📂 Marketing Tools
📄 Notes & Playbooks
- a_guide_to_bot_actions
- ad_tracking_in_hubspot
- add_a_blog_subscription_field_in_a_form
- add_a_chatflow_to_your_wordpress_pages
- add_a_custom_reply_to_address_to_your_marketing_email
- add_a_personalization_link_to_a_button_or_image_in_marketing_emails
- add_a_product_module_to_your_marketing_email
- add_comments_to_your_hubspot_assets
- add_new_options_to_a_form_field
- add_notice_and_consent_information_to_your_hubspot_form
- add_notice_and_consent_information_to_your_legacy_hubspot_form
- ads_attribution_in_hubspot
- ads_automation
- ads_faq
- allow_multiple_users_to_manage_your_facebook_linkedin_and_google_ads_accounts
- analyze_ad_campaigns_in_hubspot
- analyze_campaign_performance
- analyze_campaigns
- analyze_email_delivery
- analyze_form_submission_reports
- analyze_form_submissions_data
- analyze_marketing_email_insights
- analyze_marketing_email_recipients
- analyze_overall_campaigns
- analyze_sms_performance
- analyze_social_post_performance
- analyze_social_reports
- analyze_your_bots_performance
- analyze_your_campaign_roi
- analyze_your_campaigns_contact_lifecycle_metrics
- analyze_your_marketing_email_campaign_performance
- associate_assets_and_content_with_a_campaign
- associate_external_pages_campaigns
- associate_google_ads_audiences_with_a_campaign
- b_test_on_your_marketing_email
- block_form_submissions_from_specific_email_domains
- blocklist_remediation_frequently_asked_questions
- boost_your_facebook_social_posts_in_hubspot
- bulk_upload_and_schedule_social_posts
- campaign_assistant
- campaign_details_page
- campaign_influenced_contacts
- campaign_properties
- campaign_templates
- campaigns_faq
- can_i_add_a_file_upload_field_to_my_forms
- can_i_add_css_to_the_head_section_of_my_email_templates
- can_i_auto_populate_form_fields_through_a_query_string
- can_i_export_my_cta_data
- can_i_use_a_dmarc_policy_with_hubspot
- cancel_a_scheduled_or_processing_marketing_email
- cant_connect_instagram_business_account_to_hubspot
- chat_widget_is_not_appearing_on_your_pages
- chat_with_logged_in_visitors
- collaboration_sidebar
- collect_and_manage_consent_to_send_sms_messages
- comment_notification_emails
- configure_sync_timeframe_and_property_mappings_for_your_lead_ads
- configure_the_calculation_of_roi_for_paid_ad_campaigns
- configure_your_websites_robotstxt_and_image_meta_tags_for_social_post_link_previews
- connect_a_dedicated_ip_address_for_sending_emails
- connect_a_separate_dedicated_ip_address_per_brand
- connect_and_set_up_your_ad_accounts_in_hubspot
- connect_non_hubspot_forms_to_mailchimp
- connect_your_bitly_account_to_hubspot
- connect_your_facebook_ads_account_to_hubspot
- connect_your_google_ads_account_to_hubspot
- connect_your_linkedin_ads_account_to_hubspot
- connect_your_social_media_accounts_to_hubspot
- connect_your_tiktok_ad_account_to_hubspot
- contacts_from_non_hubspot_forms_not_pushing_to_mailchimp
- convert_non_hubspot_forms_into_hubspot_forms
- create_a_bot
- create_a_custom_marketing_email_report
- create_a_custom_social_publishing_schedule
- create_a_facebook_messenger_chatflow
- create_a_live_chat
- create_a_web_version_of_your_marketing_email
- create_ads_audiences_in_hubspot
- create_and_add_marketing_events_in_marketing_studio
- create_and_customize_a_mobile_chatflow
- create_and_edit_forms
- create_and_monitor_twitter_streams
- create_and_publish_facebook_posts_or_stories
- create_and_publish_instagram_reels
- create_and_publish_linkedin_posts
- create_and_publish_reddit_posts
- create_and_publish_social_posts
- create_and_publish_tiktok_social_posts
- create_and_schedule_draft_social_posts
- create_and_send_marketing_emails
- create_and_send_sms_messages
- create_and_sync_ad_conversion_events_with_your_google_ads_account
- create_and_sync_ad_conversion_events_with_your_linkedin_ads_account
- create_and_sync_ad_conversion_events_with_your_meta_ads_accounts_using_metas_conversion_api
