You've got HubSpot: now what? A proper set-up can make the difference between getting everything you can out of the CRM vs. endless frustrations that the platform isn't doing what you thought it could do for your business.
However, implementations and migrations of CRM platforms can appear complicated at first. This is particularly the case if you don't have a plan of action, don't know which members of the team should be participating, and don't have a specific schedule mapped out.
Whether you're starting with HubSpot as your first CRM platform or migrating from your existing marketing automation platform into HubSpot, there are distinct stages that will enable you to manage a smooth setup and get the most from this CRM platform. In this blog, we'll go over the top five steps you need to follow to set up HubSpot for your business.
Step 1: Invite Your Team
HubSpot enables you to arrange your users into groups for reporting or organizational objectives. To allow team members to work within the CRM, you will need to invite them by adding people to your portal and providing special permissions based on the person or role.
When you invite people to your portal, they receive an email with instructions on how to set up their profile. Then, depending on their permission settings, they can access specific areas within your CRM.
Businesses also have the ability to build parent-child connections between their teams, which will allow you to construct a team hierarchy if you are an Enterprise user. By doing your HubSpot CRM setup in this manner, parent team members can see everything managed by the child team, while child team members cannot view anything owned by either the parent team or other child teams.
Step 2: Apply Your Domain Settings
To manage content on HubSpot-hosted websites, landing pages, or blog pages, you must connect your website domain to HubSpot. Integrating your domain to HubSpot ensures that anybody searching for your services or products on the web will have access to all of the content you produce through HubSpot.
That being said, it's important to verify the format of your URL before you join your domain, ensure you obtain your SSL certification, and make sure you have authority to the CNAME entries in your DNS provider before you link your domain. Also, note that HubSpot will not provide SSL certificates for domains with more than 64 characters.
Step 3: Install the HubSpot Tracking Code
What is a HubSpot tracking code, and why exactly is having one vital? Each HubSpot account is assigned a one-of-a-kind code that assists the company in monitoring the number of visitors to its website.
During the HubSpot CRM setup process, businesses must manually add the tracking code if their website contains pages hosted elsewhere. This gives HubSpot the ability to monitor your website traffic. In addition, the tracking code is included in blog articles, website pages, and landing pages hosted on the HubSpot platform.
To guarantee that HubSpot is collecting data for each domain and subdomain, you may need to do some extra configuration steps. Find information about these steps in HubSpot's Knowledge Base or work with a partner agency to complete the appropriate steps for monitoring site visitors, filtering out activity from bots, and keeping your cookie-tracking settings up to date.
Step 4: Optimize Marketing Email Settings to Comply With CAN-SPAM
A solid email communication plan is a crucial aspect of successful digital marketing. However, it's important to comply with all CAN-SPAM regulations to make sure your emails reach your audience without penalty.
Follow these steps to connect your email to HubSpot. Controlling the Assault of Non-Solicited Pornography & Marketing (CAN-SPAM Act) Act of 2003 requires that after you have your email account ready during the HubSpot CRM setup process, you must ensure that all marketing emails you produce conform with the law.
Emails used for marketing purposes are required to contain both the physical postal address of your company and a link that allows recipients to modify their email subscription choices. Therefore, violating CAN-SPAM regulations can lead to blacklisting your domain (blocking deliverability to your audience) and impeding this valuable aspect of your marketing strategy.
Step 5: Set up Social Media Accounts
There's no doubt that social media plays a significant role in your inbound marketing campaigns. Hence, connecting your social media accounts is vital when setting up HubSpot. After you have connected your social media accounts, you can begin authoring and posting social posts, then monitor social media interactions in the HubSpot portal.
Through HubSpot, compose and publish social posts from inside the platform. HubSpot gives you the ability to link your business to the following networks:
- YouTube (only Marketing Hub Enterprise)
Once your social media account has been connected, Super Administrators can choose which users and teams are allowed access to certain social accounts. Then, follow inbound marketing best practices to create and schedule social posts to optimize each platform, increase engagement, and ultimately deliver more traffic to your website.
Get the HubSpot CRM Setup Help You Need From a Diamond Partner Agency
If you are new to HubSpot and are searching for the best way to set up your platform, your search is over! Following the steps we mentioned here will allow you to set up HubSpot for your business and get it running smoothly.
If you need more assistance, consider partnering with a HubSpot Diamond Partner, like Geekly Media, who can help you through every step and ensure you make the most of your HubSpot subscription. To learn more, Speak to a Geek now!
Ready to start your inbound marketing strategy? Download our free "Inbound Marketing Starter Kit for Any Business!"