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

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.

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