Hatchbuck Hacks

How to Automate Based Off a Selection in an Online Form
As a savvy Hatchbucker, you may be wanting to set up different automations based on things contacts select from your online form.  For example, yo...
Wed, 8 Nov, 2017 at 3:26 PM
Manually Adding Contacts Quickly
Many Hatchbuckers have discovered that creating a simple online form is a faster, easier way to input contact information than manually adding contacts...
Sat, 8 Apr, 2017 at 12:11 PM
Flowchart: New Contact Nurture Sequence
Below is a flowchart guide and video explanation with some ideas on how to nurture a new contact. Hopefully this helps you come up with some great id...
Sat, 8 Apr, 2017 at 12:18 PM
Flowchart: New Deal Process Automation
This flowchart and video explanation will help guide you through the life cycle of a Deal in Hatchbuck. Using Deals can help you analyze your progress ...
Sat, 8 Apr, 2017 at 12:19 PM
Flowchart: Tag Rule Sequence [Advanced]
Tag Rules are an awesome feature within Hatchbuck and this flowchart and video explanation walk through how to use them to automate actions based on y...
Sat, 8 Apr, 2017 at 12:19 PM
Flowchart: Automating Actions from an Online Form Selection [Advanced]
If you are having contacts segment themselves using Tag Combs/Checkboxes in your Online Forms, you can use those selections to automate specific follo...
Sat, 8 Apr, 2017 at 12:21 PM
Flowchart: Event Reminder Campaign Automation
When you have a networking event, webinar, or trade show you may want to automate an event reminder and follow up campaign for your Contacts that sign...
Sat, 8 Apr, 2017 at 12:21 PM
Flowchart: Nurture Campaign Break Down [Advanced]
Have you started to build a nurture campaign and been at a loss for how it should look? This flowchart is for you! It maps out a general guideline (vi...
Sat, 8 Apr, 2017 at 12:22 PM
Flowchart: Sales Sequence from Nurture Campaign
Although most of our clients use campaigns to send out marketing information, a GREAT way to make sure you are following up with your qualified sales l...
Sat, 8 Apr, 2017 at 12:22 PM
Zapier: Stop a Campaign for a New Responder in SurveyGizmo
If you are using SurveyGizmo to gather some information about your leads or customers, you can use Zapier to send some of that data to Hatchbuck!   ...
Sat, 8 Apr, 2017 at 12:23 PM
Guide to Tag Rules
--If you prefer a video tutorial, you can find one on Tag Rules here.   Many people can benefit from automating your processes in order to save time a...
Sat, 8 Apr, 2017 at 12:23 PM
Forward an Email To A Friend
Hatchbuck does not currently have a 'forward to a friend' feature in the email builders, but you can add your own with this handy trick. Here ar...
Sat, 8 Apr, 2017 at 12:24 PM
Adding Emojis to Your Email Subject Line
Whether you’re sending a monthly email to your list at large, or sending a strategic prospecting campaign, you need all the help you can get to boost engage...
Tue, 24 Apr, 2018 at 3:23 PM