Categories B2B

Full List of Meta Tags, Why They Matter for SEO & How to Write Them

Meta tags can be used to increase the visibility of a website on search engines, so they’re undeniably important for SEO.

On the other hand, they can negatively affect your website’s SEO ranking if written improperly.

Let’s discover what meta tags are, why they matter for SEO, and how to use them correctly to reap the benefits.

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What are meta tags?

Meta-tags are snippets of HTML code capable of being crawled by search engine robots such as Google.

They are influential in determining the visibility of a web page on the SERPs. Meta tags are added to the <head> section of pages and can only be seen in the HTML code:

an example of meta tags in code

Why do meta tags matter to SEO?

Meta tags are one of the main channels that a website has to communicate with search engine robots — those responsible for crawling the content of the pages to be indexed. Meta tags are used to indicate to search engines whether a page should be indexed or not, and adds additional information about its content.

This turns meta tags into core aspects of an SEO strategy for two main reasons. With a good writing and configuration of meta tags, we can help robots to have a better understanding of the content of each page of a website, so that we are more likely to rank higher in the SERPs.

Additionally, meta tags can offer additional and quality information to the users in order to achieve more clicks and a higher CTR in the searches, as well as to offer them a better experience within the website.

Examples of Meta Tags

Meta tags are an essential part of a successful SEO strategy, that’s why it is important to write them in a unique way, keeping Google in mind in order to rank higher, but also thinking about the user. Let’s see some examples of how you should and shouldn’t write meta tags.

Examples of Original Meta Title and Meta-description Tags

With meta title and meta-description tags we indicate both robots and users the main topic of the page and what it is about on the SERPs.

They should be written in a unique and original way so that they describe the content and attract the attention of visitors. This way we can manage to appear even above large websites or directories.

example of meta descriptions on the SERPs page

On the other hand, if we do not optimize the title tags with the main keywords and topics of the page, nor in an attractive way, it will be more difficult to appear in the first positions of the SERPs.

And not only that: avoiding keyword stuffing is also recommended, which means that we shouldn’t repeat a word too much because otherwise it looks unnatural.

an example of keyword stuffing in meta descriptions

Examples of Meta-tags that Can Damage Our Whole Digital Strategy

A bad setup of a meta tag, either by mistake or lack of knowledge, can considerably damage the entire visibility of the website.

In this case, we are talking about the robots meta-tag with content=”noindex” through which we indicate to search engines that we do not want a page to be indexed — therefore visible — in the SERPs. With this example of robots meta tags, it’s difficult to get organic clicks on a web page from Google since it will not be listed.

<meta name=”robots” content=”noindex, nofollow”/>

an example of a noindex meta tag

On the other hand, with content=”index” we do tell the robots that we want to be indexed to appear in the SERPS results:

<meta name=”robots” content=”follow, index, max-snippet:-1, max-video-preview:-1, max-image-preview:large”/>

For this reason, it is very important to know how to avoid these examples of meta tags that can considerably decrease the visibility of the website on search engines.

How to Write Meta Tags

If you are wondering how to write meta tags to have a better performance it is important that you always write content thinking about your users. Then, if you have designed a well implemented SEO strategy, it will help you rank your pages automatically.

That’s why, when you write meta tags you should remember to include the page’s theme or its topic. If it is possible with your main keyword or synonyms, specially in the case of title and meta-descriptions tags.

When writing them it is important to follow the following tips to follow Google’s guidelines to try to rank better.

Title Tags

By using the title tag, we indicate the title of the page content to both Google and the users on the search engines. This tag should not be confused with the heading 1, the main title of the text. The title meta tag is only visible to users on the search results, but not within the page.

Best practices to write title tags:

  • Summarize the main topic of the page with the main keyword or terms.
  • Write unique, original and attractive titles to attract the attention of users and increase the CTR of the page in the SERPs.
  • Be accurate and descriptive based on the content of the page.
  • Do not exceed or repeat keywords.
  • Write not more than 60 characters approximately (maximum of 580 pixels).

How to Write Title Tags

In WordPress or similar CMS tools, you can install SEO plugins such as Rank Math or Yoast SEO that will help you to edit and preview your title tags.

WordPress title tag tool

Or you can also paste the following code into the <head> of your webpage:

<title>What’s a Website Title (Title Tag)& Why Does It Matter for SEO?</title>

a HubSpot title tag example on the SERPs

Meta-description Tags

Meta-description tags offer the option to add a brief description of the page, which will be visible on the search results.

Although Google does not always display the content that the creator has proposed, sometimes it can be generated automatically through the content of the page if they value that those generated by the user are not of enough “quality” or are not related to the user’s query.

Best practices to write meta-description tags:

  • Write the meta-descriptions in a personalized way summarizing the content of the page.
  • Include the keyword at the beginning of the sentence in a natural way and without repeating it abundantly.
  • Make them attractive and original.
  • Keep it between 140 and 160 characters approximately (maximum 920 pixels).

How to Write Meta-description Tags

You can also use SEO plugins that will help you to edit and preview this section:

an seo plugin to help you create meta descriptions

Or you can also paste the following code into the <head> of your page:

<meta name=”description” content=”A meta description is basically what helps the searcher decide whether or not to click the link to an article or webpage. A meta description helps convince or persuade readers to choose your site. “/>

a HubSpot example of meta description on the SERPsMeta-robots

The robots meta-tag is one of the key meta-tags in an SEO strategy. This tag specifically tells a search engine whether a page should be indexed or followed, or not.  

  • In general, the default values are index, follow and it is not necessary to specify them in most cases. With this we indicate to the robots that we want the page to be indexed on the SERPs and that it can be followed.
  • On the contrary, if we indicate the values noindex, nofollow, we are telling Google that we do not want those links to be followed nor to appear on the search engines.

Best Practices to Write Meta Robots Tags

  • Don’t confuse noindex tags with robots.txt. Through robots.txt files we indicate to a search engine if we want to crawl some pages or not, while through robots tag we inform if a website should be indexed or not. That’s why it is important not to block noindex pages on robots.txt files, as robots won’t be able to read them

How to Write Meta Robots Tags

You can edit the robots tag with Rank Math or Yoast SEO:

the dashboard on Yoast to edit the robot tag

Or you can also paste the following code into the <head> of your page in case you want your page to be indexed and followed:

<meta name=”robots” content=”follow, index, max-snippet:-1, max-video-preview:-1, max-image-preview:large”/>

Meta Viewport Tag

The meta viewport tag is used to control the way we tell the search engines how to render and display a page on different devices (mobile, tablet and desktop).

Best practices to Write Meta Robots Tags

  • Use a meta viewport tag on your whole website to adapt the content for the mobile version.

How to edit viewport tag?

If you do know what you are really doing, you can edit your viewport tag on the <head> of your document. If not, use the option recommended by default:

<!DOCTYPE html>

<html lang=”en”>

<head> …

<meta name=”viewport” content=”width=device-width, initial-scale=1″> …

</head> …

….

Full list of Meta Tags

But there are still many more meta-tags. We offer you a complete list of key meta-tags for your SEO strategy:

Other meta tags, not essentials for SEO, but recommended to take into account:

  • Author meta-tag, to name the author of the page
  • Copyright meta- tag, owner of the rights to the source code of an HTML page.
  • Meta name rating tag, to specify adult content
  • Date meta-tags, to indicate the date of the content

As we can see, there are different meta tags that can be used to help us communicate in a better way with both the user and search engines so that everyone understands better the information that is provided. But it is important to know each one of them and optimize in an attractive and optimal way.

SEO Starter Pack

Categories B2B

Instagram Shadowban Is Real: How to Test for & Prevent It

When you’re trying to grow a following on Instagram, you depend on Explore and hashtag pages to expand your audience and reach. So it can feel more than a little disheartening when it suddenly seems like your content isn’t showing up anywhere.

If you feel like your posts are receiving fewer likes and comments suddenly, or aren’t appearing for certain hashtags or on the Explore page, you might be shadowbanned.

New Data: Instagram Engagement Report [2021 Version]

From Instagram’s perspective, the objective of hiding “inappropriate” content makes sense (although its enforcement has been criticized.)  Shadowbanning allows Instagram to filter out accounts that don’t comply with their terms. Some people use inauthentic measures to expand their Instagram following, like buying followers or using hundreds of hashtags that are irrelevant to their content. If that’s the case, it makes sense that Instagram hides content from those accounts so that only genuine and helpful content is promoted to users.

While Instagram doesn’t openly admit to shadowbanning, they released a statement on their Facebook business page in February 2019 that addressed the problem users were having with their content not showing up for certain hashtags.

Their statement at least confirms the hashtag dilemma as a real one — but many speculate that the statement is Instagram’s way of admitting to shadowbanning, without actually admitting it.

Instagram for Business posted statement that alluded to shadowbanning on their Facebook page in Feb 2019

It’s important to note that Instagram changes its algorithm often, so those alterations could be the reason you have witnessed a drop in your engagement rate.

However, shadowbanning could be a real tactic meant to hide users’ content from the wider Instagram audience, and if you’re being shadowbanned, it’s important you take the necessary measures to get your content seen.

Let’s explore how to know if you’re shadowbanned, as well as our tips for getting yourself off the list.

Luckily, there’s an easy test to figure out if your account is shadowbanned.

If one or two of your employees can see your post, you might simply be dealing with a drop in engagement. If that’s the case, you can take a number of steps to fix this.

Check out our Instagram Marketing: The Ultimate Guide for tactical advice on improving your reach and engagement.

While the method above is a simple way to test whether you’ve been shadowbanned, it may not be feasible for your business. Maybe you’re the sole proprietar and employee of your small business. In that case, you can’t ask employees to check their hashtag feeds and you might not want to ask your customers. Below are other ways you can test whether you’ve been shadowbanned. 

Instagram Shadowban Test

There is no foolproof test to tell if you’ve been shadowbanned on Instagram. While there are tools that advertise they can do exactly that, these tools are not reliable. Instead, try the steps below. 

Check your hashtag pages. 

If you look at pages of hashtags you regularly use and see a message that posts have been hidden, it’s possible you’ve been shadowbanned for using those hashtags. 

Take a look at the message below for the hashtag “mustfollow.” Since users reported recent posts using this hashtag as not meeting Instagram’s community guidelines, it’s possible Instagram may be hiding your content with this hashtag (even if yours is not in violation of any guidelines). 

Message that posts using hashtag mustfollow have been hidden could mean youve been shadowbanned on Instagram for using that hashtag

Image Source

Check Instagram Insights.

Looking at Instagram Insights, if you notice a sudden and sustained drop in engagement, then it’s possible you’ve been shadowbanned. One of the best metrics to look at is percent of accounts reached that weren’t following you. 

Take a look at the difference in “discovery” of the two posts below. This blogger duo went from reaching over 70K accounts, 32% of which weren’t following them, to reaching a little over 40K, of which only 4% weren’t already following them. This drop cued the bloggers in that their account had been shadowbanned. 

Drop in discovery revealed in Instagram insights showed that Instagram account had been shadowbanned

Image Source

If you  believe you’ve been shadowbanned, don’t worry — we have a solution for you.

Why am I shadowbanned?

