How to implement Video with HubSpot

Step-by-step Guide to Implementing Video with HubSpot

costell-video-slideImplementing video with HubSpot involves several steps to ensure that your video content is effectively integrated into your overall marketing strategy. Here's a step-by-step guide to help you get started:


Step 1: Upload and Host Videos

  1. Access the File Manager:

    • Navigate to HubSpot’s File Manager by going to the Marketing dropdown menu, selecting Files and Templates, and then choosing Files.
  2. Upload Your Videos:

    • Click on the “Upload files” button and select the video files you want to upload from your computer. HubSpot supports various video formats, including MP4, AVI, and MOV.

Step 2: Embed Videos in Content

  1. Create or Edit a Page or Blog Post:

    • Go to the Content dropdown menu and select either Website Pages, Landing Pages, or Blog depending on where you want to embed your video.
  2. Add a Video Module:

    • In the content editor, click on the “Add module” button and drag the “Video” module to the desired location on your page or post.
  3. Select Your Video:

    • Click on the video module, then select “Replace” to choose a video from your file manager. You can also insert a URL if your video is hosted on an external platform like YouTube or Vimeo.

Step 3: Optimize Video for SEO

  1. Add Video Metadata:

    • Enter a descriptive title, caption, and alt text for your video. This information helps search engines understand your video content and improve its discoverability.
  2. Use Schema Markup:

    • HubSpot automatically includes schema markup for video content, but you can customize it further by accessing the HTML of your page if needed.

Step 4: Incorporate Videos into Emails and Workflows

  1. Create an Email:

    • Go to the Marketing dropdown menu, select Email, and create a new email or edit an existing one.
  2. Insert Video Thumbnails:

    • Use a screenshot or thumbnail of your video with a play button overlay. Link this thumbnail to the video hosted on your website or landing page.
  3. Automate with Workflows:

    • Navigate to Automation and select Workflows. Create a new workflow or edit an existing one to include video content. You can send video emails based on triggers such as form submissions or page visits.

Step 5: Add CTAs and Forms to Videos

  1. Create CTAs:

    • In the Marketing dropdown menu, select Lead Capture and then CTAs. Create a new CTA and customize it as needed.
  2. Add CTAs to Videos:

    • Embed your CTAs within the video module on your pages or use tools like Vidyard (which integrates with HubSpot) to add clickable CTAs within your videos.
  3. Use Forms for Lead Generation:

    • Similarly, you can use forms to capture leads directly from your video content. Embed forms on the same page as your video or use interactive video platforms that integrate with HubSpot.

Step 6: Analyze Video Performance

  1. Access Video Analytics:

    • In the Reports dropdown menu, select Analytics Tools and then choose Traffic Analytics, Landing Page Analytics, or Blog Analytics depending on where your videos are hosted.
  2. Review Engagement Metrics:

    • Look at metrics such as views, average view duration, and conversions to understand how your video content is performing. Use these insights to optimize future video content.

Step 7: Promote Videos on Social Media

  1. Schedule Social Media Posts:

    • Go to the Marketing dropdown menu, select Social, and create a new post. You can upload videos directly or link to videos hosted on your website.
  2. Track Social Media Performance:

    • Use HubSpot’s social media analytics to track the performance of your video posts and adjust your strategy based on engagement and reach.

By following these steps, you can effectively implement video content within HubSpot, leveraging the platform’s tools to enhance your marketing efforts and engage your audience.