3 min read

Episode 157: 3 Big Mistakes we see Clients make in their HubSpot portals

Welcome to Episode 157 of HubShots!

Welcome to HubShots, APAC's number 1 HubSpot focussed podcast, where we discuss HubSpot tips and tricks, new features, and strategies for growing your marketing results.

This episode we look at 3 Big Mistakes we see Clients make in their HubSpot portals, and how you can ensure you don’t make the same mistakes.

Listen to the episode here: https://soundcloud.com/hubshots/157-3-big-mistakes-we-see-clients-make-in-their-hubspot-portals/

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

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Follow us on Twitter here: https://twitter.com/hubshots

Follow us on Instagram here: https://www.instagram.com/hubshotspodcast/

Recorded: Wednesday 08 May 2019 | Published: Friday 17 May 2019

Shot 1: Inbound Thought of the Week

3 Mistakes we see in HubSpot Portals

Mistake #1: Not adding email Subscription Types

Settings 9

Bonus mistake: Not enabling the resubscribe option

Settings 10

Not tweaking the design of the unsubscribe page (you Edit page in the Subscriptions screen)

Settings 7

Mistake #2: Not getting a naming convention in place and having a proper structure to organise files

Important for naming everything:

  • Lists
  • Workflows
  • Folders
  • Emails
  • Forms
  • Pages
  • Campaigns

Mistake #3: Not setting permissions for users

Especially for sales teams eg disabling export of contacts

There are privacy considerations as well.

Settings 8

Bonus Mistakes:

Not excluding internal IPs (set this in the Report settings)

Not filtering bot traffic (set this in the Report settings)

Not adding Campaigns

  • At a minimum add in at least one campaign

Shot 2: Listener Question of the Week

Should I use a sub-domain versus a sub-folder for my blog?

This was a question from one of our listeners - Joe - he asks:

“Hi Guys, love the podcast and thought I would reach out with a question I am hoping you'll be able to help with. We are getting a lot of resistance from our SEO consultant regarding our blog sub domain. He is insisting that the hubspot blog sub domain is not the right way to structure our blog. I've spoken to a few people and read a few articles but I am still in the dark. We are currently planning our new website and I want to make sure we are doing all we can to do it right!”

There’s a combination of SEO thoughts and setup/maintenance thoughts.

The considerations:

  1. Do you have the option of combining into one domain with a sub-folder?
  2. If so, then for ease, aim for a sub-folder for your blog
    1. It’s easier to manage (styling, GA insertion, no need for cross domain tracking, etc)
    2. There’s a possible easier rankings benefit
  3. If not, don’t be too concerned however, since Google is getting much better at seeing them as the same: https://youtu.be/kQIyk-2-wRg?t=675

Shot 3: HubSpot Marketing Feature of the Week

Using Drafts in HubSpot Social tools

Very handy for saving a list of draft posts, that have their scheduled date set.

Other social tips:


Shot 4: HubSpot Sales Feature of the Week

Running team reports in HubSpot Reports:



Shot 5: HubSpot Gotcha of the Week

We had an issue where we were creating a Deal based on a customer lifecycle stage change to opportunity.

Lifecycle sync stages


sync lifecycle stages to associated contacts and companies

Shot 6: Insight of the Week

More on bots driving internet traffic (a quick follow up from our episode last time)



Distil Networks’ 2019 Bad Bot Report investigates the daily attacks that sneak past sensors and wreak havoc on websites. It’s based on 2018 data collected from Distil Networks’ global network and includes hundreds of billions of bad bot requests anonymized over thousands of domains.

Ie quite a reasonable data set :-)

Marketing industry comines in #5 on the naughty list:

bad bot report 2019

Shot 7: Retirement of the Week

HubSpot has removed the ability to set up individual notifications for Collected Forms


While we’re talking about HubSpot form options...

Can’t push HubSpot forms to MailChimp:


Shot 8: Resource of the Week

Linking GA and Google Ads:


Facebook Event tool:

Keyword research tip:

Generating fake people:

Shot 9: Quote of the Week

"I don't look to jump over seven-foot bars. I look for one-foot bars that I can step over."--Warren Buffet

Shot 10: Bonus Links of the Week

Google doesn’t support noindex in robots.txt


Event spam in GMB

Email outreach


Please rate and leave us some feedback as this helps us improve and reach more marketers.

3 Big Mistakes we see Clients make in their HubSpot portals