There are a few potential reasons your account could have been shadowbanned. To ensure this doesn’t happen again, let’s explore some actions you might have taken that led you to being shadowbanned.

1. You use bots or another automated “Instagram growth” tool.

If you aren’t putting in the hard work yourself, you’re not growing a following authentically. Instagram frowns on this — in their statement above, for instance, they encourage users to have a strategy that focuses on connecting with the right audience. Using bots is a spammy tactic, and could result in a shadowban.

2. You use broken hashtags.

Occasionally, a popular hashtag will become overrun with inappropriate content. When this happens, Instagram can remove the hashtag or limit its use. If you use a broken hashtag, it will prevent your other hashtags from ranking, and could also result in a blocked account.

3. Your account is often reported.

When users repeatedly report an account, Instagram will assume your account is posting inappropriate content or violating their terms of service. They might disable your account, or they could shadowban it.

4. You’ve been posting, commenting, engaging, or following people too quickly.

Instagram places time constraints on how often you can follow, unfollow, like, comment, or post within an hour or day. This makes sense — if you’re following 80 people within an hour, it’s likely a bot doing the work, not you.

These actions might help you grow a following quickly, but they can’t help you connect with the right people, which is why you’re on Instagram in the first place. Additionally, these behaviors likely result in shadowban, which severely restricts your exposure to a new audience.

How to Get Unshadowbanned

To get your account back to normal, you’ll want to reverse the damage. Here’s how:

If you use a bot or another automated service, stop and delete it immediately.

To make sure the accounts aren’t still attached to you, go to your desktop Instagram and click “Edit Profile”, and then “Apps and Websites”. If you see any of your bot accounts in the Active tab, click “Remove” to remove them from your account completely.

Click Remove buton next to bot or other automated service in order to get unshadowbanned on Instagram Image Source

Remember, it’s better to have 100 followers who love your brand and purchase your products, than 1,000 followers who never buy from you or interact with your content.

Don’t use hashtags that have been banned.

Take a look at Markitor’s list of banned hashtags for 2021, and make sure to remove all broken hashtags from your content. Here’s a few from the list:

Banned hashtags starting with the letter l, which should be avoided or deleted to get unshadowbanned on Instagram

Moving forward, be selective and careful with the hashtags you choose, and when in doubt, take a look at the hashtag’s page — Instagram will likely post a message like, “Recent posts from #summer2020 are currently hidden … “, which will indicate to you that the hashtag is no longer in use.

Take a two-day break.

People have reported a full 48-hour break from using their Instagram accounts can reset the system and get you back on track, and it’s worth the temporary social media cleanse anyway, isn’t it?

Follow Instagram’s rules and regulations.

Read and follow Instagram’s Terms of UseCommunity Guidelines, and Recommendation Guidelines. Some notable takeways from these documents are:

  • Only share content you created or have permission to share

  • Don’t post content that’s false or misleading

  • Do share content that’s appropriate for anyone to see

The Foolproof Way to Avoid the Instagram Shadowban

The simplest way to avoid being shadowbanned on Instagram is to post helpful, authentic content, and abide by best practices when growing your audience. It will take longer to do this, but slow and steady wins the race — and doesn’t get shadowbanned.

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

instagram statistics

Categories B2B

The What, Why, and How of Canonical Tags & URLs

“That’s canon!” 

You might’ve heard this phrase used to describe a creative piece that stays true to an original piece of work or fictional universe.

If you’re familiar with canon, you are well on your way to understanding canonicalization and how it impacts web pages.

Here, let’s explore what canonicalization is, why it matters for SEO, and how to add the tag to your own website.

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What is canonicalization?

Canonicalization declares an original or preferred web page, which helps consolidate duplicate pages for crawling.

Without naming a canonical URL, web crawlers could crawl and index multiple versions of your web page. Google indicates that it will crawl non-canonical pages less frequently to reduce the crawl load on your website.

Less frequent crawling of low-quality, duplicate pages means more important pages can be prioritized for crawling, instead.

Okay, but why would we purposely have duplicate content? Well … ever post your content on your website and also on Medium? Or, perhaps after guest posting you place a version of the blog post on your website, as well.

To do so, you should reference the original version as the canonical URL. Canonical URLs can reference different domains — meaning the canonical can be on another website.

Even if you aren’t actively creating duplicate pages for cross-channel promotion, duplication happens naturally due to the different parts of a web address. Does your website use a secure protocol, like HTTPS? Then you may have an HTTP and HTTPS version of your webpage.

The same goes with www vs. non-www. Does your website use trailing slashes, or not? If your website doesn’t always redirect to the preferred version of your page (secure or not, www or not, and trailing slash or not), duplication can occur.

Even if you are forcing the preferred version through a redirect, query parameters used for tracking visits or filtering views on a page can also look like separate URLs to crawlers. Declaring a canonical URL indicates to web crawlers to ignore query parameters or other versions of the URL.

What is a canonical URL?

The external resource <link> element defines relationships between the current page and other resources. A “rel” attribute is used on the <link> tag to indicate the type of relationship. Some common link types include “prev” and “next” for pagination, “stylesheet,” and, of course, “canonical.”

The <link> tag uses the “rel=” noopener” target=”_blank” href” attribute to set the URL that serves as the canonical to the active page. Although these are intended to be external resource links, the canonical URL can be “self-referring,” meaning it is the exact version of the current page. Using self-referring canonicals helps to reduce the unnecessary crawling of non-preferred versions of your page, as long as you are always using the absolute URL as the “rel=” noopener” target=”_blank” href” value.

In Google Search Console, you can use the Inspect URL tool to understand what Google considers the canonical URL, even if you have not set one. Even when you have declared a canonical URL, Google will sometimes still pick a different URL, listed as the “Google-selected canonical.” Because of that, canonicalization is not a guarantee that Google will select your preferred version or that other versions will not be indexed.

How to Add a Canonical Tag

Add a Canonical Tag in an HTML Document

As mentioned, you can use the <link > element to set your canonical URL. Link elements are self-closing tags. The “rel” and “rel=” noopener” target=”_blank” href” attributes are required.

To add a canonical link to an HTML document add the <link> element within the <head> element. Ensure the “rel” attribute value is set to “canonical.” Remember to put the absolute URL of your preferred web address as the value of the “rel=” noopener” target=”_blank” href” attribute.

<head>

<link rel=”canonical” rel=” noopener” target=”_blank” href=”https://www.mypreferredwebaddress.com/canonical-url“>

</head>

Add a Canonical Tag in HubSpot

In HubSpot, you can set your canonical URL in the individual page or post settings under Advanced Options. Read more about canonical URL settings options.

Add a Canonical Tag in WordPress

Common WordPress SEO plugins, including Yoast and RankMath, simplifies setting up canonical URLs, especially for several pages. If you are a little more advanced and don’t want to add another plugin, it is possible to update the canonical URL using WordPress Hooks too.

1. Using the get_canonical_url Hook.

A filter WordPress hook allows you to modify data as WordPress is executing. The add_filter() function accepts at least two parameters, a tag and a callback function. The tag would be the hook, which in this case is get_canonical_url.  

The callback function parameter would be the name of a function you create that returns the canonical URL. The callback function could use conditional statements to match to specific posts. Refer to this Stack Exchange answer example.

In the example, the “wpse_302620_canonical_url” callback function uses an if statement to return a new canonical when the post ID, which is passed as an argument on the function, matches a specific post. With that in mind, this solution seems like a fix for a few posts or post types but may not scale well. To apply to several pages, using a plugin would probably be the best option.

2. Using the Yoast Plugin.

If you are using Yoast, you can apply canonical URLs to posts, pages, and taxonomies. Select the type of content you want to edit from the left-hand menu, then “edit” the individual piece of content. In the Yoast SEO meta box, toggle the “Advanced” section. Add your preferred web address in the “Canonical URL” field and save. Learn more about Yoast’s canonical URL settings.

3. Using the Rank Math Plugin.

While editing your specific page or post, select the “Advanced” tab on Rank Math. Add your preferred web address in the “Canonical URL” field and save. Learn more about setting canonical URLs in Rank Math.

SEO Starter Pack

Categories B2B

Professional Invoice Design: 26 Samples & Templates to Inspire You

Invoices and infographics may seem like two entirely different business materials, but they actually have one key thing in common: they both exist to convey information.

However, while infographics are known for employing colorful designs and data visualizations, invoices are typically pretty straightforward.

While your invoices might not be a front-facing part of your business, it doesn’t mean they should be plain and boring. Of course, conveying important payment information in a clear and concise way is the name of the game but that doesn’t mean you can’t add a little brand personality to them.

Use the free HubSpot Invoice Template Generator to create professional  invoices in minutes.

To help you get a sense of the possibilities, we put together a collection of impressive invoice samples that may inspire you to rethink your current design.

But first, let’s review how to design an invoice in the section below.

How to Design an Invoice

You don’t need to be an expert to create professionally designed invoices. In fact, you can use customized templates to get started (more on that later).

However, you need to know a bit about an invoice’s structure if you want to create and send invoices that ensure you receive your payments on time.

Here are some best practices for creating professional invoices:

Decide on your invoice format.

Start by choosing the format you want to use for your invoice.

Do you want it in print? Or in digital formats like a PDF, Google Docs, Word, or Excel? Once you’re sure of the format, move on to create room for essential details on the invoice.

Add essential information.

Every invoice you create should include the following information:

Your details: This includes your name, company name, address, telephone number, and email address.

Client details: Add your client’s address, company name, telephone number, and email address. You might need to add the department and the contact person’s name if you’re working with a large organization.

List of services: Make a list of all the services you’re charging the client for. Your list should be as specific as possible to eliminate any confusion in the client’s mind.

Payment terms and methods: How would you like your clients to pay you? Bank transfer? PayPal? Check? Make it clear in your invoice. You should also make the payment’s due date clear and include what will happen when payments exceed said date.

Add your company’s branding.

You’d be missing out on an ideal branding opportunity if you create generic invoices. So instead, add a bit of razzle-dazzle to your invoice that carries your brand colors, logo, and fonts.

You can also distinguish your invoices by giving them a monochrome look.

Invoice Design Templates and Examples

We’ve put together a collection of impressive invoice designs and templates that may inspire you to rethink your current design. Many of them are free to download and customize.

1. Basic Invoice

basic-invoice-screenshot-pdf-1

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No frills, just business. This basic invoice template, developed here at HubSpot, gives you all the necessities of paper billing without the written fields that more complex business services might want distinguished.

The template above offers space for your name, your client’s name, invoice date, and a base of 10 itemized services. You can add more as needed.

2. Blank Invoice

Blank Invoice

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Like the basic invoice template, the blank invoice design contains all the necessary fields you need in an invoice. 

However, this blank invoice template allows you to go into specifics concerning your client’s contact details. You also get to include a detailed breakdown of the cost, including tax and shipping fees.

3. Commercial Invoice

commercial-invoice-template-hubspot

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Are you selling a variety of products and services? The commercial invoice above might be just what you need. Developed here at HubSpot, this template allows space for product origin, manufacturing origin, discounts offered to your client, and more.

