How HubSpot Media’s Head of Audience Development & Distribution Breaks the Marketing Mold

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It's been an interesting year in the marketing world. Advancements in AI and constant changes in Google's algorithm have all but turned the industry on its head.

And as the marketing industry continues to evolve rapidly, marketers like HubSpot's Head of Audience Development and Distribution, Dréa Hudson, are not only keeping up with the changing tides but also thinking far enough outside the box to be on the next wave.

So today, we're going to pick Hudson's brain to learn how marketers can win and stand out in the ever-shifting marketing world. We'll explore why keeping calm is her superpower, how she ensures AI works for her, and why good ideas should always be broken down in favor of better ones. 

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What Marketers Can Learn from HubSpot's Head of Audience Development and Distribution

1. Leverage YouTube in your strategy.

According to Nielsen, YouTube topped the list for streaming time for 17 consecutive months in July. YouTube is also the biggest video-sharing platform in the world and the second largest social media platform in the world, with over 2.7 billion users.

So it's no wonder Hudson says marketers should look to YouTube to increase visibility for their brands, especially since formerly tried-and-true channels like Google have become more volatile over the last year.

"Marketers should really be looking to sharpen their skillsets on YouTube," she says. "It doesn't always have to be keyword and search-based, either. YouTube is very good at understanding what videos should surface based on a few different things, like average view duration and the quality of the content. YouTube is a platform that is going to be super beneficial for any marketer looking to stay in the game."

2. Get comfortable with AI.

"We're in the middle of a revolutionary period right now," she says. "Instead of being afraid, it's time to get smart and level up your skillset when it comes to how you're actually bringing in new customers or driving brand awareness."

One skill marketers should absolutely hone is their proficiency in AI.

"If you're a marketer today, and you are not at least playing around with AI tools for an hour a day, you're doing yourself a disservice," Hudson explains.

Hudson recommends blocking off time in your calendar to play around with a tool you find the most intimidating.

"There's nothing wrong with testing something out and trying something," she says. "And the more you work with it, the better off you'll be. I think people are always afraid of AI taking their job, but at the end of the day, AI is not going to be able to replace you as a human."

She takes her own advice, even creating her own GPT that incorporates her love for music and pop culture.

"It's called 'You Got This,' and it's a GPT that basically talks to you in the form of [record producer] Rick Rubin and gives motivational advice or recommendations on how to get through challenges throughout your day."

3. Follow your instincts and look at the data.

Hudson stands out in her field by pushing boundaries and avoiding just copying and pasting from other ideas. And one of her biggest superpowers is her instinct.

"I think my natural disposition is to first go off instinct, which some marketers would advise against" she explains, "but I am very data-driven, so if someone presents me with a marketing challenge, my mind will immediately go into creative overdrive thinking about similar campaigns I've seen out there, or maybe campaigns that I've been wanting to do."

From there, Hudson says she considers the data she has and asks what is actually within her scope.

She also leaves room for her and her team to be data-informed and not just data-driven. Hudson explains that different people can come to different conclusions while looking at the same data, so give yourself room to experiment and follow your instincts about what the data could mean.

"I think it's a combination of pushing the boundaries, but also taking the data that you have and leveraging it to your advantage to hit your goals," she says. "No idea is an original idea. If you think your idea is the best idea, try to break that idea and come up with an even better one. And try that one."

4. Keep calm in the midst of chaos.

Hudson is the queen of cool. Her sense of cool doesn't just extend to her tastes in music and pop culture; it also shows in her demeanor.

"My ability to stay calm during chaos and my ability to be 'people-first' in everything I do is my secret weapon," she says. "As marketers, we're under a lot of pressure, and it can be easy to get overwhelmed by the deliverables and goals. But if you focus on the people you're working with, it's just easier."

Hudson says she's always thinking of the people who are a part of the projects she's leading and how to best make it easier for them to do their work. So, when you're feeling bogged down by deadlines, remember to keep calm and hone in on your team to think of solutions that will help them reach their goals.

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New Marketing Jobs That Focus on AI [Data + Examples]

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Marketing is undergoing some major changes at the hands of AI.

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When I last looked for a full-time content writing job in early 2022, I found a few roles that asked for AI experience, but now it seems like every other listing mentions at least one AI program they want you to be a “pro” in.

Beyond that, there are new roles in the marketing center that have AI at the center. Knowing these positions will help you stay ahead of the curve and be competitive in the market.

Who knows, you may even find a new niche that you’ll love.

With that in mind, I’ll go over how AI is impacting marketing jobs, the new AI roles popping up in the industry, and how you can keep up with all of these changes.

Let’s dive in.

Table of Contents

AI Marketing Jobs Marketing Departments are Investing In

While AI marketing jobs exist, it’s important to remember AI tends to be a part of most roles. Research from Microsoft found that 22% of recruiters already say they’re updating job descriptions to reflect the usage of generative AI in roles.

A different study from LinkedIn found that 12% of recruiters are creating new roles tied to generative AI.

To some, these numbers may seem small. However, I see this as a part of a growing trend. ChatGPT was launched to the public in November 2022, bringing the power of generative AI to everyone’s fingertips.

We’re already seeing AI’s widespread adoption impacting jobs. In the next few years, I expect these numbers to grow exponentially.

Right now, companies are focusing on highlighting the skills needed to use these programs. In the future, I expect more and more roles will explicitly mention specific software in their job postings, which will be core to the specified role.

So, even if you don’t see the words “artificial intelligence” in a job post, you may still need to use it (and may do so even more in the future). Keep that in mind as I break down which jobs in marketing use AI the most.

Content Writers With AI Expertise

While you might be worried that AI will replace content writers, we’re quickly finding the opposite is true.

In fact, according to our 2023 AI Trends for Marketers Report, only 4% out of 1,350+ marketing professionals use AI-created content without making any changes. Instead, most are probably working the way I do, using generative AI to develop ideas while editing or rewriting the AI-generated text.

Sydney Lamoureux, content lead at Leadhub, agrees that AI adds a new level of nuance to content creation.

She notes that while the initial “perceived potential of AI made it seem like it could handle anything and drastically speed up our workflows,” like most of us, she realized that AI “requires significant oversight, fact-checking, and prompt refinement to produce high-quality, nuanced content for clients.”

That said, AI speeds up the writing process and, in turn, the rate at which writers like me produce content, which is why business leaders or stakeholders are keen on hiring writers who are well-versed in AI.

Some of the content creation roles that require familiarity or experience with AI include:

  • AI Content Writer
  • Artificial Intelligence Writer
  • AI Writing Specialist
  • Editorial Director
  • AI Content Marketing Expert

48% of marketers use ai to create content

Social Media Experts and Managers

Another big area where marketers are using AI is in their social media marketing campaigns. We found that 31% of marketers used AI to create a social media post.

With AI, social media managers can quickly optimize a single piece of content for multiple platforms. Simply type in a prompt, and you’ll get dozens of engaging hashtags and a post made for every social media platform.

This saves time, which you can then devote to other needle-moving tasks in your daily work life. And it’s that time-saving perk that’s driving more and more business leaders to find managers with AI experience.

Take it from Sascha Hoffmann, an independent lifecycle marketing consultant, who sees that same benefit too.

“If I have a podcast, I can spin out a Twitter (X) thread, a LinkedIn post, a blog post, and an email with a single click/prompt. Prior to AI tools, this process took many hours and even a marketing coordinator or content manager role,” says Hoffmann.

If you’re looking for a new role in social media, keep an eye out for titles like:

  • Social Media Manager
  • Social Media and Marketing Director
  • Social Media Ad Creator

Prompt Engineers to Enhance Customer Experience and Other Areas

This role is a bit marketing-adjacent, but if you have a bachelor’s degree in computer science or data science, this new role is a great blend of creativity and data interpretation.

Prompt engineers help train AI by focusing on machine learning and how they can improve AI tools even further. Essentially, they are training the AI by seeing how they can get the program to return a specific response.

Similarly, we’ve got data training roles. These trainers focus on improving the model the AI software uses, analyzing the data created by the AI, and adjusting the prompts or code until the expected outcome is achieved.

These roles are highly data-driven, but both collaborate to bridge the gap between software and humans. They also generally require some coding knowledge, so keep that in mind.

You might find roles like:

  • AI Prompt Engineer
  • AI Data Trainer
  • Generative Prompt Engineer
  • Prompt Engineer

45% of marketers use ai to analyze or report data

General Content Marketing Roles Leveraging AI to Strategize and Create

I can’t stress enough the overarching benefits AI brings to all marketing teams. AI and automation are slowly seeping into nearly every part of the marketing cycle. In our data, we found:

  • 32% of marketers use AI for conducting research
  • 45% use AI to learn new things
  • 45% use AI to help analyze or report on data
  • 48% of marketers use AI to create content

And they’re using AI because it’s working in their marketing strategies. Up to 71% of marketers say AI has produced a positive ROI, while 72% of marketing managers say it’s made their teams more effective at their jobs.

You’ll find several marketing roles that require knowledge in AI like:

  • SEO Specialist
  • Marketing Coordinator
  • Director of Marketing
  • Senior Product Marketing Manager
  • Marketing Consultant

The takeaway? Realistically, the marketing field isn’t seeing many “AI Marketing Jobs” just yet. Rather, AI is being infused into most marketing jobs, impacting parts of their everyday roles.

AI Marketing Role Job Descriptions (+ Examples)

So, current roles in the field are already shifting, but what about new roles popping up on the market?

In the next section, I’ll share some emerging roles that I’ve noticed gained popularity. I’ll also share what the role entails and their average pay.

1. AI Data Trainer

Generative AI is a powerful tool, creating new copy in a matter of seconds. Every piece of that power was trained on human input.

The system synthesizes data from across the web to create an answer that’s ideally an amalgamation of the internet’s best.

However, we’ve seen that AI can hallucinate, give incorrect information, or fail to strike the right tone. That’s where AI data training comes in, teaching AI systems how to respond and provide helpful, correct content.

To do this, trainers craft prompts for AI systems, monitor the output, and make adjustments to train the model.

People in this line of work need strong communication and analytical skills. You may also need a strong understanding of your employer's brand values and voice.

Below is an AI training job focused specifically on marketing copywriting. Positions in this field may be part-time or full-time.

ai careers, AI Data Trainer

Average Salary: $51,570

2. AI Content Writer/Editor

I’ve started seeing AI content writing positions open up at companies like Amazon and Braintrust. These roles are very similar to AI data trainers, with a few distinctions.

Content writer roles often require that the employee be able to cover different types of writing. One role from Amazon recommends that applicants have knowledge of a wide range of fields, included by not limited to “computer science, literature, music, mathematics, economics, and travel.”

Beyond that, the role specifies that the employee with be reviewing both human and AI-generated content. They’ll then rank the content by preference, helping train the model further.

AI editors also focus on LLMs’ output. They may be ranking content to drive preference data. They also shape the output before publication to ensure accuracy and a human touch.

ai careers, ai writer

Average Pay: $40 an hour

3. Product Marketing Manager

So perhaps you don’t want to live and breathe generative AI. There are still plenty of jobs that sit in the overlap of the AI/marketing Venn diagram. That’s especially true if you have experience in product marketing.

As more AI-driven products pop up on the market, more companies are looking for marketers that can help drive buzz about their offerings. Technical knowledge will help you navigate this role as you translate AI offerings capabilities into campaigns consumers of all levels can understand.

ai careers, product manager

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Average Salary: $112,939

4. AI Content Marketing Specialist

Content marketers, there’s no need to sound the alarm! There are still roles that use your creativity and strong writing skills.

Jobs like the AI content marketing specialist role below take your existing talents and apply them to this emerging market.

In these roles, employees tell the story of AI products. They help explain what the offering does, how it makes life easier, and who can benefit. You’ll also have the opportunity to build a content strategy across channels.

AI content Marketing Specialist job description

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Average Salary: This position is still emerging, so average salary information is not widely available. The U.S. average salary for content marketing specialists is $59,518.

5. AI/ML Enablement Content Writer

If you have a background in technical writing, this role may be the perfect fit. AI/machine learning enablement content writers help create the material to enable adoption. That can be consumer-facing or internal to a company.

The role below involves creating training materials to educate employees on how to use AI in their workflows. The job also involves staying on top of product development to communicate changes as they arise.

AI/ML Enablement Content Writer

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Average Salary: This position is still emerging, so average salary information is not widely available. The U.S. average salary for technical content writers is $83,301.

Training and Certification for AI Jobs

If you’ve reviewed a few AI marketing job results and feel that you aren’t quite up to the task of meeting all of the requirements, I’ve found a practical solution: certification.

Whether you’re looking for a new AI marketing job or just want to stay up-to-date on the latest trends, getting some more training can help. Here are some of the courses I’d recommend if you want to get started.

1. HubSpot Academy

ai careers training, hubspot

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You’ll find several AI-focused training courses in the HubSpot Academy. My favorites are:

Both of these are free courses that help give a good overview of AI and how it’s used in marketing. You’ll also learn how to use some AI tools, so you’re getting practical applications.

These courses are especially useful if you use any of HubSpot’s tools, like our CRM or CMS. We already use AI in these tools, but you can learn how to make the most of the software by taking some of our training courses.

2. Google Training

Amelia Munday, social media marketer at Custom Neon®, recommends Google’s AI for Marketers courses because “they provide a solid basis for utilizing AI in a variety of marketing contexts, which is extremely relevant to my daily responsibilities.”

Google offers dozens of AI courses, including several with certification options. I recommend trying them out to see if their style appeals to you:

3. GrowthTribe Certification

GrowthTribe offers several AI certification programs. Each program will help you understand how to use AI in your everyday work and offer more specific tips, depending on the course you take.

I like how several of GrowthTribe’s courses focus on marketers who want to gain a more data-focused understanding of AI.

Here are a couple of courses to get you started:

4. LinkedIn Learning

LinkedIn also offers hundreds of courses, videos, and certificate programs focused on AI. The courses cover every area, from programming to ethics.

Some of LinkedIn’s most popular options include:

While most of these are premium courses, LinkedIn continues to update these courses to ensure they remain relevant. You also get to know exactly when the courses were created, and the ratings are pretty transparent.

Future Proofing Your Marketing Career

AI is creeping into every aspect of the workforce, and if you don’t keep up, you’ll end up falling behind.

So whether you’re looking for an AI marketing job at the beginning of your career or hoping to move into management, keeping up with the trends in this field is a must. And who knows — you may even come up with your own AI marketing initiatives in the process.

Editor's note: This post was originally published in May 2023 and has been updated for comprehensiveness.

State of Video in 2024: Video Marketing Statistics & Insights from Wistia

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In late 2023, I collaborated with an organization to increase its visibility and donations.

Download Now: Free Video Marketing Trends Report

We created straightforward yet emotionally charged videos with basic filming equipment centering around raw interviews with the people the organization helped.

As we uploaded the videos on social media, the feedback was overwhelmingly positive. Soon, the donations skyrocketed, and more people volunteered.

This project taught me the power of simple, genuine storytelling in video marketing, which truly resonates with audiences.

That said, in 2023, 91% of businesses were using video as a marketing tool, and even now, videos dominate the marketing industry in every format imaginable.

As an avid video consumer and someone who’s worked in the marketing industry, I believe it’s become important to look at video marketing statistics in 2024 to stay ahead.

Wistia set out to discover how folks made videos, which videos they made, and what they did to make their videos bring real results for their business. What did people’s video strategies look like last year?

In this article, I’ll share what worked and what didn’t. Plus, find out what companies have planned for this year as we look towards the future of video marketing.

Table of Contents

2024 State of Video Report

Wistia surveyed over 2,000 professionals, looked at how 100,000+ businesses are using their platform, dug through more than 90 million uploaded videos, and then put everything they found into their 2024 State of Video Report.

Here are some of their biggest takeaways:

  • Audiences want to learn how to use your product and gain industry expertise. By far, educational and instructional videos were the most engaging type of video content made by businesses last year. And you don’t need deep pockets to start creating them.
  • A bigger budget does not mean higher engagement. High production values and more resources aren't the key to keeping viewers glued to your videos. Audiences willingly watch, and sometimes prefer, low-budget video content, even talking head videos recorded with just a webcam. This makes video production much more accessible for all—a big win for smaller brands!
  • Video is an effective way to generate and nurture qualified leads. By adding email capture forms and calls to action (CTAs) to the videos on your website, you can make video an integral part of the lead generation process.

In Wistia’s report, you’ll find a ton of video marketing statistics on performance, creation, distribution, and generative artificial intelligence (AI).

I’ve pulled out the most interesting insights that’ll help you build a stronger video marketing strategy and keep up with the rising need for video content. Let’s dive in!

Video Performance Statistics

For 63% of video marketers, measuring the ROI of their video content involves tracking the number of video views. So, Wistia got curious and asked around: How do you figure out if your video‘s hitting the mark?

Turns out 28% of the folks they surveyed dig into engagement graphs and heatmaps, 27% swear by a video analytics dashboard, and 19% check out where their traffic is coming from.

Tracking performance across different embed locations is key for 14%, while 12% compare different videos against each other.

What's the most valuable performance metric for videos?

Conversion rate steals the spotlight, whether it‘s through clicks on annotations, CTAs, or email capture forms.

Engagement rate grabs the silver medal, with traffic to the video’s page not far behind. Play rate and total plays score fourth and fifth as success markers.

How are businesses putting video performance data to work?

A solid 40% use it to gauge their videos‘ role in hitting marketing goals. Another 23% let it guide their creative choices, 20% rely on it to track the impact of video on a web page, and 17% use it to prove ROI to the company’s stakeholders.

When it comes to A/B testing, what's on the experiment table?

A hefty 31% rely on A/B testing to compare video elements (like music and video length) or structural changes (like the addition or omission of an intro).

About 26% play around with the placement or wording of CTAs or forms to see what works best, 21% pit different videos against each other, and 18% try out custom thumbnails to see which one gets the most plays.

Only a few, 4%, test the waters with player design or color changes.

Video Consumption

The amount of time people spend watching videos keeps going up beyond what Wistia’s seen in the last few years.

In 2023, companies hosting their videos on Wistia saw video plays jump by 15% and total watch time soar by 44%.

Statista also reported that in 2023, over three billion people watched videos on the internet, downloaded or streamed.

Kyle Denhoff, senior director of marketing and audience development at HubSpot, says, “There are two changes in the market indicating a need for more video content. First, the search landscape is being disrupted by AI. Second, we’re seeing a shift to a video-first consumption of content for audiences.”

So what's the scoop on key video performance metrics like the play rate, engagement rate, and conversion rate? Time to break down the stats!

Video Play Rates

Think of the video play rate as the ratio of folks who actually press play to those who just scroll past the video.

Tons of stuff can sway this metric–like how eye-catching your thumbnail is, the length of the video, where it's placed, the content and context surrounding it, and even the flow of traffic to the page displaying the video.

video marketing stats, play rates

Longer videos usually catch more clicks per page visit. Longer videos are normally packed with more educational info than shorter videos, and they exist on specialized pages with highly specific purposes that likely get fewer impressions. Most people coming to these pages are hunting for info, making them more inclined to press play.

Shorter videos might not get the highest play rates on a web page. Even though short videos are usually found in high-traffic areas like homepages or product pages, they don’t always attract clicks. Reasons vary—visitors might have already watched them, aren‘t quite ready to hit play, or weren’t expecting to find a video while browsing. Despite the lower play rate, their prime spots mean these short videos still get plenty of views.

Lots of things can nudge your video's play rate. In Wistia’s full report, they dive into how factors like industry and company size impact your play rate.

Video Engagement

Next up: video engagement rate. This is a key metric that tells us what chunk of your video actually holds your viewer‘s attention.

It’s a great way to see if your audience is actively interested in your video and values the content you’re offering.

video marketing stats, engagement rates

Now that we've got a handle on what video engagement rate is all about, it’s time to dive into some benchmarks. How does video length play into keeping viewers hooked? Let’s find out!

Interestingly, engagement rates across various video lengths have remained steady year after year. Though, they've all dipped a bit in the last 5-10 years.

This dip could be because of audiences’ shrinking attention spans, which may also explain why engagement rates hold the top spot for shorter videos, start to drop for those 5-30 minute videos, and take a hit at the hour-long mark.

video marketing stats, short-form

Video Conversion

Wistia found that 41% of businesses add annotation links, CTAs, and email capture forms to their videos to crank up their conversion rates.

video marketing stats, conversion rate

Now, let's get into the nitty-gritty: Which conversion opportunities are businesses using in their videos, and which ones work the best?

video marketing stats, opportunity type

Annotation links take the top spot at a solid 45%, with CTAs trailing right behind at 40%. Email capture forms? They're only being used 15% of the time.

There has been a bit of a dip in CTAs and forms making their way into videos over the past few years.

It’s a bummer because when you skip out on a conversion action, you’re basically leaving your most engaged viewers hanging without a clear next step.

Here’s something pretty interesting: Email capture forms netted the highest conversion rate at 23%. CTAs are at a respectable 13%, but those popular annotation links? Just 1%.

So, even though annotation links are everywhere, they're not quite bringing home the bacon. And forms—the least popular type—turn out to be the most effective in getting viewers to take that next step.

It‘s clear businesses should use email capture forms and CTAs more. They’re your best bet for nudging viewers closer to becoming customers.

Now that we've found the best ways to get viewers to take action, let’s see how much video length matters in making that happen.

Turns out videos that run over five minutes often see higher conversion rates.

This probably has to do with the fact that longer videos engage viewers more deeply with valuable content, making them more likely to act when a conversion opportunity arises.

Plus, longer videos give you the flexibility to strategically place conversion opportunities at optimal moments.

For videos under five minutes, annotations and forms don’t bring great results.

But CTAs? They still have a solid chance of converting viewers. You can get an in-depth look at this in the full report.

Average Conversion Rate by Position

On average, the best place to put a conversion opportunity is within the first or final quarter of a video or at the very end.

video marketing stats, conversion rate

Phew, we just ran through a lot of numbers, didn’t we? But—believe it or not—we’ve only scratched the surface. You'll find a lot more video conversion stats and insights in Wistia’s full report.

Video Creation Statistics

In 2023, there was a dip in the average number of videos produced by businesses. Seems the economic squeeze, which likely led to tighter budgets and smaller creative teams for many companies, put a dent in video production.

What's keeping businesses from making more videos?

Turns out 61% of companies point to time and bandwidth as their biggest hurdles, with team size, resources, and technical ability trailing close behind at 44%.

Only 36% of video marketers sweat over cost and budget, and 32% need to put together ideas or a solid content strategy first.

Remote collaboration is a hiccup for only 15% of companies because many have shifted back to in-person production.

Finally, 11% of in-house video creators need to get stakeholders on board before they can hit the record button.

Pro tip: I’ve found that a great way to tackle these rising marketing budgets is to look at what can be made into videos and which current videos can be repurposed into other smaller assets. Some examples might be webinar cuts, 6-second reels, YouTube shorts, or animations.

Andréa Hudson, Head of Audience Development, Distributed Platforms at HubSpot, says, “For businesses truly looking to scale: invest in creators, hire an in-house producer, and leverage AI video tools for your team.”

Are businesses embracing generative AI for video?

video marketing stats, ai

Wistia found that only 18% of businesses are weaving AI tools into their video production workflows.

video marketing stats, ai

Of these companies, 59% use AI to auto-generate captions or transcripts.

50% tap into it to draft up scripts or outlines or just to brainstorm. 35% lean on AI to generate visuals and music or fix overdubs, while 29% use it to quickly find key clips to edit.

And let's not forget the 26% creating catchy social promo copy with AI’s help.

But get this: A whopping 66% of folks Wistia asked can't wait to dive into AI for their 2024 video projects. They want to use it to save time on scriptwriting, video editing, creating chapters, and summing up videos.

More folks are seeing how AI simplifies the video creation process, so there might be a big jump in AI use by businesses this year.

Video Distribution Statistics

Where are businesses embedding their videos?

If you’ve ever wondered where videos get the most eyes, Wistia has answers!

Of businesses, 67% point to their own website as the best place to distribute videos. 49% give their votes to email blasts as a key channel.

video marketing stats, distribution

LinkedIn tops the list as the favorite social channel for sharing videos, chosen by 43% of businesses. YouTube is close behind, with 40% of companies posting their video content there.

Instagram and Facebook aren't too far behind, coming in at 22% and 19%, respectively.

TikTok might be a bit behind the pack at only 7%, but it's gaining traction fast as a valuable platform for connecting with an untapped B2B audience.

video marketing stats, tiktok

Boosting Video Accessibility

A solid 26% of businesses surveyed believe that improving video accessibility is important for the overall audience experience.

video marketing stats, captions

video marketing stats, captions

Promoting Videos on Social Media Channels

Businesses, by and large, have multiple distribution channels for their social media videos. According to Hootsuite, businesses post videos on at least two out of the four following channels: TikTok, Instagram, Facebook, and LinkedIn.

