Jul 11, 20212:26 PM - edited Aug 12, 20219:50 AM
HubSpot Employee
Here are some of my favorite ways to keep a HubSpot account clean:
Folders
Folder systems can help you and the rest of your team inventory the existing assets in your HubSpot account and make note of the assets you still need to create. By using the folders feature, you can start to group the assets based on the organizational needs of your team.
One way you can set up your folders systems is by creating a folder for each of your campaigns. The folders feature can be found in many of the tools that are nested under the content tab in the HubSpot Marketing software — you can see it in the file manager, landing pages, website pages, blog posts, and emails. You can also create folders for tools under the contacts tab like workflows and lists.
Pro tip: If you're afraid the idea of moving image files into new folders will impact the URL of the images, resulting in a broken image, have no fear. The HubSpot tool automatically takes care of the redirect for any URL changes to ensure your images or documents will render properly.
Calendar
Use the HubSpot calendar to plan your content publishing. You can plan the publishing of social messages, emails, landing pages, and blog posts. This feature allows you to also assign the creation of these assets to other HubSpot users.
By using a calendar, you can adhere to a constant publishing schedule rather than periods of silence on certain channels.
Pro tip: If you're looking to schedule posts through the HubSpot calendar and have these deadlines show up on your Google calendar, you can set up this integration through Zapier.
What are your pro-tips for maintaining an organized account?
I echo the recommendations about applying consistent naming conventions and using folders. Folders are a great starting point to narrow the search for assets. I've been in a situation that entailed managing content on websites with well over a thousand pages, which was was very dependent on easily searchable files. This would not be possible with inconsistent naming. It's a huge time saver to be able to reliably and instantly identify the assets needed to applied in thousands of locations.
Jul 23, 20217:12 AM - edited Jul 23, 20217:12 AM
Contributor
Keeping things organized turned out very tricky very quickly.
Naming conventions proved to help, but I still spent a lot of time sifting through all our files to create a file structure which made it easier to find assets.
Classic:
Coworker: "Where can I find logo X"? Me: "You'll find it on Hubpsot"....