4. Blue Service Invoice

blue-service-invoice-template

This soft-colored, service-based invoice template allows you to include multiple jobs and how much each cost your client.

Download this template together with a pack of 10 free templates using the link in the header above the image — each design conveniently opens in Microsoft Word.

5. Green Shipping Invoice

green-shipping-invoice-template

This green template can be downloaded using the link in the header above the image. Dedicated to shipping-based services, the vibrant document is perfect for transactions that involved the transportation of goods.

6. Orange Standard

orange-standard-invoice-template

It doesn’t get much more basic than the orange standard invoice template, shown above. Download this template for free using the link in the header above the image. It opens in Microsoft word, allowing you to insert your logo in the top-righthand corner and add additional service rows to match how many services you provided your customer.

7. Blue Minimal Standard

blue-minimal-standard-invoice-template

The minimalist invoice template shown above caters to services that are hard to describe in individual lines of services. Using the large “Notes” tile in the center of the document, you can put the focus on the nuances of your business, so it’s clear why you’ve charged your client the price you’ve listed. Download it for free using the link in the header above the image.

8. Black and White Shipping Invoice

Black and White Shipping Invoice

Sometimes, you might just want your invoice to have a monochrome feel to it. And that’s exactly what this black and white design template offers. It’s geared mostly towards shipping invoices, but can be customized for other uses as well. Click on the header above the image to download this template. 

9. Amir Hossain

Invoice downloadable template

This simple invoice template allows you to add your logo and customize the design to match your brand colors. You also get clearly defined fields where you can enter a list of services you want to receive payment for, alongside your payment info.

You can download this template by clicking on the header above the image. 

10. Minimalist Invoice

Minimalist invoice

This template takes the basic invoice template up a notch with its minimalistic view. Whether you’re using it for personal or business use, this template helps you save time, and it allows you to assign Customer IDs that help you quickly find who needs to receive the invoice.

11. Fabio Basile

Double Invoice Sample

Business in the front. Party in the back.

This double-sided invoice sample offers an interesting twist on an otherwise standard design.

We especially love the “handcrafted for” language on the design side, which side helps to make the customer feel valued by the business they’ve worked with.

6. Front and Center

front-and-center-invoice

Put your final price to the client “front and center” using this design by Ari Krzyzek. Contact this designer using the link in the header — her project comes with matching letters and business cards. Or, simply use her concept as inspiration to create an invoice of your own.

The document makes excellent use of contrast in font color, allowing the red price to pop against the thIn black text surrounding it.

13. JPWTemplates

Photography Invoice Sample

This is a more specific invoice sample focused on billing for services — in this case: photography.

This invoice uses an actual photograph in the header to highlight the quality of its services. This is a clever idea you can leverage for multiple services such as graphic design, illustration, interior design, and so on.

If you want to personalize your invoice further, you can use a photo or design from the customer’s specific project to give it a custom look and feel.

14. Classic Designs

Classic Design Invoice Template

Here’s an example of a straightforward invoice design that details all of the critical invoice criteria — contact information, itemized purchases, payment information, and so on.

The design leverages pops of red to call out key pieces of information to make the statement feel less overwhelming.

15. Bold Stationary

Basic Invoice Sample

This invoice sample uses a split design to divide contact information and payment information. This approach is free of any distractions or fancy elements, yet it still feels carefully designed.

If your business is a bit more traditional, this sample serves as a great guide.

16. Novomatic

Novomatic Invoice Sample

This invoice sample uses various shades of yellow to chunk out different parts of the invoice into digestible sections.

This invoice also leverages the footer of the statement to point customers towards the company’s social media channels as a way to offer a lasting connection.

17. Yellow Minimalist

yellow-minimalist-invoice

There’s something about yellow that makes a document friendlier. Vibrant but unaggressive, this template emphasizes your price in large font on the bottom-righthand corner, with a yellow border to make sure it doesn’t get forgotten in a pile of other white sheets of paper on your client’s desk.

18. Victory

victory-invoice-template

This invoice template offers space for a logo on the bottom-lefthand corner, rather than the top, for professionals who want to make it clear right away that this document is a bill to be paid (hence “INVOICE” listed on the top-righthand corner).

The invoice’s midsection allows the sender to include a thorough description of each service provided — a helpful billing format if your business spanned multiple projects over a long period.

19. Soft Banner

soft-banner-invoice-template

Professional designers, here’s an invoice concept just for you. Showing your clients a colorful, brand-aligned invoice is a surefire way to get clients remembering you and rehiring you for more work. 

In this design, the centered price banner uses a soft green background to make steep costs look a bit less frightening to the customer.

20. Classic Designp

Classic Design P Invoice

Here’s another elegant invoice template to serve as inspiration for your own. The template is simple and quickly highlights how much clients are expected to pay for a product or service. 

You can also insert the “terms and conditions” of your contract in this template so you can remind customers what they signed up for when choosing your business. After all, they might be confused why you’re charging them a certain fee and may want to review the terms and conditions of their contract before reaching out for help.

21. Martin Ehrlich

Martin Ehrlich's Invoice template

One look at this invoice design from Martin Ehrlich tells you that it’s built with photographers or visual creatives in mind. 

This template comes with plenty of white spaces that make it easy to scan and identify the essential details like the supplier’s name, amount due, and the different services offered.

22. Invoice by ThemeDiviser

Invoice by themDiviser

It’s hard for clients to miss how much they owe you with this invoice template, thanks to the amount’s bold description at the top of the invoice.

Below the “total payment” is a breakdown of the services rendered, along with your contact information as well as your branding.

23. Invoice Template by Guuver

Invoice Template by Guuver

Your invoice doesn’t need to have a white background, and this template from Guuver is a perfect example. 

The template’s slightly pink background and distinct blue font — both of which are customizable — are sure to leave a lasting impression on your client’s mind.

24. Clean Word Corporate Invoice

Clean Word Corporate Invoice

This invoice template adds a modern and elegant look to the otherwise dull template standard in the corporate world. 

You can use the template on MS Word without any complications — just plug and play.

25. Invoice Template by Ariodsgn

Invoice Template by Ariodsgn

How would you like an invoice that looks like a resume? This template from Ariodsgn is the right mix of creative, modern, and professional. Perfect for making a positive first impression on your customers. 

26. Retro Invoice

Retro Invoice

Take your clients back to the ’80s with this retro invoice design. Although old-fashioned, the focus of this template remains on passing across a clear message regarding your payment information to clients.

How to Write an Invoice

Want to make your own invoice? We’ve got you covered.

Check out HubSpot’s Invoice Template Generator to create a professional invoice PDF in just a few clicks. Here’s how to use it:

  1. Click this page to visit the Invoice Template Generator.
  2. Click the dotted square on the top-righthand corner of the template to upload an image file of your logo. Or, drag and drop this image file into the square.
  3. Use the circular wrench/paintbrush icon to the left of the template to change the invoice’s color scheme.
  4. Hover your cursor over the “Item Description” section to “Add More” rows if you’re billing your client for more than one product or service.
  5. Hover your cursor over each individual field to customize details such as invoice number, company name, item quantity, and relevant notes to the recipient.
  6. When you’ve finished customizing your invoice, click “Download Now” just below the template. Your invoice will download as a PDF.

You can also download ten other invoice templates that you can customize to meet your needs, whether you’re a freelancer or a large corporation.

At the end of the day, invoices should tell clients how much they owe, what they’re paying for, and what date they need to pay by. If you’re having trouble designing an invoice, or just want to shake things up, choose one of the pre-made templates above and get started with redesigning your invoices today. 

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

Invoice Template

Categories B2B

Your Cheat Sheet to Google’s 200 (Known) Ranking Factors

If you’re an SEO, I know you can relate to the following scenario.

You do thorough keyword research and create super awesome content that ends up performing well — score!

You are riding the waves of growth in SERPs and feel like you’re on top of the world.

And the next day, there’s an algorithm update that comes along … and just like that, your rankings have tanked.

Regardless of whether an algorithm update rocks or destroys your world, they’re an inevitable occurrence. So it’s time to face the facts, and take the changes in stride.

As difficult as ranking in the coveted number one spot may seem, there is a list that’ll help you get there: Google’s 200 known ranking factors.

This list serves as our guide in a field that’s constantly evolving.

In 2006, Google declared that it was using over 200 ranking factors. While that’s certainly the most comprehensive perspective, I’ve pulled all the known ranking factors together in one post and shared my personal top 10 to make it a bit more tactical.

But before you jump in, understand that everything is arguable in SEO, and there have been some controversies concerning these “200 known ranking factors”. SEO’s often differ in their perspective on which ranking factors matter the most — or whether they’re important at all.

Nevertheless, user experience is one thing Google continually improves for their users. If you want to create more helpful content for your ideal audience, it’s worth referring to these ranking factors to improve both your SEO and your overall marketing strategy.

→ Download Now: SEO Starter Pack [Free Kit]

What is a ranking factor on Google?

Ranking factors are the criteria applied by Google (and other search engines) when evaluating pages to decide the best order of relevant results to return for a search query.

Understanding ranking factors is necessary for effective SEO. All marketers, content creators, and SEO strategists should be familiar with them — not because they’re the end-all, be-all of SEO (they’re not), but because they help create a better user experience, which ensures more leads and conversions for your business. So I would strongly recommend using these factors as a guide.

How many Google ranking factors are there?

There are over 200 ranking factors that are generally considered correct (but again, it’s debatable). Since 2006, there have been thousands of algorithm updates.

With each update, SEOs test to see what’s changed. So, some of these factors are proven, but others are just speculation.

All 200 (Known) Ranking Factors

I’ll start with a rundown of all 200 ranking factors, then go in-depth into the top ten ranking factors that, based on my experience as an SEO consultant for B2B and B2C companies, have the most impact.

