April 29, 2024

What's the process for managing multiple brands or products within a single HubSpot account?

Hubspot logo

Step 1: Accessing Your Account Settings

  • Log in to your HubSpot account.
  • In the top right corner, click on your profile photo or initials.
  • From the drop-down menu, choose "Settings."

Step 2: Set Up Multiple Brand Domains

  • Within "Settings," navigate to the "Domains & URLs" section.
  • Click "Connect a domain."
  • Choose the relevant domain type (e.g., Website, Landing Pages).
  • Add the domain for your second brand or product.
  • Follow the prompts to verify and connect the domain.

Step 3: Organize Contacts by Brand

  • Go to the "Contacts" section of HubSpot.
  • Create a custom property named "Brand" or "Product Line."
  • For each contact, tag them with the appropriate brand name using this new property.

Step 4: Create Brand-Specific Email Templates

  • Navigate to the "Marketing" tab and then "Email."
  • Design or upload your templates specific to each brand, ensuring logos, colors, and fonts match the brand guidelines.
  • Save and name them in a manner that makes them easily identifiable (e.g., "[Brand A] Newsletter Template").

Step 5: Segment Marketing Campaigns

  • Under the "Marketing" tab, navigate to "Campaigns."
  • Create a new campaign specific to one brand or product.
  • Ensure all related content, emails, and workflows for that brand are associated with this campaign.

Step 6: Customize Lead Scoring (if applicable)

  • If you use lead scoring, adjust scores based on interactions with specific brands.
  • Consider creating different scoring criteria for leads based on which brand they've interacted with.

Step 7: Brand-Specific Reporting Dashboards

  • Navigate to the "Reports" tab and choose "Dashboards."
  • Create a new dashboard dedicated to one specific brand.
  • Add widgets and reports relevant to that brand's performance.

Step 8: Set Up Multi-Brand Workflows

  • Go to "Automation" and select "Workflows."
  • Create brand-specific workflows, ensuring triggers, actions, and conditions align with the respective brand's audience and objectives.

Step 9: Manage Brand-Specific Ad Campaigns (if applicable)

  • Navigate to "Marketing" and then "Ads."
  • Link the respective advertising accounts for each brand.
  • Set up and monitor ad campaigns for each brand individually.

Step 10: Utilize Teams for Brand Management (if you have different teams for each brand)

  • Under "Settings," go to "Users & Teams."
  • Create a team for each brand and add the respective members.
  • Assign brand-specific properties, deals, contacts, and more to the relevant team.

Step 11: Monitor and Adjust

  • Regularly check the performance of each brand within HubSpot.
  • Adjust campaigns, workflows, or settings based on the analytics and results you observe for each brand.

Step 12: Continuous Training

  • As HubSpot rolls out updates or as your brand strategies evolve, ensure that your teams are continuously trained.
  • Familiarize them with the nuances of managing multiple brands within one HubSpot account to maintain consistency and effectiveness.