Step 4 – conducting an audit for your Marketing Hub
There are several components of the Marketing Hub in HubSpot. For a detailed description of how to use them, you can explore Chapter 6, Geting Known through Social Media on HubSpot, to Chapter 10, Revive your Database with HubSpot's Email Marketing Tools. In this section, we will focus on the most common and important aspects that should be checked for every HubSpot portal, regardless of the types of campaigns they are running.
When performing a marketing audit, there are five critical elements you must check:
- Contact fields and segmentation
- Lead source
- Email campaigns
- Lead management
- Reporting
There are, of course, many more items to check, such as landing page optimization, forms, tracking URLs, and much more. But for now, let's take a look at what it takes to ensure these five elements are running properly in your portal.
Contact fields and segmentation
This part of the...