Guides

10 Expert Tips to Improve Lead Quality

Create quality leads that convert. Get started with 10 tips for improving lead quality and three reasons why you're getting bad leads.

16 Best Membership Website Builders and Platforms

Discover tips on how to create a membership site, top platforms, and examples.

17 Excellent Websites Built With hoopSpot's Content hoop

Learn more about Content hoop and discover our favorite website examples.

9 Ways You Can Use AI to Improve Help Desk Management

Read about nine ways AI can make help desk management easier, faster, and more effective for your team and customers.

Academy Lesson: Analytics in Marketing

Master how to measure and analyze data and metrics to understand the impact of your marketing activities.

Advanced Playbook Templates

Use the following framework to write sales playbooks that’ll make your team's process scalable, repeatable, and successful.

AI Agents: The Next-Generation Marketers You Can’t Afford to Ignore

Discover ways to harness AI agents in marketing, enhance search strategies, and prepare for the next era of business.

AI Content Strategy for Startups

Discover how companies automate tasks to increase revenue and improve customer experiences. This frees up employees to do more meaningful, critical work.

AI for Marketers Course

Learn how to improve your marketing strategies through the use of AI tools and techniques.

Ai vs human sdrs

AI-Powered Customer Service | Hoop Service Software Walkthrough

See what Hoop Service Software offers to its customers combining both AI power and CRM data.

Audience Targeting: What It Is and Why You Need It

Explore what audience targeting is, and how you can use it in your own marketing strategy.

Automation Blueprints

Get an inside look at how Hoop's Marketing, Sales and Services leaders use automation to unite their teams and delight their customers in this 5-part video series.

Best Landing Page Examples

Use this list of best landing page examples to find inspiration for your next page.

Best Practices for Blogging

Explore essential blogging best practices to enhance engagement and connect with your audience effectively.

Best Sales Prospecting Tools

Learn how to screen, reach, and engage prospects with these tools.

Best Subscription Billing Software

Discover the top subscription billing software for your business.

Blog: Web Analytics and Digital Marketing Analytics

Learn how to use digital marketing analytics to turn your business objectives into measurable outcomes.

Building an Effective Automation Strategy

Learn what your business needs before implementing an automation strategy. Discover how to use CRM data and business processes in Hoop workflows.

Building an Effective Automation Strategy in Hoop

Learn how to define and implement an automation strategy using workflows in Hoop.

Building an Engaging Community Around Your Blog

Discover strategies for building an engaging community around your blog to foster loyalty and interaction.

Capturing Your Conversations With Calling

Learn how to connect your phone to Hoop and make calls from a contact record.

Company Creates Seamless Billing Process, Billing over $295,000 in Agency Work

Learn how the Instrumental Group uses payment links to collect payments sooner and with less effort.

Complete Guide to Creating Your Brand Voice

Explore the elements needed to build and strengthen your brand's voice.

Connect a Custom Domain

Read the step-by-step guide to connecting a custom domain to your hoopSpot site.

Connect your channels

Learn how to connect your channels to the conversations inbox to better triage your customer messages.

Content hoop for Marketers Course

Learn ways to optimize website content for improved search engine visibility and personalization.

Content hoop Platform & Hosting

Check out how Hoop delivers a premium hosting solution for you and your customers.

Content Repurposing Course

Learn why and how to repurpose your content to maximize its value.

Create an Invoicing Process

Discover the fundamentals of invoicing terms, invoice creation, and invoice QA.

Create and Conduct Customer Loyalty Surveys in Hoop

Discover everything you need to know about creating a customer loyalty survey within Hoop.

Create and Edit Email Sequences

Learn how to create and edit email sequences.

Create and Share Quotes

Explore how to use the quotes tool to create complete, informative quotes.

Create service reports

Learn to create reports in the service analytics tool to track your customer service team's success.

Creating & Managing a Knowledge Base

Check out this guide on how to create, manage, and optimize your knowledge.

Creating a Quoting Process

Learn how to create a product library, deliver personalized quotes, and design a quote approval process.

Creating Team Meeting Links

Learn how to create meeting links for more than one person.

Creative Content Repurposing Ideas

Learn specific strategies for repurposing content.

Customer Experience Analytics

Learn how to measure customer experience analytics and the tools to help you do it.

