3 min read

Episode 101: The HubSpot Cleanse

Welcome to Episode 101 of HubShots!

Welcome to HubShots, the podcast for marketing managers who use HubSpot hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Listen to the episode here: https://soundcloud.com/hubshots/101-the-hubspot-cleanse

Recorded: Wednesday 15 Nov 2017 | Published: Wednesday 22 Nov 2017

Shot 1: HubShots Thought of the Week

We’re planning some big changes - new format coming soon.

But it’s taking a little longer than we planned, so we wanted to keep listeners updated.

We’re pretty excited about it, it’s going to have tons of new content, plus interviews with marketing experts, eg we have one with Pete Caputa, CEO of Databox, which we recorded not too long ago.

We recorded some episodes before Ian left for Inbound but we never quite finished them - will tweak those and make them available in the coming weeks. Some are interesting - announcements from Inbound will have changed a few - see if you can spot them.

BTW in other news Craig’s wife just had a book published:


Please add it to your Want to Read list on GoodReads:


Shot 2: HubSpot Marketing Cleanse of the Week

Our top 10 tips for issues we notice when starting with a new client portal.

Content Settings

Email Settings:

Tip 1: Email size - I always set the border to 0:

Note: changing this will affect existing emails in workflows - so be careful if changing this. Usually do this on new portals or portals where there’s only a few emails and they are easy to update.

hubspot email size

Tip 2: Email low engagement - I tick this off by default (and usually tick it on individually in campaigns) but we don’t want it accidentally ticked in workflows:

hubspot email low engagement

Tip 3: Email re-subscription - make sure you enabled this, otherwise people who have previously opted out, can never opt back in…

hubspot email resubscription

Tip 4: Email click tracking - would be very rare to turn this off:

hubspot email click tracking

Tip 5: Email types - make sure you set up all your main email types, and then use them in emails:

hubspot email types

Tip 6: Email personalisation defaults - I always have ‘there’ as a fall back for First name:

hubspot email personalisation

Report Settings

Tip 7: Exclude bots

hubspot report bot filtering

Tip 8: Exclude IPs

hubspot report ip exclusions

Interested in having us help review your HubSpot portal - check out our HubSpot Review service: https://xenstore.com.au/products/hubspot-review

Shot 3: HubSpot Sales Cleanse of the Week

Settings > Contacts & Companies

Tip 1: Enable unowned companies in the system to the owner of the first contact at that company

Settings 1

Tip 2: Set your branding in Sales

Settings Beta 1

Tip 3: Prospect notifications

This is not on and you need to go to Sales Tools > Prospects and set this up to get the notifications.  Can help you when people revisit your site.


Tip 4: Connect Meetings to your Google or Office 365 calendar

Settings Beta 2

Tip 5: Review your Sales Tools > Prospects and add companies that have multiple visits and page views and look like companies you would work with.


Shot 4: Marketing Tip of the Week

Review your About page - it is often the first place new visitors navigate to on your site.

Shot 5: Opinion of the Week

You have no privacy - Facebook knows everyone you’ve ever met:


You may think you keep your contact details private - but most of your contacts don’t keep their contact details private…

What this means for you: you have no privacy

What this means for marketers: you have more power than ever to reach your ideal customers, plan on getting more focussed, because the tools are allowing you increasingly better targeting

And consider the Prospecting tool in HubSpot - another example of how you are getting tracked right from the start of the journey.

Shot 6: Creative Top 10 of the Week

10 *reminder* ideas for: Marketing tactics to review in the lead up to the holidays:

  1. Facebook: check audiences and campaigns
  2. Instagram: test some sponsored posts
  3. AdWords: create remarketing & retargeting lists, check all your ad types
  4. Twitter: check conversion tracking and campaigns
  5. Facebook: set a video header on your page
  6. LinkedIn: upload some native video to your own profile feed
  7. YouTube: review your videos and tweak the first description line
  8. Update your web site About page (more on that below)
  9. Add Conversion Linker tag* in Google Tag Manager: https://support.google.com/tagmanager/answer/7549390
  10. Update headers/banners on social and your site to highlight the holiday offers.

*Tag to overcome Safari blocking: https://digiday.com/media/publishers-already-feeling-pain-apples-move-ad-tracking/

Shot 7: App of the Week

Momento - only for iPhone though:


Craig is using this to privately record his days - he doesn’t like to share :-)

Shot 8: Resource of the Week

HubSpot’s research into content preferences


Biggest surprise: how small tablet usage is now:

Content trends 1 report 04

Video is big with younger consumers, but don’t forget email:

Content trends 1 report 07

A reminder about why About pages are often the second page visited:

Content trends 1 report 10

Shot 9: Quote of the Week

“Privacy is not something that I'm merely entitled to, it's an absolute prerequisite.”

Marlon Brando


Shot 10: Bonus Links of the Week

Other stuff we’ve been reading and recommend, but had to cut from the show:


A good example of mixing education and promotion in a post.

A reminder about personas - this is a comprehensive guide:


Tool to investigate:


Some of Craig’s reading:


Please rate and leave us some feedback as this helps us.

HubShots 101