Here are the top categories:

  • Domain Factors
  • Page-Level Factors
  • Site-Level Factors
  • Backlink Factors
  • User Interaction
  • Special Google Algorithm Rules
  • Brand Signals
  • On-Site Webspam Factors
  • Off-Site Webspam Factors

Domain Factors

Domain factors are all ranking factors that connect with your domain (the basic example.com version of your website), including:

  1. Your domain age
  2. Keyword in your domain
  3. Keyword is the first word in your domain
  4. Domain registration length
  5. Keyword in subdomain
  6. Domain history
  7. Penalized Whois owner
  8. Public WhoIs instead of private Whois

Page-Level Factors

Page-level factors are factors on each page that you can optimize, such as:

  1. Presence of the keyword in the title tag
  2. Having the keyword at the beginning of your title tag
  3. Keyword in your meta description tag
  4. Presence of the keyword in the H1 tag
  5. Keyword is frequently used in the content
  6. Content length
  7. Word count rankings
  8. Presence of a linked table of contents
  9. Keyword density
  10. Presence of semantically related keywords
  11. Semantically related keyword in meta title and description
  12. In-depth quality content
  13. Useful content
  14. Page loading speed via HTML
  15. Page loading speed tested on Chrome
  16. Core web vitals
  17. No duplicate content on the same site
  18. Image optimization through ALT, title, and  file name
  19. Content recency (the newer, the better)
  20. Page age
  21. How many edits were made to the content during updates
  22. Historical data on page updates
  23. Proper use of rel=canonical
  24. Presence of keyword in H2 and H3 tags
  25. Presence of keyword in the first 100 words
  26. Grammar and spelling
  27. Originality of the page’s content
  28. Entity match
  29. Number of outbound links
  30. Mobile useability and optimization
  31. Hidden content on mobile (may not be indexed)
  32. Page optimized for mobile
  33. Presence of multimedia, for example, images and videos
  34. Number of outbound links
  35. The quality of outbound links
  36. Theme of outbound links
  37. Presence of helpful supplementary content, like free tools and calculators
  38. Content hidden behind tabs (it may not be indexed and wouldn’t show up in search snippets)
  39. Number of internal links pointing to the page
  40. Quality of the internal links
  41. Presence of too many broken links (could lower ranking capabilities)
  42. The reading level of the page
  43. Presence of many affiliate links
  44. Presence of many HTML errors
  45. Authority/trust-level of the domain
  46. Authority/trust level of the page
  47. PageRank
  48. Length of URL
  49. Closeness of URL to the homepage
  50. Presence of keyword in URL
  51. Opinion of human editors
  52. Relevance of page’s category to page
  53. Content formatting for user-friendliness and readability
  54. Priority of the page in the sitemap.xml
  55. UX signal from pages ranking for the same keyword
  56. Citing references and sources
  57. Use of a user-friendly layout
  58. URL string in Google search engine results
  59. Internal link anchor text to the page
  60. Use of structured data

Site-level factors

Site-level factors go above the page level and take a look at things on the entire site. They include:

  1. Presence of a contact us page or appropriate amount of contact information
  2. Content on site provides value or new insights
  3. TrustRank (how close your site is to a known and trusted site in terms of linking)
  4. Website updates for freshness factor
  5. Site architecture
  6. Presence of a sitemap
  7. Long-term site downtime
  8. Location of server
  9. HTTPs / use of a valid SSL certificate
  10. Presence of legal pages (terms and conditions and privacy policy)
  11. Unique metadata
  12. Use of breadcrumb markup
  13. Site-wide mobile optimization
  14. Site-wide user-friendliness (usability and interactiveness)
  15. Bounce rate
  16. Domain authority
  17. User reviews
  18. Site reputation

Backlink factors

Backlink factors look at the sites that are linking to you to determine where to rank your page. Sites with better quality sites linking to them tend to be higher in rankings when they have quality content. The backlink factors are as follows:

  1. Age of linking domain
  2. Number of referring domains
  3. Number of links from separate c-class IPs
  4. Number of referring pages
  5. Anchor text of backlinks
  6. ALT tag of image links
  7. Number of links from .edu and .gov domains
  8. Trust factor of linking page
  9. Trust factor of linking domain
  10. Presence of links from competitors
  11. Number of links from expected sites in your industry
  12. Links from bad neighborhoods
  13. Number of links that are not from ads
  14. Country TLD of referring domains
  15. Domain authority
  16. Presence of some nofollow links
  17. Diversity of link profile
  18. Context of content the content of linking page
  19. Presence of more follow links that sponsored or UGC
  20. Lots of backlinks to URL with 301 redirects
  21. The text that appears when you hover over a link
  22. Link location on page
  23. Location of link in content
  24. Links from relevant domains
  25. Links from relevant pages
  26. Presence of your page’s keyword in the title of the linking page
  27. Natural rate of growth in number of links
  28. Spiky and unnatural rate of growth in number of links
  29. Links from top resources on a certain topic or hubs
  30. Number of links from sites that are considered authority sites
  31. Linked as a source in a Wikipedia article
  32. Words around your backlinks
  33. Backlink age
  34. Links from real sites vs fake blogs
  35. Natural link profile
  36. Excessive reciprocal links
  37. Links in real content vs. UGC
  38. Backlinks from a page with a 301 redirect
  39. TrustRank of linking site
  40. Fewer outbound links on linking page
  41. Links in real content vs links in forums
  42. Word count of linking content
  43. Quality of linking content
  44. Sitewide links = one link

User Interaction

Google  always emphasizes in their update announcements how important it is to provide an excellent user experience to website visitors. These factors measure user interaction to rank your page accordingly, including:

  1. Organic click through rate for exact keyword
  2. Organic click through rates for all ranking keywords
  3. Dwell time
  4. Bounce rate
  5. Measurement of how users interact on your site based on RankBrain
  6. Total direct traffic
  7. Percentage of repeat visitors
  8. Blocked sites
  9. Percentage of visitors that click on other pages on the SERP after clicking visiting your page
  10. Page frequently bookmarked by Chrome users
  11. Number of comments on page

Special Google Algorithm Rules

Some Google Algorithm rules are not directly connected to your page or domain. They include factors that look at personalizing search results for the user or better search results as a whole. Here are some of them:

  1. Need for diversity in the SERP
  2. Need for freshness in the SERP
  3. Browsing history of user
  4. Search history of user
  5. Succinct answers, formatting, page authority and HTTPS for featured snippets
  6. Geo-targeting
  7. Adult content or curse words (excluded from safe search results)
  8. High content quality standards for YMYL keywords
  9. Legitimate DMCA complaints
  10. Need for domain diversity in SERP
  11. Transactional searches
  12. Local search results
  13. Presence of news stories related to keyword for Top Stories box
  14. Search intent
  15. Presence of big brands with relevant content (they are often ranked higher)
  16. Presence of results optimized for Google Shopping
  17. Image results
  18. Branded search
  19. Easter eggs and April Fools’ Day jokes and hoaxes from Google (this one makes me laugh)
  20. Spammy queries
  21. Spammy sites

Brand Signals

How great is your branding strategy in terms of SEO? If you haven’t taken care of your brand mentions and brand all over the internet, you need to start now. Because there are some serious ranking factors related to your brand:

  1. Brand + keyword searches (for example, Hubspot SEO)
  2. Branded anchor text
  3. Twitter profile with followers
  4. Official LinkedIn page
  5. Facebook page with lots of likes
  6. Branded searches
  7. Known author or verified online profile
  8. Real social media accounts
  9. Top stories with brand mentions
  10. Brand mentions without links
  11. Physical location of offices

On-site Web

To rank high on search engine results, you need to ensure your site isn’t spammy and doesn’t look spammy – as with many things in life, looks play a role in how we’re perceived. Here are some factors around that:

  1. Low-quality content
  2. Links to bad neighborhoods
  3. Multiple and sneaky redirects
  4. Flagged server IP address
  5. Distracting ads and popups
  6. Popups that are spammy and difficult to close
  7. Over-optimizing the site
  8. Gibberish content
  9. Use of doorway pages
  10. Lots of ads above the fold and not much content
  11. Hiding affiliate links
  12. Low-value content sites
  13. Affiliate sites
  14. Keyword stuffing in meta tags
  15. Compute generated content
  16. Nofollowing all outbound links

Off-site Webspam Factors

The Off-site webspam factors affect spam based on what’s done outside your website that connects with your website. They include:

  1. Unnatural and sudden increase in backlinks
  2. Hacked site
  3. Lots of low-quality backlinks
  4. High percentage of links from unrelated websites
  5. Low-quality directory links
  6. Automatic links in widgets
  7. Links from sites with the same server IP
  8. Using “poison” in your anchor text
  9. Ignored manual actions in search console
  10. Selling links
  11. Temporary link schemes

Phew, we made it! Even though this list might seem overwhelming, I’ve condensed it to my top 10 to make things a bit more palatable.

Top 10 Google Ranking Factors

Before we go into my top 10 Google ranking factors, keep this in mind: everything is debatable in SEO. While several SEO experts might accept these 10 factors as their top ranking factors as well, other SEOs might disagree. But for me, these are what I’ve found to be most important.

I chose my top 10 based on what I’ve seen improves the user experience, optimizes conversion rates, signals trustworthiness, ranks well, brings in high amounts of organic monthly traffic, and promotes customer retention and loyalty. Let’s dive in.

1. Content that provides valuable and unique insights.

As mentioned above, Google has always emphasized quality content. Providing content that provides value and unique insights not found on every other website can improve your ranking simply because your audience enjoys it.

To do this:

  • Ensure you are the subject expert in what you are writing about or that you understand that topic in-depth according to research.
  • Hire subject experts to write your content.
  • Provide factual information that informs your audience about the questions that are the most important to them.
  • Don’t write fluff.

2. Content that covers a topic in-depth.

Want to rank on the first page? Stop writing thin content. Research has proven time and time again that content that covers all areas, whether long or short form, tends to do better in search results. Here’s what to do:

  • Study your competitors’ content and write about what they missed.
  • Cover all relevant areas and answer all questions that readers might have.
  • Make the text readable by adding elements like images, a clickable table of contents, jump links, and CTAs to relevant information.

3. Organic click-through rates.

Your organic click through rate helps Google understand whether people like your content or not. If more people are clicking on your post in the SERP, Google will believe your content is more relevant to that keyword and rank you higher for it.

You need to write a convincing meta title and description to improve your organic click-through rate. Here are tips for writing the best meta title and description:

  • Use power words.
  • Ensure your keyword is visible in the meta title.
  • Keep your meta title under 62 characters.
  • Keep your meta description at about 150 characters.
  • Your meta description should be helpful to readers (use it to show them how they benefit from reading your content).

Note that to get to a point where you can improve organic click through rate, you should have all other SEO factors in place for higher rankings. I mean anyways, if you are in the 100th position, most people wouldn’t see your page to begin with.

4. Keywords in H1.

The H1 is an indication of what your content is about. So, include your keyword in your H1. Be careful, though; some SEOs say that using the same sentence in your H1 and meta title is an indication that you are keyword stuffing. So, you might want to spice it up a bit while still ensuring that your keyword is present. Do this in combination with all on-page optimization (meta data, URL, other headings).

5. The content’s length.

Content length is one thing that several people debate about when it comes to SEO. Some believe an upward of 2000 words should be the standard. However, that shouldn’t always be the case. Sure, long-form content seems to get the most backlinks, but it’s crucial that you write long-form only when you need that to cover the entire topic.

It’s also a best practice to check what your competitors have because that can be an indicator of quality content. If all competitors have between 2000-4000 words and you write 200 words, you will likely not rank high for that term.

6. Website domain authority.

Domain Authority (DA) is not a ranking factor despite what many say, and the simple reason is: Google didn’t create it. When asked if it is a signal, John Mueller replied, “…it’s a tool by Moz”.

But from my perspective, it’s good to keep in mind because Moz uses particular signals to create that score (and other tools like SEMrush and Arel=” noopener” target=”_blank” hrefs) that are similar to Google’s ranking factors.

When more trusted sites are linking to yours and you have content that ranks well, that is an indicator that you should be trusted, which in turn increases your rankings even further – all of which plays into DA. So in a nutshell, you might want to focus on growing your DA even if Google doesn’t confirm it.

7. Total number of backlinks from relevant sources.

The total number of your backlinks and referring domains are important, but only when they are from relevant sources. In February 2021, John Mueller commented about the importance of link relevance and that you can build many backlinks, but Google will ignore them if they are not relevant.

Rather than focusing on building millions of backlinks, focus on more relevant and quality backlinks.

