--- title: "Episode 101: The HubSpot Cleanse" description: In this episode we explain why we've been on a break, and hint at some big changes coming. Then we chat through some of the key issues we notice in customer HubSpot portals - and how we typically mana --- [HubShots | Aussie 'Unofficial' HubSpot Podcast ](https://www.hubshots.com/episodes) # [Episode 101: The HubSpot Cleanse](https://www.hubshots.com/episodes/episode-101) Written by [HubShots](https://www.hubshots.com/episodes/author/hubshots) | 21 November 2017 ## 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](https://www.searchandbefound.com.au/) and Craig Bailey from [XEN Systems](https://xen.com.au/). Listen to the episode here: [https://soundcloud.com/hubshots/101-the-hubspot-cleanse](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: [https://micheleconnolly.com/book/](https://micheleconnolly.com/book/) Please add it to your Want to Read list on GoodReads: [https://www.goodreads.com/book/show/36380482-how-to-be-thin-in-a-world-of-chocolate](https://www.goodreads.com/book/show/36380482-how-to-be-thin-in-a-world-of-chocolate) ## 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. 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: Tip 3: Email re-subscription - make sure you enabled this, otherwise people who have previously opted out, can never opt back in… Tip 4: Email click tracking - would be very rare to turn this off: Tip 5: Email types - make sure you set up all your main email types, and then use them in emails: Tip 6: Email personalisation defaults - I always have ‘there’ as a fall back for First name: ### Report Settings Tip 7: Exclude bots Tip 8: Exclude IPs Interested in having us help review your HubSpot portal - check out our HubSpot Review service: [https://xenstore.com.au/products/hubspot-review](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 Tip 2: Set your branding in Sales 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 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: [https://www.gizmodo.com.au/2017/11/how-facebook-figures-out-everyone-youve-ever-met/](https://www.gizmodo.com.au/2017/11/how-facebook-figures-out-everyone-youve-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](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/](https://digiday.com/media/publishers-already-feeling-pain-apples-move-ad-tracking/) ## Shot 7: App of the Week Momento - only for iPhone though: [https://momentoapp.com/](https://momentoapp.com/) 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 [https://research.hubspot.com/reports/content-trends-preferences](https://research.hubspot.com/reports/content-trends-preferences) Biggest surprise: how small tablet usage is now: Video is big with younger consumers, but don’t forget email: A reminder about why About pages are often the second page visited: ## Shot 9: Quote of the Week “Privacy is not something that I'm merely entitled to, it's an absolute prerequisite.” ― [Marlon Brando](https://www.goodreads.com/author/show/25170.Marlon_Brando) lol ## Shot 10: Bonus Links of the Week Other stuff we’ve been reading and recommend, but had to cut from the show: [https://cognitiveseo.com/blog/14988/high-ranking-content/](https://cognitiveseo.com/blog/14988/high-ranking-content/) A good example of mixing education and promotion in a post. A reminder about personas - this is a comprehensive guide: [https://www.smartbugmedia.com/inbound-marketing-personas](https://www.smartbugmedia.com/inbound-marketing-personas) Tool to investigate: [https://www.atomicreach.com/](https://www.atomicreach.com/) Some of Craig’s reading: [https://getpocket.com/@craigbailey](https://getpocket.com/@craigbailey) Please rate and leave us some feedback as this helps us. 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