5min read

How to Set Up HubSpot: 8 Tutorials to Get You Started

by Dan Moyle | August 25, 2020 at 8:00 AM

Setting up HubSpot can be daunting. While you may find other tools that are much more complicated and confusing, there’s still a lot to cover in your HubSpot set up. 

At Impulse Creative, we work with HubSpot users of all levels. As a Diamond Tier HubSpot Solutions Partner, we’re a sought-after resource for marketing, sales and service professionals as well as other Partners. 

And we’ve set up so many HubSpot portals we’ve lost count. But it’s somewhere between 100 and 1,000,000. We’re pretty sure. 

Before you get started, we suggest the HubSpot Academy Marketing Software Certification course. Whether you take the exam for the certification or not, the course itself is a great place to start,

Now let’s look at what it takes to set up your HubSpot portal and start your inbound journey. Below are eight tutorials from Sprocket Talk, a HubSpot resource start up within Impulse Creative.

Installing Your HubSpot Tracking Code

In this first video you’re going to learn about the HubSpot Tracking code. Find out how to add it to your site, test to make sure it is working and other little tech tidbits you need to know.

In short, the HubSpot tracking code is a unique code for each HubSpot account and allows HubSpot to monitor your website traffic as well as hook into tools like HubSpot CTAs, Forms and HubSpot Conversations.

Your HubSpot tracking code is automatically included on HubSpot blog posts, landing pages and CMS Hub website pages. In other words, if you use the HubSpot tools, tracking is already in place for you. Ready to dive in?

Adding HubSpot Users Permission, Roles and Teams

One of the first steps you’ll want to do when setting up your HubSpot world is to make sure your team has access. From your marketing, sales and service teams to freelance writers to leadership, you can manage all the users and their permissions pretty easily.

In this tutorial, George dives into HubSpot and shows you how to add single users as well as add users in bulk.

Then you’ll learn about permissions, roles and teams as well. We briefly talk about super admin users but, this HubSpot users tutorial is on how to add normal HubSpot users from your sales, marketing, and service teams.

Adding Subdomains

Next let’s explore how to get more of your HubSpot tools setup by adding subdomains to your HubSpot Marketing Hub. In this tutorial, George teaches you what that means and helps show what you should think about along the way.

You’ll want to connect your subdomains to HubSpot so that your HubSpot content can be accessed on the web. It’s a vital part of setting up your HubSpot Marketing Hub account.

After connecting your subdomains, you can publish HubSpot landing pages, blog posts, and even web versions of emails!

Adding Your Email Sending Domain

Once you’ve set up your subdomains, it’s time to talk about email. HubSpot’s email marketing tool is powerful and robust. 

In this video, you’ll learn all about email deliverability and how your HubSpot Email Sending Domain helps ensure success. 

Do you want to keep your emails out of the spam or junk folders?

We all do, right? Lucky for HubSpot users, we all have a little help preventing our marketing emails from getting caught in spam and junk filters. You can give HubSpot permission to send emails on your behalf by connecting an email sending domain for DKIM (Domain Keys Identified Mail) email authentication.

This removes the via HubSpot text that appears in the sender information at the top of your marketing emails and opens up inboxes to your messages. 

HubSpot Form Analytics, Reports and Dashboards

You can’t make informed, strategic decisions without data. Your HubSpot tool has great dashboards fueled by tons of data. When you set it up correctly. 

Analytics is the gateway to smart decisions with your sales, marketing, and service strategies!

This data-driven mindset even permeates conversion opportunities like forms. 

In this video tutorial, dive into HubSpot forms, analysis, performance, reports, dashboards and so much more.

Your HubSpot forms are the pillar of your sales, marketing, and service conversion points. The success and failure of these conversion points (or digital conversation starting points!) are crucial to the future success of your business.

Filtering Internal Traffic in HubSpot Marketing Hub

In addition to the data you collect, you’ll want to make sure you’re keeping it clean. Ready to learn how to filter internal traffic from your website analytics? Ready to have the cleanest data possible in your HubSpot Marketing Hub?

In this HubSpot tutorial, Chris shows you exactly what to do inside your HubSpot portal to achieve data delight.

HubSpot Sales Hub Free

In addition to the marketing side, HubSpot offers great tools for sales. In this Sprocket Talk HubSpot CRM tutorial, we show you how to sign up and get started with the HubSpot CRM or HubSpot Sales Hub Free.

We go over how to install the Wordpress plugin, how to add and delete contacts in the CRM, how to add deal stages to your HubSpot pipelines and much more.

Get ready to enter the world of lead data, lead intelligence, and a smarter way to handle your prospects, leads, and customers.

HubSpot Service Hub Free & Starter

The third leg of the HubSpot customer experience is service. In this tutorial, learn all about the HubSpot Service Hub Free & Starter package.

You’ll get a good look at the tools that your team can use to help provide an amazing customer service experience.

We also chat about the free version of the service hub as well.

Need More Help Setting Up HubSpot?

If you’re still working on how to set up HubSpot, we invite you to check out Sprocket Talk. You’ll find a ton of free tutorials, HubSpot updates, expert interviews and more. Plus there’s the community of users who give advice and tricks along the way.

And when you’re ready to access everything Sprocket Talk has to offer including premium courses, you can buy a premium Sprocket Talk membership and really grow in your HubSpot journey.