They also post videos around three to five times per week (with TikToks, Facebook stories, and Instagram Reels combined).

video marketing stats, length

When it comes to posting videos on social media, vertical formats are the most engaging. Out of all social channels, Instagram, LinkedIn, and Facebook are where most businesses see their videos perform the best.

Pro tip: From personal experience, I suggest that marketers start producing video material appropriate for each specific platform if they want to take advantage of these popular channels.

Want to unlock more insights from Hootsuite, like the best time to post videos for each social channel? Download the full report.

Video Strategy Statistics

What types of videos did companies create last year?

Wistia’s survey showed that in 2023, product videos took the lead as the most common type of video content, accounting for 43% of all videos created.

Educational and instructional videos closely followed at 38%, while live events and social media content each made up 35% of the video landscape.

Additionally, 25% were promotional videos or ads, while customer testimonials made up 18%, sales videos at 14%, original series and podcasts at 11%, and company culture videos at 10%.

It’s clear that businesses are seeing value in producing product videos, educational or instructional content, and webinars.

video marketing stats, tiktok

Factors driving the types of videos created in 2023 included product or service launches for 49% of respondents, internal requests for 47%, previous video performance for 31%, customer feedback for 28%, and competitor activity or SEO research for 14%.

What types of videos do businesses want to make more of in 2024?

Product marketing takes center stage in the year ahead.

45% of companies told Wistia that they want to create more product videos to showcase their products and expertise. Additionally, 38% are keen on educational and instructional content, while 35% are all about social media videos.

Webinars and live events are also on the radar for 32% of respondents, followed by customer testimonials at 26% and promotional videos at 27%.

Some companies also have their sights set on making more sales videos (18%), original series (17%), and company culture videos (9%).

The Future of Video

Even though businesses are making fewer videos these days, folks are watching more videos than ever. This leads Wistia to believe that audiences will continue to watch content they find useful, even if its production value is lower.

In my experience, consumers look for the value you provide regarding videos. In fact, Wistia’s survey backs this up, as more people are now keen on product demos, followed by educational and instructional content.

Video remains important for every part of the funnel, and it’s clear that people want to learn about companies this way.

I found that it’s become simpler for companies to shoot a video with a smartphone (Remember the Apple Ad for Olivia Rodrigo’s “Get Him Back!” music video, which was completely shot with an iPhone).

Even Wistia encourages smaller companies to make more videos without relying on expensive equipment.

And Wistia thinks that more companies will get comfortable with incorporating AI tools into their workflows. There are tons of ways AI can help businesses simplify the video creation process and improve their video marketing.

For starters, it can auto-generate captions and transcripts, get a video script off the ground, and create promotional copy for social media.

Unsurprisingly, we’re already anticipating AI to be a prominent aspect of the future of video marketing. I suggest you also look into AI-powered video editing and AI-driven audience targeting techniques.

As AI develops, I believe brands will have the chance to analyze vast amounts of data using AI. This allows them to learn more about their target audience and develop successful video marketing campaigns.

With a solid video marketing strategy, you can compete with bigger companies no matter what industry you’re in.

The Big Difference Between Digital Product And Web Design

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In the early days of the web, I remember how annoying it was when print designers would claim they could design websites, too. They assumed that just because they could design for one medium, they could design for the other. That assumption often led to bad user experiences. The skills for effective web design are quite different from those for print design. A similar thing happens today. Designers know how to design traditional marketing and e-commerce sites. They, therefore, presume they have the skills to work on SaaS apps and other digital projects. But when it comes to design, there’s a big distinction between traditional websites and digital products. If we want to work on digital products, we need to understand those differences and adopt a different approach to our work. People Interact with Digital Products More Regularly The biggest difference is that users interact with digital products more than most websites. Think about your own web use. What are the sites you visit most often? If you listed your top ten, well over half would be some form of digital product, from a social media application to a productivity tool. So, with that in mind, let’s dive into the specifics of how the frequency of usage impacts our design approach and what we can do about it. Why Frequency of Use Matters So Much The more we interact with a web app or website, the more important the overall user experience becomes. Users develop deeper connections with digital products. They also form more complex mental models of products they use often. This changes how they see the app in two fundamental ways.

Friction Becomes Significantly More Irritating

First, friction points become increasingly annoying. Users interact with a digital product many times per day. Any small problem in the interface compounds quickly. When you encounter a clunky UI or confusing workflow on a website you only visit once in a while, it’s frustrating but easy to overlook. But, when that same friction occurs in an app you use multiple times per day, it becomes a major source of irritation.

Change Undermines Our Procedural Knowledge

Second, the more we use an app, the more familiar we become with it and how it works. We end up using the app automatically, without even thinking, much like when you’ve been driving a car for years, you don’t think about the process. This is known as procedural knowledge. This is great news for digital product designers, as it means we can create interfaces that become second nature to our users. But, if we break their mental models or introduce unexpected changes, we risk causing frustration and disruption. So, knowing these two things, how does this affect our approach to digital product design? Well, let’s start by considering the problem of friction. Fixing Friction Points As digital product designers, we need to become obsessed with removing friction from the user experience. Failure to do so will alienate users over time and ultimately lead to churn. To mitigate friction, we need to constantly seek out friction points. We need to diagnose the exact problem and then test any solution to ensure it does, in fact, make things better. So, how exactly do we find friction points?

Finding Friction

The most obvious way is to listen to customers. User feedback is crucial in identifying friction points in the user experience. However, we can’t simply rely on that. Analytics can be your friend, too. Microsoft Clarity offers essential insights to pinpoint issues on your app. I would highly recommend using a tool like Microsoft Clarity. It gives detailed insights into user behavior. They help find points of friction. These include the following:
  • Rage clicks: Where individuals continuously click on something due to frustration.
  • Dead clicks: Where people click on something that is not clickable.
  • Excessive scrolling: Where users scroll up and down looking for something.
  • Quick backs: Where a person accidentally lands on a screen and promptly navigates back to the previous one.
  • Error messages: Where the user is triggering an error in the system.
These will help you identify potential friction points that you can then investigate further.

Diagnosing Friction

Once you know where things are going wrong, you can use heat maps and session recordings in Clarity. They will help you understand the problem. Why are people excessively scrolling or rage-clicking, for example? Session recordings are valuable for pinpointing particular problems in the interface. If the heat maps or session recordings don’t make things clear, that is where you would need to consider usability testing. Once you understand the problem, you can then begin exploring solutions and testing them rigorously to ensure they effectively reduce friction.

Testing Your Friction Busting Solutions

How you test your solution to the point of friction will depend on the size and complexity of the changes you need to make. For small changes, such as tweaking the UI or changing some text, A/B testing is often the best approach. You show the new solution to a subset of your users and measure the impact on those indicators of frustration. But A/B testing isn’t always the right approach. If your app has lower levels of traffic, getting results from a statistically significant A/B test can be time-consuming. Also, when your solution involves big changes, like adding new features or redesigning many screens, A/B testing can be expensive. That is because you need to first fully develop the solution before you can test it, meaning that it can prove costly if that solution turns out not to work. Your best approach in such situations is to create a prototype for remote testing. Initially, I usually conduct unfacilitated testing with a tool such as Maze. Unfacilitated testing is easy to set up. It requires minimal time investment, and Maze offers analytics, so you don’t necessarily need to watch every session back. Maze serves as a valuable resource for conducting remote testing, offering both test data and recordings for each test. If testing uncovers issues you can’t fix, then try facilitated testing. Facilitated testing enables you to delve into any arising issues by asking questions. Once you have a solution that works, it’s time to roll that feature out. But you need to be careful at this point because of the procedural knowledge I mentioned earlier. Dealing With the Dangers of Procedural Knowledge Introducing fixes to a user interface has a good chance of breaking a user’s procedural knowledge. Interface elements are often moved and so are no longer where users expect to find them, or they look different, and so users miss them. This can upset many existing customers. That can panic stakeholders and lead to rash decisions. To some extent, you need to accept that this is inevitable and prepare stakeholders for this eventuality. Users will normally adapt in a couple of weeks of regular use, and so there is no immediate need to panic. That said, there are things you can do to mitigate the reaction.
  1. To start with, you can let people know that change is coming. This allows people to mentally adapt to the change before it occurs.
  2. Secondly, if the change is significant, you may wish to give people the ability to opt out of it, at least in the short term. That is why some apps roll out features in beta and give users the option to opt in or out. This provides a sense of control that reduces people’s reactions.
  3. Finally, you can also provide guidance within the user interface itself. Tooltips and overlays can show users where features have been moved so new interface elements can be highlighted.
Slack use tooltips to explain how their interface works. The key is to strike a balance. You must add needed improvements while causing minimal disruption to users’ workflows. You will also need to carefully monitor adoption and adapt accordingly. Change The Way We Work That constant monitoring and adaptation lies at the heart of digital product design. You cannot rely solely on the initial solution but must be prepared to continuously refine and iterate as user behavior and needs evolve.

How to Use AI to Make Money & Grow Your Business

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AI is becoming an essential tool for businesses, especially for increasing productivity. But did you know you can also use AI to make money?

AI tools like ChatGPT and Midjourney are for more than just writing emails and generating funny images. They can also be used to make money. Many freelancers, small businesses, and entrepreneurs are already using AI to make thousands of dollars by implementing AI tools into their workflows.

Generative AI and machine learning were among the top most in-demand skills of 2024 on Upwork and it’s spreading fast into many different industries as well.

In a previous post, we showcased the most useful AI tools for improving your business. We also explained how you can use those tools to grow different aspects of your business.

In this post, we look at some of the ways and methods to use AI to make money and grow your business. Let’s dive in.

1. Copywriting and Content Creation

Copywriting and Content Creation

One of the best uses of AI is content creation. Generative AI tools excel at written content and there are many ways you can take advantage of them to make money and increase the revenue of your business.

Offer Freelance Writing Services

As a freelancer, you can create a content writing service using AI. You can provide blog posts, write resumes, cover letters, technical documents, and more with the help of AI tools like ChatGPT and Claude.

Many freelance marketplaces like Fiverr and Upwork already have freelancers who make huge profits by offering AI content writing services.

Edit Content Using AI

As a writer, you can use AI tools to edit, rewrite, and refine your content to further improve them. This way, you don’t have to rely on editors or feedback from clients to make your content better. As a freelancer, you can even offer it as a service.

Develop a Blog for Your Business

If you have a small business, you can now easily develop your blog with high-quality blog posts, guides, tutorials, and more without having to hire writers. Using AI tools, writing great articles is now effortless and they will even help optimize your content for SEO.

This is a great way to generate organic traffic to your business website, which will then lead to more sales and revenue.

Write White Papers

AI tools are also great at writing technical documents. Use them to write white papers to increase awareness of your business and build authority. Additionally, you can create technical manuals, FAQ pages, knowledge bases, and tutorials by training AI on your business data as well.

Write Copy for Websites and Products

Use AI tools to write better copy for your website descriptions and call to actions (CTA). Also, write descriptions for your product pages using AI and test them with your existing copy using A/B split testing. This will help you create better product pages and increase sales.

2. AI Consulting

Most small businesses are still not aware of how to properly utilize AI tools to improve their businesses. This is where AI consultants come in. They are experts in the subject of AI and offer consulting services to help businesses discover ways to integrate AI into their businesses.

Shopify’s Shop app

(Shopify’s Shop app)

This includes API integration, which essentially allows business websites to take advantage of popular AI models, like OpenAI’s GPT models, to create more advanced apps, websites, services, and systems. For example, AI is often used to offer better product recommendations for customers on eCommerce websites.

AI consultants also offer services in educating businesses on AI ethics and compliance, helping businesses use the best practices for AI without getting into trouble.

3. AI Chatbot Creation

One of the most profitable businesses in the AI industry right now is AI chatbots. These help businesses automate many of their tasks and customer services as well as generate more leads.

As an AI chatbot creator, your job is to create and program custom chatbots to serve customers on behalf of businesses. For example, these can be live service bots you see on a website. Or a custom bot that automatically replies to customers on Facebook or WhatsApp.

AI Chatbot Creation

Creating these AI chatbots is quite simple, thanks to platforms like ChatBot and LiveChatAI. All you have to do is write the messages and personalize them according to the business and its services.

4. Selling AI-Generated Art

Even though people were reluctant to accept AI art at first, they are now as normal as stock photos. In fact, many stock photo websites, including Shutterstock, now have categories dedicated to AI art. And they even accept submissions from creators.

If you’ve mastered the art of writing great prompts and generating high-quality AI art, you can now make good money by selling your art to these stock photo sites.

Selling AI-Generated Art

Wirestock is one of the best places you can use to sell your AI art but there are plenty of other stock photo sites you can use as well.

Businesses and agencies can also use AI art generators to create custom artwork, illustrations, icons, and photos for their websites, social media, and projects.

5. AI Photo Editing

Adobe Firefly

Photoshop now has powerful AI tools that allow you to edit, generate, and enhance photos with just text prompts. They help you edit photos, fix damaged photos, create photo manipulations, design posters, and more without much graphic design knowledge.

Whether you’re a freelancer or have a design agency, AI photo editing will offer a great way to bring in more revenue for your business.

6. AI-Powered Web Design

Designing and developing websites is now easier than ever thanks to powerful AI tools. Most online website-building platforms now include AI-powered tools for building websites.

Hostinger’s AI website builder is a great example that shows what these tools are capable of. And it offers a great opportunity for freelancers to make money by helping businesses build websites, even without any coding knowledge.

AI-Powered Web Design

AI platforms like Relume, CodeWP, and Framer are other great tools you can use to create more complex websites with the help of AI.

7. Social Media Marketing

When it comes to social media marketing, AI comes in handy in many different ways. Whether you want to generate a unique image for your promo post, create a custom voiceover for a quick video, or even plan entire ad campaigns, AI tools will make your workflow quite seamless.

Freelancers and social media marketing agencies can profit from integrating AI into their marketing process. And small businesses can also save money by using AI to run their social media marketing campaigns.

8. AI Translations

While you shouldn’t rely on AI tools to translate important documents like business contracts, there are ways small businesses can use AI translation tools to generate more revenue.

For example, you can use AI to write descriptions for your products in different languages and include them on your website to show to visitors based on their geographical location.

Or write multilingual captions for your social media posts as well as generate voiceovers for your marketing videos in different languages.

9. AI Data Mining

Data mining is one of the most effective strategies big corporations and companies use to beat their competitors and boost awareness for their brands. Small businesses often can’t afford such services, but thanks to AI tools you can now do data mining as well.

AI Data Mining

Claude and ChatGPT are great starting points for utilizing AI for data mining. You can also hire professionals to do the work for you.

If you’re a freelancer, this is an industry that’s worth pursuing as it will create a high-value and highly profitable skill that will be future-proof for a long time.

10. Building Custom AI Models

Many of the AI tools you see today are built using the same AI models developed by the tech giants. Meta’s Llama AI, OpenAI’s GPT, Google’s Vertex AI, and many other AI models allow you to build your own custom AI models.

Llama AI fb

Creating custom AI models is not as easy as signing up for a website. But they provide you with the foundation for creating more complex, unique, and convenient AI tools of your own. And that will create entirely new revenue streams for you in the future. Who knows, you might even be able to sell your AI tool for a few hundred million dollars.

Conclusion

These are just a few of the many different ways you can use AI to create new opportunities to expand your business and services and earn more money.

Remember that there’s more to AI than just ChatGPT. There are far more advanced and creative AI tools available that perform better at specific tasks.

20+ Best World Map Templates for Designers (Free & Pro)

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From highlighting geographic data to illustrating global trends, a world map can make complex information more accessible and engaging.

However, creating a detailed and aesthetically pleasing map from scratch can be time-consuming and technically demanding. That’s where pre-designed world map templates come in, offering a ready-made solution that saves time while maintaining professional standards.

In this post, you’ll find various styles of world map templates in PowerPoint, PDF, Illustrator, and EPS formats. Whether you’re looking for a minimalist outline map, a detailed vector map, or a stylized version with artistic flair, our collection has something for every project. Have a look.

World Map PowerPoint Templates

7 Continents World Map PowerPoint Template

7 Continents World Map PowerPoint Template

Enhance your data presentations with this world map PowerPoint template. Designed for ease and versatility, this template helps you create visually impressive flowcharts to illustrate complex ideas, making it ideal for business, education, and beyond. With 8 unique slides, adjustable shapes, colors, sizes, and positions, it’s easy to create professional, captivating presentations.

World Maps Data PowerPoint Template

World Maps Data PowerPoint Template

This is a high-quality PowerPoint template for presenting data in a visually rich manner. Its unique tube shape diagrams are designed to boost your sales and marketing efforts. You can easily customize the 120 unique slides, vector objects, and over 3000 icons to suit your needs. The template offers a one-click color change and auto recolor feature, along with 90 different color themes.

World Maps Infographics Powerpoint Template

World Maps Infographics Powerpoint Template

A versatile, graphically impressive PowerPoint template perfect for any presentation involving geographical or statistical data. With 21 editable, easy-to-use slides and placeholder images, this collection is designed to bring your data to life in a visually compelling manner. It features a 16:9 widescreen ratio and user-friendly drag-and-drop capabilities.

World Maps Template for PowerPoint

World Maps Template for PowerPoint

This is an innovative PowerPoint template for data and education presentations. This sophisticated infographic template, featuring over 20 unique world map slides, is fully customizable to your preference. It’s user-friendly, with easily editable elements, allowing you to personalize your content to suit your business needs.

Gradient World Maps PowerPoint Template

Gradient World Maps PowerPoint Template

A modern and creative PowerPoint template for crafting professional presentations. Enhanced by gradient color designs, this modern-style world map infographic template is perfect for business presentations, lookbook slides, or project pitches. The package provides 25 unique slides, both light and dark backgrounds, and resizable graphics. It also includes an icon pack and color scheme XML files for seamless customization.

11 Regions World Map PowerPoint Template

11 Regions World Map PowerPoint Template

A dynamic PowerPoint template for captivating presentations. With its 13 unique slides and easy editing, it allows for seamless communication of complex ideas. The versatile template is perfect for business, education, and even more personal use. It comes with helpful documentation and makes use of free licensed fonts.

Simple World Maps Infographics PPT

Simple World Maps Infographics PPT

This is an effectively designed PowerPoint template ideal for showcasing global data. Crafted specifically for global strategy and market analysis presentations, this template, packed with detailed world maps, brings international insights into sharp focus. The widescreen format and drag and drop picture placeholder add to the user-friendly layout, while easy editable graphics allow personal customization.

Doodle World Map Infographic for PowerPoint

Doodle World Map Infographic for PowerPoint

A user-friendly PowerPoint template designed to bring your presentations to life. With an engaging doodle-style design, it effortlessly simplifies complex ideas and strategies through its visually striking graphics. The template, ideal for both business and educational use, includes 31 unique slides, a 16:9 aspect ratio, and offers easy editability of shapes and colors.

Minimal World Map Infographics PPT

Minimal World Map Infographics PPT

This is a versatile, customizable PowerPoint template with a clean, understated design. It includes 10 editable slides with resizable graphics, uses free web fonts, and operates on a 16:9 widescreen ratio. Simply drag and drop to create impactful, visually arresting world map presentations.

Colorful World Maps Template for PowerPoint

Colorful World Maps Template for PowerPoint

This PowerPoint template offers an engaging way to visually communicate your business development stages. With 30 unique slides and over 90 XML files, it lets you fully customize your presentations with light and dark background options and handmade infographics.

World Map Graphic Templates (AI, EPS, PDF)

World Map Infographic Template AI & EPS

World Map Infographic Template AI & EPS

This is a vibrant, eye-catching world map template for Adobe Illustrator. This template includes three AI and EPS files featuring different styles of world map designs. Additional PNG files and a PDF make this world map design versatile and accessible for a variety of creative projects.

World Map Infographics for Illustrator

World Map Infographics for Illustrator

This is a world map infographic template offering three distinct design templates. The package covers you with dedicated AI, EPS files, and also offers PNG and PDF formats. An efficient solution for producing engaging, informative visual representations of global data.

Full World Maps Infographics

Full World Maps Infographics

A versatile world map template suitable for Illustrator, packed with four distinct design styles. Available in AI, EPS, PNG, and PDF, it supports Illustrator versions CS, CS5, and higher. This creative template is perfect for delivering your world map-based information in a clear, visually pleasing way.

Color Coded World Map Infographics

Color Coded World Map Infographics

Featuring an easy-to-use, color-coded design, this world map template comes with a customizable design. It includes all the essential files, including AI, EPS, PNG, PDF, and SVG, compatible with various versions of Illustrator. The asset even includes a handy icon set, serving as a comprehensive tool for your infographic creations.

Complete Map Infographics for Illustrator

Complete Map Infographics for Illustrator

Complete Map Infographics for Illustrator is a comprehensive and versatile creative asset. It’s a world map infographic template that comes with elements design and an assortment of file types like AI for Illustrator CS, CS5, and 10, EPS files, PNG files, and PDF.

Customizable Map Infographics

Customizable Map Infographics

This world map template for Illustrator comes in three different variations. It comes with unique design elements and offers files adaptable for Illustrator and other vector editors. In addition to AI and EPS formats, it also provides PNG files and PDFs, making it easy for you to inject customized graphic flair into your projects.

Light & Dark Map Infographics

Light & Dark Map Infographics

A highly customizable world map template designed for Illustrator. Available in both light and dark color themes, it includes two unique map design elements. The package provides three AI Files as well as EPS Files, PNG Files, and a PDF file. It’s an excellent resource for creative projects.

Blank World Map Template AI & EPS

Blank World Map Template AI & EPS

This is a comprehensive, vector-based infographic template made for designers. The pack includes editable elements for business planning, education, web design, and more. It offers a range of vector-compatible file types, making it a versatile asset for numerous graphic programs.

Free World Map Templates

Free World Map Infographic AI & EPS

This is one of the most stylish world map templates on our list. It features a creative design of the world map featuring a dotted design. It also has color-coded elements to create an infographic with details.

Free World Map Template for Illustrator

Another simple and minimal world map template that you can edit and fully customize using Adobe Illustrator. This template features a blank world map design with elements to highlight specific parts of the map.

Free Vector World Map Infographic

A colorful and detailed world map infographic template featuring color-coded elements. This map is ideal for presenting data and research as it comes with space to detail your findings. The template comes in EPS format.

Free World Maps PowerPoint Template

This is a free PowerPoint template featuring a set of customizable world map slides. These can be used to create professional-looking infographics to present your data. The template includes 30 unique slides.

Free Flat Style World Maps Infographics PPT

This PowerPoint template also comes with multiple world map infographics with flat-style designs. They can be easily customized to add your own data. The template includes 31 slides and it’s available in Google Slides format as well.

20+ Figma Presentation Templates (+ Slide Deck Style Graphics)

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If you are a designer on the hunt for the perfect Figma presentation template, look no further! Our post features a collection of stunning slide deck templates that will level up your Figma design project presentation and showcases.

Figma is a versatile software that’s capable of handling various types of designs, including slide decks. You can use Figma to create stylish slide decks and presentations to showcase your projects and present new concepts to clients without having to rely on any presentation software like PowerPoint or Keynote.

One of the main benefits of using Figma to design slide decks is you get to craft more attractive and visual slides for the presentation. And with this collection of Figma templates, you’ll be able to go above and beyond with your slideshow designs.

We handpicked a collection of Figma templates that feature slide deck-style graphics and layouts. You can use these to make your own presentations, slideshows, and more.

Let’s dive right in and explore these free and paid options that will impress clients and enhance your presentations.

Aesthetic eCourse Slide Deck for FIGMA & PSD

Aesthetic eCourse Slide Deck for FIGMA & PSD

This is a dynamic collection of 100 customizable slide templates for Figma and they are perfect for creating engaging online course-related presentations. This creative template not only includes visually pleasing designs but also provides a host of layouts like quotes, infographics, and lists. Suitable for webinars, influencer content, and marketing pitches, it’s a practical solution that saves you time and resources while elevating the visual appeal of your presentations.

Fashion Slideshow Promo Template for Figma

Fashion Slideshow Promo Template for Figma

This Figma presentation template offers a chic, minimalistic, and contemporary design, optimal for delivering your fashion-related content effectively. It features high-quality screens, customizable layers, fonts, and colors, and is fully editable, enabling you to customize its vector shape to your taste.

