Playbook

Marketing hub configuration

Set up email sending, campaign tracking, lead handoffs, and marketing dashboards so your hub turns activity into measurable pipeline.

Playbook

Set up email sending, campaign tracking, lead handoffs, and marketing dashboards so your hub turns activity into measurable pipeline.

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Introduction

Marketing Hub generates leads. Configuration determines whether those leads reach sales or disappear into an unstructured database. This playbook walks you through the setup that connects your marketing activity to pipeline. You will authenticate your email domain so campaigns actually land in inboxes, define marketing contacts to control costs, build your first email campaign, and set up campaign tracking to measure full-funnel performance. The second half covers reporting: building dashboards, working with default and custom reports, setting up attribution, and using traffic analytics to see which channels drive results. Follow the chapters in order, and your Marketing Hub becomes a system that proves exactly where revenue comes from.

Chapters

Articles

  • Article

    Match your offer to where prospects are in their buying journey. Problem aware, solution aware, and product aware buyers need different things.

  • Article

    Place forms where intent is highest. Choose fields that balance data quality against conversion rate. Make every form work harder.

  • Article

    Find leads leaking through gaps most companies ignore. Google Business, support emails, phone enquiries, and high-traffic pages without CTAs.

  • Article

    Capture visitors before they leave with exit intent, scroll triggers, and timed pop-ups. Use LinkedIn and Meta lead forms to recapture those who did not convert.

  • Article

    Review download rates and lead quality each quarter, then update or replace offers that have gone stale.

  • Article

    Run experiments on field count, layout, and page position to find the form configuration that gets the most completions.

All 52 articles under Lead capture
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