How to Set Up HubSpot Marketing Hub | Insights

If you’ve recently signed up for HubSpot Marketing Hub, you’re probably eager to dive in and start using its powerful tools to grow your business. But before you hit the ground running, it’s crucial to get everything set up correctly. 

Whether you’re new to the platform or just need a refresher, this guide will walk you through the steps to set up HubSpot Marketing Hub like a pro. 

Grab your coffee, it’s time to get started.

Step 1: getting started with your HubSpot account

Before you start creating campaigns and collecting leads, you’ll need to get your HubSpot account in order. If you haven’t already signed up, go to HubSpot’s website and choose the Marketing Hub plan that best suits your needs. 

Once you’re in, you’ll be prompted to enter some basic information about your business. This will help HubSpot tailor the experience for you. By the way, this is the easy part!

Things to keep in mind:

• Account details: make sure the details you input (like your company name, website, and time zone) are accurate. Double-check to be sure.
• Connect your email: linking your email to HubSpot will allow you to track campaigns, manage your inbox, and integrate your other tools.

Once you’ve input all the essential details, HubSpot will guide you through the rest of the process. It’s pretty straightforward, a bit like assembling flatpack furniture — it might seem complicated to begin with, but you’ll find it quite simple when you get started.

Step 2: set up your tracking and analytics

One of the biggest perks of HubSpot Marketing Hub is its powerful analytics and tracking tools. Tracking and analytics are fundamental, how can you make decisions if they aren’t backed with evidence? To get the most out of them, you need to make sure everything is correctly set up from the start.

Here’s what you need to do:

• Install the tracking code: this is like putting a tracker on your site to keep tabs on visitors. HubSpot will give you a unique tracking code that you’ll need to add to your website’s pages. Don’t worry; it’s a copy-paste job. If you’re using a CMS like WordPress, there are plugins available to make it easier.
• Set Up Google Analytics integration: if you’re already using Google Analytics, connect it with HubSpot. This allows you to track the performance of your campaigns across both platforms and make data-driven decisions. You can do this under your account settings.

Once this is done, you’ll be able to track everything from page views to contact conversions, which is key for understanding how well your marketing strategies are working. 

Step 3: create your marketing assets

At this point, you (or your friendly neighbourhood marketing agency) are ready to create some content! HubSpot Marketing Hub lets you create a wide range of marketing assets, from landing pages to emails and everything in between.

Start with the basics:

• Landing pages: these are key to converting visitors into leads. HubSpot’s drag-and-drop landing page builder is user-friendly, so no need to be a tech wizard. Select a template, add your content, and customise it to match your branding. Don’t worry about achieving perfection!
• Forms: you can create forms to capture leads right on your landing pages. These forms can be linked to workflows for automation, or simply used to send a thank-you email when someone fills one out. 
• Emails: HubSpot’s email tool lets you create beautiful, responsive emails without needing to be a design expert. Customise your templates, choose your recipients, and schedule your campaigns to go out at the optimal time.

Step 4: automate your workflows

Here’s where the magic happens—automating repetitive tasks so you can spend more time on the fun stuff. So many marketing tasks are repetitive and cookie-cutter, which is why HubSpot can manage those simple tasks for you, giving you time to focus on the big picture. It removes so much of the tedium that comes with marketing by turning the boring, rote tasks into automatic workflows.

How to automate like a pro:

• Email workflows: create workflows to send follow-up emails, promotional offers, or nurturing sequences based on the actions your contacts take. You can trigger emails based on things like form submissions or page visits, which helps keep your leads warm.
• Lead scoring: with lead scoring, you can prioritise your leads based on their engagement with your brand. For example, if someone opens all your emails and clicks through to your website, they get a higher score. You can then trigger specific actions, such as sending them a special offer.
• Social media automation: HubSpot also allows you to schedule and manage social media posts. No more waking up at 5 am to get your posts out! Plan ahead and automate your social media calendar.

Step 5: integrate other tools

HubSpot Marketing Hub isn’t a lone wolf—it’s designed to play nice with all your other favourite tools, which is why we think it’s such a great option for businesses. By integrating HubSpot with your CRM, email provider, or even your eCommerce platform, you can create a seamless experience and access all your data in one place. Get all your basics in HubSpot to make your life easier so you can focus on the bigger picture. 

Basic tools to integrate: 

• CRM integration: if you’re using HubSpot’s CRM, connect it with the Marketing Hub to get a comprehensive view of your contacts’ behaviour and your pipeline.
• Social media platforms: link your social media accounts to HubSpot for streamlined posting and monitoring.
• E-commerce: if you’re running an e-commerce business, HubSpot can sync with platforms like Shopify or WooCommerce to help you track customer journeys from ad to purchase.

Step 6: track, analyse, and improve

With everything set up, it’s time to track your progress. Use HubSpot’s analytics tools to monitor the success of your campaigns. Look at metrics like open rates, click-through rates, conversion rates, and more. HubSpot makes it easy to generate reports that help you understand what’s working and where to improve.

Pro tip:

• A/B testing: test different versions of your emails, landing pages, and ads to see what performs best. HubSpot lets you do this with just a few clicks. No need to reinvent the wheel every time—let the data guide you!

Ready, Set, Go!

Now that your HubSpot Marketing Hub is all set up, it’s time to get marketing! Whether you’re automating lead nurturing, managing your social media campaigns, or tracking performance, HubSpot gives you everything you need to drive growth. With a little bit of upfront work, you’ll be able to execute campaigns faster, track results with precision, and improve your marketing over time. 

Take a deep breath, pat yourself on the back, and get ready to turn those leads into loyal customers. Remember, a good setup now means less stress later on, and HubSpot’s tools will help you work smarter, not harder. 

Of course, if you’ve got lots on your plate but you still want to get yourself set up on HubSpot, why not give us a call? We love HubSpot and could get you set up in no time!