8. Page loading speed via HTML.

Last year, Google announced that core web vitals would become a ranking signal and it’s planned to launch in mid-June. Core web vitals is a part of PageSpeed, and page speed affects user experience.

If your site is too slow to load or slow to interact with, Google is more likely to reduce your rankings, especially when your competitors have fast site speed and great content.

9. Mobile usability.

User experience is key for SEO success and users are increasingly accessing your website via mobile. That’s why Google sends constant mobile-friendliness notifications in Search Console when it sees that your site isn’t responsive.

If you want to score points with Google and, more importantly, your users, work on your mobile usability.

10. Over-optimization.

Don’t overdo it — this serves as a reminder that you must prioritize optimizing for humans, not the algorithm. When you over-optimize your pages, Google sees that you’re trying too hard and might believe you are trying to game the system. If that happens, you get penalized.

Here are other important ranking factors that didn’t make the top 10 cut, but you should make sure to work on as well:

  1. Quality of internal links pointing to page
  2. Site architecture
  3. Site usability
  4. Contextual links
  5. Outbound link quality
  6. Dwell time
  7. Branded searches
  8. Image alt text

That’s all, folks!

You’ve now gotten to know the 200 known ranking factors and my preferred top 10. Use this article as a guide, not as hard rules. I’m not Google and only Google can confirm what the exact ranking factors are. Most of this data is from what I have seen from working with several websites over the years.

Remember, user experience is key, so continually optimize for your target audience, and you will be duly rewarded.

SEO Starter Pack

Categories B2B

5 Ways to Add a Personal Touch to Your Sales Email

In a lot of ways, technology has made it easier to reach potential customers. Automated email marketing allows you to speak to an entire database of contacts with just the touch of a button. And while email has proven to be significantly more efficient at converting customers than social media, your potential customers’ inboxes are getting fuller every day. 

Download Now: 25 Proven Sales Email Templates [Free Access]

We’ve reached the point where most consumers can smell a sales email a mile away and will delete it within seconds. They expect that if they open it, they’ll be subjected to blanket messaging, “talking at you” verbiage, and generic content. Usually, they’re right. One-size-fits-all emails are not helping your business, and they may actually be hurting it. 

As a salesperson, you understand that getting to know your customers and building relationships with them is still the best way to close a deal. While more and more relationships are being forged from behind a screen, the need to create a connection is more important than ever. The question becomes, how can you leverage the power of technology and build a relationship with your customer?

Adding a personal touch to your emails will set you apart from your competitors and help you stand out in a sea of sameness. A few minutes of research and personalization can create an entirely new playing field for you. There are a number of ways to achieve this with your sales emails, but before we discuss those, let’s get into some of the benefits of adding a personal touch.

Benefits of Personalization

Imagine if you walked into a car dealership and were greeted by a robot who referred to you as “Dear Customer” and determined which car was best for you (and everyone else) before asking you what you were looking for. You’d probably run — not walk — out of that dealership. 

Yet, we do that every day with generic sales emails. 

Adding a personal touch to your emails will help you:

Build Rapport

Personalized emails allow you to connect with your potential customers and see them as actual people. That connection will encourage them to do business with you and stay loyal to you. 

Build Trust 

Consumers want to feel like you understand their pain. A generic email blast, sent out to hundreds or thousands of people, doesn’t target their individual struggles. However, seeing a personalized email that addresses their specific challenges and offers hope of a solution builds their trust in your brand. 

Make Customers Feel Like You’re Speaking to Them

Every industry has its own lingo for the problems they solve. Unfortunately, this isn’t necessarily the verbiage that will resonate with a potential customer. Getting to know your consumers better and then using personalization helps you speak directly to them. 

Keep Customers Happy

By and large, customers are less receptive to and flat-out irritated by emails that aren’t personalized — and the last thing you want to do in a sales email is irritate your audience. Providing customization and personalization makes consumers happy, so always try to find ways to incorporate those kinds of elements. 

Improve Open, Sales, and Conversion Rates

When consumers know that you understand their problems and reliably send relevant content, they come to feel personally connected to your company — a feeling that makes them more inclined to open your emails and, in turn, do business with you. 

Ideas for Personalization

There are a number of different approaches when it comes to adding a personal touch to your sales emails. Here are some of the most effective ones. 

1. Start with a strong template. 

It may sound counterintuitive, but beginning with a template will free up your time to do your research on your potential customers. Remember, this is just a starting point. You’ll be customizing sections and altering words to fit your audience. You can find a variety of sales email templates from Hubspot to help you get started.

2. Send them content they actually want.

Sending your potential (and existing) customers content is an excellent way to stay top-of-mind and establish yourself as a thought leader in your space. However, no one wants to be inundated with information that they don’t find necessary or applicable. Base the content you send off what your customers actually want. 

Icebreaker by UpContent is an integration application that allows you to re-engage your prospects when the conversation has died down. By sending them third-party content that has already been curated by your team, you can jumpstart the conversation and continue the relationship. This content is relevant to your organization and to your customer and already approved for distribution. 

3. Personalize offers and product recommendations.

It might go without saying, but every customer is unique, and their problems require at least somewhat individualized solutions. As you learn more about your customers, use this information to make personalized recommendations that fit their needs rather than yours

4. Show appreciation. 

Sales emails shouldn’t just be about sales. Once you’ve established a relationship with a customer, you need to cultivate it. Send them a welcome email when they become a customer, celebrate milestones in their life and in your relationship, and wish them a happy birthday. These emails keep you fresh in their minds without being intrusive or annoying. 

5. Put an end to cold calling.

There are very few salespeople in the world that actually enjoy making a cold call. Those that do know that you need to create a connection early on by starting a conversation about something other than the product you’re selling. 

The same goes for emails. Reaching out to people in your database — even if they’ve signed up for a free offer — is pretty much still cold calling. Co-Pilot is an app that integrates conversation starters such as local weather, local news, and upcoming local holidays into your contact records. This provides you with a starting point to break the ice and personalize your emails to create a better connection. 

Whether you utilize the technology available to you or not, real human connection will always be the best sales tactic. Connecting with potential and existing customers will allow you to build rapport, build trust, and make your customers feel appreciated so they keep coming back. Adding a personal touch to your sales emails is easy and essential to creating loyal, happy customers.  

sales email templates

Categories B2B

Where Do Shoppers Research Products on Social Media? We Asked 300 Consumers

In 2020, 42% of people used social media channels for product research.

With younger generations getting more and more connected to social media, the amount of product research done on these platforms is likely to grow. In fact, 16 to 24-year-olds already conduct more product research on social than on search engines.

Throughout the past few years, social media channels have embraced their new role as product research channels, devoting certain areas or features of their platforms to showcasing brands and products.

For example, Facebook Ads is considered an alternative to Google Ads, YouTube is a go-to site for learning about new products (and how to use them), Instagram offers Shoppable posts, and Reddit users regularly participate in discussion threads about products and brands. And let’s not forget Pinterest, which continues to position itself as a tool for advertisers by improving its ad software.

With all the social media platforms and product marketing opportunities out there, it might be hard to drill down which platforms are key to your marketing strategy.

By now, you might be on all the major social media platforms. But, as they expand and evolve, you might still wonder which you should focus your time and efforts on if you’re selling a physical product. To determine this, it helps to find out which social channels your specific audience is using, and then create strategies that meet them where they are on their preferred platforms.

To learn more about the social networks people prefer to surf for product research, I conducted a poll of 304 people using Lucid Software.

Download Now: HubSpot's Annual State of Marketing Report

Why is shopper research important?

Shopper research is critical for a better understanding of the customer journey from initial searches to website visits and eventual purchases. The advent of digital- and mobile-first interactions has made this research even more important as the customer journey now includes multiple paths and touchpoints from start to finish.

For example, prospective buyers might hear about your brand from a friend, do their research on social media, and then interact with your ecommerce store through their mobile device. Understanding all touchpoints along this journey can help companies create more seamless and streamlined experiences for consumers and increase overall ROI.

Shopper Insights Reveal Social Media Research Habits

Shopper Insights reveal social media research habits

Source: Lucid Software

At first glance, the survey data seems simple: Facebook is far and away the market leader when it comes to product research and eventual purchasing, followed by YouTube.

But that’s not the whole story. Part of the reason Facebook and YouTube rank so highly is because of their installed user base — for example, Facebook has three times the user base of Instagram, despite being owned by the same company.

It’s also worth noting that while Facebook marketing appeals to a broader audience, volume alone doesn’t guarantee conversion. Users on Pinterest and Reddit tend to be much more engaged with their social community — meaning that if your brand can capture their attention you can create substantive consumer loyalty. LinkedIn, meanwhile, relies on authenticity and authority to inspire confidence, while Twitter is all about what’s trending right now.

Here’s a breakdown of the data:

  • Facebook: 51%, 155 people
  • YouTube: 30%, 91 people
  • Instagram: 6%, 18 people
  • Pinterest: 6%, 18 people
  • Reddit: 4%, 12 people
  • LinkedIn: 2%, 6 people
  • Twitter: 1%, 3 people

Facebook

Facebook has a whopping 2.7 billion active daily users and has been around since the early 2000s. Its audience includes multiple age groups and spans the globe, making it a solid place for most brands to market themselves.

When it comes to marketing your product, you have many free and paid options on Facebook. Here are a few examples of each.

Free Promotion

By now, you probably know that any company can create a Facebook Business Page. Once you create a business page, you can share posts about your products and offerings. If you have happy customers, you can even ask them to review your business on Facebook so prospects researching you can see how you’ve pleased your customers in the past.

Aside from creating a page to highlight your brand, you can also post your products in Facebook’s Marketplace. Marketplace listings can include product shots, pricing, product specifications, and purchasing information. Although individual users often use the Marketplace to sell items they no longer want to other people, Facebook Business pages are also eligible to use this feature.

You should also consider talking about your products or offerings on Facebook Stories. This might take a little extra effort because it will require you to film or create content in the Story format, but it can help you better connect with prospective buyers who want a better sense of what your brand is about.

Paid Promotion

Because Facebook’s feed algorithmically favors posts from individual accounts over businesses, you might decide that you want to put money into Facebook Ads.

Facebook Ads has a solid track record. It’s estimated that 10 million businesses were advertising on the platform in 2021.

With Facebook Ads, you can create advertisements with a certain goal in mind, such as conversions or in-store foot traffic. The detailed ads software also allows you to target specific audience demographics.

As a Facebook advertiser, you can either promote a post you’ve already created to ensure that it shows up on feeds of users in your demographic, or you can create native ads that might show up in feeds or on Facebook’s sidebars. While promoted posts look like an average post with a simple tag stating they’re promoted, the native ads look more like traditional ads to make it clear to users that the content they’re seeing is paid for.

If you want to launch video-based ads, Facebook also allows you to promote video content or buy in-stream ad placements that appear in Facebook Live videos or longer videos that other users have uploaded.

Facebook ads example

YouTube

If how-tos or video tutorials are part of your content marketing strategy. YouTube will be a natural fit for your brand. This is because YouTube users are three times more likely to prefer watching a YouTube tutorial video compared to reading the product’s instructions.

