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HubSpot Marketing Configuration Checklist

Written by Casey Hawkins | Feb 20, 2025 11:40:01 AM

Settings

  • Invite Users & Set Permissions Connect
  • Domain/Subdomains Install Tracking
  • Codes Filter Out Internal Traffic Setup
  • Marketing Email Settings and CAN-
  • SPAM Configure Email Subscription
  • Types Connect Social Accounts
  • Connect Ad Accounts Set Favicon Logo
  • Automate Marketing Contact Management

CRM

  • Create Custom Properties
  • CRM Data Mapping
  • Import Data
  • Customization of CRM Layout
  • Configure HubSpot & Non-HubSpot Forms
  • Define Customer Lifecycle Stages
  • Setup Personas Create Lists for
  • Segmentation Setup Lead Scoring Framework

Email

  • Create Email Marketing
  • Template(s) Warm Email
  • Domain Build Automated
  • Welcome Email Series
  • Outline Additional Automated
  • Email Opportunities
  • Customize Email Subscription
  • Pages Configure Master
  • Suppression Email Lists

Landing Page

  • Create Landing Page
  • Template(s) Apply Branding Kit

Reporting

  • Create Website Traffic Dashboard
  • Create Email Performance
  • Dashboard Create Ad Campaign
  • Dashboard Create Social Media Dashboard