Congratulations on your investment into you inbound marketing with your new HubSpot portal!
Your new HubSpot portal is a powerful marketing automation tool that you can custom to fit your brand's inbound marketing strategies.
During the initial stages of your new client onboarding, your HubSpot certified partner will be completing the technical setup phase and HubSpot CRM setup. Connecting 3rd party integrations, uploading logos, configuring your domains and inviting users from your organization are all tasks for your rep to complete.
But what tasks should will have to be completed on your end? One of these tasks is setting up your HubSpot profile and preferences and getting started with how to use HubSpot marketing.
Your HubSpot certified partner representative will have access to the majority of your profile. But one of the few places he or she cannot access is your personal profile and preferences.
Setting this up is easy, even for those less technically savvy...
Your HubSpot profile picture is important. This image will appear across your HubSpot portal and also your communication with your contacts. When sending emails, this will be the image your email recipients will see in their inbox. This puts a face to accompany the communication, building trust with your contacts.
HubSpot allows users to select between multiple languages. Depending on what part of the world you are in, HubSpot will set the default to your countries language.
Select your language preference and click save.
In the form field, this is the box under Phone Number, enter in your work or mobile phone number. Choose the phone number you regularly use to communicate with your customers and contacts. Click save.
Consistency is important for branding. Creating an organization wide email signature template is simple and prevents confusion for your contacts, especially if multiple reps are communicating with a single contact.
My recommendation for your email signature template is to include the following:
Well done! You have finished setting up your HubSpot profile. Now, when sending emails or becoming an author of your blog, your image will appear. Your email signature will be attached when sending emails within your HubSpot portal to specific contacts. This also includes using personalization tokens with contact properties like contact owner.
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