How to tackle common HubSpot challenges for better marketing results

Like any technology, adopting and successfully implementing HubSpot comes with its own set of challenges. This article aims to explore common obstacles a user might face when trying to implement HubSpot and provide effective strategies to overcome them. Below are some common challenges and tips to help you navigate and resolve any HubSpot-related issues.

Challenge #1: Navigating custom property confusion in HubSpot

Many new users start by creating custom properties without considering the impact they may have in the future, which can lead to a messy system and many difficulties with organising data. To avoid this, think about the long-term effects and consequences before adding custom properties to your HubSpot.

Solutions:

1. Mastering HubSpot: Expert tips for managing custom properties
   It’s recommended that you review your existing HubSpot properties to determine what needs changing and what can stay. For instance, if you need to track multiple industries, consider switching your contact properties to dropdown menus.
2. Optimise HubSpot: Pre-import property adjustments for seamless data integration
   Before importing your data, make sure to adjust your default properties to avoid future filtering issues. Once a property is used in a form or data record, its type can’t be changed. For example, consider changing a default region property from single-line text to a dropdown for easier sorting and filtering.
3. HubSpot best practices: Plan for future filtering and segmentation
   Avoid using single or multi-line text for properties intended for filtering, as this can further complicate segmentation.

Challenge #2: HubSpot branding guide: Maximize theme settings for consistent brand identity

New users often overlook key branding opportunities, but HubSpot offers extensive customisation options. Here's how you can leverage HubSpot to establish a strong brand identity.

HubSpot branding mastery: Establish and enhance your brand identity

To streamline your branding implementation, you need to locate all the branding settings, which some users struggle to find. Here are a few ways to adjust these settings as you start creating new assets.

1. Brand colours: Set and change your brand colours and logo in “Account Setup > Account Defaults > Branding > Brand Kit”.
2. Consistent look and feel: Customise form styles in “Tools > Marketing > Forms > Styles”.
3. Emails: Create on-brand emails with your company logo in “Tools > Marketing > Email > Configuration > Branding”.
4. Themed content: Apply free or paid themes by navigating to “Tools > Content > Themes”.
5. Landing pages: Align your branding on landing pages in “Tools > Content > Pages > Branding”.

Challenge #3: HubSpot setup guide: Avoid common domain configuration mistakes

Connecting your main domain (root domain) can disable your existing site if you're not using HubSpot CMS for your entire website. To prevent this, only connect subdomains. Before configuring URLs, ensure you have your HubSpot login credentials and access to your Domain Name System (DNS).

Challenge #4: Effective marketing contact management strategies using HubSpot

Your CRM can store a vast number of contacts, but you may incur additional charges for marketing to a specific subset of those contacts. Here’s how to avoid paying more than necessary.

Triggers: To ensure accuracy in your marketing efforts on HubSpot, designate contacts as “marketing contacts” only when they enter the marketing workflow.

Problems with integrations: Some integrations may classify all contacts as marketing contacts. Be sure to review your settings regularly and adjust as needed.

By regularly reviewing your settings and making necessary adjustments, you can overcome common HubSpot challenges. This will help you unlock HubSpot’s full benefits, resources, and features. Plus, don’t forget about the HubSpot Academy courses, community, and forums available for those looking to become HubSpot pros.