Hubspot Naming Conventions
Consistent HubSpot naming conventions improve asset findability, boost productivity, reduce confusion, and enhance data analysis and reporting accuracy, ensuring efficient team operations.
When creating Hubspot Assets such as emails, landing pages, workflows for example, a consistent and well formed naming convention is key. Using a consistent naming convention will:
- make them easier to find, particularly as the volume of assets grows over time
- increase productivity and efficiency of the team
- reduce confusion and miscommunication
- improve data reporting and analytics as it is easier to segment and analyse data based on specific campaigns, dates, or asset types
This is what the naming convention looks like, the elements are broken down in detail below:
Format: YYMM-AssetType-Category-CXStage-Passion-Description
- Example: 2405-EN-CON-AWR-BIKE-Taupos-Unique-Biking-Trails
Looks scary but let's explain it for you.
Structure
The elements of the naming convention which are outlined below and are to be used in the same order. Consistency is key! Where a structural element is not required, for example, the content may not relate to a specific passion group, you simply do not include
Date Identifier:* Incorporate the date the asset is first used or the campaign launches.
- Format: YYMM (e.g., 2401)
| Asset Type Identifier:* Use a prefix to identify the type of asset. | Category Identifier:* The customer segment being targeted | Customer Journey Stage Identifier:* What stage of the customer experience (CX) journey is this asset relevant to? | Passion Group: If applicable, include the passion group the asset relates to |
|
ES = Email bulk send |
CON = Consumers | AWR = Awareness |
BIKE |
| EN = Email Nurture | IND= Operators | DIS = Discovery | HIKE |
| EA = Email Automation | BE= Business events | PLN = Planning | FISH |
| LP = Landing Page | TRD = Trade | BK = Booking | GOLF |
| BLG = Blog | MED= Media | EXP = Experience | |
| TY = Thank You Page | PXP = Post Experience | ||
| WF = Workflow | ADV = Advocacy | ||
| WC = Web Content | |||
| WBN = Webinar | |||
| LE = Live Event | |||
| VE = Virtual Event | |||
| SO = Social | |||
| CA = Campaign | |||
| SA = Social Ad | |||
| GA = Google Ad | |||
| CTV = Connected TV | |||
| PR = Pre Roll | |||
| Form = FRM |
Freeform Description:* Allow space for a brief, readable description.
- Remove any special characters and replace blanks with dashes
- Example:
- Taupo’s Unique Biking Trails ==> Taupos-Unique-Biking-Trails
* These elements are mandatory and must always be included.
Putting it all together
So, you're about to create a HubSpot asset! To help you along by way of an example, here is how you put it together:
Format: YYMM-AssetType-Category-CXStage-Passion-Description
- Example: 2405-EN-CON-AWR-BIKE-Taupos-Unique-Biking-Trails