- create_and_sync_ad_conversion_events_with_your_tiktok_account
- create_automated_emails_to_use_in_workflows
- create_campaigns
- create_campaigns_using_marketing_studio
- create_default_values_for_personalization_tokens
- create_email_subscription_visibility_rules_for_different_contact_segments
- create_facebook_ad_sequences_in_hubspot
- create_facebook_and_linkedin_lead_ads_in_hubspot
- create_forms
- create_forms_in_multiple_languages
- create_forms_using_deal_properties
- create_forms_using_the_new_forms_editor_beta
- create_google_search_ad_campaigns_in_hubspot
- create_linkedin_ad_campaigns_in_hubspot
- create_marketing_emails_in_multiple_languages
- create_marketing_tasks_with_the_campaigns_tool
- create_new_contacts_from_social_interactions
- create_programmable_emails
- create_smart_forms
- create_social_posts_with_ai
- create_video_clips_directly_from_the_social_tool
- customize_a_unique_resubscription_email_for_a_business_unit
- customize_email_subscription_pages
- customize_form_steps_with_conditional_logic
- customize_options_available_in_a_form_field
- customize_plain_text_emails
- customize_the_layout_of_your_form_fields
- customize_the_layout_of_your_form_fields_legacy
- customize_the_social_module_in_marketing_emails
- data_in_ads_tool_doesnt_match_traffic_analytics
- data_in_hubspot_ads_doesnt_match_external_ad_networks
- delete_and_restore_campaigns
- delete_contacts_who_have_marked_one_of_your_marketing_emails_as_spam
- delete_form_submissions
- disconnect_social_accounts_from_hubspot
- disconnect_your_facebook_ads_account
- disconnect_your_google_ads_account
- disconnect_your_linkedin_ads_account
- edit_and_style_your_form_submit_button
- edit_email_footer_addresses
- edit_form_fields
- edit_marketing_email_content_and_design
- edit_your_chatflows_language_settings
- edit_your_form_fields_legacy
- email_deliverability_best_practices
- email_error_when_sending_to_contact
- emails_look_different_in_outlook
- exclude_specific_lists_or_contacts_from_receiving_a_marketing_email
- export_form_submissions
- export_marketing_email_performance_data
- export_marketing_emails
- export_social_post_data
- export_your_ads_campaign_data
- facebook_ads_account_troubleshooting
- facebook_lead_ads_faq
- featured_image_not_displaying_correctly_in_social_preview
- find_your_form_guid
- form_automations
- form_fields_pre_populated_with_your_own_or_someone_else_s_information
- form_in_the_wrong_place_on_external_page
- forms_faq
- generate_campaign_insights_using_ai
- generate_email_summaries_using_ai
- generate_marketing_emails_with_ai_email_creation
- generate_subject_lines_and_preview_text_for_marketing_emails
- generate_tasks_from_comments
- how_can_i_allow_form_submissions_without_email_addresses_to_create_contacts_in_hubspot
- how_can_i_create_a_global_email_footer
- how_can_i_delete_contacts_who_have_unsubscribed_or_hard_bounce
- how_can_i_share_a_hubspot_form_if_im_using_an_external_site
- how_do_i_add_a_document_attachment_to_a_hubspot_email
- how_do_i_associate_a_form_with_a_salesforce_campaign
- how_do_i_get_the_html_of_an_email_i_sent_from_hubspot
- how_to_change_the_featured_image_in_twitter_social_posts
- how_to_clean_up_your_contact_lists_to_improve_deliverability
- how_to_edit_social_posts
- hubspot_ads_privacy_features
- identify_a_non_hubspot_form_with_its_css_selector
- image_size_requirements_for_social_posts
- import_an_opt_out_list
- improve_sms_performance
- improve_your_email_sending_reputation_with_a_repair_plan
- increase_form_conversion_rates
- insert_calendar_invites_into_marketing_emails
- insert_subscription_links_into_marketing_emails
- install_and_use_the_hubspot_social_chrome_extension
- install_pixels_from_external_ad_networks
- install_the_facebook_event_codes_on_your_pages
- integrate_a_hubspot_chatflow_with_a_mobile_app
- lead_ads_field_mappings_to_hubspot
