live on your website, and keep only the ones that are worth the return on investment.

Luckily, this one was worth it.

Personalizing for Free Users

On many of the core pages on HubSpot’s website, we typically show visitors two CTAs by default:

• One CTA encourages visitors to start using the free version of our software.
• And one CTA encourages visitors to get a demo of the premium editions.

When I started experimenting more with personalization on the website, it occurred to me that it was pretty silly to show free sign-up CTAs to contacts who are already free users.

And if these contacts are still visiting our web pages after becoming a free user, they’re probably still evaluating their options and might be interested in trying the premium editions.

So on one of our highest trafficked pages — a product page about our free CRM and other free tools — I created a rule using HubSpot’s smart content to replace the free sign-up CTAs with demo CTAs for any contact who was already a free user of our software.

Since there was no risk to free sign-up demand and therefore no reason to run a true A/B test, I ran this as a lookback test. (Meaning I made the change for 100% of visitors, then compared a period of time before and after the change to assess impact.)

Here’s what that looked like in action:

Default Content:

Smart Content:

The results were staggering. Once I implemented the free user personalization, it increased our demo conversion rate by 560%. We saw demo requests go from 38 demos/month to 258 demos/month — just from this one page. Aww yeah.

What’s more, there was absolutely no negative impact on free sign-up demand.

Even better? This approach can be implemented on any page where we have free sign-up CTAs. Meaning we’re bound to generate even more demo demand as we implement this across more website pages. That’s what they call a win-win! Or maybe it’s a win-win-win. 🤔

How to Set Up Personalization With HubSpot Smart Content

If you’re a HubSpot user who is subscribed to the Professional or Enterprise editions of Marketing Hub or Content Hub, you have the ability to personalize your web pages with smart content. There are several options for how you can segment smart content to your visitors, including by device type, country, referral source, language, and more.

For this particular use case, I based my smart content on contact list membership, first creating a list of contacts in our HubSpot Smart CRM that included anyone who is a free user of our software. And because this list is also smart, it’ll automatically update whenever a new or existing contact becomes a free user, ensuring that my personalization will always be up to date.

Next, I set up a smart rule in the page editor for each module on the page I wanted to personalize, based on membership to the contact list I’d created.

This enabled me to modify certain parts of the page (like copy and CTAs) just for free HubSpot users, while leaving the rest of the page content unchanged by default.

Best of all, it only took me a few minutes to set up. Talk about low-hanging fruit!

How to Make Personalization Work for You

The segmentation strategy you use to personalize your web pages should be based on your website’s overall conversion strategy and your business goals, which only you will know.

For example, one of our challenges on the HubSpot website is that we sell products that suit various business sizes, ranging from small startups to large, scaling businesses. These different-sized businesses have various challenges and needs and, therefore, will respond differently to certain content and conversion flows.

So the crux of our current personalization strategy is segmenting content based on both business size and where a contact is in their buying stage.

For some additional guidance and inspiration, check out our article on website personalization. (Pro Tip: If you’re a HubSpot user or are considering becoming one, you might also be interested in the new Breeze Intelligence functionality that enriches your contacts with third-party data, which can make your personalization efforts even more powerful.)

However you decide to segment your personalization strategy, start small, and keep a close eye on ROI. You might be surprised to find that sometimes, even the simplest change can make a big dent 😉

 

This week’s master has worked for Lou Malnati’s (pizza), Krispy Kreme (doughnuts), and now heads the marketing team at California Pizza Kitchen (back to pizza) — making her career sound like my dream delivery order after a rough Monday.

Keep reading to hear from Dawn Keller, CMO at California Pizza Kitchen, on why she likes giving consumers emotional FOMO and how to lead the charge on brand evolution.

Lesson 1: Drive emotional FOMO. 

“Craveable items that are unique and compel consumers to be irrational are the best defense against competition, consumer apathy, or inertia,” says Keller. 

For Keller, this pertains to both her menu and her marketing. Her goal is to “drive emotional FOMO” for her consumers. 

Look, I’ll hand it to you — discussing “craveable products” with the marketing leader for a pizza company probably doesn’t sound too relatable to B2B marketers. 

But when I tell Keller that cheesy, gooey crust is more seductive than revenue attribution reporting, she pushes back: “I actually see this in B2B marketing all the time. Emotional FOMO is totally create-able in that world, too — you just need to show what’s possible, and the success stories of other people.”

She adds, “It’s all the same humans, you know? They’re just making different decisions… Like, what to eat, and what software to use for their businesses.”

While you might not be selling garlic knots, there are plenty of B2B attributes that are insanely “craveable” — like ease of use, time savings, and productivity boosts. Use those plot points to get all your soon-to-be consumers hungering for your offerings like they crave a good mac and cheese. 

Lesson 2: Turn negative moments into a chance to show up. 

Recently, a customer ordered mac and cheese from CPK — and just got cheese. 

After she posted the vid on TikTok, CPK responded with a video in which Chef Paul jokingly walks through the steps of properly making a mac and cheese (emphasis on: Add the mac) and then announces 50% off mac and cheese for all CPK customers. (Since the customer only got 50% of her meal — get it?) 

CPK’s TikTok response got 13.5 million views. Keller was shocked… and thrilled. 

“It was mind-blowing to everybody [how well it did], but we believe what really made the difference was how we showed up — in a super authentic, humble, self-deprecating way. It wasn’t corporate-y or stuffy.”

CPK could’ve chosen to ignore the customer’s complaint altogether, or they could’ve commented on the video with a generic “I’m sorry!” customer service response. Instead, they decided to use the opportunity to reframe the narrative into something fun and lighthearted. 

And as Keller points out, “We still got to reinforce what matters to us — which is that we have quality food, and we care about our guests. Authenticity and entertainment is what gets people’s attention… Not just that you’re using socials as an advertising channel.” 

We’ve heard it across the board this year from Greg Fass, Jenna Kutcher, and plenty of other Masters in Marketing, and the point holds true: Being authentic and showcasing the human behind your brand is a much better strategy than a polished ad these days. 

Lesson 3: Evolve as your consumers do. 

It hasn’t always been doughnuts and pizza for Keller, who has also held marketing roles at CVS Health and Staples.

Across those roles, she believes one core responsibility has always been to be an “agent of change.” 

But people don’t always love change, particularly at brands that have existed for 40+ years. So I wanted to know: When Keller joined CPK, how did she balance fresh ideas without making the team feel like she was steamrolling the good-ole way of doing things? 

“I give a lot of credit to Jeff Warne [the CEO of CPK] and my colleagues, who have really incubated this idea that any brand that’s been around for 40 years has to continue to evolve and do new, fresh things,” Keller tells me. 

Fortunately, she also has some words of wisdom for marketing leaders who’ve been tasked with growth at a company that doesn’t embrace change as easily.

“You have to bring people along the journey and invite ideas from anywhere. Sometimes, leaders think good ideas can only come from new people. But veterans with deep context can also be the originators of the best new thinking.” 

Everybody has a role to play, and the more a change agent can encourage and incentivize fresh ideas while breaking down the walls of fear or discomfort, the more likely they are to succeed in creating an increasingly relevant brand.