Getting more out of HubSpot.

Plain answers to the things HubSpot teams end up doing by hand. Written by the people who build Kikaye, and kept up to date.

Dashboards, targets and the office screen

HubDash11 guides
  1. How to put a HubSpot dashboard on an office TVWhat you need to show HubSpot numbers on an office screen, why HubSpot's own dashboards struggle on a TV, and the options that work.
  2. HubSpot sales dashboard examples for your teamWhich reports belong on a sales team dashboard in HubSpot, how to lay them out, and what to leave off so people actually look at it.
  3. How to track sales against target in HubSpotSet weekly, monthly and annual targets in HubSpot, see progress by rep, and keep them visible to the team. What the goals tool does and doesn't do.
  4. How to see where people stop replying in a HubSpot sequenceReading a sales sequence's results: reply rate by step, which follow-up loses the most people, and what to change first.
  5. How to keep a HubSpot page on an office TV running all dayKiosk mode, auto-refresh and staying signed in: the practical setup for a screen that shows live HubSpot numbers without anyone touching it.
  6. How to build a sales leaderboard in HubSpotA simple leaderboard of closed-won deals by rep, which numbers to rank on, and how to keep it motivating rather than demoralising.
  7. How to see how long deals sit in each HubSpot stageFind the stage where deals get stuck. How HubSpot records time in stage, how to report on it and what to do about slow stages.
  8. How to build a HubSpot dashboard for your weekly team meetingA short dashboard that runs a 20-minute sales or revenue meeting: what to include, how to order it and what to cut.
  9. A HubSpot marketing dashboard worth putting on a screenWhich marketing numbers deserve a place on the office wall, how to build them in HubSpot, and which to leave in the monthly report.
  10. What to put on a customer success dashboard in HubSpotA short list of the numbers a customer success team actually uses each week, and how to build them from tickets, deals and contacts.
  11. How to set sales targets by rep in HubSpot that people trustWeekly, monthly and annual targets per rep: how to set them in HubSpot, how to keep them fair and how to show progress without it feeling like surveillance.

Events, RSVPs and attendance

HubRSVP11 guides
  1. How to track event RSVPs and attendance in HubSpotThree ways to record who registered, who said no and who actually turned up in HubSpot, with the trade-offs of each and which plan you need.
  2. How to set up an Events custom object in HubSpotStep by step: create an Event custom object, choose its properties, add association labels for RSVP status, and what plan you need.
  3. HubSpot association labels explained, with event examplesWhat association labels are in HubSpot, how they differ from properties, and how to use them to record RSVP status or roles between records.
  4. How to report on event attendance and no-shows in HubSpotAttendance rate, no-shows and repeat attendees: the numbers worth tracking for events in HubSpot, and how to build the reports.
  5. How to check people in at an event using HubSpotMarking attendance on the night without a paper list or a second tool: what to prepare, what goes wrong, and how to record it in HubSpot.
  6. Which HubSpot plan do you need for custom objects and labels?Custom objects, association labels and goals sit on different plans. A plain guide to what needs Enterprise and what works without it.
  7. How to manage members and communities in HubSpotHow membership organisations, masterminds and communities keep members, groups and events in HubSpot without ending up in spreadsheets.
  8. How to track webinar attendance in HubSpotGetting registrations and attendance from your webinar tool into HubSpot, what shows up on the contact, and how to follow up with attendees and no-shows.
  9. How to run an event waitlist in HubSpotCapacity is full, people still want in. How to keep a waitlist in HubSpot, move people off it fairly and keep the numbers straight.
  10. How to send event reminders in HubSpot and cut no-showsA simple reminder schedule for events, what each message should say, and how to build the audience from your confirmed guests.
  11. How to follow up after an event using HubSpotWhat to send, to whom and when once the event is over: attendees, no-shows and people who were on the waitlist.

Following up on deals and proposals

HubChat1 guides
  1. How to follow up on proposals in HubSpot so none go quietProposals stall when nobody chases them. How to spot deals sitting in Proposal sent, what HubSpot can automate, and what a good follow-up says.

Email subscriptions and opt-outs

HubSubs12 guides
  1. How to see every subscription type a HubSpot contact hasWhere HubSpot shows a contact's email subscription types, how to change one without unsubscribing them from everything, and a faster way.
  2. Unsubscribed from all email vs one subscription type in HubSpotHubSpot has two different opt-outs: one email category, or all marketing email. What each one does, how they interact, and how to check a contact.
  3. How to set up a subscription preferences page in HubSpotLet contacts choose which emails they get instead of unsubscribing from everything. What to set up, what to name your types, and what to test.
  4. Legal basis for processing in HubSpot: what to record and whyWhat HubSpot means by legal basis for processing, when to use consent versus legitimate interest, and how to record it when you change subscriptions.
  5. Can you resubscribe a contact who opted out of HubSpot email?What HubSpot allows when someone who unsubscribed wants email again, why you can't just flip them back, and the clean way to get them back on.
  6. How to update subscription types for many HubSpot contacts at onceChanging one contact's email subscriptions is a few clicks. Doing it for hundreds is different. The options HubSpot gives you, and when each one fits.
  7. How to set up double opt-in for HubSpot emailWhat double opt-in is, when you need it, and how to ask people to confirm their email subscription in HubSpot.
  8. Why HubSpot marks contacts as unengaged, and what to do about itHubSpot can stop sending marketing email to contacts who never open it. What triggers that, how to check who is affected, and your options.
  9. A GDPR checklist for HubSpot email preferencesA plain checklist for keeping HubSpot subscriptions compliant: what to record, what to offer and what to check regularly. General information, not legal advice.
  10. How to find every contact who unsubscribed from one HubSpot email typeBuild a list of the people who opted out of a single subscription type in HubSpot, and use it to check a send or change your approach.
  11. What to do when a contact says stop emailing me in HubSpotHow to handle an opt-out request that arrives by reply, phone or a message to a colleague, and how to record it properly.
  12. How to name your HubSpot subscription types, with examplesClear names and descriptions for email subscription types make people more likely to stay subscribed. Good and bad examples, and how to tidy an existing list.