HubSpot Marketing Automation Self-Assessment

1. How many contacts do you have in HubSpot?

Visit the Contacts page and find the number of records at the top of the page.

0-5,999

6,000-20,000

20,001-60,000

60,001-150,000

Over 150,000

2. Do you have duplicate contacts or companies?

Visit the Manage Duplicates dashboard and review the Contacts and Companies tabs. Are any records listed?

No

Yes

I can't access this

3. Does your organization follow a naming convention for campaigns and campaign assets (emails, landing pages, etc.)?

Review the names of your Campaigns and Emails. Look for a naming convention that contains relevant information like deployment date, target segment, marketing strategy, etc. Check whether the convention is used consistently across campaigns and whether it matches the associated emails or other assets.

Naming convention exists on campaigns, is consistent and matches with the assets associated

Naming convention exists on campaigns but is inconsistent and/or assets do not always match

Some elements follow a full or partial naming convention but not consistently or across elements

No consistent naming convention in use

4. Does your organization use drop down menus for fields like State, Country, Lead Source, Lead Status, Industry and Job Role?

Visit the Properties settings page and search for the fields named above. In the Name column, this page will list any fields that match the search, and will note the type of field under each name. Note whether these fields are Dropdown type.

All

Some

None

5. Are subdomains configured for landing pages and blogs, if relevant?

Visit the Domain Settings page and find the Primary Domains section, if present. Confirm whether a domain is listed for Landing Pages, and for Website if the site is hosted on HubSpot. If there is a message like "Let's get started", this means nothing has been configured.

Yes, subdomains are configured for all relevant page content types.

No, some page content is being hosted on a default subdomain.

No, page content is not hosted on HubSpot, or no domains are configured.

5a. Are email sending domains configured and verified?

Again on the Domain Settings page, look for the Email Sending Domains section and confirm whether an email sending domain is listed and has a green dot with "connected". If this section is absent or blank, this means nothing has been configured.

Email sending domains are configured and verified.

No, email sending domains are not configured or are not verified.

6. Are you using workflows to automate emails?

Visit this filtered list of Marketing Emails, and look for any published emails with 1 or more sends completed. Published emails will say "Published Automated Email" under the email name, and the "Sent" column can be accessed with the "Edit Columns" button at the top.

Yes

No

7. Are you using lead scoring to automate your MQL process?

Visit the Properties settings page and change the filter at the top of the page from "All Field Types" to "Score". Are there any fields besides the built-in HubSpot Score? If not, click to edit HubSpot Score; have any Attribute blocks been set in the section at the bottom?

Yes

No

8. Is your HubSpot instance synced to Salesforce?

Visit the Integrations dashboard. Is Salesforce listed?

Yes

No

9. Are you using HubSpot to publish and track your social media posts?

Visit your Social page in HubSpot. Are there any social media posts being tracked or sent through HubSpot?

Yes, and we associate posts with the appropriate HubSpot campaign.

Yes, but we don't always associate them with a campaign.

No, we have another tool we use.

No, we don't use social media.