More and more companies are taking notice of YouTube’s product marketing opportunities. It makes sense, since 70% of viewers say they’ve made a purchase after seeing a brand on YouTube.

With a branded YouTube channel, you can publish video content such as demos, tutorials, or customer testimonial videos that give insightful details about why your product is valuable. By filming your own videos, you can insure that you’re highlighting all the great aspects of your product that make it stand out from its competitors.

Alternatively, if you don’t have time to create your own videos, sponsoring an influencer’s content, tutorial, or review related to your product allows you to tap into that content creator’s audience as they tell their followers more about your offerings.

Aside from creating your own account or hiring an influencer to give a review or tutorial, you could also consider paid advertisements. YouTube offers a few ad styles including TrueView, Preroll, and Bumpers.

These ads allow you to submit a short video ad to YouTube which is then placed at the beginning or in the middle of videos with metrics and demographics that match your brand’s target. To learn the ins and outs of setting up an ad and determining which style is right for you, check out this guide.

YouTube Paid Ad Example

Instagram

Although Instagram ranked in third place in the poll above, you shouldn’t disregard it especially if you’re targeting Gen-Z or millennials who make up the platform’s primary audience.

For years, Instagram’s visual layout has made it a hot spot for influencer marketing. Influencers regularly post sponsored photos and videos about their experiences with products. Like YouTube, these influencers also regularly publish video posts or Stories that present tutorials, reviews, and unboxings related to a product.

Aside from influencer marketing, many brands also promote their products on Instagram Stories, Instagram Live, and through standard video or photo posts on Instagram Feed.

Here’s an example where Kylie Jenner, the CEO and Founder of Kylie Cosmetics, films a Story-based product tutorial for her company’s Instagram account:

Kylie Jenner promotes KylieCosmetics on the brand's Instagram Stories

Along with free strategies, Instagram now offers Shoppable posts. With Shoppable posts, you can promote a product in an Instagram post that links to your Facebook Catalog. Here’s an example of what a Shoppable Post looks like:

A necklace is shown in an Instagram Shoppable post

To be eligible for Shoppable posts, you must have an Instagram Business page that’s linked to a Facebook Catalog. This feature is also only for businesses selling physical goods.

Here’s a blog post that goes into detail about how to use and optimize Shoppable posts.

Pinterest

Pinterest encourages people to pin image-based posts that inspire them to digital boards, mimicking the process of creating a physical inspiration board.

Because people come to this platform to be inspired to do something, such as travel or home decorating, they might find themselves pinning all sorts of product-oriented images to a themed board. For example, someone who wants to redecorate their office might create an “Office Inspiration” board and pin photos of furniture or decorative items that they’d like to buy.

Here’s an example of what these boards look like:

Office Inspiration Pinterest Board showing various office products

To make it easier for people to find your products, you could consider starting a Pinterest account and making a few boards to highlight your products. For example, if you’re marketing a travel company, you could make a board for each country that you offer packages to. On each board, you could place images of trip activities that link to your website.

Then, if someone is trying to plan a trip to a country you sell a package for, they might come across one of your posts and pin it to their own “Travel Inspiration” board.

To give you a real-world example of how brands use Pinterest, below is a Wedding Registry board created by Target which features images of products that a bride and groom might want to add to their gift registry.

Target products presented in Target's own Wedding Registry Ideas Pinterest Board

Each of Target’s pinned images links to the company website so users can share the pin on their own Pinterest board, or click straight through the post to buy or register the product.

If you have an advertising budget, you can also consider launching pay-per-click ads on Pinterest. Pinterest Ads enables your posts to be seen by people in a specific demographic that matches your own. The platform also allows you to A/B test photos and target ads to Pinterest users on your contact lists.

Want to learn more about Pinterest Ads and effective experiments to run? Check out this blog post from a PPC and Pinterest expert.

Reddit

Reddit encourages users to create discussion threads in themed online communities, called subreddits. As the platform has evolved, many users have created both threads and subreddits devoted to talking about products, like fast-food restaurants or video games.

Below is an example of a subreddit, or online community, that Reddit users created to talk about all things related to Xbox One.

XboxOne Subreddit discussions on Reddit

However, because comments with promotional language in them often get downvoted or buried in feeds by more engaging Reddit threads, you’ll need to be creative if you want to engage with audiences on this platform.

While you might want to keep an eye on Reddit or experiment with it, don’t put all of your time and resources into it at least right now. As it evolves, the platform may become an easier platform to market your brand on, but at the moment, Reddit marketing strategies still require more brainstorming and time than tactics on other social platforms.

Although this platform has been called one of the “trickiest” for marketers to crack, some bigger brands have figured out how to reach the platform’s discussion-oriented users.

For example, some brands will create subreddits related to their product, while others will interact by commenting on threads related to their industry.

Aside from creating content for free on Reddit, you can alternatively pay into sponsored posts or ads, similarly to Facebook or Twitter. These ads will appear in a user’s feed or as a promoted comment in a thread or subreddit.

To learn more about the ins and outs of Reddit marketing, click here for tips and examples of how other brands have cultivated the platform.

LinkedIn

LinkedIn’s platform, which emphasizes networking and career-related chatter, might be well-suited for product marketing in B2B, academic, or professional industries. People who do product research on this platform might be looking for a service, tool, or software that can either escalate their careers or make their workdays easier.

If you’re marketing products like software, online courses, business-related publications, or anything that can help a professional or student do their job better, LinkedIn will be a great fit for you. However, if you sell more general, consumer-facing products like makeup or home decorations, you might want to put more marketing effort into other platforms on this list like Facebook or Instagram.

While the professional nature of LinkedIn and its audience might not be suited for all brands, the platform still offers a variety of opportunities for brands to leverage it. For example, research shows that 80% of B2B leads come straight from LinkedIn.

LinkedIn is very similar to Facebook in that you can post about your product or service for free, or purchase ads or post promotion to get information about your business front and center on feeds. To see a few great ad examples, check out this post.

LinkedIn Course Offering

Image Source

Twitter

Twitter has approximately 200 million daily users from a variety of backgrounds, geographic locations, and industries. Its broad demographic might provide solid marketing opportunities to many different types of businesses. Because of its broad user base, you might want to create an account on Twitter and post regularly for brand awareness.

If you’re interested in video marketing, you can also experiment with Twitter’s live video feature and use it to film a tutorial or Q&A related to your product.

Aside from posting about your product for free, you can also pay into targeted ads or promoted tweets. Twitter claims that its advertising ROI is 40% higher than some other social channels.

While the ROI of Twitter advertising and its user base sounds promising, you might be wondering why it ranked so low on the poll shown above.

Ultimately, what might make Twitter rank last is its trend-oriented nature. The platform encourages people to connect with each other and post tweets or comments about current events, trending hashtags, or their thoughts on other specific topics.

Brands and product discussion are both prevalent on the platform, but users might go to Twitter to learn more about what’s going on in the world, rather than new products. When people are asked to pick which platform they do the most product research on, it’s not surprising that Facebook or YouTube might seem like a more obvious choice than Twitter.

While you should be on Twitter due to its sheer user base and advertising ROI, you’ll want to keep its audience’s need to stay trendy and informed in mind as you’re creating posts and advertisements for the platform. This might help you make social content that both engages these audiences while still weaving in information about how valuable your product is.

Twitter Product Marketing

Identifying the Right Platforms for Product Marketing

While running ads and product promotions on any social platform can help drive conversion, it’s a good idea to focus on platforms with audiences that already align well with your brand.

For example, broader audiences are actively looking for products or researching brands on Facebook, Instagram, YouTube, and Pinterest while Reddit and Twitter users tend to be more trend-focused. Similarly, if you’re marketing a B2B company, you might see a better ROI from ads on a professional network like LinkedIn than ads on a more consumer-friendly platform like Instagram.

Use the information provided above, and start leveraging social media for lead conversion and product marketing.

state of marketing

Categories B2B

The State of Content Marketing in 2021 [Stats & Trends to Watch]

Content marketing is the process of planning, creating, and sharing content with your target audience. It helps you generate brand awareness, convince customers to take action, and drive revenue.

There are various types of content marketing, like social media and blogs, but new trends and techniques emerge every year that change the ways businesses reach their audiences.

As a marketer, it’s essential to know what your competitors are focusing on, so you can create a strategy and stand out from the crowd. In this post, discover important stats to know about the state of content marketing in 2021 and trends to look out for throughout the year.

Download Now: State of Marketing in 2021 Report

Content Marketing Stats to Know

  • 47% of buyers view three to five pieces of content before engaging with a sales rep.
  • 82% of marketers report actively using content marketing in 2021, up 70% from last year.
  • Marketers’ primary goals for running marketing campaigns are brand awareness, increasing sales, and increasing engagement.
  • Video is the most commonly used form of content marketing, overtaking blogs and infographics.
  • Google’s search algorithms are trying to transcend text to images, voice/podcasts, and videos.
  • The top technologies used by B2B organizations to supplement content marketing are analytics tools, social media publishing, and email marketing software.
  • The top three organic content distribution channels for B2B marketers are social media channels, email, and website.

Content Marketing Trends to Watch in 2021

1. Video takes center stage.

Media uploads increased by 80% YoY in 2020, as consumers spent most of their time at home passing time by watching content. Consumers watched 12.2 billion minutes of video in 2020 (as shown in the image below), equivalent to 23,211 years of content.

graphic displaying how consumer video consumption has increased from 2016 to 2020

Image Source

As a result of this changing consumer behavior, video is now the primary form of media used within any content strategy, taking center stage for the second year in a row.

graph displaying that video is the primary form of media used in content strategies in 2021

Image Source

As video consumption is now such an integral part of a consumer’s journey, HubSpot Senior Copywriter and Brand Campaigns Manager Alicia Collins and Senior Motion Designer Megan Conley say, “This [consumer behavior] also indicates that video can be used throughout all parts of the flywheel…businesses have historically used it as a means of introducing their brand and product or service offerings. But that’s not the case anymore.”

The videos you decide to create and the places you choose to share it can depend entirely on your individual business needs. Some businesses are opting for shorter form videos on TikTok to raise brand awareness, as National Geographic has done in the video below.

@natgeo

“How to photograph the night sky” with the expert himself! 📸🌌 #NatGeoTikTok #Photography #LearnOnTikTok

♬ original sound – National Geographic

 

Wistia found that long-form video is becoming more popular, making way for extended video length, as Patagonia has done in the video below.

 

2. Leveraging multimedia whenever possible.

In addition to video, it’s an increasingly popular strategy to incorporate multimedia into content whenever possible. Jason Lapp, President and COO of Beautiful.ai, says, “Video and photo-heavy social platforms have narrowed attention spans globally, forcing marketers to come up with new ways to break up text and increase content comprehension.”

Lapp adds, “Inserting multimedia — such as video clips and interactive slides — into text-heavy content will become a more popular way of engaging audiences and allowing readers to process material more easily.”

The gif below is an example of a blog post that has used an interactive video to further explain instructions given in the text.

363c83db48a16f8a6e8a01a960f69038

Image Source

3. Strategic SEO tactics.

In 2020, HubSpot VP of Marketing Matthew Howells-Barby said he wanted to see the number of marketers actively investing in SEO go up. His wish came true — 69% of marketers in 2021 report investing in SEO, up 5% just from 2020.