Infographics Figma Presentation Template

Infographics Figma Presentation Template

A useful Figma presentation template for creating engaging, data-driven presentations. It offers stunning visuals, dynamic roadmaps, and insightful timelines that effectively communicate information. It includes slide layouts in Photoshop, Figma, Sketch, PDF, and PNG formats, all fully editable for easy color changes and a free font. Unleash your data’s potential with this captivating infographic template.

Circle Infographic Presentation Template for FIgma

Circle Infographic Presentation Template for FIgma

Explore the Circle infographic presentation template for Figma, a set of slides designed for creative data visualization in slide decks. With this template, you can create mesmerizing presentations, make compelling roadmaps, and craft insightful timelines. The kit comes with PSD, Sketch, PNG, and PDF files, and options for easy color changes. Plus, it’s fully editable and even includes a free font.

Process Diagrams Figma Infographic Template

Process Diagrams Figma Infographic Template

This Figma slide template makes showcasing intricate workflows and procedures simple. It comes in various convenient file formats, includes an array of visual displays, and features editable graphics with clear color combinations. Its user-friendly design is perfect for crafting beautiful process diagrams and roadmaps for your presentation and slide decks.

Business Strategy Infographic Slides for Figma

Business Strategy Infographic Slides for Figma

This Figma template includes an assortment of fully editable infographics related to various business-related concepts. It’s especially ideal for crafting eye-catching business strategy presentations. The package includes Figma files, unique icons, three slide infographic templates, and free access to a creative font.

Digital Marketing Infographic Slides for FIgma

Digital Marketing Infographic Slides for FIgma

This is a modern Figma infographic template that transforms your presentations with beautiful infographics. It allows you to showcase data in visual form with stylish digital marketing infographic slides. It includes 3 slide templates in Figma, Adobe XD, and Sketch formats.

Business Analytic Infographic Slides for Figma

Business Analytic Infographic Slides for Figma

This is an exceptional Figma template for elevating your business presentations. The pack offers 15 unique slides with a light background option, a widescreen setup, and handmade infographics. It’s fully customizable, providing PNG files and ready Figma files.

Figma Presentation Slide Template

Figma Presentation Slide Template

A versatile Figma template for creating simple slides and landing page headers. It flaunts a modern flat vector design that is easily editable and customizable, making it suitable for web, mobile, hero images, and UI. The template comes as a 100% vector with editable text and colors, organized files, and utilizes an Open Sans font.

Data Presentation Figma Template

Data Presentation Figma Template

A highly adaptable and modern illustration perfect for sectors such as Data Science, Technology, and Finance. Its versatility lends itself well to use within web banners, mobile apps, and landing pages. Offering full customization, it is compatible with numerous platforms and software, and comes in various file types including EPS, PSD, SVG, and more.

Technology Presentation Figma Template

Technology Presentation Figma Template

Elevate your technology presentations with this visually engaging, flat-design Figma template. Perfect for web, mobile, and user interface needs, the layouts are entirely editable and customizable. This resource features 100% vector graphics, editable text, and open-sans typography, all arranged neatly for ease of use.

Hero Header Templates for Figma

Hero Header Templates for Figma

Even though these Figma templates are for designing website header sections, they can also be used to create attractive slides for your presentations. This pack contains seven innovative, fully editable, and scalable header designs perfect for an array of slides such as food delivery, online stores, and tech tools.

Hero Section Design Figma Templates

Hero Section Design Figma Templates

Another collection of sleek, modern hero design templates for your slide designs. It includes 11 distinct hero header layouts, fully customizable with Figma. They are excellent for creating cutting-edge website designs and slide decks for various presentations.

Eshoin – Ecommerce Hero Header Templates

Eshoin - Ecommerce Hero Header Templates

Eshoin is a collection of modern header designs for Figma, which are also perfect for enhancing presentations, and various projects. With a sleek, professional layout, the templates come in editable formats (.PSD, .xd, .fig), and feature a 1920×1080 pixel, 16:9 ratio design incorporating Google fonts. Primarily designed for product showcasing, they ensure an appealing and informative display for viewers.

eCommerce Hero Header Design for Figma

eCommerce Hero Header Design for Figma

This eCommerce-themed header design lends a clean aesthetic to your website or slide decks. It’s user-friendly, adaptable for small to large businesses, and ideal for crafting bold product showcase slide layouts. With compatibility across Sketch, Adobe XD, Invision Studio, and Figma, all components are vector-based ensuring a sleek design.

Free Figma Presentation Templates

Don’t forget to try these free Figma templates.

Free Deck Template with Fresh Folks Illustrations

Free Deck Template with Fresh Folks Illustrations

This is a bundle of beautiful slide designs featuring cute and fun illustrations that add a creative and more engaging look to presentations. The slides have multipurpose designs that can be customized to make various types of slide decks.

Free Figma Pitch Deck Template

Free Figma Pitch Deck Template

This free Figma presentation template comes with a set of bold slide designs for making pitch deck-style presentations. It has several slides with gradient colors and minimal designs.

Free Grey Pitch Deck Presentation Template

Free Grey Pitch Deck Presentation Template

With more than 20 different slide layouts to choose from, this Figma presentation template is one of the best options for crafting a convincing pitch deck to win over your clients. And it’s free to use.

30+ Free Presentation Slides for Figma

30+ Free Presentation Slides for Figma

This free Figma presentation template comes in both light and dark color themes. You can use it to make elegant and bold presentations for various branding and business slide decks. It includes over 30 unique slides too.

Free Figma Presentation Template

Free Figma Presentation Template

Use this Figma presentation template for free to design bold and professional presentations for your business and design projects. The template is especially ideal for startups and entrepreneurs for creating pitch decks.

Free Elegant Presentation Template for Figma

Free Elegant Presentation Template for Figma

Another free presentation template for Figma. This template includes several creative slide layouts with elegant designs. They are suitable for a wide variety of slide deck presentations. Even though it uses a different language, you can easily customize each slide to change content.

RFP: How to Write a Strong Request for Proposal [Example & Template]

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If I was reading a post about request for proposals (RFP), I’d want to get to the point … and fast.

Download Now: Free RFP Templates

And that’s coming from me, a former marketing consultant of about five years with three different agencies. I used to create RFPs and submit bids, so I speak from experience when I say this isn’t always the most exciting process.

That’s OK because I have a few tips up my sleeve to make your RFP development process a little less daunting (and a little more fun, hopefully).

Table of Contents

Since I struggle living in a world with a million acronyms, let’s clear up the difference between an RFP and RFI before we continue.

Here’s the TL;DR — If your business has a project and you need external support, and you already know what type of vendor you’re looking for, you can use an RFP to shop around.

When I worked for a small health communication firm, one of our government clients wanted us to create an educational video series for them.

I developed an RFP on their behalf to solicit proposals from video production companies since we didn’t have the capabilities to complete this work in house.

Hold on to this example — I’ll use it to walk you through the RFP writing process.

As a reminder, here’s the example we’re using for this walkthrough: AJC Health is developing an RFP on behalf of a government client, DoGoodGov, for educational video production services.

(The company names are made up, but the experience is real … I promise.)

1. Provide background information.

Your RFP should always start with an introduction and overview of your business. This helps set the stage for potential vendors and allows them to better understand who they’ll be working with.

Pro tip: I like to keep this section brief. Just introduce your business, highlight your mission, and discuss the products and services you provide.

Example:

AJC Health is a health communication firm based in Washington, DC. Our mission is to empower teens and young adults to lead healthier lives.

For over 10 years, we’ve helped clients achieve their goals by providing marketing and communications services including campaign development, copywriting, and multimedia project support.

2. Define your project purpose and goals.

After you introduce yourself, provide an overview of the project. This is your first opportunity to describe what you’re hoping to accomplish and the areas of expertise you’re looking for.

I like to think of this section as a way to help vendors better understand your priorities so they can tailor their proposals accordingly.

Pro tip: I’d recommend keeping this section clear and concise. Focus on the purpose of the RFP, the type(s) of vendors you’re looking for, and your goals. You’ll have an opportunity later to provide specific details about the scope of work later.

Example:

The purpose of this Request for Proposals (RFP) is to invite businesses who specialize in video production, live action, animation, and multimedia for educational purposes to submit proposals to our company.

We’re currently seeking qualified vendors to support the development of a public health video series on behalf of DoGoodGov. Our goal is to build brand awareness, drive web traffic, and increase our YouTube marketing ROI.

3. Outline the budget and scope of work.

In the last step, we described the project at a high level. This section is where you can get into the weeds a little bit. State your budget and describe the specific services you need.

For me, it’s helpful to compare this section to the “Job Responsibilities” section in a job description. Give a complete snapshot of what the role entails.

Pro tip: You can take various approaches when describing the services you’re seeking in an RFP, but I recommend incorporating bullet points or breaking up your information so that it’s easy for vendors to scan.

Example:

The budget for this project is $12,750.

The selected firm will be responsible for the ideation, production, and delivery of a three-part video series to educate teens and young adults about the benefits of living a healthy lifestyle.

Tasks include but may not be limited to the following criteria:

  • Ideating video concepts
  • Writing and editing video scripts
  • Multimedia (audio/video) content development
  • Capturing, importing, and organizing raw media
  • Editing video footage and audio files
  • Creating static and motion graphics
  • Adding music, voice-over, and sound effects
  • Delivering multi-format video files (e.g., YouTube, social media, web)
  • Meeting the requirements of Section 508 Compliance for video
  • General account management
  • Other assistance as required

4. Call out any barriers or roadblocks.

Here, you’ll want to mention any challenges specific to your project. This may include elements like limited resources or specialized requirements that the average vendor may not have or easily obtain.

This may seem counterintuitive, but I’ve found that this helps you eliminate unsatisfactory bidders and figure out which vendors have the skills to tackle those challenges.

Pro tip: It’s crucial to be transparent here. Otherwise, vendors may not fully understand the potential difficulties that may arise. This lack of knowledge could lead to delayed timelines, increased costs, or worse — an unsuccessful project.

Example:

As a federal entity, DoGoodGov requires all materials, including multimedia content, to meet the requirements of Section 508 Compliance. Vendors must have specialized knowledge in 508-Compliance for video production.

5. Highlight your selection criteria.

Now it’s time to specify which skills, services, and market expertise are required for consideration. This is the time to get specific, just like we did in the scope of work section.

Some examples of selection criteria that you can specify in an RFP are experience, qualifications, cost, availability, and technical compatibility.

Pro tip: When I’m building out this section, I focus on the objective criteria that my business will use to, well, pick a winning bid. I’ve found that clear selection criteria helps increase your chances of receiving proposals that actually meet your needs.

Example:

The ideal vendor:

  • Has experience in producing high-quality videos across various formats such as live-action, animation, screencast, whiteboard, and educational video
  • Has a clear process from ideation, production, revision, and final delivery
  • Has experience creating videos for educational purposes (public health knowledge and experience is a plus)
  • Has demonstrated knowledge in the requirements of Section 508 Compliance
  • Can provide a highly responsive, collaborative, and transparent communication process

6. Specify your submission process.

The selection criteria and the submission process outline go hand-in-hand to ensure you end up with a strong collection of proposals.

Tell vendors where to submit their bids and to whom, and give them a timeline that includes the submission deadline, date for final selection, and project completion date. Then, tell them exactly what you want them to submit.

Pro tip: I’d treat the submission process as a test for who’s capable of meeting your requirements. If a vendor can’t complete all elements of your proposal, you probably can’t trust them to finish your project, either.

Example:

Submission Information

Submissions may be sent via mail or electronically by the submission deadline.

  • Project Name or Description: Video Production Services
  • Company Name: AJC Health
  • Address: 123 Howie Ave.
  • City, State, Zip Code: Silver Spring, MD 20906
  • Procurement Contact Person: Alana Chinn
  • Telephone Number of PCP: 123-456-7890
  • Email Address of PCP: achinn@consulting.com
  • Fax Number: N/A

Submission Timeline

Proposals must be submitted by February 10th. The award will be granted no later than March 1st. Final video delivery must occur by June 30th.

Submission Criteria

A submission must, at a minimum, include the following elements:

  • Description of the firm that includes a general overview, names and credentials of creative team, number of full-time employees.
  • A one-page narrative outlining the firm’s strengths and distinguishing skills or capabilities as they might relate to AJC Health.
  • A representative selection of multi-channel video content, audio samples, and project management plans created for current and past clients.

RFP Template

Below, I’ve included one of my favorite RFP templates. (It’s ours at HubSpot, so I may be a little biased.)

HubSpot's Request for Proposal (RFP) template

Download a free, editable RFP template.

You can use this template to build your initial structure, but I’d recommend tailoring your RFP to best articulate your company’s needs.

RFP Sample

1. Introduction

Background

AJC Health is a health communication firm based in Washington, DC. Our mission is to empower teens and young adults to lead healthier lives.

For over 10 years, we’ve helped clients achieve their goals by providing marketing and communications services including campaign development, copywriting, and multimedia project support.

Project Overview

The purpose of this Request for Proposals (RFP) is to invite businesses who specialize in video production, live action, animation, and multimedia for educational purposes to submit proposals to our company.

We’re currently seeking qualified vendors to support the development of a public health video series on behalf of DoGoodGov. Our goal is to build brand awareness, drive web traffic, and increase our YouTube marketing ROI.

2. Budget and Services Requested

Budget

The budget for this project is $12,750.

Scope of Work

The selected firm will be responsible for the ideation, production, and delivery of a three-part video series to educate teens and young adults about the benefits of living a healthy lifestyle.

Tasks include but may not be limited to the following criteria:

  • Ideating video concepts
  • Writing and editing video scripts
  • Multimedia (audio/video) content development
  • Capturing, importing, and organizing raw media
  • Editing video footage and audio files
  • Creating static and motion graphics
  • Adding music, voice-over, and sound effects
  • Delivering multi-format video files (e.g., YouTube, social media, web)
  • Meeting the requirements of Section 508 Compliance for video
  • General account management
  • Other assistance as required

3. Barriers to Completion

As a federal entity, DoGoodGov requires all materials, including multimedia content, to meet the requirements of Section 508 Compliance. Vendors must have specialized knowledge in 508-Compliance for video production.

4. Selection Criteria

The ideal vendor:

  • Has experience in producing high-quality videos across various formats such as live-action, animation, screencast, whiteboard, and educational video
  • Has a clear process from ideation, production, revision, and final delivery
  • Has experience creating videos for educational purposes (public health knowledge and experience is a plus)
  • Has demonstrated knowledge in the requirements of Section 508 Compliance
  • Can provide a highly responsive, collaborative, and transparent communication process

5. Submission Process

Contact Information

Submissions may be sent via mail or electronically by the submission deadline.

  • Project Name or Description: Video Production Services
  • Company Name: AJC Health
  • Address: 123 Howie Ave.
  • City, State, Zip Code: Silver Spring, MD 20906
  • Procurement Contact Person: Alana Chinn
  • Telephone Number of PCP: 123-456-7890
  • Email Address of PCP: achinn@consulting.com
  • Fax Number: N/A

Timeline

Proposals must be submitted by February 10th. The award will be granted no later than March 1st. Final video delivery must occur by June 30th.

Submission Criteria

A submission must, at a minimum, include the following elements:

  • Description of the firm that includes a general overview, names and credentials of creative team, number of full-time employees.
  • A one-page narrative outlining the firm’s strengths and distinguishing skills or capabilities as they might relate to AJC Health.
  • A representative selection of multi-channel video content, audio samples, and project management plans created for current and past clients.

Tips for Writing an RFP

Here are three tips from my arsenal to help you optimize your RFPs to achieve a high response rate from vendors.

1. Keep the lines of communication open.

Providing access to a point of contact shows that your company is invested in the vendor response process and helps you proactively establish a rapport.

And if you have flexibility in your timeline, I’d also recommend that you encourage prospective vendors to ask questions and seek clarification before submitting a proposal.

The more they understand your needs, the better their proposals will be.

2. Make sure your RFP is detailed but scannable.

If I was a vendor, I’d be a lot less likely to respond to your RFP if the project details are insufficient or unclear. However, you’ll want to strike the balance between providing enough but not too much detail.

I like to make sure each of my sections are well-defined, and the document is easily scannable. To do this, I take full advantage of formatting options, like bullet points and headings.

This allows me to provide the necessary information in a digestible way.

3. Proofread your RFP before you go live.

Last but never least? Proofread your RFP — then proofread it again. Why? Because even small mistakes could derail project timelines.

Can you imagine if you missed a zero in your budget details, or included the wrong date for your proposal deadline? Both could force a restart of the entire RFP process and waste precious time.

Just the thought of that alone is enough to make sure I never skip this step.

Go Forth and RFP

See, that was kind of exciting … right? Well, at the very least, I hope this helped simplify the RFP process for you.

Editor's note: This post was originally published in June 2018 and has been updated for comprehensiveness.

Product Launch Checklist: How to Launch a Product, According to Experts

Featured Imgs 23

Like a tree falling in the woods, if you plan a product launch without spreading the word — will anyone use it? Will anyone even want it?

→ Download Now: Free Product Marketing Kit [Free Templates]

These are the questions that sometimes keep me up at night. And truthfully, as much as I wish it wasn’t the case, if you fail to effectively spread the word about your product launch, it will most likely fail.

Whether you’re launching something huge, something small, or you’re updating a current offering, you’ll want to start your preparation well in advance of the launch date with a product launch checklist.

Because there are so many moving parts in this process, bringing your product to market can be intimidating and tricky. To help you, I've come up with a step-by-step checklist for a successful product launch and gathered the best product launch tips from a HubSpot Product Marketer.

Table of Contents

What is a product launch?

A product launch is the process of introducing a brand-new product or service to the world. It involves various marketing and promotional activities aimed at creating buzz and demand around your new offering. The ultimate goal is to get customers excited and eager to buy the new product.

Take it from me: Product launches require a lot of planning. You can’t just drop a new product out of the blue and expect everyone to buy in — well, unless you’re Beyoncé. Which is unfortunate because there’s only one Beyoncé. Instead, you’ll need a plan.

Lucas Botzen, CEO of Rivermate, says, “If you really want to launch the product, you must begin with in-depth market research, identify your target audience, and understand their needs. Next, make a comprehensive plan for the launch, which defines specific, measurable goals, a marketing strategy, and all the materials and resources required.”

During the launch, Botzen recommends reaching out to the audience via different channels, gathering feedback, and being responsive to any issues. Immediately after launch, measure results and identify key learnings, making further adjustments if necessary for continuous improvement, Botzen advises.

“Planning can take significant time, and if you’re like me and you’re not much of a planner, this can be a major bummer. Luckily, our product launch checklist can help ensure that all your t’s are crossed and i’s are dotted before your official launch date. Trust me: This checklist is a lifesaver!” Botzen says.

new product launch checklist

1. Learn about your customer.

Whether you call it “market research” or “customer development,” it's key to learn about what drives your target customer. In my experience, identifying their goals, motivations, and pain points could lead you to developing and marketing a valuable solution.

You don't need to perform years of intense research to learn about your customer. In fact, I suggest just talking to 12 to 15 current or prospective customers.

When speaking to them, pay extra attention when they start sentences with “I wish a product did this function…” or “Why can’t products do this?” When they give these statements, respond with questions that go deeper, like “Can you get more specific about that?"

If they don’t bring up any pain points, ask them a few specific questions that will encourage them to give deeper answers.

These conversations will give you a solid idea of what their biggest pain points are and how you can market a solution to them. Once you learn these key details about your customers, you can develop a buyer persona that your team can focus on serving.

2. Write a positioning statement.

When launching a new product, you must be able to clearly explain how it fills a need in the market. That’s where a positioning statement comes in.

It helps you communicate the unique value proposition and key benefits that differentiate your product from others.

I recommend writing out a statement that can clearly and concisely answer these three questions:

  • Who is the product for?
  • What does the product do?
  • Why is it different from other products out there?

If you'd like to go even deeper, create a statement that answers the following questions:

  • What is your target audience?
  • What segment of the target audience is most likely to buy the product?
  • What brand name will you give your product or service?
  • What product or service category does your product lie in?
  • How is it different from competitors in the same category?
  • What evidence or proof do you have to prove that your product is different?

Still need more guidance on how to write a positioning statement? Check out this template.

3. Pitch your positioning to stakeholders.

Once you've established your positioning statement, present it to stakeholders in your company so they are all on the same page. Call a meeting, send an email, or create a presentation to present.

But I should remind you, when doing this, you’ll want to emphasize how your new product aligns with your overall business strategy, customer needs, market trends, and revenue potential. Use concrete examples, stories, or data to make your pitch more persuasive.

I also suggest you think proactively about potential questions or objections they might have. Prepare thoughtful responses to address concerns around market viability, competition, target audience, or feasibility.

If your employees have a hard time buying into the product, your customers might as well. If your team loves it, that might be a great sign that the product launch will go well.

4. Develop product branding.

Take the information you gathered while conducting your market research and writing your positioning statement, and let it inspire you as you craft your product brand identity.

Creating a brand identity is my favorite part of a product launch. During this step, you’ll develop all the elements needed to create a consistent and memorable brand, including:

  • Product name, logo, and tagline.
  • Color palette, typography, and imagery.
  • Key brand, communications, and marketing guidelines.
  • Packaging.

Product branding is a little different than company branding because it focuses on creating a distinct identity for a specific product, rather than an entire organization. However, they are both still interconnected and should be aligned.

5. Plan your go-to-market strategy.

This is the strategy that you will use to launch and promote your product. While some businesses prefer to build a funnel strategy, others prefer the flywheel approach.

Regardless of which method you choose, this process contains many moving parts. To create an organized strategy for launching your product, I find it can be helpful to use a template, like this one.

As you create the strategy, I recommend you also start considering which type of content you’ll use to attract a prospective customer’s attention during the awareness, consideration, and purchase decision stages.

You'll need to produce this content in a following step.

6. Set a goal for the launch.

Before you get started on implementing your strategy, make sure you write down your goals for the launch.

Alex Girard, a Product Marketing Manager at HubSpot, says, “Create specific goals for the launch’s success. Keeping these goals in mind will help you focus your efforts on launch tactics that will help you achieve those goals.”

For example, the goals of your product launch could be to effectively establish a new product name, build awareness, or create sales opportunities.

I think one of the best ways to set goals for your launch team is to write them out like SMART goals. A SMART goal is Specific, Measurable, Attainable, Relevant, and Time-bound. I like SMART goals because they’re easy to track and modify.

Once you have your goals in mind, you can start thinking about what KPIs you want to track, such as:

  • Sales revenue.
  • Units sold.
  • Customer acquisition.
  • Conversion rate.
  • Website traffic and engagement.
  • Social media engagement.

Identifying these metrics ahead of time will make it easier to assess whether or not you met your goals after the product is launched.

7. Create promotional content.

After planning out your go-to-market strategy and writing your SMART goals, start producing content that will support and align with those promotional efforts.

In my experience, this can include:

Our go-to-market template will also help you determine which content you should create for each phase of your prospective customer’s buyer’s journey.

Or, you can also use HubSpot’s Start Customer Platform. In this platform, you can easily create everything you’ll need for a successful launch, all while nurturing customer relationships and tracking analytics.

8. Test and gather feedback.

Before you officially launch your new product, I think it’s important to test it out to ensure your final product is the best it can be.

By testing the product in different scenarios with real users, potential bugs, usability problems, or functional issues can be discovered and resolved early on.

Fixing these problems before launching your product ensures a smoother user experience and helps maintain customer satisfaction — an invaluable step, in my opinion.

Gathering feedback from users also allows for product improvement. By listening to the opinions, suggestions, and criticisms of users, you can gain insight into what features are working well and which ones need improvement.

I’ve found this feedback-driven approach can help you make informed decisions on enhancing the product's functionality, usability, and performance.

9. Set up distribution channels.

Before you officially launch, you’ll need to set up your distribution channels.

This step is important because it determines how and where customers can purchase your product, be it online platforms, brick-and-mortar stores, or other distribution partners.

In my experience, well-planned distribution channels help accelerate the product's time to market. By proactively setting up channels ahead of the launch, you can quickly distribute the product once it becomes available, minimizing delays and maximizing opportunities to capture early adopters and gain market share.

If you can successfully position your product in prominent retail locations or online marketplaces, it increases visibility and boosts your chances of capturing customer attention and outperforming competitors.

Another benefit I’ve found, it also provides a foundation for future growth and scalability. As your business expands and introduces new products, you can leverage existing channel relationships and infrastructure to efficiently launch and distribute new offerings.

10. Prepare your team.

Be sure that your company and key stakeholders are ready for you to launch and begin marketing the product. In my opinion, it’s helpful to include them at the beginning of your product launch.

