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Jan 20, 2019 9:54 AM - edited Jan 20, 2019 9:55 AM
Hi HubSpot Community,
I've worked in several marketing automation platforms and I notice that all of the naming convention structures are different. I've narrowed down best practices according to our organization for the following items:
File Manager
Emails
But I'm having trouble with the best way to do naming conventions for:
Campaigns (we all know this is important since we can't change once created)
Lists
Forms
Workflows
What has worked for your teams? I've looked into every article and haven't found anything helpful.
Solved! Go to Solution.
Feb 21, 2019 6:54 PM
Hi @qturner1 - I'm working with a company who is using Hubspot having come from working with many different automation solutions in the past. Personally speaking, folders while nice to have, can become very disorganized over time especially as employees come in and out of marketing. With the past few automation instances I've worked with I've tried to rely less on folders and more on naming conventions.
What I have tried to do in recent implementations is keep naming conventions the same across all assets within the platform. So for instance, emails and landing pages will look similar. And Hubspot does a lot to help out. If you use the search bar at the top right of the navigation it actually searches all assets like emails, landing pages and workflows. It doesn't seem to search forms yet, but maybe this is a bug that is being worked out.
Without seeing what your business structure looks like, at a high level I would try to track the following in your naming convention:
- Date the asset is first used/or the campaign launches. For naming standardization I would recommend YYYYMM, YYMM, YYQ# (19Q1) because this will keep your campaigns in order.
- Give the asset an identifier so you know what type of asset it is: EM for Email, LP for Landing Page, etc.
- If you have products or groupings within your product consider an identifier for that
- Consider an identifier for the stage of the CX journey that a contact is to help you fill in voids in a journey mapping.
- Allow for a freeform description to make things easily human readible, identifiable, or even show campaign relation.
By having these types of fields it can be as useful, if not more useful than folders so long as you know how to search for things. Also, because the searches have become so smart, it's easier to use for this then to dive through level after level of folders.
Feb 3, 2022 3:23 PM
I found this very helpful: https://www.synx.com.au/en/knowledgebase/naming-conventions-for-hubspot
Apr 16, 2019 2:11 PM - edited Jun 1, 2019 9:19 AM
Hi @qturner1.
Although keeping all the assets organized is very difficult, there are some practices that we implement for our portal and our clients' portals. Most of our assets have the following naming convention:
For example, a workflow email could be:
You can use "WF" for workflows, "FU" for followup emails, "LP" for landing pages, "TP" for Thank you pages, and so on...
As some have pointed out, maybe adding the date would also be a good idea. For example:
As for the file manager we have a folder structure that we took from this blog post:
https://www.zenpilot.com/blog/an-awesomely-organized-hubspot-file-manager
Basically our folder structure is the one mentioned in the post:
And we try to follow the following file naming best practices:
It's really hard work but it really pays out to have everything organized. Good luck!
Rafa CM.
Inbound Métrica - Director
inboundmetrica.com
Feb 21, 2019 6:54 PM
Hi @qturner1 - I'm working with a company who is using Hubspot having come from working with many different automation solutions in the past. Personally speaking, folders while nice to have, can become very disorganized over time especially as employees come in and out of marketing. With the past few automation instances I've worked with I've tried to rely less on folders and more on naming conventions.
What I have tried to do in recent implementations is keep naming conventions the same across all assets within the platform. So for instance, emails and landing pages will look similar. And Hubspot does a lot to help out. If you use the search bar at the top right of the navigation it actually searches all assets like emails, landing pages and workflows. It doesn't seem to search forms yet, but maybe this is a bug that is being worked out.
Without seeing what your business structure looks like, at a high level I would try to track the following in your naming convention:
- Date the asset is first used/or the campaign launches. For naming standardization I would recommend YYYYMM, YYMM, YYQ# (19Q1) because this will keep your campaigns in order.
- Give the asset an identifier so you know what type of asset it is: EM for Email, LP for Landing Page, etc.
- If you have products or groupings within your product consider an identifier for that
- Consider an identifier for the stage of the CX journey that a contact is to help you fill in voids in a journey mapping.
- Allow for a freeform description to make things easily human readible, identifiable, or even show campaign relation.
By having these types of fields it can be as useful, if not more useful than folders so long as you know how to search for things. Also, because the searches have become so smart, it's easier to use for this then to dive through level after level of folders.
Feb 3, 2022 3:55 PM
Cool!
Jan 20, 2019 1:31 PM - edited Jun 17, 2021 7:21 AM
Hi Elle, agreed. Information on this is sparse (to say the least).
This post about the use of HubSpot campaigns to 'manage' HubSpot workflows isn't about naming conventions per se, but it may be helpful. We typically begin our naming with <company_name> while in development, then re-name to whatever standard the client prefers. [Of course, this doesn't apply to HubSpot campaigns (for reasons you originally noted).] If the client has no standards, we give them some!
Other than that, it's more difficult to organize HubSpot lists since removal of the left folder pane (see this post). - see image
Now the names have to include and additional identifier just to help locate them in large portals. And, of course, this applies to workflows, forms, and CTAs as well.
HTH
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Hope that helps.
Be well,
Frank
Mar 26, 2019 1:17 AM
What I have tried to do in recent implementations is keep naming conventions the same across all assets within the platform. So for instance, emails and landing pages will look similar. And Hubspot does a lot to help out. If you use the search bar at the top right of the navigation it actually searches all assets like emails, landing pages and workflows. It doesn't seem to search forms yet, but maybe this is a bug that is being worked out.
Jan 23, 2019 9:07 AM
Hi Frank,
Thanks for your response.
Jul 31, 2020 5:07 PM
@qturner1 He asks everyone to do that anytime he gives a response
Feb 13, 2019 5:48 PM - edited Feb 3, 2022 5:10 PM
Thanks
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Hope that helps.
Be well,
Frank
Feb 14, 2019 12:38 PM
Hello @MFrankJohnson although you answered to this post, it still did not solve my question. So I won't be marking this as resolved. Thanks!