Marketers are making these investments to create tailored experiences for website users. However, the shift in 2021 is less about SEO optimization in general but instead focused on “Capturing niche and long-tail keywords and creating content that’s more engaging than all the ‘Ultimate Guides,’ and ‘Top 55,’ lists,” says Brooklin Nash, head of content at Sales Hacker.

Businesses are looking for a way to simply appear in SERPs and create in-depth content that is unique, valuable, and different from what competitors offer on those same result pages. 71% of marketers support Nash’s assertion, reporting that their business’ 2021 tactic for SEO is capturing strategic keywords.

4. Podcasting will grow immensely.

A content marketing trend to watch in 2021 is the rise of podcasts. Consider the following statistics:

  • In October 2020, there were 34 million podcast episodes and over 1.5 million active shows.
  • In under three years, podcast listening in the United States has increased by more than 60%.
  • Big-name companies like Apple and Spotify are increasing their investments in podcasts and audio platforms.
  • The podcast market is expected to reach more than 2 billion by 2023, meaning that marketers are preparing to devote significant time and money to the channel.

So, why are podcasts so popular with consumers? Firstly, there is something for everyone. With 72,000 new episodes per day (as shown in the graph below), the likelihood of finding an episode that appeals to their interests is incredibly high, whether it’s a mystery tale or a real-life story about how their favorite business was built.

 

Second, podcasts feel like a conversation between the hosts and the listener. Rather than being talked at, listeners feel they’re being talked to and walked through the content in a more natural, human manner.

Businesses are investing in podcasts because they bring significant benefits: “Podcasts have the ability to drive real results and pay off in terms of leads and revenue,” says Zachary Bellinger, CRO at Casted. In fact, 53% of podcast listeners actually enjoy hearing ads during their listening experience, and 61% of consumers who hear these ads on a podcast were more likely to purchase a featured product, helping drive business revenue.

Holly Shannon, Producer and Host of the Culture Factor 2.0, says that podcasting is also a great way to use content to establish your business as a source of industry authority: “It can highlight you and your team as thought leaders. This allows you to speak authentically and bring your value to the table for all to hear globally.”

Featured Resource: How to Start a Podcast for Your Business

Learn everything you need to create, record, launch, and promote your podcast.

how to start a podcast guide cover photo

Download This Free Guide

5. Content personalization.

Craig Davis, Former Chief Creative Officer at J. Walter Thompson, says, “We need to stop interrupting what people are interested in and be what people are interested in.”

A focus for marketers in 2021 is sharing content with consumers that is contextually relevant to their interests and shown to them at the right time. This means that you study your audience’s likes, needs, and desires and share content that you know will speak to them. In turn, you’ll build brand loyalty, drive conversions, and generate revenue.

An example of leveraging this trend is studying user behavior on your website. If you notice that a browser lingers on specific product pages and places an item in their cart, lead them to those pages or products the next time they visit your site.

6. Valuable content trumps the quantity of content.

As businesses pivoted to entirely digital experiences in 2020, it became more important than ever to provide valuable content to consumers. This trend arises because, as consumers spent more and more time online, they see everything. If you post three Instagram stories per day and your competitors only posted one, what does it matter if your content didn’t provide your audience with any sort of value?

“Never before has ensuring your audience obtains true value from your brand meant so much,” says Kelly Hendrickson, Social Media Marketing Manager at HubSpot. For example, suppose your content marketing strategy focuses on your social media channels. In that case, you worry less about posting multiple times per day but instead about ensuring that the content you do share provides genuine value to your customers.

Lab Muffin Beauty Science, Michelle Wong’s YouTube channel, follows this strategy. She only posts once per week, and when she does, the videos are long-form, valuable pieces of content that teach her audience about something relevant to their interests.

Lab Muffin Beauty Science youtube channel video list screen

Image Source

7. Hosting virtual events and webinars.

A webinar is a video presentation, seminar, lecture, or workshop delivered to an audience digitally. Despite once being declared outdated, webinars have become extremely popular over the past year, again credited to COVID-19 health and safety regulations:

  • Webinar platform BrightTalk reported a 76% increase in virtual events between March and June of 2020
  • ON24 saw a 167% YoY increase in usage of their webinar tool.

Attending events digitally allowed consumers to continue to interact with their favorite businesses and continue to derive value from presenters and industry leaders. As safety restrictions are lifted, webinars and virtual events are still here to stay — the global webinar market is expected to reach 800 million by 2023, up 253 million from 2015.

The new ‘work from home’ model makes this possible because of the convenience of attending an event from wherever a consumer is located. Plus, the added bonus of being able to access content on-demand if they are recorded and shared.

HubSpot’s yearly INBOUND conference is usually an in-person event, but it has been virtual for the past two years. Although health and safety restrictions in the United States are being rolled back, this event will still be a fulfilling, three-day virtual immersive experience.

HubSpot inbound 2021 conference website homepage featuring event attendees sitting in the audience

Image Source

8. Repurposing existing high-value content.

As mentioned above, COVID-19 has pushed marketers towards prioritizing providing valuable content over anything, and repurposing content is a way to do so.

Nash says, “I’m most excited to see how content teams repurpose content instead of starting from scratch. In 2021, content teams will start figuring out how to most effectively use content from webinars, round tables, podcasts and conferences to stoke the content bonfire…We don’t have to reinvent the wheel, just get it turning faster.”

Repurposing content is re-using your existing content and presenting it in a new format. Essentially, since you’ve already created high-quality, valuable content that you know your audience enjoys, you expand its reach.

You can repurpose content in various ways, like creating a slide presentation from a top-performing blog post, sharing screenshots of reviews from product pages on your Instagram profile, or creating text transcripts of your podcast episodes.

Holly Shannon is a fan of repurposing podcasts because transcripts can be used as SEO-optimized blog posts, and audio clips can be used as subsequent social media posts. Glowing Up Podcast has done something similar to Shannon’s suggestion, and they’ve repurposed their podcast by taking video of their recording session and sharing the clip on their Instagram page.

Stay Up-to-date On Your Industry

It’s always important to stay up-to-date on what is happening in your industry, and being aware of these trends is a way to do so. Should you choose to leverage one of these trends in your marketing strategy, ensure that it’s relevant to your business needs and will help you achieve your goals.

If you want to learn more about the marketing industry, read this post about general marketing trends in 2021.

state of marketing

Categories B2B

16 of the Best Meeting Scheduler Tools to Organize Your Day

We complain about spending countless hours in unproductive and mismanaged meetings.

But the greater crime is all the wasted time we spend scheduling the meeting.

Get Started with Free Meeting Scheduling Software

The endless back-and-forth communication and steps — reviewing calendars, determining the best place to meet, setting up a call-in number, adding the meeting to the calendar, inviting all the necessary attendees, and so on. To put it simply, the process makes the meeting a hassle before it even starts.

Best Way to Schedule Meetings

That’s where meeting scheduling software comes into play — this is the more efficient way to optimize your time when scheduling meetings (and the time of everyone who’s invited).

These tools have a variety of functions such as agenda scheduling automation, reminders and notifications, and integrations to connect your scheduling software to your other business tools (such as your CRM and sales software). So, let’s take a look at some of the best meeting scheduler software available today. 

Best Meeting Scheduler

Whether you’re trying to find the perfect window of time to catch up with your busy team, or looking for the best way to coordinate with your clients, these meeting scheduler tools have you covered.

1.HubSpot Free Appointment & Meeting Scheduler

HubSpot Free Appointment & Meeting Scheduler

Price: Free, $0/month (Free), $45/month (Starter), $450/month (Professional), $1,200/month (Enterprise) for Service Hub or Sales Hub

HubSpot’s Free Appointment & Meeting Scheduler allows your prospects to book one-on-one and group meetings with you automatically to avoid the time-consuming back-and-forth that comes with determining someone’s availability.

Prospects can see your calendar and availability, and simply select a meeting time that works for them. You’ll be notified of their selection and it’ll automatically be added to your calendar. If there are any relevant data about the contact you’re having a meeting with, that’ll be surfaced for you, since the tool is integrated with your all-in-one CRM

HubSpot works with Google Calendar and Office 365 Calendar and is available free forever or with a paid Sales Hub or Service Hub plan. 

2. Arrangr

Arrangr best meeting scheduler tool

Price: Free, $3.99/mo (Pro), $6.99/mo (Pro+)

Arrangr handles the meeting scheduling process from beginning to end by reserving tentative meeting times and also releasing slots that don’t get taken.

It integrates with calendars and CRMs, and it has the capability of scheduling group events. The most unique thing, though, is its ability to suggest the perfect meeting location for all parties based on criteria you provide around your preferences (e.g. where to go for a coffee chat versus lunch meeting).

3. Demodesk

demodesk meeting scheduler software

Price: $25/mo (Basic), $45/mo (Pro), custom pricing (Business or Enterprise)

Demodesk is an all-in-one meeting scheduler and assistant designed specifically for sales demo scheduling. Not only do you get custom booking pages, calendar syncing, and meeting analytics, but you can also take advantage of its advanced screen sharing and virtual display options. It also has native integrations with many tools including CRM platforms.

4. Rallly

rally meeting tool scheduling interface

Price: Free

Rallly lets you create a simple, straightforward poll where attendees can vote on a day for an event that works best for them. It also includes an open comment section on the meeting page so attendees can plan the meeting agenda or discuss details before the event.

5. Calendar

calendar best meeting scheduling software

Price: Contact Calendar for a quote. 

Calendar is a free service that integrates Google and Apple calendars. The app offers two ways to schedule meetings. With the “outbound” method, hosts indicate their own availability, list the attendees they’d like to come to a meeting, and use the Calendar software to send out an email to collect everyone’s preferred times.

After Calendar determines the ideal time for everyone to meet, the app schedules the meeting for you. With the “inbound” method, Calendar gives you a personal URL where users can check your availability and request times to meet with you.

6. NeedToMeet

needtomeet calendar interface

Price: Free, $12/yr/user (Advanced), $19/yr/user (Premium)

NeedToMeet doesn’t require you to sign up for an account to use their service. Simply enter a brief description of your meeting’s purpose, block off your availability on a calendar, and send the link to attendees. The free version doesn’t sync with your calendar, but they do offer a premium subscription that integrates with Outlook.

This tool differs from services like Rally and Doodle because it allows attendees to indicate their preferred date and times, rather than only choosing from a list of dates and times set by the meeting host.

7. YouCanBook.me

YouCanBook.me Scheduling tool interface

Price: $10/calendar/mo

If you find yourself struggling to make your availability known to clients, try out YouCanBook.me. This tool offers users a custom URL where users can view free spots on your Google Calendar or iCloud Calendar and book time with you. It also allows you to customize your booking page with different layouts, colors, and your company’s logo.

8. Pick

pick meeting app which highlights Times That Work for the user

Price: $9/mo

Pick automatically scans everyone’s Gmail calendars to find open slots and delivers a list of mutually available times. You can then send a calendar invite to all attendees directly from the app. Something to note is that all members of your team need to be on Pick in order to share their availability. The app also provides users with an individual URL so you can share your availability with people requesting a meeting.