Before the big launch day, consider doing the following:

  • Offer your team early access to the product so they can familiarize themselves with it firsthand.
  • Provide training sessions to help your team understand the product inside and out.
  • Develop sales enablement materials such as presentations, product sheets, FAQs, and objection handling guides.
  • Conduct role-playing exercises to simulate real customer scenarios with the product.

During this process, I think it’s essential that all stakeholders are on the same page. Communicate with the company through internal presentations, Slack, or email to keep your company updated on your launch plan.

11. Launch the product.

Once you've completed all the above steps, you can launch the product. Here are some last-minute things I suggest you check over on launch day:

  • Double-check all the necessary details, materials, and arrangements to ensure that everything is ready and working correctly.
  • Conduct a brief team meeting to align everyone and address any last-minute questions or concerns.
  • Keep an eye on social media channels to gauge customer reactions, respond to inquiries, and engage with potential customers.
  • Ensure that your website and any systems related to the product launch, such as landing pages or checkout processes, are functioning smoothly.

Most importantly, you should take the time to celebrate the launch and the efforts of your team. This can be in the form of a team lunch, virtual celebration, or any other creative way to acknowledge everyone’s hard work.

12. See how well you did in achieving your goals.

After you launch your product, track how the go-to-market strategy is performing. Be prepared to pivot or adjust aspects of your plan if they aren't going smoothly.

Additionally, don't forget about the goals you set before the launch. I recommend taking the time to review the KPI targets you set ahead of the launch and assess how well you did in achieving those goals.

For instance, did you exceed your sales projections, or did you fall short? If the launch didn't meet expectations, you can rethink your go-to-market strategy and adjust from there.

Stages of a Product Launch

I’m not trying to scare you, but a staggering number of businesses experience a failed product launch each year.

The failure likely isn’t related to the product itself falling flat (although that can happen). It’s more likely that the business did not follow a strict launch strategy or conduct proper market research before putting their product up for sale.

Before you plan for your product launch, follow this quick guide to ensure you set your product up for maximum success (meaning, sales!).

1. Determining Customer Needs

I know this likely goes without saying, but your product should be a benefit to your customer, not a hindrance.

In my opinion, there is nothing worse than trying to use a product that doesn’t actually do what I need to do.

If your product is cumbersome to use or doesn’t actually solve a problem, your audience will likely not see the benefit and will forgo making a purchase.

My suggestion is to take some time to dig deep into your customers’ needs. A solid understanding of your customers’ pain points can help you craft a better product.

If you’re unsure of their current pain points, just ask them. A well-crafted survey can help you uncover their wants, wishes, and needs.

Plus, this survey can help you understand why your customers will or will not buy your product, which can help you determine your market positioning and a promotional strategy. You can also use your CRM to collect this data.

2. Looking at Competition

Remember how your teachers would tell you to “keep your eyes on your own paper?” As a former teacher, I’m guilty of saying those exact words.

But when it comes to a product launch, forget everything your teachers told you. It’s okay to take a look at your competitors.

In fact, it’s expected, and it’s one of the best ways to understand the advantages and disadvantages of a competing brand.

Eyeing your competitors can help you create a plan to set your product apart from the competition. By doing a deep dive into your competitors, you should be able to determine a better marketing strategy and how to position your product as the solution to customer needs compared to other brands.

3. Creating, Testing, and Refining a Prototype

Hopefully, you have a few key audience members on standby that you can bounce ideas off of. Using their expertise, create a prototype of your product and ask them to beta test it.

Take it from Oindrila Mandal, a senior game product manager at Electronic Arts. says, Mandal notes that, in the video game industry, phases of launch could start with a limited beta test.

Here “marketing efforts try to reach a specific segment of potentially highly engaged customers or ‘power users’ and ask them to sign up for the product as an exclusive preview. The product launched in this stage is largely still under testing, may have limited functionality, and will probably undergo changes based on the user feedback,” Mandal says.

Regardless of your industry, a beta test is an excellent idea. Using your beta testers’ notes and feedback, you can implement their suggestions to work out any bumps in your prototype or add a new suggested feature.

Your beta testers’ feedback is invaluable and an important part of a successful product launch. Don’t skip this step!

4. Determining Numbers

Before you spend more time and money creating and launching your product, it’s not a bad idea to crunch the numbers. Spend some time looking at factors like your profit margins, your product’s performance, and potential sales volume.

Doing so will help you create a baseline for needed conversions and sales.

And, running the numbers can give you insight into whether or not your product launch is worth the time and effort.

If your needed conversations and sales feels like an impossible task, it’s okay to scrap your plan, make some tweaks, and try again.

5. Building Pre- and Post-Launch Marketing Plan

A successful launch requires a good bit of pre-marketing and planning. You’ll need the help of those within your circle to help generate buzz about your product.

You might enlist the help of a PR agency or create partnerships with influencers within your niche. Take some time to brainstorm the best course of action. This will help you achieve a better launch.

6. Checking supply chain.

One of the reasons product launches fail is not because of an awful product, but because there is not enough of it to meet demand. Double check with your suppliers and vendors to ensure you have enough product for a successful launch.

You’ll also want to nail down a plan for scaling your product, if the demand exceeds your expectations.

7. Launching your product.

Launching your product is the most exciting stage of the product launch. This is when you’re finally able to show your hard work to your audience, and, hopefully, make a sale.

I’ll talk more about the how-tos of a successful product launch later in this post.

Keep reading!

8. Ask for and analyze feedback post-launch.

The public’s perception of your product is a big indicator of its success. Their feedback is valuable and can help you better understand what went right in your launch or which aspects failed.

Now that we know the stages of a product launch, let’s take a look at how to launch a product.

How to Launch a Product With Data and Expert Insight

Now that you know all the details that go into launching a product, we need to talk about how to *actually* launch it, from setting your launch date to releasing your product into the wild and anticipating orders from your loyal client base.

Lindsay Wyskowski, brand strategy director at Identity PR says, “You only get one bite of the apple, which really translates to getting the launch right because you only get one chance. All of the parts and pieces need to align appropriately, with everyone involved on the same page following the same plan, so the product launch can really be a milestone moment for the company.”

If you’re ready to come up with your own product launch plan to get that milestone moment for your business, follow these steps.

1. Set a date for your launch.

The first thing you need to do is pick a date for your launch. Whichever day you choose, be sure to give yourself plenty of time to get all the things you need to do done. Realistically, you’ll need to set your launch date out several weeks, or even months.

Bernardo Castro, backend developer and founder of Bybrand, tells me his company usually takes three months to launch a product.

Bernardo says, “The first month is about planning. What platforms are we going to use? Will it be available all at once or staggered? What is our sales objective for the first week? The second month is about polishing the product (the software, in our case) and creating marketing content. The last month is about teasing the launch, determining the launch date, and rolling out our marketing campaign.”

With his advice in mind, you’ll need time to:

  • Craft marketing copy for emails and social media.
  • Create a landing page for your product.
  • Ensure your product’s bugs and kinks are worked out.
  • Drum up some customer hype.
  • Work out logistics.

If you’re like me, you’ll likely find picking a date and working backward to be helpful. This means once you have a good date in mind, you can mark off the weeks with deadlines detailing when and how to accomplish your pre-launch tasks.

2. Choose your marketing channels.

Where you market your product matters. It matters because if your audience is not hanging out on the platforms you’ve chosen, you’re essentially yelling into the wind.

Take some time to figure out which channels are your best marketing channels. Do your customers:

  • Read and respond to emails or SMS messages?
  • Are they active on specific social media platforms?
  • Are they easily influenced by social media influencers?

The answers to these questions will help you determine your best plan of marketing action. And remember, 88% of people are likely to trust a recommendation from people they know and trust, so word-of-mouth marketing shouldn’t be off the table.

Don’t forget, you can market your product on multiple channels. So, while one marketing platform might not be the most effective, in my opinion, it’s not a bad idea to give it a try to reach all of your customers.

3. Develop your messaging and marketing materials.

You can’t have a successful product launch without compelling marketing materials. Your marketing materials will help draw in your audience, explain the benefits and usefulness of your product, and showcase your brand’s voice and message.

These materials include:

  • Landing pages.
  • Blog posts.
  • Paid advertisements.
  • Emails.
  • SMS messages.
  • Short-form video.
  • Long-form video.

Speaking of your brand’s voice and message, though, you’ll also want to pinpoint exactly the tone you want your marketing materials to set. Ask yourself:

  • How do you want to present your product?
  • Do you want your brand to be helpful? Direct and to the point? Humorous? Optimistic?

The answer to those questions will help determine your tone of voice, which will guide you and your marketing team’s copywriting and content efforts. You can also look to your target audience, too, to help you determine your tone of voice.

Which attitude do they best respond to?

4. Create some buzz around your product.

Once your promotional materials are ready to go, it's time to start promoting your product and its launch! Ideally, you’ll want to start promoting your product about six or eight weeks before the launch date.

In my experience, this will give you plenty of time to generate interest among your target audience, without shocking them with a surprise launch that could fall flat.

Take a look at your launch date and then count back six to eight weeks. Whichever day that falls on should be the start of your marketing campaign.

Since 80% of social media marketers say they think customers will buy products directly in social apps, don’t discount the power of social selling and promotional social media posts.

You can use social media scheduling tools to help you schedule your posts ahead of time. Or, create a content calendar detailing your posting schedule to share with your team.

To create even more buzz and better market your product, consider:

  • Hosting an exclusive pre-sale for select target audience members.
  • Creating a limited edition of your product.
  • Hosting a launch party, either in-person or online.
  • Giving early access to influencers to help promote and market your product to their audiences.

Above all, I recommend using your six to eight weeks of promotional time wisely. When done right, this time will pay off in dividends.

5. Launch your product.

On launch day, it’s officially time to release your product to the public and make some hard-earned sales! Use your preferred marketing channels to announce your product launch to your audience.

Pro tip: Don’t forget to include a link to make a purchase!

6. Track the results.

You’ll have a good indication of how well your launch performed based on sales.

However, it’s a good idea to dig into your marketing channels’ analytics to get a better idea of what worked and what didn’t.

Keep an eye on your:

  • Open rates for both emails and SMS.
  • Click-through rates.
  • Social media engagement data.

While you can’t go back and change your past marketing strategy, tracking your results can help you plan for a better launch the next time.

Plus, you can make changes to your strategy in real-time, like reviewing your open rates and editing email subject lines for a better chance at your audience opening them before you send follow-up emails.

And remember, 47% of email recipients open an email based on the subject line alone, so you really need to nail it to increase those open rates!

How to Launch a Product Online

To launch your product online, you’ll want to ensure you’ve followed the steps above. However, there are a few additional steps you'll want to follow to gain traction primarily online.

1. Figure out the story you want to tell regarding your product's bigger purpose.

What story do you want to tell across social platforms, landing pages, and email? This is similar to your positioning statement but needs to be geared entirely toward your target audience. Ask questions like:

  • Why should they purchase your product?
  • How will your product or service make their lives better?

Remember how I said it’s important to get your team and stakeholders involved before you start? Communicating cross-functionally ensures the communication materials you use across various online channels align — which is key when it comes to establishing a new product in the marketplace.

Consider, for instance, how Living Proof announced its new product, Advanced Clean Dry Shampoo, on its Instagram page. The story revolves around a simple nuisance common with most other dry shampoos — How consumers still want that just-washed feeling, even when using a dry shampoo.

Living Proof's new Instagram post, highlighting its new product launch

Image Source

I like how Living Proof builds excitement and demand for its new product by focusing on how the product will benefit consumers through storytelling, and using a new hashtag #NoWastedWashes.

2. Display customer testimonials, case studies, and other social evidence to positively frame your new product.

Consumers want to see that other consumers have already taken the risk and purchased your new product before doing it themselves.

I’m guilty of spending hours researching what others say about a product before I finally take the plunge. And because I’m not alone in this, this is where social proof comes into play.

In the weeks leading up to a product launch, or shortly after its launch, begin posting customer testimonials, reviews, and case studies to showcase how your new product has already helped other people.

Take this a step further and employ influencers to share the word about your product as well, if it’s a good fit for your brand.

Consumers are smart enough to know they shouldn't trust every advertisement they see — but they can trust fellow consumers. So leverage that trust through social proof methods.

3. Create a social and email campaign.

Create a full, comprehensive social media campaign to increase interest and awareness of your new product.

I advise using paid advertising to reach new audiences, creating full product explainer videos to use across your social channels, and using email to reach existing customers and provide an exclusive first look at your new product's features.

Since 73% of consumers prefer to watch a short-form video to learn about a product or service, I highly recommend you keep that in mind when creating your video content.

Additionally, you might consider hosting a live stream to connect directly with prospects and existing customers and invite experts from your product development team to explain the new features of your product.

It’s important to note — in this stage, you’ll want to pay attention to how consumers are interacting with the communication materials regarding your new product.

Share concerns and feedback with the product development team — it’s important to trust your consumers and use their feedback to strengthen your product.

4. Have a pre-order option.

If a consumer is excited to purchase your new product, don’t make them wait — provide an option to pre-order the product or service before it’s even available.

This helps spread out demand while enabling consumers to purchase the product whenever they’re feeling most inclined to do so.

The cost of launching a new product varies significantly.

For instance, an entrepreneur will see vastly different costs for launching a product on Amazon than an enterprise company might see for launching a product in a million-dollar market.

I’ll share two examples to explore this more closely.

Entrepreneur Product Launch Example

In the first example, let’s say you’re an entrepreneur who has invented a design app you’re hoping to sell online.

You might conduct market research to determine which marketing strategies work best for your goals, which messaging resonates best with your audience, and which design elements appeal to your desired prospects.

If you use a few focus groups to determine these answers, you might expect to spend roughly $5,000.

When you’re bringing a new app to the market, you’ll need to choose the best go-to marketing strategy for your needs. Regardless of the strategy you choose, they all cost money.

For instance, product branding could cost roughly $1,000 if you’re paying a designer to help you out, and website design could cost anywhere from $500-$3,000 if you’re paying a web designer a one-off fee.

These fees don’t include the cost you need to pay yourself and any employees if this is a full-time job. It also doesn’t include the costs of hiring an engineer to update the app’s features and ensure the app is running smoothly.

With this simplified example, you’re looking at roughly $8,000. Of course, you can cut some costs if you choose to do any of these tasks yourself, but you might risk creating a subpar customer experience.

Enterprise Product Launch Example

On the other end of the spectrum, let’s consider a large enterprise company that is launching a new product. Here, you’ll likely pay upwards of $30,000–$50,000 for market research.

Perhaps you'll spend $15,000 on brand positioning and the marketing materials necessary to differentiate yourself against competitors, and you might pay upwards of $30,000 for all the product design and brand packaging.

Finally, your marketing team could need a budget of roughly $20,000 for SEO, paid advertising, social, content creation, etc.

All said and done, launching a product against other enterprise competitors could cost roughly $125,000. Again, that doesn’t include the costs you'll pay your marketing, product development, and engineering teams.

Product Launch Best Practices by Industry

How to Launch a Digital Product

When launching a digital product, you’ll want to begin building anticipation with a strong content marketing strategy.

Use blog posts, email marketing, social media, and other channels of distribution to increase interest and demand for your digital product.

I also suggest you ensure you’re leveraging lead generation strategies to reach existing customers and prospects.

For instance, let’s say you’re launching an online course on SEO. In the weeks leading up to the launch, you might create SEO-related blog content to send to your email subscribers with an option to join the SEO course’s waitlist.

This helps you gauge the effectiveness of your marketing materials while reaching an audience that has already demonstrated interest in your brand.

How to Launch a Product on Amazon

Anyone who’s ever shopped on Amazon knows the importance of a good product listing. In the weeks leading up to launch, take the time to create a strong, high-converting product listing.

This includes taking high-resolution photos of your product, writing a description that outlines your product’s differentiating features, and using keywords to help your product rank on Amazon.

Additionally, product reviews are incredibly important on Amazon, so I recommend having reviews ready to go before you even launch your product on Amazon.

To do this, ensure you’ve either launched your product on your own website first (which gives you time to earn reviews before launching on Amazon).

You can also send your product to a select group of interested buyers ahead of the full launch and collect reviews from them.

Finally, ensure you’re ready for an Amazon product launch by checking inventory.

You never know how quickly your product might gain traction on the ecommerce superstore, so make sure you have enough products to fulfill Amazon orders quickly.

Pro tip: Take a look at HubSpot's The Ultimate Guide to Selling on Amazon for more information related to Amazon.

How to Launch a SaaS Product

To launch a SaaS product, you’ll want to start by researching competitors and understanding the marketplace at large. There’s plenty of demand for SaaS products, as the industry is expected to grow by more than 16% by 2026.

However, the SaaS industry is also well-saturated, so before launching a SaaS product, I highly recommend you determine how your product differs from all the others in the industry.

To create a successful product launch, you’ll want to conduct market research and focus groups to determine the true benefits and differentiators of your product.

Next, I suggest employing a strong content marketing strategy to increase your website’s visibility on search engines and to ensure your business is appearing in search results for topics related to your product.

Since you aren’t launching a physical product, your marketing efforts need to convince businesses that your product can solve their needs. Additionally, you might want to offer free trials or a freemium option for smaller businesses on lower budgets to test out your offerings before committing.

Pro tip: For a full SaaS rundown, take a look at HubSpot's Ultimate Guide to Software as a Service (SaaS).

How to Launch a Food Product

To launch a food product, you’ll first need to ensure you’re prepared for the costs required to do so.

This includes how much it costs to package and store the product (including packaging, warehousing, and distribution) and how much it costs to sell the product (including branding and digital marketing).

Next, you’ll want to follow federal and state food regulations. For instance, you need to ensure you’re following health department rules for food preparation surfaces, refrigeration, and sanitation.

You’ll also need to make sure the labeling you use on your product’s packaging is accurate, which requires you to send your food product to a lab for analysis and check with your state commerce to see what it requires for nutrition labels.

When launching a food product, I think it’s a good idea to hire a food broker. A food broker can foster relationships with national or local grocery stores and will create a promotional plan to help increase sales when your food hits the shelves.

Typically, a supermarket will test out your product for a few months before determining if there's enough consumer interest to keep it stocked — which is why a food broker can be incredibly useful for using business intelligence and industry knowledge to ensure a successful food product launch.

1. Calm

product launch example: calm

Image Source

Originating in 2011 as a website called donothingfor2minutes.com, Calm is a mobile app that provides various resources and tools for meditation, sleep, relaxation, and mindfulness. Although Headspace was the leading meditation app at the time of its launch, it didn’t take long for Calm to dominate the market.

Calm found success largely because of its content marketing and SEO strategy. According to Foundation’s research, Calm has attracted over 8 million backlinks and uses blog content and YouTube content to organically attract and engage prospects.

The company also partners with celebrities to create unique content and engaging ad campaigns. Some of Calm’s most famous collaborators include Lebron James, Harry Styles, Matthew McConaughey, and Camila Cabello.

Calm’s celebrity partnerships have given them a leg up compared to their competitors. Not only their celebrity-read Sleep Stories garner millions of views, but they also boost the brand’s visibility and authority.

2. Poppi

product launch example: poppi

Image Source

Poppi is a “prebiotic soda,” which is a beverage that combines the fizziness and taste of a traditional soda with fruit juice, prebiotics, and apple cider vinegar. It comes in flavors such as Classic Cola, Root Beer, Orange, and Cherry Limeade.

Initially called “Mother Beverage,” Poppi was originally created when co-founder Allison Ellsworth wanted to create a drink that was both healthy and tasted good.

Not only does Poppi stand out from other beverages because of its health benefits, it also has a unique and colorful brand personality that attracts customers.

According to Ellsworth, “We had this really fun and vibrant brand and a product that people could relate to. People love it and it was created with ingredients that people knew to be effective and beneficial to their body.”

Poppi was originally slated for a retail launch in March of 2020. However, those plans changed due to the Covid-19 pandemic.

Fortunately, they were able to pivot to launch as a DTC product, selling on Amazon and other ecommerce platforms. Additionally, they used this opportunity to invest in social media marketing on Instagram and TikTok, where they gained popularity amongst Gen Z consumers.

3. HubSpot Operations Hub

product launch example: operations hub

In 2021, HubSpot launched Operations Hub as part of its CRM platform. The product is designed to help businesses streamline their operational processes, improve data quality and accuracy, and enable cross-team collaboration. This allows businesses to run more smoothly and scale more effectively.

One of the reasons why this launch was successful was because it solved a problem that many customers faced.

According to HubSpot’s research, “over 60% of operations professionals have to do duplicative work because of a lack of alignment between teams.” This happens because operations professionals get hired into separate departments and get siloed and overwhelmed with tasks as their companies scale.

In response, HubSpot introduced Operations Hub so operations employees could work together out of a shared system and remove friction from their day-to-day workflows.

4. Goodles

product launch example: goodles

Image Source

Goodles is a noodle brand that takes boxed mac-and-cheese to the next level. This product differentiates itself by providing more nutritional value than the standard dry noodles, with 10g of protein and 7g of fiber with prebiotics in every serving.

“The pasta aisle is overflowing with golden, al dente pasta options that provide very little nutrition. There's also an ‘alt-pasta’ section with green, brown, orange, mushy, foamy noodles that offer more nutrition but little ‘yum,’” co-founder and CEO Jen Zeszut said in a press release. “Why should you have to choose between taste and nutrition?”

Aside from its positioning as a delicious and nutritious alternative to boxed mac-and-cheese, Goodles also stands out with its vibrant and fun branding.

While other noodle brands have neutral-colored packaging, Goodles uses a bold color palette, a nostalgic typeface, and cheeky product names, like Shella Good and Here Comes Truffle, to attract consumers in the grocery aisle.

Product Launch Tips

To learn the best practices for a successful product launch, I talked to Alex Girard again.

The HubSpot Product Marketing Manager said he had three main tips for a successful product launch:

  • Your product positioning should reflect a shift you're seeing in the world, and how your product helps your customers take advantage of that shift.
  • Create a recurring schedule for you and the core stakeholders for the launch to check in and ensure you're all on the same page.
  • Make sure you keep the product team in the loop on your marketing plans. The product team could have insights that inform your overall marketing campaign.

However, sometimes, external factors might impact your ability to launch a product. When that happens, you might need to delay your launch.

How to Know When to Delay a Product Launch

To understand when and why, you might hold off on a product launch, Girard told me there are three key reasons why you might want to delay a product launch, including:

  • When your product itself isn't ready and you need to change your timeline to create the best customer experience possible.
  • If a situation occurs where your current customers are having a less-than-optimal experience with one of your current products. Before launching and promoting a new product, you should make sure your current customers are satisfied with your existing product offering.
  • If something occurs on an international, national, state, or local level that requires your audience to readjust their priorities and shift focus away from your company and its product launch. Make sure that when the time comes to launch, your target audience is ready to learn about your new product.

Launching the Right Way

In my experience, a product launch involves a lot of moving parts and collaboration with a lot of people.

I’ve learned that I must keep my eye on my product, the stakeholders, our target audience, and our marketing materials to ensure a smooth and successful launch.

If you‘re looking for templates to coordinate your team efforts and align your company around your new product’s messaging, download our free product marketing kit below.

Editor's note: This post was originally published in November 2015 and has been updated for comprehensiveness.

20+ Best Modern & Old Newspaper Fonts

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Fonts inspired by newspaper typography offer a unique blend of nostalgia and authority. If you’re looking for such a font for your project, this collection is perfect for you.

Old newspaper fonts can evoke the golden age of print media, with its bold headlines and crisp columns, or they can bring a contemporary edge to your layouts with a clean, structured look. Whether you’re designing a magazine, a website, or any project that needs a touch of editorial flair, the right newspaper font can set the perfect tone.

In this post, we explore a range of fonts that draw from both the past and present, offering you the flexibility to create designs that are both timeless and on-trend. From sharp serifs reminiscent of historic broadsheets to modern interpretations with a minimalist twist, our selection is designed to help you make a bold statement with your typography.

Ventella – Modern Newspaper Font

Ventella - Modern Newspaper Font

Ventella is a modern, minimalist serif typeface, perfect for projects that require an elegant and clean aesthetic. Its uppercase and lowercase letters, stylistic alternates, numerals, punctuation, and 89 unique ligatures, provide a comprehensive toolkit for all types of designers. Ideal for logos, headers, quotes, and more, Ventella’s legibility makes it a standout choice for both large display and small body text.

Unblocker – Newspaper Headline Font

Unblocker - Newspaper Headline Font

Unblocker is a sophisticated, dynamic typeface that’s perfect for eye-catching headlines, titles, or banners. This font radiates a confident personality, deftly balancing boldness with finesse. Unblocker goes beyond just striking design, offering functionality with uppercase and lowercase letters, numbers, punctuations, and multilingual support.

