DashThis & HubSpot Integration Pro’s & Con’s

Category : Knowledge Share

The HubSpot integration with DashThis provides a streamlined way to get data from HubSpot into DashThis. Previously, we had to export from HubSpot to Google Sheets and then import from Google Sheets to DashThis. The process was time consuming. Now, the DashThis/HubSpot integration allows this data transfer to happen much smoother but there are still some drawbacks.

PRO’s

  • Quality Traffic Reporting
    Session duration, bounce rate, new session rate, page views, views per session, and other relevant data is imported with high quality and with high levels of data integrity.
  • Ability to group traffic by Source or UTM parameters
  • Email statistics and data
    We used to add email stats manually. Now things like bounce rate, click rate, CTR, Opens, Replies, Reply Rate, Sent, Bounces, etc. are added automatically.
  • Total Companies and Contacts in the HS CRM added
    Dimensions include Source, First/Last page seen, lifecycle stage, and campaign.
  • Companies and Contacts can also report on Leads, Evangelists, MQLs, Subscribers, etc.

CON’s

  • Email stat are only grouped by individual email and the date the email was created, not sent.
    For example, IMG has 1 email they use in a workflow. The email was created last year. Even if the workflow runs today, the data statistics pull from last year. So IMG only has one month with email stats and the rest show none.
  • New Contacts and Companies Created is not an option.
    We can track New Contacts based on their Lifecycle Stage, but our clients may not update LifeCycle Stage enough for it to be useful. Apparently, this is something DashThis is trying to approve upon.
  • Some data and statistics are not available yet in the integration.
    No form data, no workflow data, and no automation statistics are the missing items that impact PIC the most.

There are many ways that the DashThis/HubSpot integration helps PIC do better for their clients. More testing is required to see just how effective this new integration is!

For more information on the HubSpot integration with DashThis, check out this guide about setup and uses!

AccuWeather Case Study: HubSpot Resources Section

Category : Knowledge Share

What challenge did PIC help the client solve?

AccuWeather wanted a Learn & Support section for their website. This section should display cards for:

  • Specific Website Pages
  • Specific Blog Posts (AccuWeather’s blog)
  • Specific Landing Pages (webinars)
  • eBooks from / to another domain
  • Press Releases from another domain

They wanted to be able to categorize and filter the Learn & Support resources by:

  • Type
  • Industry
  • Topics

The challenge here is to build one page that would work as an archive for multiple different resources that in HubSpot backend work in different ways.

For example, “Landing Pages” and “Website Pages” don’t have TAGs but we need to categorize these pages in some way.

What did PIC do?

We created a HubDB table that would store all the resources for the Learn & Support Page. The HubDB table has columns for type, industry, and topic.

In this case, we asked the client to add the ID of post / page and title description if they want to have custom title descriptions. We also created a module that would bring the content from the HubDB table. The module allows you to filter the results by type, industry, and topic.

What is the PIC impact?

These page, search, and filters  are very useful for users. PIC plans to use this on another client and for our own website including Remcom and similar functions on Paradise Energy’s careers section.

This is a great way to solve the challenge of a multiple resources archive or listing page!

You can take a look at the Learn & Support page for AccuWeather yourself here!

Text Over Images & Coded CTAs

Category : Knowledge Share

Overview

Having images with text on a website can be a bad idea for several reasons.

  1. Accessibility
  2. SEO
  3. Responsiveness

Let’s examine each of these individually!

Accessibility

Not everyone uses the internet in the same way. For example, people with visual impairments may use a screen reader to navigate the web. The screen reader scans the text on a website and reads it out to the user.

Unfortunately, screen readers can’t read the text that is displayed on an image. This means that anyone using a screen reader won’t be able to read the text that is on the image, and they will miss out on this piece of content.

Technically, you can set the text that is on the image as the alt text and the screen reader will read this out loud, but that’s not what alt text is designed for. Alt text should be used to describe the image itself, not the words over it.

SEO

It’s not just screen readers that can’t read the text on images. Search engines are also unable to read text on images.

For example, if you have created an image with text on it, and this text is the introductory paragraph for a blog post you have written, this piece of text contains carefully selected keywords that you’ve intentionally used for SEO purposes.

A search engine crawler or spider is going to come along and completely miss out on the introductory paragraph because it cannot read it on the image. That time spent optimizing the introductory paragraph for search engines would be a complete waste of time.

Again, you could put text in the alt text of an image, but blog post information and other information besides direct descriptions of the image is not meant to be in the alt text.

Responsiveness

Another aspect that is often not taken into consideration is how images with text on them will look at difference screen sizes, including mobile devices.