9. Doodle

doodle scheduler interface that allows teams to show availability

Price: $6.95/mo (Pro), $8.95/mo (Team), contact for a quote (Enterprise)

With Doodle, select a list of potential dates and times for your meeting and then poll your attendees to see which option works best for them. You don’t have to sign up for a Doodle account to participate in a poll. You can also create a public Doodle URL, where individuals can request a meeting with you based on your listed availability.

10. Calendly

calendly scheduling software dashboard interface

Price: Free, $8/mo (Premium), $12/mo (Pro), contact for a quote (Enterprise)

Calendly integrates directly with your Google or Office 365 calendar and gives you a personalized URL where people can view your availability and schedule their meetings with you. To help you stay organized, the app lets you set up custom meeting types and durations (e.g., 30 Minute Check-In or 60 Minute Project Review).

Add custom questions to the form people use to sign up to meet with you, include a link to a document or web page people should review prior to your meeting, and make events private when necessary.

11. Clara

clara labs scheduling software calendar view of schedule

Price: $99/mo (Essential), $199/mo (Professional), $399/mo (Executive)

Meet Clara, a virtual assistant fueled by machine learning that can schedule all your meetings and get acquainted with your scheduling patterns. Once you sign up, you indicate your preferences regarding the days and times that you’re available for meetings as well as your favorite locations for those meetings (e.g. for lunch, coffee, etc.).

If someone requests a meeting, you can CC Clara’s email address (which can be customized to your company’s domain), and the virtual assistant will determine a time, date, duration, participants, and location for the meeting so you don’t have to. She also understands human commands like, “I’m sick so can you reschedule my meetings on Tuesday?”

12.Google Calendar

Meet with feature on Google Calendar

Price: Free

If your team already uses the GSuite (e.g. Gmail) and would like to streamline scheduling processes by using the same platform for your calendars and schedules too, use Google Calendar.

If your work email is already part of a GSuite membership, you can go to your calendar, search for another team member under the “Meet with” tab on your left, and then click their name to view their calendar up against your own. If you click on a time slot on that calendar, you can schedule a meeting with both yourself and that teammate.

If your teammates aren’t part of your GSuite, press the “Share” button to share your calendar with their email addresses. From there, they can enter the calendar and schedule a meeting time with you.

13. Zoom

zoom meeting scheduler interface

Price: Free, $149.90 /yr/license (Pro), $199.90 /yr/license (Business), $240/yr/license (Enterprise)

Zoom is one of the most popular video conferencing platforms, but it also includes tools to make the process of scheduling one a lot easier.

Choose to add the meeting to your calendar (which may send an invite to the recipient for you) or copy and paste the invite to an email. In addition, two of the Zoom Meetings features are recording and transcripts.

14. Chili Piper

chili pepper meeting scheduling software

Price: $30/user/mo (User License), $150/mo (Spicy), $400/mo (Hot), $1,000 (Inferno)

Chili Pepper is a scheduling software for B2B revenue teams — it offers one-click scheduling from any email as well as seamless handoff scheduling between your reps. The tool books meetings for your customers with one click and it automatically updates your CRM so your contact data is centrally located and up-to-date.

It also optimizes your calendar and helps increase productivity by setting meeting reminders, handling no-show attendees, creating meeting buffers, reserving time slots on your calendar as needed, and allowing for straightforward meeting rescheduling.

15. Setmore

setmore meeting scheduler tool

Price: Free, $9/1-2users/mo (Premium), $5/3+users/mo (Pro)

Setmore is automated online booking software that handles 24/7 scheduling, reminders, and payments. You can brand your bookings and schedule to make for a professional feel — this includes personalized page URLs, logos, fonts, and colors.  

The tool makes hosting virtual meetings easy since it integrates with Zoom and Teleport, and you can include your calendar link on your website and social profiles such as Facebook and Instagram. 

16. CalendarHero

CalendarHero meeting scheduler tool

Price: Free, $8/mo (Professional), $12/mo (Team)

CalendarHero is an online meeting scheduling software that automates the meeting scheduling process for you. Simply add your video chat provider (e.g. Zoom, Google Meet, Microsoft Teams Video) and get started scheduling and hosting virtual meetings. 

Attendee insights and meeting briefings are available after your calls — that data can then be added to your integrated sales software or CRM. You can also automate meeting tasks by integrating CalendarHero with software like Slack and HubSpot to make the process of adding, referring to, and updating contact records, files, and simpler. 

How to Schedule a Meeting With HubSpot’s Meeting Tool

As mentioned above, HubSpot’s Free Appointment & Meeting Scheduler makes the process of scheduling meetings and managing associated contact data easy — below we’ll review the steps involved in scheduling a meeting with HubSpot so you can see one of these scheduler tools in action. 

1. Sign up for HubSpot.

You can use HubSpot’s meeting scheduler if you’re a free or paid Sales Hub or Service Hub user. 

2. Click the Meetings link under the Sales tab.

This will take you to the back end of the Meetings tool where you can create your own meeting link.

3. Click the “Create meeting link” button in the top right corner.

You may see the option to choose Personal or Team. If it’s just you that’s requesting the meeting, choose Personal.

4. Fill out your meeting details.

HubSpot asks for the headline (which will show up on your Meetings Tool), name, what you want your link URL to be, and more details.

screenshot of meetings tool to add meeting details in hubspot

5. Configure your meeting in HubSpot.

There are also additional fields for optional details to be included in the invite, such as subject and description that will be sent to attendees.

screenshot of meetings tool to configure meeting in hubspot

6. Designate your availability.

This is the key feature that eliminates the back and forth. By designating when you can meet, this will display only those times for the recipient to choose from.

screenshot of designating meeting availability in hubspot

7. Add form questions for qualification.

If you’re in sales and have your Meetings Tool visible to anyone, you may want to only allow qualified prospects to book with you. This section requires a few fields to give you more insight.

screenshot of hubspot meetings tool form questions

8. Click “Save changes” and check your work.

Once you click this button, you’ll see a popup that includes your page link and the embed code.

screenshot of meeting link created in hubspot

Copy and paste the booking link into your browser and check to see if your Meetings Tool has this meeting configured the way you want it.

screenshot of hubspot meetings tool calendar picker

Start Scheduling Your Meetings 

Start saving time and using meeting scheduler software — this will ensure everyone efficiently agrees to meeting dates and times, eliminating unnecessary and time-consuming back-and-forth communication. 

 

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Editor’s Note: This post was originally published in July 2015 and has been updated for freshness, accuracy, and comprehensiveness.

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Categories B2B

Is SMS Marketing Dead? New Research Says Not Just Yet

Whenever I share a screenshot of a friend’s funny text on social media, someone always points out the huge number of unread text messages I have.

iphone upper navigation on text app showing 45 unread messages

“Why do you have so many unread texts? And, who are you ignoring?”, my friends often ask.

The truth is that most of the texts I ignore aren’t from actual people. They’re usually quick marketing messages that I signed up to receive at some point and ended up forgetting about.

Whether you signed up for a mobile service, pharmacy alerts, furniture store promos, or another list, you’ve probably also received a few texts you’ve either deleted, opted out of, or blatantly ignored.

With experiences like those above in mind, you might think that SMS marketing is no longer effective. But, in 2021, as people are more attached to their phones than ever before, we might be wrong about the strength of text message promotions.

As it turns out, a recent study from SimpleTexting shows that text message marketing might still be alive and well.

The study, which surveyed over 1300 consumers and marketers, revealed that more than 76% of brands plan to invest in text-message marketing in the next year, while 62% of consumers subscribed to receive texts from at least one brand in the last year.

Below, we’ll dive into the study’s research, explain why some marketers might still want to consider SMS strategies, and note a few takeaways for an effective campaign.

Free Download: 30 SMS Templates for Marketing, Sales and Customer Success

Why SMS Could Be Coming Back Strong

While members of our blogging team once said SMS needed to be “put out of its misery” due to all the other messaging tactics in the world at the time, no one could have anticipated the changing landscape brought on by COVID-19. During the pandemic, which caused most people to get stuck in their homes, people gravitated to their phones and electronics more than ever, with 76% of consumers reporting increased screentime.

When it came to texting, 61% of consumers either increased or significantly increased the daily time they spent on their text apps.

a chart shows that most consumers increased screentime in 2020 during the covid 19 pandemic

Image Source

SMS Marketing Effectiveness in 2021

According to SimpleTexting, 62% of consumers have opted into texts from at least one business while 43% of consumers specifically have subscribed to one to three brands.

When it comes to text messaging effectiveness, consumers reply to marketing texts that require a response much faster than email. While most people reply to emails within a half-hour to an hour, 72% of consumers respond to texts within 10 minutes.

Aside from quick response rates, text messages can also receive very high engagement. 43% of surveyed business owners and digital marketers who use SMS marketing report click-through rates between 20% and 35%.

One interesting piece of the SimpleTexting survey reveals that 52% of brands reported increased opt-in rates between 2021. However, nearly 10% reported decreased opt-ins in the same year.

While the increased opt-ins are in line with screen and text-message time increases, the opt-out increases do hint that consumers could be as quick to unsubscribe from text message content as they are to subscribe from it.

The SimpleTexting study and other research points to reasons why people might opt out.

  • Too many text messages from one brand: 60% of SimpleTexting respondents say they’ve unsubscribed from SMS alerts from brands that send them too frequently. Furthermore, 56% of those consumers prefer to receive just one text from a brand per week.
  • Too many texts from multiple brands: If you do up your text cadence to two, keep in mind that your subscribers might be inundated with tons of texts from other brands as well. While your texts might still be meaningful, you might see more sensitivity to opt-outs simply because subscribers are tired of all the text alerts.
  • Meaningless content: Like email marketing, you’ll need to hook your reader and keep them engaged with the content they’ve signed up to receive. Sending too much over-promotional content, boring content, or content that isn’t what they signed up for might cause you to see unsubscribes.  

a chart shows that most people unsunscribe from text message alerts because they receive them too often.

Image Source

Tips for Launching a Great SMS Strategy

While SMS certainly isn’t dead, text message or conversational marketing platforms can be hard to master. As you consider or build out a text-based strategy, keep these quick tips in mind.

  • Know your persona: Although people might quickly sign up to receive your messages, it won’t take much to get them to opt out. Be sure you know exactly what your audience members are looking for and how often they want to receive that content to avoid sending meaningless texts that go ignored. 
  • Give subscribers what they’ve signed up for: Remember, subscribers are trusting you with their contact information, and if you aren’t transparent about what you’ll be sending or how often you’ll be texting them, they might quickly opt. out. Be sure you stay consistent with what they’re expecting.  
  • Remember, less is more: No one wants to get their phone blown up with tons of meaningless over-promotional tests. Before you launch an SMS campaign, ask yourself questions like, “Am I contacting people too often?” and “Will they even engage with this content?” If you worry that the content will be ineffective, consider streamlining your SMS schedule and only sending the most important text content. 

To learn even more about message-based marketing and SMS strategies, check out the great resource below.

SMS Templates for Marketing Sales and Service