News of the World – Newspaper Font

News of the World - Newspaper Font

News of the World is a bold, commanding newspaper font that seems plucked straight from a sports blog or magazine. Its wide display garners attention while its four distinct styles offer versatility. Opt for Regular in all caps for vibrant headlines or go for wide italics for a standout company logo. A splendid substitute for Impact, give this font a spin.

Washington – Classic Newspaper Font

Washington - Classic Newspaper Font

Washington is a versatile Serif Font that enhances readability and transforms headlines into attention-grabbing statements. Its heavier weights are perfect for adding depth to subtext applications. Ideal for a wide range of uses; from logo creation, posters, cover designing, to printing on t-shirts, business cards, and even wedding cards.

Bygonest – Typewriter Newspaper Font

Bygonest - Typewriter Newspaper Font

Check out Bygonest, a unique typewriter-inspired newspaper font. It boasts two distinctive styles (clean and rustic), three weights (thin, regular, and bold), and alternate stamp texture sets for interesting variety. Its splash of rustic detail on glyph characters adds a characteristic charm. It’s versatile and perfect for various designs including newspapers, magazines, quotes, and more.

Wilson Wells – Blackletter Newspaper Font

Wilson Wells - Blackletter Newspaper Font

Experience the distinct blend of modern and gothic aesthetics with the Wilson Wells font. This unique typeface works perfectly for headlines, posters, t-shirts, and even tattoos. It features uppercase and lowercase letters, ligatures, and stylistic alternatives, placing versatility at your fingertips.

Mencary – Old Typewriter Font

Mencary - Old Typewriter Font

Mencary is a dual-style font package, offering both clean and roughened versions to evoke the nostalgia of vintage writing machines. Its versatility makes Mencary ideal for a myriad of creative projects including logos, labels, stationery, display, and magazine projects. The font includes multilingual characters, making it a highly inclusive choice.

Mondia – Modern Newspaper Font

Mondia - Modern Newspaper Font

Mondia is a modern, sophisticated serif font family boasting 18 unique fonts, from thin to fat, with corresponding italics. The design merges traditional and contemporary themes and is enhanced by a high contrast character ratio and a high x-height for superior legibility. With OpenType features including stylistic alternates, ligatures, oldstyle figures, and localized letters, Mondia is a versatile option, perfect for headlines, branding, and more.

San De More – Elegant Newspaper Font

San De More - Elegant Newspaper Font

San De More is an elegant, variable family serif font designed to add a touch of class to your creative projects. With a summer-themed design, it stands out in your designs, perfect for bringing a new life to your creations. Its versatility is highlighted in the 5-weight italics style, letting you mix and match without fear of design collision.

Swantay – Modern Newspaper Font

Swantay - Modern Newspaper Font

Swantay, a modern newspaper-style sans font, is perfect for various purposes such as headlines, logos, quotes, and advertisements. It supports multiple languages and comes in TTF, OTF, and WOFF formats. This versatile typeface offers both uppercase, lowercase, numerals, punctuations, ligatures, and alternate options.

Mess in Keytic – Typewriter Old Newspaper Font

Mess in Keytic - Typewriter Newspaper Font

Mess in Keytic is a classic typewriter-inspired font that offers a unique blend of the old and new. This versatile font can be used for crafting text, titles, or paragraph headings, and is especially suitable for magazine covers and newspaper headlines. Available in .otf, .ttf, .woff, and .woff2 formats, it’s a great addition to any creative toolkit.

Newspaper Cutboy – Color Font

Newspaper Cutboy - Color Font

Newspaper Cutboy is a unique sans serif typeface reminiscent of newspaper cut letters. With four distinct alternates for each of the 26 letters, plus question and exclamation marks, this font is versatile and perfect for crafting punchy short titles. It’s beautifully contrasting against both dark and light backgrounds.

Robinson Press – Vintage Newspaper Font

Robinson Press - Vintage Newspaper Font

Robinson Press is a striking typography choice that embodies the aesthetic of traditional newspaper headlines. Specifically designed to harmonize bold titles with smaller texts, it’s exceptional for magazine layouts and poster designs. A distinct feature of this version is its unique horizontal texture, adding an extra touch of vintage appeal.

Indent – Formal Newspaper Font

Indent - Formal Newspaper Font

Indent is a formal newspaper font that exudes professionalism thanks to its minimalist style. This simple, all-caps typeface is versatile, fitting seamlessly on magazine titles, office work, banners, or even large-scale art pieces. The zip file comes with Indent in OTF, TTF, WOFF, and WOFF2 formats. Explore the clean, elegant charm of Indent for your next design project.

Firecracker – Vintage Newspaper Font

Firecracker - Vintage Newspaper Font

Take your project on a nostalgic journey to the dynamism of the 1950s and 1960s with Firecracker, a vintage newspaper font. Available in regular and oblique styles, the font’s exceptional letters are capable of breathing a timeless, retro flair into various mediums such as magazines, packaging, signage, and branding.

Retroma Vibes – Mixed Newspaper Font

Retroma Vibes - Mixed Newspaper Font

Retroma Vibes is a bold and creative mixed font that draws its inspiration from retro collage art and clippings from old newspapers. Offering a unique blend of sans serif, blackletter, handwriting, condensed serif, and old typewriter styles, it enables you to design in a distinctive collage style. Boasting uppercase, lowercase, alternate characters, plus numbers and punctuation, it offers multilingual support for versatile usage.

Macaw – Serif Newspaper Font

Macaw - Serif Newspaper Font

Macaw is a modern serif font inspired by classical typography and early 20th-century Italian newspapers. Perfect for a range of editorial needs, from corporate identity to web design, Macaw offers four versatile weights – Light, Regular, Medium, and Bold, all with corresponding italics. Delicate in its lighter forms, it builds to a distinctive, strong emphasis in its boldest weight. With multilingual support, it brings a unique fluidity to any project.

Free Newspaper Fonts

PP Nikkei – Free Newspaper Headline Font

The thick, bold letter design gives this font a very unique look and feel. It’s perfect for crafting attention-grabbing newspaper-style titles for your designs. The font is free to use with your personal projects.

Recia – Free Modern Newspaper Font

Recia is another free newspaper-style font that comes with a classic serif letter design. This font is ideal for crafting modern newspaper headlines and titles with a classic touch. It’s free to use with personal and commercial projects.

Magyar Nemzet – Free Newspaper Headline Font

This font features a narrow serif letter design that comes with a professional look and feel. It’s ideal for crafting newspaper-style headings and titles for your modern design projects. It’s free to use with commercial projects.

Ledger – Free Old Newspaper Font

Ledger is another free newspaper font that you can use freely with all kinds of design projects. It has an old-school serif letter design featuring clean strokes and a bold look. It’s perfect for both modern and vintage-themed designs.

Özgür Gündem – Free Newspaper Font

This free newspaper font comes with a letter design inspired by a Kurdish newspaper. It features a classic look and feel mixed with a sophisticated vibe. The font is free to use with personal and commercial projects.

Enhancing RAG Functionalities using Tools and Agents in LangChain

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Retrieval augmented generation (RAG) allows large language models (LLMs) to answer queries related to the data the models have not seen during training. In my previous article, I explained how to develop RAG systems using the Claude 3.5 Sonnet model.

However, RAG systems only answer queries about the data stored in the vector database. For example, you have a RAG system that answers queries related to financial documents in your database. If you ask it to search the internet for some information, it will not be able to do so.

This is where tools and agents come into play. Tools and agents enable LLMs to retrieve information from various external sources such as the internet, Wikipedia, YouTube, or virtually any Python method implemented as a tool in LangChain.

This article will show you how to enhance the functionalities of your RAG systems using tools and agents in the Python LangChain framework.

So, let's begin without an ado.

Installing and Importing Required Libraries

The following script installs the required libraries, including the Python LangChain framework and its associated modules and the OpenAI client.



!pip install -U langchain
!pip install langchain-core
!pip install langchainhub
!pip install -qU langchain-openai
!pip install pypdf
!pip install faiss-cpu
!pip install --upgrade --quiet  wikipedia
Requirement already satisfied: langchain in c:\us

The script below imports the required libraries into your Python application.


from langchain.tools import WikipediaQueryRun
from langchain_community.utilities import WikipediaAPIWrapper
from langchain.tools.retriever import create_retriever_tool
from langchain.agents import AgentExecutor, create_tool_calling_agent
from langchain_openai import ChatOpenAI, OpenAIEmbeddings
from langchain_community.chat_message_histories import ChatMessageHistory
from langchain_core.runnables.history import RunnableWithMessageHistory
from langchain_core.tools import tool
from langchain import hub
import os

from langchain_community.document_loaders import PyPDFLoader
from langchain.text_splitter import RecursiveCharacterTextSplitter
from langchain_community.vectorstores import FAISS
Enhancing RAG with Tools and Agents

To enhance RAG using tools and agents in LangChain, follow the following steps.

  1. Import or create tools you want to use with RAG.
  2. Create a retrieval tool for RAG.
  3. Add retrieval and other tools to an agent.
  4. Create an agent executor that invokes agents' calls.

The benefit of agents over chains is that agents decide at runtime which tool to use to answer user queries.

This article will enhance the RAG model's performance using the Wikipedia tool. We will create a LangChain agent with a RAG tool capable of answering questions from a document containing information about the British parliamentary system. We will incorporate the Wikipedia tool into the agent to enhance its functionality.

If a user asks a question about the British parliament, the agent will call the RAG tool to answer it. In case of any other query, the agent will use the Wikipedia tool to search for answers on Wikipedia.

Let's implement this model step by step.

Importing Wikipedia Tool

The following script imports the built-in Wikipedia tool from the LangChain module. To retrieve Wikipedia pages, pass your query to the run() method.


wikipedia_tool = WikipediaQueryRun(api_wrapper=WikipediaAPIWrapper())
response = wikipedia_tool.run("What are large language models?")
print(response)

Output:

image1.png

To add the above tool to an agent, you must define a function using the @tool decorator. Inside the method, you simply call the run() method as you previously did and return the response.


@tool
def WikipediaSearch(search_term: str):

    """
    Use this tool to search for wikipedia articles.
    If a user asks to search the internet, you can search via this wikipedia tool.
    """


    result = wikipedia_tool.run(search_term)
    return result

Next, we will create a retrieval tool that implements the RAG functionality.

Creating Retrieval Tool

In my article on Retrieval Augmented Generation with Claude 3.5 Sonnet, I explained how to create retriever using LangChain. The process remains the same here.


openai_api_key = os.getenv('OPENAI_API_KEY')

loader = PyPDFLoader("https://web.archive.org/web/20170809122528id_/http://global-settlement.org/pub/The%20English%20Constitution%20-%20by%20Walter%20Bagehot.pdf")
docs = loader.load_and_split()

documents = RecursiveCharacterTextSplitter(
    chunk_size=1000, chunk_overlap=200
).split_documents(docs)

embeddings = OpenAIEmbeddings(openai_api_key = openai_api_key)
vector = FAISS.from_documents(documents, embeddings)

retriever = vector.as_retriever()

You can query the vector retriever using the invoke() method. In the output, you will see the section of documents having the highest semantic similarity with the input.


query = """
"What is the difference between the house of lords and house of commons? How members are elected for both?"
"""
retriever.invoke(query)[:3]

Output:

image2.png

Next, we will create a retrieval tool that uses the vector retriever you created to answer user queries. You can create a RAG retrieval tool using the create_retriever_tool() function.


BritishParliamentSearch = create_retriever_tool(
    retriever,
    "british_parliament_search",
    "Use this tool tos earch for information about the british parliament, house of lords and house of common and any other related information.",
)

We have created a Wikipedia tool and a retriever (RAG) tool; the next step is adding these tools to an agent.

Creating Tool Calling Agent

First, we will create a list containing all our tools. Next, we will define the prompt that we will use to call our agent. I used a built-in prompt from LangSmith, which you can see in the script's output below.


tools = [WikipediaSearch, BritishParliamentSearch]
# Get the prompt to use - you can modify this!
prompt = hub.pull("hwchase17/openai-functions-agent")
prompt.messages

Output:

image3.png

You can use your prompt if you want.

We also need to define the LLM we will use with the agent. We will use the OpenAI GPT-4o in our script. You can use any other LLM from LangChain.


llm = ChatOpenAI(model="gpt-4o",
                 temperature=0,
                 api_key=openai_api_key,
                )

Next, we will create a tool-calling agent that generates responses using the tools, LLM, and the prompt we just defined.

Finally, to execute an agent, we need to define our agent executor, which returns the agent's response to the user when invoked via the invoke() method.

In the script below, we ask our agent a question about the British parliament.


agent = create_tool_calling_agent(llm, tools, prompt)
agent_executor = AgentExecutor(agent=agent, tools=tools, verbose = True)
response = agent_executor.invoke({"input": "How many members are there in the House of Common?"})
print(response)

Output:

image4.png

As you can see from the above output, the agent invoked the british_parliament_search tool to generate a response.

Let's ask another question about the President of the United States. Since this information is not available in the document that the RAG tool uses, the agent will call the WikipediaSearch tool to generate the response to this query.


response = agent_executor.invoke({"input": "Who is the current president of United States?"})

Output:

image5.png

Finally, if you want only to return the response without any additional information, you can use the output key of the response as shown below:


print(response["output"])

Output:


The current President of the United States is Joe Biden. He is the 46th president and assumed office on January 20, 2021.

As a last step, I will show you how to add memory to your agents so that they remember previous conversations with the user.

Adding Memory to Agent Executor

We will first create an AgentExecutor object as we did previously, but this time, we will set verbose = False since we are not interested in seeing the agent's internal workings.

Next, we will create an object of the ChatMessageHistory() class to save past conversations.

Finally, we will create an object of the RunnableWithMessageHistory() class and pass to it the agent executor and message history objects. We also pass the keys for the user input and chat history.


agent_executor = AgentExecutor(agent=agent, tools=tools, verbose = False)

message_history = ChatMessageHistory()

agent_with_chat_history = RunnableWithMessageHistory(
    agent_executor,
    # This is needed because in most real world scenarios, a session id is needed
    # It isn't really used here because we are using a simple in memory ChatMessageHistory
    lambda session_id: message_history,
    input_messages_key="input",
    history_messages_key="chat_history",
)

Next, we will define a function generate_response() that accepts a user query as a function parameter and invokes the RunnableWithMessageHistory() class object. In this case, you also need to pass the session ID, which points to the past conversation. You can have multiple session IDs if you want multiple conversations.


def generate_response(query):
    response = agent_with_chat_history.invoke(
    {"input": query},
    config={"configurable": {"session_id": "<foo>"}}
    )

    return response

Let's test the generate_response() function by asking a question about the British parliament.


query = "What is the difference between the house of lords and the house of commons?"
response = generate_response(query)
print(response["output"])

Output:

image6.png

Next, we will ask a question about the US president.


query = "Who is the current President of America?"
response = generate_response(query)
print(response["output"])

Output:


The current President of the United States is Joe Biden. He assumed office on January 20, 2021, and is the 46th president of the United States.

Next, we will only ask And for France but since the agent remembers the past conversation, it will figure out that the user wants to know about the current French President.


query = "And of France?"
response = generate_response(query)
print(response["output"])

Output:


The current President of France is Emmanuel Macron. He has been in office since May 14, 2017, and was re-elected for a second term in 2022.
Conclusion

Retrieval augmented generation allows you to answer questions using documents from a vector database. However, you may need to fetch information from external sources. This is where tools and agents come into play.

In this article, you saw how to enhance the functionalities of your RAG systems using tools and agents in LangChain. I encourage you to incorporate other tools and agents into your RAG systems to build amazing LLM products.

Understanding Upcoming Changes to Let’s Encrypt’s Chain of Trust

Featured Imgs 23

At WP Engine, we’re committed to ensuring your websites are always secure and easy to access. To this end, we use Let’s Encrypt SSL Certificates to safeguard the communication between your site and its visitors, providing peace of mind that your digital presence is well-protected.  Let’s Encrypt remains a leader in SSL protection, providing SSL

The post Understanding Upcoming Changes to Let’s Encrypt’s Chain of Trust appeared first on WP Engine.

CSSWG Minutes Telecon (2024-08-21)

Category Image 076

View Transitions are one of the most awesome features CSS has shipped in recent times. Its title is self-explanatory: transitions between views are possible with just CSS, even across pages of the same origin! What’s more interesting is its subtext, since there is no need to create complex SPA with routing just to get those eye-catching transitions between pages.

What also makes View Transitions amazing is how quickly it has gone from its first public draft back in October 2022 to shipping in browsers and even in some production contexts like Airbnb — something that doesn’t happen to every feature coming to CSS, so it shows how rightfully hyped it is.

That said, the API is still new, so it’s bound to have some edge cases or bugs being solved as they come. An interesting way to keep up with the latest developments about CSS features like View Transitions is directly from the CSS Telecom Minutes (you can subscribe to them at W3C.org).


View Transitions were the primary focus at the August 21 meeting, which had a long agenda to address. It started with a light bug in Chrome regarding the navigation descriptor, used in every cross-document view transition to opt-in to a view transition.

@view-transition {
  navigation: auto | none;
}

Currently, the specs define navigation as an enum type (a set of predefined types), but Blink takes it as a CSSOMString (any string). While this initially was passed as a bug, it’s interesting to see the conversation it sparked on the GitHub Issue:

Actually I think this is debatable, we don’t currently have at rules that use enums in that way, and usually CSSOM doesn’t try to be fully type-safe in this way. e.g. if we add new navigation types and some browsers don’t support them, this would interpret them as invalid rules rather than rules with empty navigation.

The last statement may not look exciting, but it opens the possibility of new navigation types beyond auto and none, so think about what a different type of view transition could do.

And then onto the CSSWG Minutes:

emilio: Is it useful to differentiate between missing auto or none?

noamr: Yes, very important for forward compat. If one browser adds another type that others don’t have yet, then we want to see that there’s a difference between none or invalid

emilio: But then you get auto behavior?

noamr: No, the unknown value is not read for purpose of nav. It’s a vt role without navigation descriptor and no initial value Similar to having invalid rule

So in future implementations, an invalid navigation descriptor will be ignored, but exactly how is still under debate:

ntim: How is it different from navigation none?

noamr: Auto vs invalid and then auto vs none. None would supersede auto; it has a meaning to not do a nav while invalid is a no-op.

ntim: So none cancels the nav from the prev doc?

noamr: Yes

The none has the intent to cancel any view transitions from a previous document, while an invalid or empty string will be ignored. In the end, it resolved to return an empty string if it’s missing or invalid.

RESOLVED: navigation is a CSSOMString, it returns an empty string when navigation descriptor is missing or invalid

Onto the next item on the agenda. The discussion went into the view-transition-group property and whether it should have an order of precedence. Not to confuse with the pseudo-element of the same name (::view-transition-group) the view-transition-group property was resolved to be added somewhere in the future. As of right now, the tree of pseudo-elements created by view transitions is flattened:

::view-transition
├─ ::view-transition-group(name-1)
│  └─ ::view-transition-image-pair(name-1)
│     ├─ ::view-transition-old(name-1)
│     └─ ::view-transition-new(name-1)
├─ ::view-transition-group(name-2)
│  └─ ::view-transition-image-pair(name-2)
│     ├─ ::view-transition-old(name-2)
│     └─ ::view-transition-new(name-2)
│ /* and so one... */

However, we may want to nest transition groups into each other for more complex transitions, resulting in a tree with ::view-transition-group inside others ::view-transition-group, like the following:

::view-transition
├─ ::view-transition-group(container-a)
│  ├─ ::view-transition-group(name-1)
│  └─ ::view-transition-group(name-2)
└─ ::view-transition-group(container-b)
    ├─ ::view-transition-group(name-1)
    └─ ::view-transition-group(name-2)

So the view-transition-group property was born, or to be precise, it will be at some point in timer. It might look something close to the following syntax if I’m following along correctly:

view-transition-group: normal | <ident> | nearest | contain;
  • normal is contained by the root ::view-transition (current behavior).
  • <ident> will be contained by an element with a matching view-transition-name
  • nearest will be contained by its nearest ancestor with view-transition-name.
  • contain will contain all its descendants without changing the element’s position in the tree

The values seem simple, but they can conflict with each other. Imagine the following nested structure:

A  /* view-transition-name: foo */
└─ B /* view-transition-group: contain */
   └─ C /* view-transition-group: foo */

Here, B wants to contain C, but C explicitly says it wants to be contained by A. So, which wins?

vmpstr: Regarding nesting with view-transition-group, it takes keywords or ident. Contain says that all of the view-transition descendants are nested. Ident says same thing but also element itself will nest on the thing with that ident. Question is what happens if an element has a view-transition-group with a custom ident and also has an ancestor set to contain – where do we nest this? the contain one or the one with the ident? noam and I agree that ident should probably win, seems more specific.

<khush>: +1

The conversations continued if there should be a contain keyword that wins over <ident>

emilio: Agree that this seems desirable. Is there any use case for actually enforcing the containment? Do we need a strong contain? I don’t think so?

astearns: Somewhere along the line of adding a new keyword such as contain-idents?

<fantasai>: “contain-all”

emilio: Yeah, like sth to contain everything but needs a use case

But for now, it was set for <ident> to have more specificity than contain

PROPOSED RESOLUTION: idents take precedence over contain in view-transition-group

astearns: objections or concerns or questions?

<fantasai>: just as they do for <ident> values. (which also apply containment, but only to ‘normal’ elements)

RESOLVED: idents take precedence over contain in view-transition-group

Lastly, the main course of the discussion: whether or not some properties should be captured as styles instead of as a snapshot. Right now, view transitions work by taking a snapshot of the “old” view and transitioning to the “new” page. However, not everything is baked into the snapshot; some relevant properties are saved so they can be animated more carefully.

From the spec:

However, properties like mix-blend-mode which define how the element draws when it is embedded can’t be applied to its image. Such properties are applied to the element’s corresponding ::view-transition-group() pseudo-element, which is meant to generate a box equivalent to the element.

In short, some properties that depend on the element’s container are applied to the ::view-transition-group rather than ::view-transition-image-pair(). Since, in the future, we could nest groups inside groups, how we capture those properties has a lot more nuance.

noamr: Biggest issue we want to discuss today, how we capture and display nested components but also applies to non-nested view transition elements derived from the nested conversation. When we nest groups, some CSS properties that were previously not that important to capture are now very important because otherwise it looks broken. Two groups: tree effects like opacity, mask, clip-path, filters, perspective, these apply to entire tree; borders and border-radius because once you have a hierarchy of groups, and you have overflow then the overflow affects the origin where you draw the borders and shadows these also paint after backgrounds

noamr: We see three options.

  1. Change everything by default and don’t just capture snapshot but add more things that get captured as ?? instead of a flat snapshot (opacity, filter, transform, bg borders). Will change things because these styles are part of the group but have changed things before (but this is different as it changes observable computed style)
  2. Add new property view-transition-style or view-transition-capture-mode. Fan of the first as it reminds me of transform-style.
  3. To have this new property but give it auto value. If group contains other groups when you get the new mode so users using nesting get the new mode but can have a property to change the behavior If people want the old crossfade behavior they can always do so by regular DOM nesting

Regarding the first option about changing how all view transitions capture properties by default:

bramus: Yes, this would be breaking, but it would break in a good way. Regarding the name of the property, one of the values proposed is cross-fade, which is a value I wouldn’t recommend because authors can change the animation, e.g. to scale-up/ scale-down, etc. I would suggest a different name for the property, view-transition-capture-mode: flat | layered

Of course, changing how view transitions work is a dilemma to really think about:

noamr: There is some sentiment to 1 but I feel people need to think about this more?

astearns: Could resolve on option 1 and have blink try it out to see how much breakage there is and if its manageable then we’re good and come back to this. Would be resolving one 1 unless it’s not possible. I’d rather not define a new capture mode without a switch

…so the best course of action was to gather more data and decide:

khush: When we prototype we’ll find edge cases. We will take those back to the WG in that case. Want to get this right

noamr: It involves a lot of CSS props. Some of them are captured and not painted, while others are painted. The ones specifically would all be specified

After some more discussion, it was resolved to come back with compat data from browsers, you can read the full minutes at W3C.org. I bet there are a lot of interesting things I missed, so I encourage you to read it.

RESOLVED: Change the capture mode for all view-transitions and specify how each property is affected by this capture mode change

RESOLVED: Describe categorization of properties in the Module Interactions sections of each spec

RESOLVED: Blink will experiment and come back with changes needed if there are compat concerns


CSSWG Minutes Telecon (2024-08-21) originally published on CSS-Tricks, which is part of the DigitalOcean family. You should get the newsletter.