- learn_a_contact_s_marketing_email_subscription_status
- link_shortening_in_social_posts
- links_in_emails_or_ctas_lead_to_an_error_page
- manage_and_reply_to_marketing_sms_messages_in_your_conversations_inbox
- manage_campaigns
- manage_campaigns_in_marketing_studio
- manage_email_authentication_in_hubspot
- manage_facebook_pages_syncing_leads_to_hubspot
- manage_form_spam_submissions
- manage_linkedin_ads_accounts_syncing_leads_to_hubspot
- manage_marketing_email_open_and_click_tracking
- manage_marketing_tasks_in_the_hubspot_mobile_app
- manage_social_direct_messages
- manage_your_campaign_budget
- manage_your_campaign_schedule_and_assets_in_marketing_studio
- manage_your_campaign_settings_in_marketing_studio
- manage_your_campaign_utm_values
- manage_your_facebook_ad_campaigns_in_hubspot
- manage_your_forms
- manage_your_google_ad_campaigns_in_hubspot
- manage_your_linkedin_ad_campaigns_in_hubspot
- manage_your_marketing_emails_using_the_hubspot_mobile_app
- manage_your_social_account_settings
- manage_your_social_publishing_schedule_with_social_calendar
- manually_associate_crm_records_with_campaigns
- manually_quarantine_contacts_from_receiving_marketing_emails
- marketing_email_send_was_stopped
- monitor_social_insights
- monitor_social_posts_in_the_hubspot_mobile_app
- monitor_social_sentiment
- monitor_your_email_sending_reputation_with_the_email_health_tool
- non_hubspot_forms_faq
- not_receiving_hubspot_system_or_notification_emails
- optimize_email_engagement
- optimize_marketing_email_for_mobile_devices
- optimize_marketing_email_send_time_for_individual_contacts
- optimize_marketing_emails_for_dark_mode
- optimize_marketing_emails_with_qa_agent
- optimize_social_posts
- organize_campaigns_using_views_and_folders
- organize_marketing_emails_in_folders
- organize_marketing_emails_with_custom_email_properties
- overview_of_email_authentication
- overview_of_email_deliverability
- pass_contact_property_values_with_hidden_form_fields
- personalize_email_subject_lines
- pop_up_forms_faq
- prevent_spam_form_submissions
- preview_forms
- preview_marketing_emails_for_specific_email_clients
- publish_and_review_social_posts_in_the_hubspot_mobile_app
- publish_youtube_videos_from_the_hubspot_mobile_app
- redirect_a_form_to_a_meeting_scheduling_page
- redirect_a_form_to_a_meeting_scheduling_page_hubspot_page_or_external_url
- redirect_a_form_to_a_payment_link
- redirect_contacts_to_an_unsubscribe_survey
- remove_ads_from_google_ads_search_campaigns
- report_on_ad_campaigns_using_the_custom_report_builder
- report_on_campaigns_using_the_custom_report_builder
- report_on_forms_using_the_custom_report_builder
- report_on_social_posts_using_the_custom_report_builder
- request_approval_to_send_a_marketing_email
- request_hubspot_marketplace_reviews
- resolve_an_email_sending_probation
- restore_deleted_emails
- resubscribe_contacts_to_your_marketing_emails
- review_actively_used_subscription_types
- review_and_apply_google_ads_recommendations
- review_and_decrease_the_size_of_marketing_emails
- review_and_filter_marketing_emails_based_on_ai_content
- review_and_filter_sms_messages_based_on_ai_content
- review_and_manage_campaign_associations_using_crm_cards
- review_and_manage_spam_form_submissions
- review_and_manage_your_published_marketing_emails
- review_and_manage_your_social_posts_in_the_hubspot_mobile_app
- review_campaign_history
- review_the_performance_for_multiple_campaigns
- review_your_campaign_performance_in_marketing_studio
- review_your_published_social_posts
- run_a_b_tests_on_marketing_email_subject_lines
- run_a_re_engagement_email_marketing_campaign
- save_marketing_emails_as_templates
- schedule_emails_based_on_recipient_time_zones
- segment_contacts_based_on_ads_interactions
- send_a_marketing_email_from_a_contact_s_owner
- send_a_rule_based_chatbot_to_the_customer_agent
- send_a_test_marketing_email
- send_an_email_response_after_a_form_submission
