A HubSpot File-Naming System To Keep You Perfectly Organized

A HubSpot File-Naming System To Keep You Perfectly Organized

When you’re trying to complete a project, the last thing you need is to spend a ton of time looking for files. Not only does it waste time, but it’s super stressful sorting and scrolling through a bunch of folders in pursuit of just one file in particular.

We found ourselves in this situation with our HubSpot files, so we created a file-naming system to get things organized. And it’s so simple, you can replicate it for your company’s files, too!

Here are 30 more ways you can use HubSpot both efficiently and effectively.

 

Our HubSpot File-Naming System For Effortless Organization

Landing Pages

When naming a landing page for an offer, we begin with “LP:” and finish with the title of the offer. For example:

  • LP: How Nectafying Your Content Creates Powerful Inbound Marketing Material

For other landing pages we create, we name them to the point for easy searchability, like:

  • LP: Contact Us
  • LP: Free Trial
  • LP: Demo Request

Thank You Pages

Thank you pages are almost always tied to a landing page, so using the title from the landing page keeps these pages organized and together. Using my landing page example above, here’s how we would title that particular thank you page:

  • TY: How Nectafying Your Content Creates Powerful Inbound Marketing Material

Blog Posts

For blog posts, we simply use the title of the article:

  • A HubSpot File-Naming System To Keep You Perfectly Organized

Emails

If you’re like us, you send out several kinds of emails. The naming scheme below helps keep all our emails in order.

Blog Post Emails

We send out an email every time we post a new article to our blog. For these emails, we simply use the email’s subject line as the email title in HubSpot. For example:

  • Find your HubSpot files in a snap

Workflow Emails

For workflow emails, we give all the emails in the series the same name and include what number in the series that email is. For example:

  • Nectafy Inbound Campaign 1
  • Nectafy Inbound Campaign 2

Follow-Up Emails

Follow-up emails are often sent after a contact has downloaded an offer or visited a specific landing page. So, we begin any follow-up email with “Follow-Up:” and finish with the name of the offer or the landing page it’s associated with.

  • Follow-Up: How Nectafying Your Content Creates Powerful Inbound Marketing Material
  • Follow-Up: Demo Request

All Other Emails

For any other emails we send out, we name them to the point so it’s easy to find them.

Workflows

We found that most of our workflows fit under three categories: Persona, Assign Persona, and Funnel. We use those as a kind of prefix for our workflow titles.

Persona & Assign Persona Workflows

Here, we begin the title with the type of workflow and end it with the name of the persona:

  • Persona: Marketing Molly
  • Assign Persona: Assign Marketing Molly

Funnel Workflow

For these workflow emails, we begin with the funnel stage the workflow corresponds to, then finish with the name of the offer or title of the corresponding landing page.

  • TOF: The Beginner’s Guide To Inbound Marketing
  • MOF: Website Redesign Proposal
  • BOF: Demo Request

All Other Workflows   

For other workflows that don’t fit under these categories, we name them to the point to find them easily.

Calls-To-Action

If you’re like us, you create different kinds of calls-to-action (CTAs). To make it simple to find what we’re looking for, we label each CTA by its type. (We have in-post, bottom-of-blog-post, newsletter, and thank-you-page CTAs.)

In-Post CTAs

  • In-Post: 11 Ways To Survive The Crush Of Creating Content

Bottom-Of-Blog-Post CTAs

  • Post Bottom: Our Battle Tested, All-Inclusive Inbound Marketing Workbook

Newsletter CTAs

  • Newsletter: How Our Company Put HubSpot To The Test

Thank-You-Page CTAs

For CTAs going on our thank you pages, we begin with “TY:” and end with the corresponding offer or landing page title.

  • TY: 15 Critical Steps To Keep Your Website Redesign From Going Off The Rails

If you think this looks awfully similar to the regular thank you landing page naming scheme, you’re right—it is! But, since HubSpot has a separate tab for landing page and CTA content, your files will be stored in separate locations.

Buttons (Download, Contact Us, Etc.)

We consider our buttons CTAs since they’re asking the user to perform a specific action. Each button’s title begins with the action described on the button and ends with the name of the offer or the title of the corresponding landing page.

  • Download: Sample Inbound Marketing Proposal

Sometimes, the only difference between some CTAs is their color. So, if we have multiple copies of the same CTA and the only difference between them is their color (i.e., they all point to the same URL), we simply add the CTA’s color in parentheses at the end of the title.

  • Download: Sample Inbound Marketing Proposal (Orange)
  • Post Bottom: How Our Company Put HubSpot To The Test (Blue)

What A Perfect HubSpot File-Naming System Boils Down To

Our naming system is perfect for us. But if it’s not quite perfect for you, don’t fret—you too can create something unique that will help your company stay organized. The most critical part of any naming system is consistency. Whatever you decide to use, make sure all your team members know about it and commit to follow it. Then you’ll never have a problem finding any of your HubSpot files again!
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