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?
Well, there's not a lot to add to what's already been said. Setting up folders, as well as a calendar, are great ways to keep content organized and structured. But, being that organization can take time and, sometimes, money, I have to always remind myself that it's going to make my job easier in the long run, and I'm not wasting company time. It's better to know where everything is than spend hours trying to figure it all out at once.
Folders and Calendar, these are two staples to keep me organized! Also, great and useful tips from everyone. Glad I found the HubSpot Community. Thank you.