- send_automated_sms_messages_using_workflows
- send_blog_subscription_emails_for_external_blogs_using_rss_feeds
- send_emails_to_contacts_who_previously_bounced
- send_marketing_emails_to_more_contacts
- send_transactional_emails
- set_a_custom_return_path_for_an_email_sending_domain
- set_a_priority_for_your_chatflows
- set_global_form_colors_and_fonts
- set_hubspot_conversations_as_the_primary_receiver_for_facebook_messenger
- set_up_a_compliance_copy_email
- set_up_an_email_frequency_safeguard
- set_up_and_style_forms_on_hubspot_pages
- set_up_and_style_forms_on_hubspot_pages_legacy
- set_up_and_style_your_form_on_an_external_site
- set_up_double_opt_in_for_emails
- set_up_email_frequency_safeguards_for_multiple_brands
- set_up_email_notifications_for_non_hubspot_forms
- set_up_email_subscription_types
- set_up_sms_messaging
- set_up_your_form_submission_notifications
- social_faq
- social_streams
- sync_leads_from_your_facebook_page_or_linkedin_ads_account_to_hubspot
- target_facebook_ads_using_hubspot_audiences
- target_linkedin_ads_using_hubspot_audiences
- track_and_report_on_google_ads_in_hubspot
- track_and_report_on_your_linkedin_ads_in_hubspot
- track_facebook_ads_in_hubspot
- track_replies_to_marketing_emails_sent_from_your_connected_inbox
- troubleshoot_ad_tracking_issues
- troubleshoot_email_authentication_issues
- troubleshoot_hubspot_forms
- troubleshoot_issues_connecting_your_facebook_page_to_the_hubspot_social_tool
- troubleshoot_issues_connecting_your_linkedin_page_to_the_hubspot_social_tool
- troubleshoot_rss_feed_errors
- troubleshoot_your_email_sending_domain
- troubleshoot_your_google_ads_account_connection
- troubleshoot_your_linkedin_ads_account_connection
- turn_on_live_validation_of_form_fields
- understand_and_manage_quarantined_contacts
- understand_bot_filtering_in_marketing_email_analytics
- understand_bot_filtering_in_sms_analytics
- understand_campaign_metrics
- understand_campaigns
- understand_double_opt_in_confirmation_status
- understand_email_sending_in_hubspot
- understand_loop_marketing
- understand_message_segments_for_sms
- understand_opt_in_consent_for_email
- understand_sms_quiet_hours
- understand_social_media_metrics
- understand_spam_traps_and_email_blocklists
- understand_why_contacts_didn_t_receive_marketing_emails
- upload_and_publish_youtube_videos
- upload_external_email_templates_using_ai
- use_abandoned_cart_data_in_marketing_emails
- use_automation_with_marketing_emails
- use_bimi_to_display_your_verified_brand_logo_in_emails
- use_campaign_attribution_reports
- use_dependent_form_fields
- use_double_opt_in_for_marketing_emails_in_multiple_languages
- use_form_shortening
- use_hubspots_ai_assistant_to_create_social_posts
- use_hubspots_ai_assistants_to_create_ad_campaigns
- use_if_then_branches_with_chatflows
- use_inbox_streams
- use_marketing_home_on_mobile
- use_non_hubspot_forms
- use_personalization_tokens
- use_progressive_fields_in_forms
- use_quick_replies_in_your_social_tool
- use_targeting_rules_in_ctas_and_chatflows
- use_the_campaign_goals_tracker
- use_your_marketing_calendar
- verify_the_email_address_used_to_send_marketing_emails
- view_personalized_marketing_emails_on_contact_records
- view_your_rss_and_blog_email_send_history
- what_are_the_most_common_unsuccessful_social_message_errors
- what_domains_are_blocked_when_using_the_forms_email_domains_to_block_feature
- what_happens_when_i_click_blog_auto_post_in_social_media_settings
- what_is_graymail_and_how_can_i_avoid_sending_my_email_to_unengaged_contacts
- what_is_the_difference_between_a_hard_bounce_and_a_soft_bounce
- where_can_i_edit_the_size_of_a_cta
- why_do_i_see_so_many_urls_for_the_same_page_in_google_analytics_for_visits_from_hubspot_emails
- why_doesn_t_my_externally_embedded_hubspot_form_work
- why_is_my_email_suspended
- why_was_my_social_post_not_published_at_the_scheduled_time