The text might be legible on desktop and laptop screens, but as the screen size gets smaller, so does the text, and it can get to a point where the image text is impossible to read.

If you were to run your website through a tool like Google Mobile-Friendly Test, the test wouldn’t warn you that the text is too small because those tools can’t read the text on images either!

Conclusion

Overall, it is better to use plain text for website content whenever possible, and to use images for visual elements such as photos, icons, or graphics. If images with text are necessary, they should be used sparingly and with attention to accessibility and usability considerations.

Are there any exceptions to the rule?

There are of course some occasions where using text within an image on a website is perfectly acceptable! For example, you can use text within a logo that is saved as an image. This is mainly because it can be extremely difficult to replicate a logo with HTML and CSS.

Another example of where you can use text on an image is when you are using a screenshot. If you do use screenshots on your website, make sure the alt text describes the content of that image as accurately as possible.

You can also use text on an image when it is used for decorative purposes and therefore does not need to be readable for screen readers, search engines, or site visitors.

 

The Dev team at PIC is working towards the best practices in every area, including:

  • Creating all new graphics responsive
  • Getting all featured images social size (1200×628)
  • Using SVG and WEBP formats whenever possible

www.nngroup.com

developers.google.com

 

PIC & Harvest

Category : Knowledge Share

Why does time tracking matter to PIC-sters? PIC must know our project costs!

Expenses for PIC as a company are primarily held in our PIC Team time and labor:

And the way we translate that into client costs directly relates to effective hourly rate by customer review. This tells us where our time is being spent and whether we need to adjust our team focus.

Guiding Principles of Your Time Tracking

  1. Always be tracking as you work
  2. Review your timesheet at the end of your day
  3. Review your timesheet weekly
  4. You should be able to know exactly what you worked on based on the project task and notes in Harvest / Asana
  5. Open & honest – some days or weeks are going to be “more productive” than others!
  6. We are not asking anything of you the partnership doesn’t do ourselves

How PIC Partners Use Harvest Data

  1. Client and project profitability & scope
  2. Work life balance & capacity
  3. Determine why people are late on tasks
  4. Productivity & efficiency
  5. Comparison of similar roles for efficiency
  6. Determine the impact of PIC initiatives (i.e. EOS, internal cadences)
  7. Performance reviews

PIC expects natural fluctuations in your work week for salary or fixed rate PIC-sters:

To help with PIC-ster accuracy in Harvest, we have a Harvest Cheat Sheet in process to break down what activity applies to which Client selection and Task selection.

Shopify Edition Updates

Category : Knowledge Share

The latest edition for Shopify is their Winter ’23 edition! Here’s a review of all their changes:

One Page Checkout

Fewer fields to enter
Faster for customers to complete their purchase
Fewer page loads mean less friction for customers
Leads to higher conversion

Drag N Drop Checkout Editor

Add your brand’s logo
Change the background color or image & update the font of your checkout
Install checkout apps that integrate with the editor to add more functionality

AI-Generated Storefront Content

Use Shopify Magic to beat writer’s block
Automatically create product descriptions
Input keywords or features & system generates description
Produce compelling, tone-specific descriptions that convert

Sync & Sell on YouTube

Sell your products on YouTube to create authentic, live & on-demand shopping experiences
Stand out with up-to-date product info
Below video, pinned to the chat, or tagged during a livestream

Quantity Rules

Increase average order value by adding minimum order quantities for products
Simplify the fulfillment process & save on shipping / handling by selling in bulk
Set unique rules for different customers

Marketing Automations for Re-Engagement

Set up marketing automations to email customers who abandon a cart or checkout, or who browse products without buying
Easily add these new automations to existing workflows in Shopify Email

Translate & Adapt app

Use a side-by-side editor to add, edit, and review translated content
Automatically translate up to two languages completely free
Adapt content to reflect spelling & messaging variations between markets

Shopify Tax

Sales tax in the US is complicated. Shopify Tax handles the complexity for you. Stay on top of tax obligations with a state-by-state overview and automatically apply the right rates at the right time, even as local rules and rate changes. Take control of your sales tax collection, and get insights about it from your Shopify Admin.

Markets Pro

A complete solution that offers end-to-end liability management, cost effective cross-boarder shipping & fulfillment, and localization tools. Offload international tax filing, registration, and remittance. Automatically remove items with import restrictions in each market to ensure your product catalog is compliant & buyers only see what they’re allowed to purchase in their region. Access fraud protection on every cross-boarder order and protect refunds from currency fluctuations with guaranteed foreign exchange.

https://www.shopify.com/editions/all