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Paragraphs

Category Image 073

I sure do love little reminders about HTML semantics, particularly semantics that are tougher to commit to memory. Scott has a great one, beginning with this markup:

<p>I am a paragraph.</p>
<span>I am also a paragraph.</span>
<div>You might hate it, but I'm a paragraph too.</div>
<ul>
  <li>Even I am a paragraph.</li>
  <li>Though I'm a list item as well.</li>
</ul>
<p>I might trick you</p>
<address>Guess who? A paragraph!</address>

You may look at that markup and say “Hey! You can’t fool me, only the <p> elements are “real” paragraphs!

You might even call out such elements as divs or spans being used as “paragraphs” a WCAG failure.

But, if you’re thinking those sorts of things, then maybe you’re not aware that those are actually all “paragraphs”.

It’s easy to forget this since many of those non-paragraph elements are not allowed in between paragraph tags and it usually gets all sorted out anyway when HTML is parsed.

The accessibility bits are what I always come to Scott’s writing for:

Those examples I provided at the start of this post? macOS VoiceOver, NVDA and JAWS treat them all as paragraphs ([asterisks] for NVDA, read on…). […] The point being that screen readers are in step with HTML, and understand that “paragraphs” are more than just the p element.


Paragraphs originally published on CSS-Tricks, which is part of the DigitalOcean family. You should get the newsletter.

35+ Background Design Trends & Styles for 2025

Featured Imgs 23

One of the most important early design decisions you will make is what kind of background will carry a project. Should it be a single color, colorless, use trendy elements such as geometric shapes, gradients, or wood grain patterns? Or would a solid background design can help make a project shine?

Staying on trend with background design styles is important as well. A trendy background choice shows that a website design is modern and the content is new. A modern visual framework can even signal a user that you are thinking about their needs and making the most of the tools that will make their experience better.

So how do you do it? Here’s a look at background design trends and styles, with a few great options to try.

Muted Colors

background trend mute colors

Background designs have changed significantly over the years. Back in the day, most backgrounds, especially on websites, were all about chaotic images, vivid colors, and distracting videos.

Today, most backgrounds aim to create a calm and soothing environment to showcase content more efficiently. And the new muted colors trend is one of the most effective styles you can use to create such backgrounds as it allows you to create beautifully soft and calming backgrounds for all kinds of designs.

One To Try

Gray Stone Texture

Creating a muted color background is easy. All you have to do is pick a color that matches your branding design. But to add a bit more style and make it look less bland, you can use a texture that blends well with muted colors, like this gray stone texture pack.

Retro and Vintage Vibes

background trend retro

A classic vintage vibe never goes out of style. Many web designers and graphic designers have been using this trend to their advantage as it’s a background style that often highlights elegance and class.

Featuring aged effects, rough textures, and art deco styles, vintage background designs are perfect for creating a bold look for branding designs as well as high-end website designs.

However, when it comes to more playful and creative projects, a retro-inspired background full of neon colors and 80s vibes is the best approach.

One To Try

Retro and Vintage Vibes

Creating a vintage background with a rust and weather effect takes some effort. This bundle of vintage grunge backgrounds will help you save time. Use it to create a gritty background for your digital and print designs.

Hand-Drawn Elements

background trend hand drawn elements

The background of a design plays a key role in creating a more personal look that not only adds a human touch but also evokes emotions in the audience. Adding creative, hand-drawn elements to a background is an effective way to achieve that goal.

Adding subtle brush strokes, playful sketches, illustrations, and icons allows you to make your backgrounds more unique and alter the overall look of the design in a positive way to make them stand out from the crowd.

One To Try

Hand-Drawn Elements

The best way to recreate this background trend is to craft unique hand-drawn elements on your own. But that could be difficult when you’re working on multiple projects. In such cases, use some items from this 200+ abstract shapes collection.

Gradient Meshes

background trend gradient mesh

One of the most mesmerizing background trends in website design is the colorful and creative gradient mesh design. These backgrounds feature interactive designs with gradients that change colors as you move your mouse cursor around.

This background style not only gives your website a vibrant and attractive feel but also makes it much easier to highlight the content above all else. That’s part of why this trend has been quite popular recently and we will likely see more of it throughout this year.

One To Try

Gradient Meshes

You’ll need some CSS skills to recreate this style of interactive gradient meshes for websites. However, if you’re looking to add a static gradient effect, use some of the vibrant gradient backgrounds in this bundle.

Repeated Typography

background trend Repeated Typography

Backgrounds with repeated text and titles are a new trend we’ve been seeing lately. It’s a popular trend used by web designers but it’s also often used in posters, flyers, and even social media designs as well.

Using this trend requires careful thought and planning as it makes things more difficult to create a background that doesn’t steal the attention from the content. To make it less distracting, you can adapt creative methods like using glitch effects, transparent text, and outline fonts.

One To Try

Repeat & Fill - Pattern Grid Creator

The repeated typography effect is easy to create but it would take time. The best approach is to use a pattern creator Photoshop plugin like this one. It allows you to easily create patterns from layers.

Glass Blur Effect

Glass Blur Effect

Adding a subtle glass blur effect to a background may look simple, but it has many benefits. It not only adds depth to the overall design but also makes it much easier to create contrast between the background and the text.

The glass blur background effect works perfectly with both image and gradient color backgrounds. However, it’s much more effective when used with gradient color backgrounds as it helps create a subtle glass-like aesthetic look for websites and graphic designs.

One To Try

glass blur 2

Applying a simple Gaussian blur effect to an image won’t help you recreate this design style. You’ll need a glass blur effect for this one. The easiest way to create this effect is to use a glass blur Photoshop template and apply it directly to your background image.

Split Background

Split Background

The split background design trend differs from the popular split website layout trend. This trend involves creating backgrounds that are split into multiple sections.

But it’s not just about adding two images side by side or using two different colors. It’s about creating balance and separating sections more innovatively.

In the above example, the website uses a slider that you can move around to change the divider, which is quite interesting for boosting engagement as well.

One To Try

Split Background 2

The best way to create this effect is to use CSS. But you can also start with a split layout template like this split homepage template for Adobe XD.

Fun Illustrations

Fun Illustrations

One of the best ways to create emotionally engaging and memorable website designs is to use fun illustrations. We see handcrafted illustrations on almost every website these days but most of them are quite random and chaotic. When used properly, the illustrations give a unique personality to each and every design.

The trick is to make the illustrations fun and relatable in a subtle way. Of course, it has to blend with your overall design and theme as well.

Some websites and brands also use illustrations as a way to convey their messages in visual form. And they also use fun characters and mascots to make more memorable designs. But for backgrounds, a big, fun, and creative illustration will do the trick.

One To Try

Fun Illustrations 2

You don’t always have to handcraft illustrations. A good illustration pack will give you plenty of options to choose from.

Glowing Effect

Glowing Lights

The neon glowing effect is something that always grabs your attention. It often works perfectly for adding a dark and moody vibe to the overall look of the design. The glowing background effect uses a similar approach but without the classic retro neon colors.

The soft, luminous light effect also creates depth and contrast between the content and the background. You’ll see this style used more commonly on technology-themed designs.

This background style works perfectly for product landing pages and for promotional adverts like flyers and posters. It creates a bright and bold look while bringing all the attention to the main content.

One To Try

Glowing Lights 2

The abstract modern backgrounds is a collection of high-resolution backgrounds that includes 15 different styles of images featuring glowing effects.

Grainy Textures

Grainy Textures

The grainy texture background style succeeds beautifully when it comes to adding a tactile feel to website designs. It creates a unique handcrafted look to digital designs with its sandy and organic textures.

The main goal of using this background style is to give a more natural, rugged, and raw look to your designs. It’s also perfect for creating a retro and nostalgic look for your digital and print designs, especially for brands that seek to achieve a more grounded aesthetic.

One To Try

Grainy Textures 2

You can use this grainy fabric effect Photoshop template to easily apply a grainy texture effect to your background images.

3D Illustration

background design trends

Three-dimensional anything is a big trend this year. Illustrations with a 3D feel are funky and light for a design that has a certain feel.

The trick to this background style is to pick 3D elements that really work with your content. Illustrations can be a full scene or use 3D icons that create texture or a sort of repeating pattern.

This style emits a certain feel from the get-go. It is lighter and less serious than some other styles, so you want to make sure you are using it with just the right type of content. Otherwise, you could end up with an odd disconnect.

Create your own illustrations or find a UI kit with the elements you need. Add another level of visual interest with a touch of animation, such as the example above.

One To Try

background design trends

Emoticon 3D Illustration is a fun option with big faces that you can drop in a background grid or with a more random placement.

Pastel Gradient

background design trends

A pastel gradient background can be soft or brilliant, but the trend is leaning more toward softer hues and subtle graduation of color.

What’s nice about this type of background is that it adds visual interest with an element of depth. The style can work with any type of content and almost every brand color combination, making it a super practical option if you want to refresh your website design.

One To Try

background design trends

1000 Square Patterns includes plenty of fun repeating elements in a gradient style that can add depth to any website background.

Video

background design trends

Background video is becoming more common in website design projects. Think of this as b-roll or video that’s more for visual purposes than storytelling.

Motion can help keep attention on a design a little longer or create interest with content that might be lacking visual spunk.

If you click through the example above, it uses two layers of animation – video in the background and moving text in the foreground to create a fun display with a lot of impact. The video background is a stylish contributor to this aesthetic.

One To Try

background design trends

Gold Modern Business Video Background has simple motion that can work in any space.

Light Shapes

background design trends

Geometric shapes can be a nice addition as a subtle layer behind other elements in a website design. Elements with thin lines and not a lot of color will create something that’s visually interesting and does not get in the way of the rest of the design.

You can take these effects to another level by using them in similar ways throughout the design and ensuring the shape and style that you use are relevant to the website content as a whole.

Don’t be afraid to use them in multiple ways as well, such as reversed out, with super subtle color, or slight animations. It’s all about creating the right feel for the design with an extra element to engage in the background.

One To Try

background design trends

Simple Laine Handdrawn Patterns has thin lines that fit this design trend perfectly. Play around with size and placement to make it work for you.

Layered Background Image

background design trends

This is a background trend that we didn’t expect – photo backgrounds behind other layers, including text, other images, or videos.

These images tend to be wide-angle, easy-to -understand images that set the stage for the content on the website. They are most valuable when they provide extra information to make everything easier to understand. The challenge is that they can clutter or overwhelm the design if not done well.

Look for images that you can fade easily and content that’s easy to understand at a glance. Generally, the best options pull from the overall website color palette or include a lot of unused space that fades from one part of the background to another.

One To Try

background design trends

Beautiful Seascape is an example of a photo background that could work because it just establishes a sense of location and the color could be muted, if necessary. For this design trend, an image that helps create a locational element can be helpful.

Three-Dimensional Feel

background design trends

Three-dimensional and tactile backgrounds draw users in because they look and feel like something real. Users can almost dive into the design and be part of what they are seeing on the screen, and there’s a strong visual appeal to that.

The modern 3D background trend is more than just shadows and shapes for depth. They also include animation and texture that enhance the realistic vibe.

The key to making a 3D background work is it has to be believable, meaning the effect replicates reality, or it has to be so far-fetched that it is obviously imaginary. There’s a delicate line there that takes practice to do exceptionally well.

One To Try

background design trends

Abstract 3D Background mixes depth effects with motion for a groovy background. The elements of motion can add to a 3D background, but you have to be careful so that you don’t end up with a dizzying effect.

Layered Elements

background design trends

Background and foreground elements no longer have to be completely separated on the screen. The merging of background pieces with other parts of the design can create amazing depth, contribute to a three-dimensional effect (as featured above), and help users feel like part of the design.

This background trend is an extension of merging illustration and reality in imagery that we saw trending in 2020 and 2021. Now the trend seems to be more focused on geometric shapes and color with image layers to create this depth effect in a way that’s less cartoonish.

Bright color choices can help propel these designs forward with extra elements of visual interest with shadows or other depth-building techniques.

One To Try

background design trends

Background Abstract Landing Page is a good starter to create this effect. To get just the right layering of shapes and elements, start with a background element that contains shapes that you like and then add images to the mix.

Liquid Backgrounds

background design trends

Liquid backgrounds are increasingly popular because they are just so visually interesting.

You might find them in one of two ways:

  • As a subtle liquid image behind other elements
  • As a flowing animation in the background

Both concepts are neat to look at and even in a still liquid background, it evokes feelings of motion. The waterlike feel of a liquid animation or background often has a somewhat calming effect as well because of the natural flow on the screen.

One To Try

background design trends

Liquid Backgrounds includes high-resolution backgrounds in a few color schemes. Each has an interesting texture and could work at fully saturated color or muted.

Photos with an Overlay

background design trends

Background images never seem to get old and designers are playing with different ways to add contrast to images with overlays and effects that bring the whole scene together.

Overlays are interesting because there are so many different ways to do it, from full-color screens to partial overlays to adding color and other design elements on top of images.

The real key to making a photo overlay background work is using enough color to make foreground elements highly visible without hiding too much of the background image.

One To Try

background design trends

Epic Photo Overlays includes some trend overlay options that both darken images and provide a dreamy effect. (This is popular on social media and starting to creep into more web projects as well.)

Thick Transparencies

background design trends

In stark contrast, the trend above is using thick color transparency over an image or video. While this effect creates a lot of contrast, it almost renders the background image unreadable.

And that’s what the designer is trying to accomplish with this look. It works best in instances where artwork isn’t strong and primarily serves to provide additional texture so that the background isn’t just a solid color block.

Take care with images or videos used behind thick transparency. They shouldn’t be so interesting that people try to understand them. These images should fade into the background with ease.

One To Try

background design trends

APPO 3.0 template is designed for presentations but shows what you can do with a thick transparency. Take your color or gradient way up to enhance text elements in the foreground.

Watercolors

background design trends

Watercolor backgrounds are a new take on illustrations and scenes in website design. This trend includes anything that has a bit of a hand-painted texture to it.

What’s nice about watercolors – and likely what makes them popular – is that the style has a certain softness to it that some harsher background options lack. Watercolor also has an authentic feel that communicates the uniqueness of the content you are about to explore.

Finally, watercolor styles emanate a bit of whimsy. This concept seems to be a design feeling that more projects are trying to replicate right now.

One To Try

background design trends

Watercolor Backgrounds with Modern Shapes combines a couple of trends – watercolor texture with geometric shapes. The result is pretty stunning and this set of files can help you set the scene for a variety of projects.

Full Screen Video

background design trends

Video has been a go-to background design element for a couple of years, but it’s being reinvented somewhat with this trend: full-screen background video.

Responsive shapes are allowing designers to scale video to fill the landing screen. Like the example above, this trend focuses on the video with minimal effects and elements surrounding it.

The almost cinematic experience draws users in and can be highly engaging with the right video clip. To make the most of this background design trend, look for a video that has a lot of movement and action.

Options To Try

Envato Elements has a solid collection of stock video – more than 500,000 clips – if you need to jumpstart a video background and don’t have anything to work with.

Text in the Background

background design trends

You might not think about text as a background element, but it can be.

Powerful typefaces with big words can carry the background with image elements surrounding them or even encroaching into the space.

This might be one of the trickiest background trends to pull off because you need to maintain a balance between lettering, images, and responsiveness all while maintaining readability.

One To Try

background design trends

Boxer Typeface is a funky, slab display typeface that’s almost made for background use thanks to thick lines.

Subtle Textures

background design trends

Subtle textures in the background can add depth and dimension to a project.

There are all kinds of texture patterns to try, but the dominant trend seems to be specks (most commonly white) over a solid color.

This style of texture provides a rough element to the background and adds a feeling that the design isn’t overly polished. The best part of this trend might be that it works with practically anything and you can even partner it with other background trends. (The example above uses video and texture.)

One To Try

background design trends

Procreate Texture Brushes is a cool add-on packed with subtle sand textures for users of the iPad app.

Hover Animation

background design trends

Who said background images have to be static?

Perfectly placed hover actions add the right amount of movement to otherwise static backgrounds. This technique works with photos, illustrations, and even patterns or textures.

The trick is that it adds an unexpected element of delight to the user experience. Until the hover action presents itself, users don’t even know it is there.

To make the most of this background trend, create a subtle bit of motion. In the example above, the image has a little bounce when activated.

One To Try

background design trends

Animative is a collection of image hover effects that you can use on your website.

Layered, Scene Illustrations

background design trends

Another background trend that’s evolving is the use of illustrations. While designers have used illustrations in the background for quite some time, these illustrations are more elaborate with layered scenes and even some animation.

An illustration can be attention-grabbing and memorable. The thing that’s difficult about an illustration is that these background designs can be rather busy, and you’ll have to carefully plan the placement and style of other elements.

The use of the illustration in the example above is almost perfect. With an off-center placement and hints of animation, it complements the text and the rest of the design well.

One To Try

background design trends

Creative Flat Design Business Concept has a trending flat design with a color palette and styles that are highly usable. The creator has multiple illustration options available in this style.

Color Block Layers

background design trends

Color blocking has been a design trend that transcends disciplines. You’ll find it in fashion, home décor, and website design.

What’s great about this style for design backgrounds is that it can be bright, and with layering, visually interesting. It works with a variety of color palettes – which can be great for brands – and doesn’t create a background that’s overly complex or difficult to achieve.

Use a color-blocked layer with a bright or light background and then add a second “background” in another color. You can see this in the portfolio website example above with a white background and then individual elements in blue boxes.

Flat Color

background design trends

One of the parts of flat design that have never really gone away is the colors of the style. These colors are coming back around as background colors.

Not only is the style to use bolder hues for the background, but to use them flatly. No gradients, no variation, just a solid color background in a single hue.

These backgrounds often have realistic layers on top and sometimes a border or another background behind them to create depth. (You can see this full effect from the example above with white edging around a beige background with an image on top.)

Geometric Shapes

background design trends

Circles, polygons, and other geometric elements are a big part of background design in 2021.

The shapes can be reminiscent of childhood or just a fun alternative to all the flat, single-color backgrounds that had been previously trending. For a modern flair on geometry, stick to a monotone color palette and use elements with a lot of contrast to make the most of the background.

These background styles can be somewhat flashy, such as the example above, or include a muted color palette with subtle geometric undertones.

One To Try

background design trends

Linear Shadow Backgrounds includes 10 large and small geo (or poly) shapes with fun colors and gradients.

Line Patterns

background design trends

From subtle curves to bold strokes, line patterns are growing in popularity as a background design element.

What makes lines work is that they mean something. The best line patterns help draw the user into the design and lead the eye to other visual elements, such as the custom line pattern in the example above.

Line patterns can be large or tiny, and both can be effective depending on the goals of your project.

One To Try

background design trends

Engraved Vector Patterns includes 16 repeat patterns for backgrounds. The kit includes almost any line style you might like with straight lines, blocks and curved lines. (Repeating patterns are nice because you don’t have to worry about “seams” where patterns meet.)

Gradients

background design trends

If you are at all like me, then you are one of those designers that truly has a love affair with gradients. (I can’t get enough of them.)

This trend is so flexible with background gradients that are only color, background gradients that overlay an image or video, or even animated background gradients that change color or seem to float across the design.

With so many options, it’s almost certain that you can find a workable solution that works with your color palette and design scheme.

Bubbles and Blobs

background design trends

While bubbles and blobs might resemble geometric shapes, they are often different in that many of these elements include some motion and the shapes are rather imperfect.

This trend tends to work in two ways as a background element:

  • As an actual background with bubble or blob-shaped elements that are there only for visual interest or to add a little color to the overall design.
  • As a “foreground” background element, such as the example above. Bubbles and blobs are often moving shapes that float up through the design to create a more layered effect but are “background elements” because they serve no functional role other than to help grab user attention.

One To Try

background design trends

Vintage Bubble Backgrounds has a true-to-life bubble style appeal, with 10 faded bubble images.

Wood Grain

background design trends

Woodgrain backgrounds are popular when it comes to product photography and scene-style designs.

Both work well with this element because the wood grain background provides a natural setting that isn’t flat. It’s interesting, but not overwhelming. It provides an interesting location to help bring focus to the thing sitting in the background.

To make the most of wood grain styles, try to match the coloring of wood to foreground elements and look for planks that are wide or thin based on foreground elements as well. Try to avoid elements that fall into the “cracks” between planks.

One To Try

background design trends

Wooden Backgrounds includes 10 different options with color and lighting changes with images that are more than 3,000 pixels wide.

White and Gray

background design trends

Light-colored – white and gray – backgrounds are a trend that continues to hang on. Mostly derived from the minimalism trend, these backgrounds are simple and easy on the user. They provide ample space and contrast for other elements on the screen.

Most white and gray backgrounds have some element of texture, such as a pale gradient, use of shadows to create separation with foreground elements, or some sort of overall pattern or texture.

One To Try

background design trends

Showcase Backgrounds includes 12 background images with a light color scheme with only white a pale gray, making these a perfect fade-into-the-distance design option.

Conclusion

Change up an old design with a new background. Something as simple as changing the look of the design canvas can refresh a project.

Look for something with a touch of trendiness to add a more modern touch to your design. Plus, all of the “one to try” options above are ready to download and use.

How to Create a Pivot Table in Excel: A Step-by-Step Tutorial

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The pivot table is one of Microsoft Excel’s most powerful — and intimidating — functions. Pivot tables can help you summarize and make sense of large data sets.

Download Now: 50+ Excel Hacks [Free Guide]

However, they also have a reputation for being complicated.

The good news is that learning how to create a pivot table in Excel is much easier than you may believe (trust me!).

I’m going to walk you through the process of creating a pivot table and show you just how simple it is. First, though, let’s take a step back and make sure you understand exactly what a pivot table is and why you might need to use one.

Table of Contents

In other words, pivot tables extract meaning from that seemingly endless jumble of numbers on your screen. More specifically, it lets you group your data in different ways so you can draw helpful conclusions more easily.

The “pivot” part of a pivot table stems from the fact that you can rotate (or pivot) the data in the table to view it from a different perspective.

To be clear, you’re not adding to, subtracting from, or otherwise changing your data when you make a pivot. Instead, you’re simply reorganizing the data so you can reveal useful information.

Video Tutorial: How to Create Pivot Tables in Excel

We know pivot tables can be complex and daunting, especially if it’s your first time creating one. In this video tutorial, you’ll learn how to create a pivot table in six steps and gain confidence in your ability to use this powerful Excel feature.

By immersing yourself, you can become proficient in creating pivot tables in Excel in no time. Pair it with our kit of Excel templates to get started on the right foot.

What are pivot tables used for?

If you’re still feeling a bit confused about what pivot tables actually do, don’t worry. This is one of those technologies that are much easier to understand once you’ve seen it in action.

Remember, pivot tables aren’t the only tools you can use in Excel. To learn more, take a look at our guide to mastering Excel.

The purpose of pivot tables is to offer user-friendly ways to quickly summarize large amounts of data. They can be used to better understand, display, and analyze numerical data in detail.

With this information, you can help identify and answer unanticipated questions surrounding the data.

Here are five hypothetical scenarios where a pivot table could be helpful.

1. Comparing Sales Totals of Different Products

Let’s say you have a worksheet that contains monthly sales data for three different products — product 1, product 2, and product 3. You want to figure out which of the three has been generating the most revenue.

One way would be to look through the worksheet and manually add the corresponding sales figure to a running total every time product 1 appears.

The same process can then be done for product 2 and product 3 until you have totals for all of them. Piece of cake, right?

Imagine, now, that your monthly sales worksheet has thousands upon thousands of rows. Manually sorting through each necessary piece of data could literally take a lifetime.

With pivot tables, you can automatically aggregate all of the sales figures for product 1, product 2, and product 3 — and calculate their respective sums — in less than a minute.

how to create a pivot table in Excel

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2. Showing Product Sales as Percentages of Total Sales

Pivot tables inherently show the totals of each row or column when created. That’s not the only figure you can automatically produce, however.

Let’s say you entered quarterly sales numbers for three separate products into an Excel sheet and turned this data into a pivot table.

The pivot table automatically gives you three totals at the bottom of each column — having added up each product’s quarterly sales.

But what if you wanted to find the percentage these product sales contributed to all company sales, rather than just those products’ sales totals?

With a pivot table, instead of just the column total, you can configure each column to give you the column’s percentage of all three column totals.

Let’s say three products totaled $200,000 in sales, and the first product made $45,000. You can edit a pivot table to say this product contributed 22.5% of all company sales.

