---
title: HubSpot Marketing Configuration Checklist
description: HubSpot Marketing Configuration Checklist
---

[Blog ](https://caseycohub.com/blog)

# [HubSpot Marketing Configuration Checklist](https://caseycohub.com/blog/hubspot-marketing-configuration-checklist)

 Written by [Casey Hawkins](https://caseycohub.com/blog/author/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

[View full post](https://caseycohub.com/blog/hubspot-marketing-configuration-checklist)

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