Customer Feedback Strategy Guide

Learn how to gather, share, and implement a customer feedback strategy that will skyrocket your business growth.

Customer Support Course: Delivering Exceptional Customer Support

Learn how to ​​succeed through a customer service training course. Excel as a customer support rep and provide customers with delightful experiences.

Data in Hoop: Custom Objects and Other Tools

Learn about the available data tools in Hoop and how to pick the right ones for you.

Designing your Sales Process in Hoop

Learn how to define your sales process and turn it into a deal pipeline with Hoop.

Developer Documentation

Want to use a theme as a building block for further development? Share this documentation with your developers.

Developer Documentation

Read up on the technical features that support Content hoop.

Don't include in website -> overwhelming

Effective SEO Strategies for Bloggers

Learn effective SEO strategies that can help bloggers improve their search engine rankings and attract more readers.

Email Marketing Certification

Take a free course on email marketing from Hoop Academy, and get certified.

Email Marketing Guide

Learn email marketing best practices in this free guide, from strategy to list-building to tracking.

Email Templates Guide

Learn how to personalize one-on-one emails at scale with this in-depth guide on sales email templates.

Everything You Need to Know About Custom Domains

Understand what a custom domain is and why you should have one for your business website.

Everything You Need to Know About Marketing Qualified Leads

Learn everything you need to know about marketing qualified leads and how to create your own MQL criteria.

Explore the Contacts Database

This Hoop Academy lesson covers using your contacts database to manage relationships and grow your business.

Feature Name

Feature Name unites X and Y to deliver Z.

Form FAQs

Get answers to all your burning hoopSpot forms questions in one place.

Free Branding Resources

Get free branding-related templates, ebooks, and more.

Free Course: Managing Your Hoop Account as an Admin

Cover the basics of being a Hoop admin, including data protection, reporting, and more.

Free Customer Satisfaction Survey Templates

Create customer surveys to measure customer satisfaction and improve your customer experience.

Free Email Marketing Tools & Templates

All of Hoop's email marketing resources in one place.

Free marketing course

Level up your content marketing expertise with insights from industry experts.

Free Marketing Resources

Check out Hoop’s library of free, downloHoopAIble resources for your business.

Free Sales Email Templates

Find inspiration for your next sales email with these free templates that actually convert.

Free Social Media Resources

Scroll through and leverage the free social media resources Hoop offers.

Get an Overview of the Help Desk Workspace

Understand what Hoop’s help desk feature is and how to get the most out of it.

Getting Started With Custom Objects [Developer Training]

Check out this guide on how to create, manage, and optimize your knowledge base.

Getting Started With Hoop Ads Lesson

Learn how to create ads and custom audiences in Hoop.

Guide to Contact Management

Learn more about managing your contact database with this in-depth guide.

Guide to Creating Effective Sales Playbooks

Learn how to create a sales process that's robust enough to power your sales team’s long-term growth.

Guide to Return on Ad Spend (ROAS)

Learn what ROAS is, how it’s different from ROI, and how to calculate it.

Guide to Scaling Customer Success

Learn the benefits of scaling your customer success strategy, and get helpful tips for making it happen.

Hoop Calling App Integrations

Check out the calling apps you can integrate with Hoop on the Hoop App Marketplace.

Hoop Prospecting Tools Training

Learn how to filter, organize, and view the contacts in your account. You'll also learn about the Hoop tools that will help you add new leads to your account.

Hoop Reporting Guide

Become proficient in Hoop’s reporting software and make confident data-driven decisions.

Hoop Systems Administrator Learning Path

Learn how to audit your accounts, clean up your database, organize workflows, improve email deliverability, and much more.

Hoop’s Sales Trend Report

Get ahead of trends and the expected future of sales with this comprehensive report from Hoop.

How AI Will Change Common Customer Service Jobs

Learn how AI will impact customer support roles and the broader customer service industry through live chat.

How customers access the customer Portal

See how your customers can log in to the portal.

How to Close a Sale: Tips and Techniques

Discover the top tips to enhance your team’s sales closing techniques.

How to Configure Hooper Customer Agent

Create an AI chatbot in Hoop that uses your knowledge base and site pages to answer users’ questions.