To show product sales as percentages of total sales in a pivot table, simply right-click the cell carrying a sales total and select Show Values As > % of Grand Total.

pivot table, value field settings

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3. Combining Duplicate Data

In this scenario, you’ve just completed a blog redesign and had to update many URLs. Unfortunately, your blog reporting software didn’t handle the change well and split the “view” metrics for single posts between two different URLs.

In your spreadsheet, you now have two separate instances of each individual blog post. To get accurate data, you need to combine the view totals for each of these duplicates.

pivot table, city employees live in

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Instead of having to manually search for and combine all the metrics from the duplicates, you can summarize your data (via pivot table) by blog post title.

Voilà, the view metrics from those duplicate posts will be aggregated automatically.

pivot table, check box with name of city

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4. Getting an Employee Headcount for Separate Departments

Pivot tables are helpful for automatically calculating things that you can’t easily find in a basic Excel table. One of those things is counting rows that all have something in common.

For instance, let’s say you have a list of employees in an Excel sheet. Next to the employees’ names are the respective departments they belong to.

You can create a pivot table from this data that shows you each department’s name and the number of employees that belong to those departments.

The pivot table’s automated functions effectively eliminate your task of sorting the Excel sheet by department name and counting each row manually.

5. Adding Default Values to Empty Cells

Not every dataset you enter into Excel will populate every cell. If you’re waiting for new data to come in, you might have lots of empty cells that look confusing or need further explanation.

That’s where pivot tables come in.

pivot table, choose default values

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You can easily customize a pivot table to fill empty cells with a default value, such as $0 or TBD (for “to be determined”).

For large data tables, being able to tag these cells quickly is a valuable feature when many people are reviewing the same sheet.

To automatically format the empty cells of your pivot table, right-click your table and click PivotTable Options.

In the window that appears, check the box labeled “For Empty Cells Show” and enter what you’d like displayed when a cell has no other value.

pivot table, empty cell value

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How to Create a Pivot Table

Now that you have a better sense of pivot tables, let’s get into the nitty-gritty of how to actually create one.

On creating a pivot table, Toyin Odobo, a Data Analyst, said:

"Interestingly, MS Excel also provides users with a ‘Recommended Pivot Table Function.’ After analyzing your data, Excel will recommend one or more pivot table layouts that would be helpful to your analysis, which you can select from and make other modifications if necessary."

They continue, "However, this has its limitations in that it may not always recommend the best arrangement for your data. As a data professional, my advice is that you keep this in mind and explore the option of learning how to create a pivot table on your own from scratch."

With this great advice in mind, here are the steps you can use to create your very own pivot table. But if you’re looking for other ways to visualize your data, use Excel graphs and charts.

Step 1. Enter your data into a range of rows and columns.

Every pivot table in Excel starts with a basic Excel table, where all your data is housed. To create this table, I first simply enter the values into a set of rows and columns, like the example below.

pivot table, list of people, education, and marital status

Here, I have a list of people, their education level, and their marital status. With a pivot table, I could find out several pieces of information. I could find out how many people with master’s degrees are married, for instance.

At this point, you’ll want to have a goal for your pivot table. What kind of information are you trying to glean by manipulating this data? What would you like to learn? This will help you design your pivot table in the next few steps.

Step 2. Insert your pivot table.

Inserting your pivot table is actually the easiest part. You’ll want to:

  • Highlight your data.
  • Go to Insert in the top menu.
  • Click Pivot table.

pivot table, insert pivot table

Note: If you’re using an earlier version of Excel, “PivotTables” may be under Tables or Data along the top navigation, rather than “Insert.”

A dialog box will come up, confirming the selected data set and giving you the option to import data from an external source (ignore this for now).

It will also ask you where you want to place your pivot table. I recommend using a new worksheet.

pivot table, random generator

You typically won’t have to edit the options unless you want to change your selected table and change the location of your pivot table.

Once you’ve double-checked everything, click OK.

You will then get an empty result like this:

pivot table, choose pivot table field

This is where it gets a little confusing and where I used to stop as a beginner because I was so thrown off. We’ll be editing the pivot table fields next so that a table is rendered.

Step 3. Edit your pivot table fields.

You now have the “skeleton” of your pivot table, and it’s time to flesh it out. After you click OK, you will see a pane for you to edit your pivot table fields.

pivot table, pivot table fields

This can be a bit confusing to look at if this is your first time.

In this pane, you can take any of your existing table fields (for my example, it would be First Name, Last Name, Education, and Marital Status) and turn them into one of four fields:

Filter

This turns your chosen field into a filter at the top, by which you can segment data. For instance, below, I’ve chosen to filter my pivot table by Education. It works just like a normal filter or data splicer.

pivot table, selecting fields

Column

This turns your chosen field into vertical columns in your pivot table. For instance, in the example below, I’ve made the columns Marital Status.

pivot table, single and married data

Keep in mind that the field’s values themselves are turned into columns and not the original field title. Here, the columns are “Married” and “Single.” Pretty nifty, right?

Row

This turns your chosen field into horizontal rows in your pivot table. For instance, here’s what it looks like when the Education field is set to be the rows.

pivot table, education degree data

Value

This turns your chosen field into the values that populate the table, giving you data to summarize or analyze.

Values can be averaged, summed, counted, and more. For instance, in the below example, the values are a count of the field First Name, telling me which people across which educational levels are either married or single.

pivot table, married vs single by degree

Step 4: Analyze your pivot table.

Once you have your pivot table, it’s time to answer the question you posed for yourself at the beginning. What information were you trying to learn by manipulating the data?

With the above example, I wanted to know how many people are married or single across educational levels.

I therefore made the columns Marital Status, the rows Education, and the values First Name (I also could’ve used Last Name).

Values can be summed, averaged, or otherwise calculated if they’re numbers, but the First Name field is text. The table automatically set it to Count, which meant it counted the number of first names matching each category. It resulted in the below table:

pivot table, column labels

Here, I’ve learned that across doctoral, lower secondary, master, primary, and upper secondary educational levels, these number of people are married or single:

  • Doctoral: 2 single
  • Lower secondary: 1 married
  • Master: 2 married, 1 single
  • Primary: 1 married
  • Upper secondary: 3 single

Now, let’s look at an example of these same principles but for finding the average number of impressions per blog post on the HubSpot blog.

Step-by-Step Excel Pivot Table

  1.  Enter your data into a range of rows and columns.
  2.  Sort your data by a specific attribute (if needed).
  3.  Highlight your cells to create your pivot table.
  4.  Drag and drop a field into the “Row Labels” area.
  5.  Drag and drop a field into the “Values” area.
  6.  Fine-tune your calculations.

Step 1. I entered my data into a range of rows and columns.

I want to find the average number of impressions per HubSpot blog post. First, I entered my data, which has several columns:

  • Top Pages
  • Clicks
  • Impressions

The table also includes CTR and position, but I won't be including that in my pivot table fields.

pivot table example, hubspot impression data

Step 2. I sorted my data by a specific attribute.

I want to sort my URLs by Clicks to make the information easier to manage once it becomes a pivot table. This step is optional but can be handy for large data sets.

To sort your data, click the Data tab in the top navigation bar and select Sort. In the window that appears, you can sort your data by any column you want and in any order.

For example, to sort my Excel sheet by “Clicks,” I selected this column title under Column and then selected Largest to Smallest as the order.

pivot table, sort by clicks

Step 3. I highlighted my cells to create a pivot table.

Like in the previous tutorial, highlight your data set, click Insert along the top navigation, and click PivotTable.

Alternatively, you can highlight your cells, select Recommended PivotTables to the right of the PivotTable icon, and open a pivot table with pre-set suggestions for how to organize each row and column.

pivot table, create pivot table

Step 4. I dragged and dropped a field into the “Rows” area.

Now, it's time to start building my table.

Rows determine what unique identifier the pivot table will organize your data by.

Since I want to organize a bunch of blogging data by URL, I dragged and dropped the “Top pages” field into the “Rows" area.

pivot table, apply filters

Note: Your pivot table may look different depending on which version of Excel you’re working with. However, the general principles remain the same.

Step 5. I dragged and dropped a field into the “Values” area.

Next up, it's time to add some values by dragging a field into the Values area.

While my focus is on impressions, I still want to see clicks. I dragged it into the Values box and left the calculation on Sum.

pivot table, sum of clicks

Then, I dragged Impressions into the values box, but I didn't want to summarize by Sum. Instead, I wanted to see the Average.

pivot table, average

I clicked the small i next to Impressions, selected “Average” under Summarize by, then clicked OK.

Once you’ve made your selection, your pivot table will be updated accordingly.

Step 6. I fine-tuned my calculations.

The sum of a particular value will be calculated by default, but you can easily change this to something like average, maximum, or minimum, depending on what you want to calculate.

I didn't need to fine-tune my calculations further, but you always can. On a Mac, click the i next to the value and choose your calculation.

If you’re using a PC, you’ll need to click on the small upside-down triangle next to your value and select Value Field Settings to access the menu.

When you’ve categorized your data to your liking, save your work, and don't forget to analyze the results.

Pivot Table Examples

From managing money to keeping tabs on your marketing efforts, pivot tables can help you keep track of important data. The possibilities are endless!

See three pivot table examples below to keep you inspired.

1. Creating a PTO Summary and Tracker

pivot table, pto tracker

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If you’re in HR, running a business, or leading a small team, managing employees’ vacations is essential. This pivot table allows you to seamlessly track this data.

All you need to do is import your employees’ identification data along with the following data:

  • Sick time
  • Hours of PTO
  • Company holidays
  • Overtime hours
  • Employee’s regular number of hours

From there, you can sort your pivot table by any of these categories.

2. Building a Budget

pivot table, budget

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Whether you’re running a project or just managing your own money, pivot tables are an excellent tool for tracking spend.

The simplest budget just requires the following categories:

  • Date of transaction
  • Withdrawal/expenses
  • Deposit/income
  • Description
  • Any overarching categories (like paid ads or contractor fees)

With this information, I can see my biggest expenses and brainstorm ways to save.

3. Tracking Your Campaign Performance

pivot table, campaign performance

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Pivot tables can help your team assess the performance of your marketing campaigns.

In this example, campaign performance is split by region. You can easily see which country had the highest conversions during different campaigns.

This can help you identify tactics that perform well in each region and where advertisements need to be changed.

Pivot Table Essentials

There are some tasks that are unavoidable in the creation and usage of pivot tables. To assist you with these tasks, I’ll share step-by-step instructions on how to carry them out.

How to Create a Pivot Table With Multiple Columns

Now that you can create a pivot table, how about we try to create one with multiple columns?

Just follow these steps:

  • Select your data range. Select the data you want to include in your pivot table, including column headers.
  • Insert a pivot table. Go to the Insert tab in the Excel ribbon and click on the “PivotTable” button.
  • Choose your data range. In the “Create PivotTable” dialog box, ensure that the correct range is automatically selected, and choose where you want to place the pivot table (e.g., a new worksheet or an existing worksheet).
  • Designate multiple columns. In the PivotTable Field List, drag and drop the fields you want to include as column labels to the “Columns” area. These fields will be displayed as multiple columns in your pivot table.
  • Add row labels and values. Drag and drop the fields you want to summarize or display as row labels to the “Rows” area.

labled pivot table

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Similarly, drag and drop the fields you want to use for calculations or aggregations to the “Values” area.

  • Customize the pivot table. You can further customize your pivot table by adjusting the layout, applying filters, sorting, and formatting the data as needed.

For more visual instructions, watch this video:

How to Copy a Pivot Table

To copy a pivot table in Excel, follow these steps:

  • Select the entire pivot table. Click anywhere within the pivot table. You should see selection handles around the table.
  • Copy the pivot table. Right-click and select “Copy” from the context menu, or use the shortcut Ctrl+C on your keyboard.
  • Choose the destination. Go to the worksheet where you want to paste the copied pivot table.
  • Paste the pivot table. Right-click on the cell where you want to paste the pivot table and select “Paste” from the context menu, or use the shortcut Ctrl+V on your keyboard.
  • Adjust the pivot table range (if needed). If the copied pivot table overlaps with existing data, you may need to adjust the range to avoid overwriting the existing data. Simply click and drag the corner handles of the pasted pivot table to resize it accordingly.

By following these steps, you can easily copy and paste a pivot table from one location to another within the same workbook or even across different workbooks.

This allows you to duplicate or move pivot tables to different worksheets or areas within your Excel file.

For more visual instructions, watch this video:

How to Sort a Pivot Table

To sort a pivot table, you can follow these steps:

  • Select the column or row you want to sort.
  • If you want to sort a column, click on any cell within that column in the pivot table.
  • If you want to sort a row, click on any cell within that row in the pivot table.
  • Sort in ascending or descending order.
  • Right-click on the selected column or row and choose “Sort” from the context menu.
  • In the “Sort” submenu, select either “Sort A to Z” (ascending order) or “Sort Z to A” (descending order).

Alternatively, you can use the sort buttons on the Excel ribbon:

  • Go to the PivotTable tab. With the pivot table selected, go to the “PivotTable Analyze” or “PivotTable Tools” tab on the Excel ribbon (depending on your Excel version).
  • Sort the pivot table. In the “Sort” group, click on the “Sort Ascending” button (A to Z) or the “Sort Descending” button (Z to A).

pivot table sort by

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These instructions will allow you to sort the data within a column or row in your pivot table. Please remember that sorting a pivot table rearranges the data within that specific field and does not affect the overall structure of the pivot table.

You can also watch the video below for further instructions.

How to Delete a Pivot Table

To delete a pivot table in Excel, you can follow these steps:

  • Select the pivot table you want to delete. Click anywhere within the pivot table that you want to remove.
  • Delete the pivot table.
  • Press the “Delete” or “Backspace” key on your keyboard.
  • Right-click on the pivot table and select “Delete” from the context menu.
  • Go to the “PivotTable Analyze” or “PivotTable Tools” tab on the Excel ribbon (depending on your Excel version), click on the “Options” or “Design” button, and then choose “Delete” from the dropdown menu.

pivot table tools

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  • Confirm the deletion. Excel may prompt you to confirm the deletion of the pivot table. Review the message and select “OK” or “Yes” to proceed with the deletion.

Once you complete these steps, the pivot table and its data will be removed from the worksheet. It’s important to note that deleting a pivot table does not delete the original data source or any other data in the workbook.

It simply removes the pivot table visualization from the worksheet.

How to Group Dates in Pivot Tables

To group dates in a pivot table in Excel, follow these steps:

  • Ensure that your date column is in the proper date format. If not, format the column as a date.
  • Select any cell within the date column in the pivot table.
  • Right-click and choose “Group” from the context menu.

pivot table tools analyze

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  • The Grouping dialog box will appear. Choose the grouping option that suits your needs, such as days, months, quarters, or years. You can select multiple options by holding down the Ctrl key while making selections.

pivot table tools, date range

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  • Adjust the starting and ending dates if needed.
  • Click “OK” to apply the grouping.

Excel will now group the dates in your pivot table based on the chosen grouping option. The pivot table will display the summarized data based on the grouped dates.

Note: The steps may slightly vary depending on your Excel version.

If you don’t see the “Group” option in the context menu, you can also access the Grouping dialog box by going to the “PivotTable Analyze” or “PivotTable Tools” tab on the Excel ribbon, selecting the “Group Field” button, and following the subsequent steps.

By grouping dates in your pivot table, you can easily analyze data by specific time periods, such as months, which can help you get a clearer understanding of trends and patterns in your data.

How to Add a Calculated Field in a Pivot Table

If you’re trying to add a calculated field in a pivot table in Excel, you can follow these steps:

  • Select any cell within the pivot table.
  • Go to the “PivotTable Analyze” or “PivotTable Tools” tab on the Excel ribbon (depending on your Excel version).
  • Go to the “Calculations” group. In the “Calculations” group, click on the “Fields, Items & Sets” button and select “Calculated Field” from the dropdown menu.
  • The “Insert Calculated Field” dialog box will appear. Enter a name for your calculated field in the “Name” field.
  • Enter the formula for your calculated field in the “Formula” field. You can use mathematical operators (+, -, *, /), functions, and references to other fields in the pivot table.
  • Click “OK” to add the calculated field to the pivot table.

The pivot table will now display the calculated field as a new column or row, depending on the layout of your pivot table.

The calculated field you created will use the formula you specified to calculate values based on the existing data in the pivot table. Pretty cool, right?

Note: The steps may slightly vary depending on your Excel version. If you don’t see the “Fields, Items & Sets” button, you can right-click on the pivot table and select “Show Field List.” They both do the same thing.

Adding a calculated field to your pivot table helps you perform unique calculations and get new insights from the data in your pivot table.

It allows you to expand your analysis and perform calculations specific to your needs. You can also watch the video below for some visual instructions.

How to Remove Grand Total From a Pivot Table

To remove the grand total from a pivot table in Excel, follow these steps:

  • Select any cell within the pivot table.
  • Go to the “PivotTable Analyze” or “PivotTable Tools” tab on the Excel ribbon (depending on your Excel version).
  • Click on the “Field Settings” or “Options” button in the “PivotTable Options” group.
  • The “PivotTable Field Settings” or “PivotTable Options” dialog box will appear.
  • Depending on your Excel version, follow one of the following methods:
  • For Excel 2013 and earlier versions: In the “Subtotals & Filters” tab, uncheck the box next to “Grand Total.”
  • For Excel 2016 and later versions: In the “Totals & Filters” tab, uncheck the box next to “Show grand totals for rows/columns.”
  • Click “OK” to apply the changes.

The grand total row or column will be removed from your pivot table, and only the subtotals for individual rows or columns will be displayed.

Note: The steps may slightly vary depending on your Excel version and the layout of your pivot table. If you don’t see the “Field Settings” or “Options” button in the ribbon, you can right-click on the pivot table, select “PivotTable Options,” and follow the subsequent steps.

By removing the grand total, you can focus on the specific subtotals within your pivot table and exclude the overall summary of all the data. This can be useful when you want to analyze and present the data in a more detailed manner.

For a more visual explanation, watch the video below.

7 Tips & Tricks For Excel Pivot Tables

1. Use the right data range.

Before creating a pivot table, make sure that your data range is properly selected. Include all the necessary columns and rows, making sure there are no empty cells within the data range.

2. Format your data.

To avoid potential issues with data interpretation, format your data properly. Ensure consistent formatting for date fields, numeric values, and text fields.

Remove any leading or trailing spaces, and ensure that all values are in the correct data type.

Pro tip: I find it easier to arrange my data in columns, with each column having its own header and one row containing distinct, non-blank labels for every column. Keep an eye out for merged cells or repeated header rows.

If you’re working with complex or nested data, you can use Power Query to turn it into a single header row organized in columns.

3. Choose your field names wisely.

While creating a pivot table, use clear and descriptive names for your fields. This will make it easier to understand and analyze the data within the pivot table.

Pro tip: If you‘re focusing on business-related queries, I find that using natural language makes it easier to look them up.

Suppose you’re searching for the number of subscriptions live in 2024. Click the “Analyze Data” option under the “Home” tab. Type “subscriptions live in 2020” in the search bar. Excel will show you the data you are looking for.

4. Apply pivot table filters.

Take advantage of the filtering capabilities in pivot tables to focus on specific subsets of data. You can apply filters to individual fields or use slicers to visually interact with your pivot table.

Pro tip: Did you know you can link a specific Slicer to many pivot tables? When you right-click on the slicer, you will see an option called “Report connections” appear.

You can then choose the pivot tables you intend to connect, and then you're done. I found that this same technique can also be used to join several pivot tables together using a timeline.

5. Classify your data.

If you have a large amount of data, consider grouping it to make the analysis simpler. You can group data by dates, numeric ranges, or with your special kind of classification.

This helps to summarize and organize data in a more meaningful way within the pivot table.

Pro tip: Additionally, you can sort the Field List items alphabetically or in Data Source order, which is the order specified in the source table.

I've found that alphabetical order works best when dealing with unknown data sets with numerous fields.

But what if you want to monitor a certain entry and that it should always be at the top of the list? First, choose the desired cell, then click and hold the green cursor border to move it up or down to the desired location.

You'll know where the object will be dropped by a thick green bar. You can also click where you want the entry to appear and type the text to move the entry in a Pivot Table list to change its location.

6. Customize pivot table layout.

Excel allows you to customize the layout of your pivot table.

You can drag and drop fields between different areas of the pivot table (e.g., rows, columns, values) to rearrange the layout and present the data in the most useful way for your analysis.

Pro tip: In addition to the standard layout, you can select a layout design from the list by clicking on “Report Layout.”

Infancy: if you want a specific default layout every time you open a pivot table, select “Files” > “Options” > “Data” > “Edit Default Layout.” You can change the layout options there to suit your preferences.

7. Refresh and update data.

If your data source changes or you add new data, remember to refresh the pivot table to reflect the latest updates.

To refresh a pivot table in Excel and update it with the latest data, follow these steps:

  • Select the pivot table. Click anywhere within the pivot table that you want to refresh.
  • Refresh the pivot table. There are multiple ways to refresh the pivot table:
  • Right-click anywhere within the pivot table and select “Refresh” from the context menu.
  • Or, go to the “PivotTable Analyze” or “PivotTable Tools” tab on the Excel ribbon (depending on your Excel version) and click on the “Refresh” button.
  • Or, use the keyboard shortcut Alt+F5.
  • Verify the updated data. After refreshing, the pivot table will update with the latest data from the source range or data connection. We recommend confirming the refreshed data to make sure you have what you want.

By following these steps, you can easily refresh your pivot table to reflect any changes in the underlying data. This ensures that your pivot table always displays the most up-to-date information.

You can watch the video below for more detailed instructions.

These tips and tricks will help you create and use pivot tables in Excel, allowing you to analyze and summarize your data in a dynamic and efficient manner.

Digging Deeper With Pivot Tables

Imagine this. You’re a business analyst. You have a large dataset that needs to be analyzed to identify trends and patterns. You and your team decide to use a pivot table to summarize and analyze the data quickly and efficiently.

As you explored different combinations of fields, you discovered interesting insights and correlations that would have been time-consuming to find manually.

The pivot table helped you to streamline the data analysis process and present the findings to stakeholders in a clear and concise manner, impressing them with your team’s efficiency and ability to retrieve actionable insights. Sounds good right?

You’ve now learned the basics of pivot table creation in Excel. With this understanding, you can figure out what you need from your pivot table and find the solutions you’re looking for. Good luck!

Editor's note: This post was originally published in December 2018 and has been updated for comprehensiveness.

How to Create an Ebook From Start to Finish [Free Ebook Templates]

Featured Imgs 23

Learning how to create an ebook can be overwhelming. Not only do you have to write the content, but you also need to design and format it into a professional-looking document that people will want to download and read.

→ Download Now: 36 Free Ebook Templates

To help you get started, I’ve gathered some of my favorite lessons — both from my experience and from the experts.

Don’t worry, it’s not as intimidating as it sounds. I’ll also share some helpful tools and templates you can use to create, publish, and sell your ebook.

In this article:

definition of what is an ebook

Ebook Benefits

Statista reports that by 2024, the global ebook market is projected to bring in $14.61 billion in sales. Keeping in line with that prediction, the market will increase at 1.62% per year, with a predicted volume of $15.33 billion by 2027.

So if you’re wondering if now is a great time to try out an ebook for your business, I’m here to convince you.

Lead magnets come in many forms, but the ebook still reigns supreme. They give the reader:

  • In-depth digital content in an environment largely overrun with quick headlines and soundbites.
  • Visual data that compliments the editorial content.
  • On-demand access to the ebook content.

Writing ebooks benefits your business, too. Turning a profit, acquiring new customers, generating buzz, and becoming an industry thought leader are just a few advantages of this type of content.

Let's say, however, that you have a fantastic blog full of long-form content. Why in the world would you want to offer your readers an ebook? Is it even worth your time?

list of benefits of ebookEbook Advantages for Content CreatorsEbooks can incentivize website visitors. You can put it behind an opt-in or “gate,” incentivizing your website visitor to become a lead if they want the information.Ebooks have unique design capabilities. In some ways, ebooks have design capabilities like in-depth charts, graphs, and full-page images, which you may not be able to achieve on your blog.Ebook distribution doesn't have additional costs. After the initial creation of the ebook, you can distribute the file a multitude of times with no additional production cost. They also have no associated shipping fees.You can embed links into ebooks. You can embed links to other media in the ebook file, encouraging the reader to engage with your content further.Perhaps more importantly, ebooks offer several advantages for your audience:

  • Ebooks are portable. They can be stored on many devices without any associated physical storage space.
  • The reader gets the choice to print the ebook out. If they want to consume the information in a traditional physical format. Otherwise, the digital format is environmentally friendly.
  • Ebooks are more accessible. They give readers the ability to increase font sizes and/or read aloud with text-to-speech.
  • Ebooks are easily searchable. If the reader is looking for something specific, searching for it is a search bar away.

