How do you manage landing pages and forms ever created by marketing in HS
SOLVE
1 Accepted solution
How do you manage landing pages and forms ever created by marketing in HS
SOLVEHello @Maryna123,
Very good question! Companies and team set-ups are different so I recommend you define your own processes for this. I hope some of the points below will help you with that.
First, suggest you establish a naming convention for all marketing assets: emails, forms, landing pages, CTAs etc. There is a great thread here on that topic. By following a taxonomy, everything else below will get easier.
Next, I'd recommend that you define ownership and quality assurance processes. Is there a dedicated person on the team to manage and approve assets or are several people working on this with shared responsiblity? Should everyone be able to create and publish assets or should this be restricted? More information on HubSpot permissions here.
If the ownership of marketing assets is shared, all processes should be documented, presented to and accepted by all, especially:
- An overview of standard asset templates (e.g. default forms)
- A naming convention
- The quality assurance process, ideally four-eye-principle
Once you're doing this, your HubSpot portal will clutter up less quickly but you still might have older assets that need a review or clean-up. That's why it's a good idea to take inventory of all existing assets. HubSpot might not be the best place to get an overview, especially if you want to be able to filter by personas, purpose of the asset, type of the asset etc. In my experience, the best tool for this is Google Sheets or Microsoft Excel. This is also a way to get an understanding of dependencies between assets, especially workflows.
Defining processes will get harder the more people are involved so it's great that you're thinking about this now!
Hope this helps.
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
How do you manage landing pages and forms ever created by marketing in HS
SOLVEHello @Maryna123,
Very good question! Companies and team set-ups are different so I recommend you define your own processes for this. I hope some of the points below will help you with that.
First, suggest you establish a naming convention for all marketing assets: emails, forms, landing pages, CTAs etc. There is a great thread here on that topic. By following a taxonomy, everything else below will get easier.
Next, I'd recommend that you define ownership and quality assurance processes. Is there a dedicated person on the team to manage and approve assets or are several people working on this with shared responsiblity? Should everyone be able to create and publish assets or should this be restricted? More information on HubSpot permissions here.
If the ownership of marketing assets is shared, all processes should be documented, presented to and accepted by all, especially:
- An overview of standard asset templates (e.g. default forms)
- A naming convention
- The quality assurance process, ideally four-eye-principle
Once you're doing this, your HubSpot portal will clutter up less quickly but you still might have older assets that need a review or clean-up. That's why it's a good idea to take inventory of all existing assets. HubSpot might not be the best place to get an overview, especially if you want to be able to filter by personas, purpose of the asset, type of the asset etc. In my experience, the best tool for this is Google Sheets or Microsoft Excel. This is also a way to get an understanding of dependencies between assets, especially workflows.
Defining processes will get harder the more people are involved so it's great that you're thinking about this now!
Hope this helps.
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