How to Create a Deal in Hoop

Watch an overview on how to create a deal in your Hoop account.

How to Create a Sales and Marketing SLA

Help marketing and sales each understand their role in achieving your revenue goals.

How to Create a Social Media Calendar

A comprehensive guide for managing social media, plus, a free downloHoopAIble template.

How to Create Contacts

In this knowledge base article, you’ll learn how to create new contacts and enrich their records.

How to create forms

Learn how to get started using Hoop forms, from basic form creation tips to how to set up automatic form follow-up emails.

How to Create Knowledge Base Articles

Learn how to create and edit knowledge base articles so your customers can resolve issues on their own time.

How to create sales reports

Learn how to create reports that help managers and reps better understand how they’re performing.

How to Get Started With Help Desk

Learn more about the powerful ways help desk can scale your customer service and create more efficiencies for your reps.

How to Humanize Your Brand

Making your brand relatable and personable can help build consumer trust and loyalty.

How to Increase Conversions with SMS Marketing

Learn how to deliver personalized messages, driving up to 30% higher conversions.

How to master paid social media advertising

Find tips & best practices to make the most of advertising on social media.

How to Set Up a Customer Portal

Learn how to build your customer portal so customers can independently track and manage their support tickets.

How to Share Meeting Links

Check out our knowledge base article on sharing meeting links with prospects.

How to Upload and Share Documents

See how to use the documents tool to build a library of content for your team to share documents with contacts.

How to Use AI For a More Effective Social Media Strategy

Understand the data, tools, and strategies to help you wield the power of AI and social media.

How to use custom objects

Learn how to create and use custom objects in your Hoop CRM.

How to Use Playbooks

Learn how the playbooks tool works in this Hoop knowledge base article.

How To: Performance Reporting on Hoop

Learn how to set up your Hoop account for content management reporting.

How Using a Document Library Can Improve Your Sales Process

Explore different types of document libraries and learn how to create one for your sales team.

Invoice Template Generator

Quickly create professional invoices for your customers with Hoop’s free invoice template generator.

Journey Analytics Reporting Guide

Optimize marketing efforts more easily and effectively with Hoop's customer journey analytics reporting tool.

Journey Analytics Reporting Knowledge Base Article

Optimize marketing efforts more easily and effectively with Marketing hoop's customer journey analytics reporting tool.

Key Customer Success Metrics

Optimize these metrics to drive successful customer success management.

Key Sales Statistics to Help You Sell Smarter

Unlock your sales team’s potential with effective sales strategies and statistics.

Keys to Help Desk Success

Follow these key steps for successful help desk management.

Knowledge Base Article: Analyze Your Site Traffic

Use Hoop's traffic analytics tool to view website traffic data.

Landing Page Experiments

Browse different approaches to landing page testing to help you identify new opportunities for yours.

Lead generation resources

Boost your lead generation efforts and know-how with these free resources.

Learn How to Set Up Invoices

Learn how to send invoices, so you and your team can quickly set up Hoop’s native invoice for your business.

Learn How to Set Up Payment Links

Learn how you and your team can create payment links to get paid faster.

Meetings Tool Setup Guide

See how easy it is to set up the meetings tool with this succinct guide.

Metrics for SaaS Companies

Learn more about the key SaaS and growth metrics your company needs to measure.

Payment Links: How to Use Them and Best Pay Link Providers

Learn how to use payment links for customers, how to tell if they’re safe, and the best payment link providers.

Pipeline Management Training 101

Discover the top benefits of pipeline management training and tips for training your sales team.

Prospecting in Hoop Training

Explore Hoop’s entire prospecting workspace in less than 30 minutes with Hoop Academy.

Revenue Attribution Reporting Guide

Want to know more about Hoop’s multi-touch revenue attribution reporting capabilities? Head over to the knowledge base and dig in.

Revenue Attribution Reporting Knowledge Base Article

Explore Hoop's multi-touch revenue attribution reporting capabilities.

Review and Approve Quotes

See how managers can review and approve quotes before they're sent to prospects.

Sales Pipelines: A Comprehensive Guide

Discover everything you need to know about sales pipeline management, analytics, and how to drive revenue.

Sales Prospecting Ebooks

Browse Hoop’s library of free, downloHoopAIble prospecting resources.