Moreover, with lead generation being the top goal for content marketing, ebooks are an essential part of a successful inbound marketing program.

In this post, I’ll walk you through the ins and outs of creating an ebook and will share my process of creating an ebook of my own. And if you’re worried about a lack of design skills, I’ve got you covered there, too.

Ebooks can increase the visibility and credibility of your business while positioning your brand as a thought leader in your industry. However, these ebooks can sometimes be hard to write, even though they offer many benefits.

Here are some proven tips I recommend to help you write excellent ebooks.

1. Choose a topic that matches your audience's needs.

Remember: The goal of your ebook is to generate leads for your sales team, so pick a topic that will make it easy for a prospect to go from downloading your ebook to having a conversation with your sales team.

This means your ebook should stay consistent with the topics you cover in your other content distribution channels.

Rather, it‘s your opportunity to do a deep dive into a subject you’ve only lightly covered until now, but something your audience wants to learn more about.

For example, in listening to sales and customer calls here at HubSpot, I’ve learned that creating ebooks is a massive obstacle for our audience, who are marketers themselves.

So if I can provide not only this blog post but resources to make ebook creation easier, I’m focusing on the right topic that will naturally lead to a sales conversation.

checklist for how to write an ebook

Here are some sample ebook titles to consider to get your creative juices flowing.

  • X Best Practices for [Insert Industry/Topic]
  • An Introduction to [Insert Industry/Topic]
  • X Common Questions About [Insert Industry/Topic] Answered
  • X [Insert Industry/Topic] Statistics For Better Decision-Making
  • Learn From The Best: X [Insert Industry/Topic] Experts Share Insights

Note: Replace “X” with the appropriate number. You can also use our free Blog Topic Generator tool to develop more ideas. Most blog topics can be comprehensive enough to serve as longer-form ebook topics.

Pro tip: From personal experience, I can tell you that instead of adopting a generic approach, you should delve deeper and focus on a specific audience group to learn about their motivations, preferences, and problems.

Remember, everyone can‘t be your audience, as covering everyone’s pain points in a single book is difficult.

For this blog post, I will use the PowerPoint version of template two from our collection of five free ebook templates. Through each section of this post, I'll provide a side-by-side of the template slide and how I customized it.

Below, you'll see my customized cover with my sales-relevant ebook topic. For help with writing compelling titles for your ebooks, check out the tips in this blog post.

customized ebook cover using free Hubspot template

2. Conduct research.

Although you probably have quite a bit of knowledge about your topic already, you still need to figure out what exactly your audience wants to know about and how you can make your ebook stand out from others in the market.

When I’m doing research for my ebook, here’s how I approach it:

  • Read through existing publications about your topic and identify knowledge gaps and areas that require further exploration. During your research, take the time to address those unanswered questions to make your ebook more comprehensive and valuable.
  • Conduct keyword research to find keywords and phrases that are related to the topic you are writing about. By doing this, you can uncover trends about your subject and better reach users who want to learn more about the topic.
  • Gather original data and insights to differentiate your ebook from other sources and position yourself as an authority on your topic. If you’re able, reach out to industry experts and conduct interviews to collect unique information. You can also send out surveys to your audience to get statistics to support your content.

Once you’ve gathered all your information, make sure you verify that it is all accurate and up-to-date. Also, be sure to keep your findings organized, so you can easily go back and reference them as you’re writing your ebook.

Pro tip: I‘d also suggest you look at your blog posts related to the topic. This provides invaluable information, such as showing you what questions your target audience asks.

It can be a checkpoint to see if you’re heading in the right direction. If it's something else, either reconsider the focus of your ebook or check to see how you can include it.

3. Outline each chapter of your ebook.

The introduction to your ebook should set the stage for the book’s content and draw the reader in.

What will you cover in your ebook? How will the reader benefit from reading it? For tips on how to write an effective introduction, check out this post.

Some ebook creators say that an ebook is simply a series of blog posts stitched together. While I agree you should treat each chapter as an individual blog post, the chapters of your ebook should also flow fluidly from one to the other.

The best way to outline your ebook is by thinking of it as a crash course on the sales-relevant topic you selected. In my example of creating an ebook, I know I need to cover how to:

  • Write effective copy
  • Design an ebook
  • Optimize ebooks for lead generation and promotion

While my example has a few chapters, keep in mind that your ebook does not need to be lengthy.

Here’s a golden rule to follow regarding ebook length: Write what is needed to educate your audience about your selected topic effectively.

If your ebook requires five pages, great! If it requires 30 pages, so be it. Just don't waste words thinking you need to write a lengthy ebook.

Let’s now move on to the actual copy you’re writing.

creating an ebook table of contents from template

Pro Tip: In my experience, I also found that taking myself on the reader’s journey helped me understand the outline better. So, ask yourself where you want the reader to involve themselves and where they should end up eventually.

4. Break down each chapter as you write.

Get writing! Here, you can approach each chapter the way you might write a long blog post — by compartmentalizing each chapter into smaller sections or bullet points, as shown in the picture below.

This helps you write simply and clearly, rather than using sophisticated language to convey each point. It's the most effective way to educate readers and help them understand the new material you’re providing.

Be sure to maintain a consistent structure across each chapter, as well.

This helps you establish natural transitions between each chapter so there's a clear progression from one chapter to the next (simply stitching blog posts together can rob you of this quality).

These practices should hold true for all your other marketing efforts, such as email marketing, call-to-action creation, and landing page development. “Clarity trumps persuasion,” as Dr. Flint McGlaughlin of MECLABS often says.

Want to make sure you're keeping your ebook exciting for readers? Here are some key tips I’ve found to be most helpful:

  • Use keywords in the title that emphasize the value of your offer. Examples include adjectives like “amazing,” “awesome,” or “ultimate.”
  • Keep your format consistent so you create a mental model for readers and enhance their understanding of the material.
  • When appropriate, use formatting — like bulleted lists, bold text, italics, and font size changes — to draw people’s eyes to your most important content or emphasize specific points you want readers to remember.

creating an ebook from start to finish with design template

Pro tip: I‘ve also found that the saying "less is more" is handy when you’re in the deep trenches of writing. You don‘t want your readers feeling under or overloaded with information, so I find that a solid balance of content keeps them interested.

Plus, you can ask for a second opinion once you’re done to see if the information is too much to digest.

5. Design your ebook.

Our downloadable ebook templates are offered in both PowerPoint and InDesign.

For this example, I'll show you how to do it in PowerPoint since more people have access to that software. (If you need a refresher, here’s a beginner-friendly guide on how to use PowerPoint.)

We only have one “chapter page” in the template (slide three). To create additional chapter pages, or any pages really, simply right-click the slide and choose Duplicate Slide.

This will make a copy of your slide and allow you to drag it to its proper place in your ebook via the sidebar or Slide Sorter section of PowerPoint. You can then customize it for any subsequent chapters.

creating an ebook from start to finish, working on design of chapters

Pro tip: I think it’s good to set up some brand guidelines and stick to them when designing your ebook. If you publish more in the future, your target audience will eventually grasp who you are and what your business is about.

This will ensure that everything you do is consistent and that you’re considered a professional.

6. Use the right colors.

Ideally, our free ebook templates would magically match your brand colors. But they probably don’t; this is where you get to truly personalize your work.

However, because ebooks offer more real estate for color than your logo or website, it’s good to consider secondary colors within your brand's color palette. Ebooks are where this color scheme can truly shine.

To learn how to add your brand's colors to PowerPoint, check out this blog post. That way, you can customize the color scheme in our ebook templates to match your brand!

Pro tip: I’ve also found using colors to emphasize a particular word or key points useful. Red can emphasize something, while yellow can highlight something.

Remember, every color has a purpose in designing content assets and can influence how information is displayed.

7. Incorporate visuals.

Images and graphics in ebooks are hard to get right. The key to making them fit well is to think of them as complementary to your writing.

Whether you add them during or after you’ve finished writing your ebook’s copy, your visuals should serve to highlight an important point you’re making or deconstruct the meaning of a concept in an easy-to-understand, visual way.

Images shouldn’t just be there to make the ebook easy on the eyes. Rather, they should be used to enhance the reader’s understanding of the material you’re covering.

If you need help gathering visuals, we have three sets of free stock photos that might help you along the way:

And if you're compiling a data-heavy ebook, you might want to download our free data visualization ebook for tips about designing compelling charts and graphs for your content.

creating an ebook and adding visual elements and images

Pro tip: I’d argue one of the most crucial aspects to consider when writing your ebook is thinking about what data/ insight or quote you could present in a visual form.

Think about using images or links to videos, providing them with an all-round experience. So, when writing, jot down where you think images or visuals could be used.

8. Highlight quotes or stats

Another way to enhance your ebook is by highlighting quotes or stats within your design. Just be sure the quote or stat you're using genuinely adds value to the content.

Whether you're emphasizing a quote or adding a visual, keep all your content within the same margins.

If your copy is consistently one-inch indented on your page from both the left and right sides, keep your designed elements aligned using that same spacing.

creating an ebook and adding quotes and stats to content

Pro tip: I’m a big fan of large graphics or quotes, but occasionally, a good dose of white space is just as crucial. So, incorporating a lot of text, images, quotes, and statistics is great, but you also want to keep everything balanced.

9. Place appropriate calls to action within your ebook.

Now that your content is written and designed, it's time to optimize it for lead generation, reconversion, and promotion.

Think about how you got here — you clicked on a call-to-action (CTA) in an email, on a social media post, or somewhere else.

A CTA is a link or visual object that entices the visitor to click and arrive at a landing page that will get them further engaged with your company.

Since your ebook readers have probably converted into leads to get their hands on your ebook, use the CTAs within your ebook to reconvert your readers and propel them further down your marketing funnel.

For instance, a CTA can lead to another offer, your annual conference's registration page, or even a product page.

Depending on what this next action is, CTAs can be an in-line rectangle or a full-page teasing the next offer (see both images below).

To hyperlink the CTA in your ebook (or any image or text in your ebook) to your destination URL, simply go to Insert >> Hyperlink in PowerPoint.

creating an ebook and adding CTAs into the content

Note: We've even designed 50 customizable calls-to-action in PowerPoint you can download and use in your ebooks. You can grab them here.

Now, we don’t have a dedicated CTA template slide in the PowerPoint ebook templates ... but it’s still simple.

You just have to duplicate the Header/Subheader slide and customize the copy or add images as needed. You can also go to Insert >> New Slide and work from there.

Pro tip: I‘ve found it’s ideal to put CTA links between your ebook‘s chapters — or, better yet, at the end of each one or right after the conclusion. But make sure that you’re subtle with your CTAs, as you wouldn't want to put off your readers.

10. Convert it into a PDF.

Once you’ve finished writing your ebook — CTAs and all — it’s time to convert it to the right file type, so it's transferable from you to your recipient.

To convert your ebook to a PDF, click File >> Save As in the ebook template you have open. Then, under File Format, select PDF and select a destination on your computer for this new file.

Why can’t you just attach what you have to a landing page and be done with it? Word documents, PowerPoints, and similar templates are perfect for creating your ebook but not for delivering it.

Because these templates are editable, the contents of your ebook are too easily corrupted, distorted, or even lost when moving from your computer to the hands of your future leads. That’s where PDFs come in.

You've seen these letters at the end of files before. Short for Portable Document Format, the .PDF file type essentially freezes your ebook so it can be displayed clearly on any device. A popular alternative to PDFs is the .EPUB file type.

See a comparison of EPUB to PDF here.

Pro tip: One reason I believe shifting to PDFs is important is because you can also share them as links. This makes it much easier to spread your ebook around, and your readers won’t need to download it if they don’t want to.

11. Create a dedicated landing page for your ebook.

Your ebook should be available for download through a landing page on your site.

A landing page is a web page that promotes/describes your offer and provides a form that visitors need to fill out with their contact information to access your ebook.

This is how you can convert your visitors into business leads that your sales team can ultimately follow up with.

For instance, you went through this landing page to access this ebook template.

If you’re still not sure how to get started, download this free ebook to learn more about optimizing your landing pages for conversion.

creating an ebook and a dedicated landing page

And if you‘re looking for a faster, easier way to create your ebook landing page, check out HubSpot’s free Campaign Assistant tool. Instead of writing and editing for hours, Campaign Assistant can generate your copy with just a few clicks.

creating landing page for ebook

Pro tip: I recommend that you don’t forget about SEO when creating your landing page. It can make or break your conversion rate. Optimize meta tags and include relevant keywords, especially for your ebook.

12. Promote your ebook and track its success.

Once your landing page is all set, you can use that destination URL to promote your ebook across your marketing channels.

However, in 2024, almost 80% of writers said marketing was the hardest aspect of the ebook process. As of this year, authors have dedicated more than thirty-one hours and $617 on marketing per month to promoting their ebooks.

So, I’ve shared five ways you can do this:

  • Advertise your new ebook on your website. For example, feature a CTA or link to your offer’s landing page on your resources page or even your homepage.
  • Promote your ebook through your blog. For instance, consider publishing an excerpt of your ebook as a blog post. Or write a separate blog article on the same topic as your ebook, and link to it at the end of your post using a call-to-action to encourage readers to keep learning. (Note: This very blog post is the perfect example of how to promote an offer you created with a blog post.)
  • Send a segmented email to contacts who have indicated an interest in receiving offers from your company.
  • Leverage paid advertising and co-marketing partnerships that will help you promote your ebook to a new audience.
  • Publish posts to social media with a link to your ebook. You can also increase social shares by creating social media share buttons within your ebook, such as the ones at the bottom right of this ebook.

Apart from these, you can also use other marketing strategies to promote your ebook. In fact, I could dedicate a whole blog to how you should market your ebook (check that post out here).

After your content is launched and promoted across your marketing channels, you’ll also want marketing analytics to measure your live product's success.

For instance, you should have landing page analytics that give you insight into how many people downloaded your ebook and converted into leads.

You should also have closed-loop analytics that show how many of those people ultimately converted into opportunities and customers for your business.

And with that, we've built an ebook, folks! You can check out the packaged version of the example I built here:

how to make an ebook

After your content is launched and promoted across your marketing channels, you’ll need to have marketing analytics to measure your ebooks' success.

For instance, have landing page analytics that give you insight into how many people downloaded your ebook or show how many of those downloaders converted into opportunities and customers for your business.

image of hubspot free download datavisualization 101

Data Visualization 101: How to Design Charts and Graphs [Free Download]

Pro tip: I suggest that you don‘t wait until you’re done writing your ebook to promote it. To engage your readers, think about posting teasers on Instagram Stories or sending out a survey about your book cover.

You can even tease your audience by offering them some insights from your ebook. Everyone loves taking a look behind the scenes.

How to Publish an Ebook

Publishing an ebook can be a great way to share your message or content with a wider audience. Here's a step-by-step guide on how to publish an ebook.

1. Convert to eBook format.

Converting your ebook to the appropriate format is necessary to ensure compatibility with your readers and their devices. It allows you to incorporate responsive design elements and preserve the layout of your book.

It provides a consistent reading experience across various devices, ultimately increasing the reach and accessibility of your ebook.

What ebook file format should you use?

Ebooks can be saved in one of several formats. Depending on your end-user, though, you might find a use for any of the following file types:

PDF

PDFs are likely the most well-known file type. The “PDF” extension stands for “Portable Document Format,” and is best for ebooks that are meant to be read on a computer (digital marketers, you’ll want to remember this one).

EPUB

This file type stands for “Electronic Publication,” and is a more flexible ebook format. By that, I mean EPUB ebooks can “reflow” their text to adapt to various mobile devices and tablets.

This allows the ebook‘s text to move on and off different pages based on the device’s size on which a user is reading the ebook.

They're particularly helpful for viewing on smaller screens, such as smartphones and the Nook from Barnes and Noble.

MOBI

The MOBI format originated from the Mobipocket Reader software, which was purchased by Amazon in 2005 but was later shut down in 2016.

However, the MOBI file extension remains a popular ebook format compatible across the major e-readers (except the Nook).

While the format has some limitations, such as not supporting audio or video, it supports DRM, which protects copyrighted material from being copied for distribution or viewed illegally.

Newer Kindle formats are based on the original MOBI file types.

AZW

This is an ebook file type designed for the Kindle, an e-reader device by Amazon. However, users can also open this file format on smartphones, tablets, and computers through the Kindle app.

ODF

ODF stands for OpenDocument Format, a file type meant primarily for OpenOffice, a series of open-source content creation programs similar to Microsoft Office.

IBA

IBA is the proprietary ebook format for the Apple iBooks Author app. This format does support video, sound, images, and interactive elements, but it is only used for books written in iBooks. It is not compatible with other e-readers.

2. Choose a publishing platform.

When choosing a platform, consider factors like reach, royalty rates, distribution channels, ease of use, and the preferences of your target audience.

It may also be worth exploring regional or specialized platforms depending on your ebook's niche or target market.

Here are some popular options:

Amazon Kindle Direct Publishing (KDP)

KDP is one of the most popular self-publishing platforms.

It allows you to publish and sell your ebook on the Kindle Store, accessible by millions of Kindle e-readers and Kindle apps.

KDP offers various promotional tools and provides global distribution options.

Apple Books

Apple Books (formerly iBooks) is the ebook platform for Apple devices, including iPhones, iPads, and macOS devices. It provides a seamless reading experience and allows you to publish and sell your ebook on the Apple Books store.

Barnes & Noble Press

Barnes & Noble Press (formerly Nook Press) is the self-publishing platform for Barnes & Noble, one of the largest booksellers in the United States. It allows you to publish and sell your ebook on the Barnes & Noble website and Nook devices.

Kobo Writing Life

Kobo Writing Life is an ebook self-publishing platform associated with Kobo e-readers and apps. It offers global distribution and the ability to set pricing, promotions, and earn royalties from sales.

Draft2Digital

Draft2Digital is a user-friendly ebook distribution platform that helps you publish and distribute your ebook to multiple retailers, such as Amazon, Apple Books, Kobo, Barnes & Noble, and more.

It simplifies the process by handling the conversion, distribution, and payment aspects for you.

3. Create an account and upload your ebook.

Sign up for an account on your chosen platform. Provide the necessary information, such as your name, address, and payment details if required as given in the example below.

how to create and upload your ebook to Kindle

Image Source

Once your account is created, follow the platform’s instructions to upload your ebook file and cover design. Ensure that the files meet the platform’s formatting and size requirements.

You’ll also need to fill out the book details, including title, author name, description, and categories or genres. These details help readers discover and understand your ebook.

4. Set pricing and royalties.

Determine the pricing for your ebook. This determines how much revenue you can generate from each sale. By setting the right price, you can ensure your ebook is competitive in the market while maximizing your earnings.

Once you have your price set, you’ll want to determine your royalty rates, which is the percentage of the ebook's price that you earn as the author or publisher for each sale.

Different ebook publishing platforms offer various royalty structures, and it's important to understand the rates and terms they provide. By setting royalties, you can calculate and predict your earnings from each sale.

You may also want to consider offering your ebook for free.

Although it wouldn’t help generate direct revenue for your company, it can still enhance exposure and attract a larger readership, leading to word-of-mouth promotion and potentially increasing future sales.

Plus, it provides an opportunity to generate leads and build an email list for future engagement.

5. Preview and publish.

Before publishing, preview your ebook to ensure it looks as intended and ensure there are no errors or formatting issues. Once you're satisfied, click the publish button to make your ebook available for purchase.

Keep in mind that the steps mentioned above are general guidelines, and the specific uploading process may vary based on the platform you choose to publish your ebook with.

how to publish and sell your ebook on Google Play

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Ebook Ideas

So, what should you write about in your ebook? I’ll answer that question with another question: What do you want your readers to get out of this ebook?

To identify an ebook idea that suits your audience, consider the type of ebook you’re trying to create. Here are a few ideas.

New Research

Conducting an experiment or business survey? This is a great way to develop proprietary knowledge and become a thought leader in your industry. But how will you share your findings with the people who care about it?

Create an ebook that describes the experiment, what you intended to find out, the results of the experiment, and what these findings mean for your readers and the market at large.

Case Study

People love success stories, especially if these people are on the fence about purchasing something from you. If you have a client whose business you're particularly proud to have, why not tell their story in an ebook?

Ebook case studies show your buyers that other people trust you and have benefited from your product or service.

In your ebook, describe what your client's challenge was, how you connected with them, and how you were able to help your client solve their challenge and become successful.

Product Demo

The more complex your product is, the more information your customers will need to use it correctly.

If your product or service has many use cases or it's hard to set up alone, dedicate a brief ebook to showing people how to make the most out of it.

For instance, in the first section of your ebook, you can explain how to launch your product or service. The second section can break down the individual features and purposes your product is best used for.

Interview

Are you interested in interviewing a well-known person in your market?

Perhaps you‘ve already sat down with an influencer to pick their brain about the industry’s future. Package this interview into an ebook, making it easy for your customers to read and share your inside scoop.

Playbook

A “playbook” is a document people can use when taking on a new project or concept that is foreign to them. Think of it like a cheat sheet, full of tips and tricks that help your customers get better at what they do.

When done right, a playbook equips your customers with the information they would need to excel when using your product.

For example, a software vendor for IT professionals might create a “virus protection playbook” that makes support teams better at preventing viruses for their respective companies.

Blog Post Series

Sometimes, the best ebook for your business is already strewn across a series of blog posts. If you've spent the last month writing articles all on the same subject for your business, imagine how these posts would look stitched together?

Each article can begin a new chapter.

Then, once this ebook is created, you can promote it on a landing page, link to this landing page from each blog post, and generate leads from readers who want to download the entire blog series in one convenient ebook.

Ebook FAQs

Are ebooks profitable?

Yes, they can be.

Ebooks are high-volume, low-sales-price offers.

This means you’ll need to sell many of them at a relatively low price point to compete in the market and turn a significant profit. Depending on your industry, ebooks can range from free to more than $100.

Before setting a price for your ebook, do some research. Determine who your audience is, what they’re willing to pay, and how many people within your target market might be ready to buy it.

Then, determine the platforms through which you’ll sell your ebook. Amazon? Apple Books? Your website? You can research how much ebooks usually go for on these sites and incorporate this insight into your pricing strategy.

How is an ebook structured?

There‘s no set rule for organizing your content into an ebook. It generally mimics the structure of a novel or textbook (depending on what it is you’re writing about). But, you should be sure to adhere to some aspects of an ebook.

Ebooks typically have a system of chapters and supporting images. Like a blog post, they also do well when further segmenting their text with subheaders that break down the discussion into specific sections.

If you're writing about professional sports, for example, and one of your chapters is about Major League Baseball (MLB) in the U.S., you might want to establish subchapters about the various teams belonging to the MLB.

What can an ebook be about?

Anything. Well, within reason.

Ebooks are simply a marketer's way of delivering lots of critical information in a form their potential customers are most willing to read.

For example, an environmental company might write an ebook about water conservation. They might also focus an ebook entirely on using their water-saving product or how it helped a customer solve a problem.

Research is a significant part of ebook creation, no matter your ebook's topic. Contrary to short-form content like articles and videos, the content of an ebook is predicated on trust and evidence.

A user who obtains (or requests access to) your ebook wants the full story, not just the bullet points. That includes all the content and testing you went through to produce the ebook.

Can you edit an ebook?

Nope.

An ebook can‘t be edited once it’s been saved in one of the major file formats, so it's best to ensure you have an editable version saved in a program like Microsoft Word.

But why would you want your ebook to be uneditable? Making ebooks uneditable ensures the content remains unchanged — both the format and the information — as it's shared between multiple users.

You can edit ebooks if they're saved using an editable PDF, a feature that is specific to Adobe Acrobat. If you have the software, learning how to edit PDFs is simple with Acrobat's user-friendly interface.

How do you read an ebook?

You can read an ebook on many different devices: iPhone, Android smartphones, a Macbook, PC, and e-readers such as the Nook and Kindle.

The latter two devices are typically used to read novels in digital form. Nook and Kindle owners can store thousands of books (literally) on a single Nook or Kindle.

Share your expertise in an ebook.

Ebooks are one of the top converting lead magnets a business can offer to its audience. Creating an ebook is all about delivering high value at a low price point to generate a high sales volume.

Ebooks work well for new businesses looking for brand awareness and established companies securing a spot as an industry thought leader.

So long as you and your team have outlined what success looks like for your ebook launch, you’ll reap the rewards of this stand-alone asset for months — or even years — to come.

So get started on your ebook using the free template available in the offer below.

Editor's note: This post was originally published in November 2018 and has been updated for comprehensiveness.