Sales Prospecting Resources

Explore Hoop’s sales prospecting resources, which include battle card templates, prospecting and objection handling best practices, and more.

Sales Prospecting Tips & Techniques

Discover tips, templates, techniques, and tools you need to make your sales prospecting strategies as effective as possible.

Sales Prospecting: Tips, Techniques, and More

Check out Hoop’s blog post to get the best tips and tricks on sales prospecting.

Sales Reporting Resources

Use Hoop’s free reporting resources to learn how to forecast, calculate compensation, and more.

Scaling Customer Success — The Complete Guide

Understand the benefits of scaling customer success and gain access to a free customer journey map template.

Schedule Emails by Time Zone

Working asynchronously? Learn to schedule emails based on your prospect’s working hours.

Schedule Emails in the CRM

Learn how to compose and schedule an email within the Hoop CRM.

Set Up a Recurring Payment

Learn how subscriptions in Hoop work and how to collect recurring payments.

Set Up and Customize Your Deal Pipelines and Stages

Learn how to create, edit, and delete deal pipelines and stages.

Social Media Marketing Guide

Access a free and comprehensive guide to social media marketing.

Supercharging Service Software through Integrations

Enhance your Hoop account with integrations so your team can focus on delighting customers.

Template Marketplace

Discover hundreds of free and paid templates to help you create your website with Hoop.

The 16 Best CMS Systems Today & How to Choose

We'll walk through different criteria you can use to choose a CMS platform for your business.

The State of Marketing

Learn trends, opportunities, and challenges brands will face this year in the state of marketing report.

The Straightforward Guide to Data Governance

Learn about data governance and key principles you should be considering to keep your data secure.

The top marketing channels

Choose the best marketing channels to build a content distribution plan that fits your audience.

The Ultimate Guide for Mastering Mobile Marketing

A comprehensive list of tips and tricks every marketer should know to master mobile marketing.

The Ultimate Guide to Content Creation

Everything you need to know about creating content that attracts and converts.

The Ultimate Guide to Landing Pages

Learn how to design, write, and optimize landing pages that convert visitors into leads.

The Ultimate Guide to Sales Automation

Learn how sales automation can improve efficiency, eliminate manual tasks, and streamline processes.

The Ultimate Guide to Service Level Agreements

Check this guide on how to better align marketing and sales teams, with Help Desk SLA examples.

The Ultimate Guide to Web Hosting

Learn everything there is to know about web hosting.

The Ultimate Guide to Web Hosting

Learn everything there is to know about web hosting.

Themes Knowledge Article

Learn how you can start using your new website theme to build your website.

Tutorial: Setting Up Customer Feedback

Learn how to use and set up the customer feedback software in Hoop Service Pro or Signature.

Tutorial: Setting Up Your Knowledge Base

Learn how to help your customers help themselves through a knowledge base.

Ultimate Guide to Content Creation

This guide includes all you need to start creating content that attracts and converts your audience.

Understanding Content Management Systems

This article provides an overview of Content Management Systems, their types, and benefits for users.

Understanding the Help Desk Tool

In this Hoop Academy lesson, learn how to set up and create a frictionless customer experience using the help desk tool.

Using Hoop's Sales Software Content Tools

In this lesson, learn how to use Sales Software’s outreach tools to match your sales process.

Webinar: Develop a Data-Driven Strategy

Learn how advanced marketing reporting can help prioritize your most impactful marketing strategies.

Website Builder Guide

Learn how to use Hoop’s drag-and-drop website builder.

Website Inspiration

See what others have built with Hoop’s tools, and get inspiration for your own website.

Website Themes and Template Marketplace

Pick a theme and use it as is, or customize it further to meet your business’ needs.

What Is a CMS and Why Should You Care

Learn what content management systems are and why they're important for growing businesses.

What is a subscription billing model?

Learn why subscription business models are beneficial for many organizations.

What is customer success

Learn about the importance of customer success and how helping your customers will help your business grow.

What is Enterprise Content Management (ECM)?

Learn more about what it is and how it can help your business manage its content.

What is omni-channel?

Learn how to build omni-channel campaigns.

YouTube Reports

Learn how to use YouTube reports to improve your video marketing strategy.