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Associate your assets with business units

Last updated: September 19, 2022

Applies to:

Business Units Add-On

Learn how to associate assets with business units to keep your assets organized by brand. After setting up your business units, you can associate assets such as brand domains, forms, pages, and more.

When associating your assets with business units, please note the following: 

  • If you want to associate the business unit with a brand domain, ensure that the brand domain is connected before setting up business units. 
  • Campaigns, emails, and forms can only be associated with business units when being created. While all other assets can be reassigned, it is not possible to reassign an email or form once created.  

Please note: you may need to manually opt-in to access certain tools related to business units, such as marketing emails and subscription types. If you don't have access to a specific feature outlined below but would like to, reach out to your Customer Success Manager.

Brand domain

When adding a new brand domain, it is automatically associated with the default account business unit. This domain can be associated with another business unit after. All subdomains under that brand domain will also be associated with the same business unit.

To associate a brand domain with a different business unit: 

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Website > Domains & URLs.
  • In the Brand domains section, next to a brand domain, click Edit > Change business unit
     

  • In the dialog box, click the Business unit dropdown menu and select a business unit.
  • Click Change. The brand domain's business unit will be updated. 
  • To review the subdomains associated with each business unit:
    • In your HubSpot account, click the settings settings icon in the main navigation bar.
    • In the left sidebar menu, navigate to Business Units.
    • From the Current view dropdown menu, click the business unit that you want to review. 
    • Click the Website tab.
    • Under the Domains & URLs section, review the brand domains associated with the selected business unit. 

Campaigns

When creating a new campaign, you can associate the campaign with a business unit. Existing campaigns will remain associated with the account's default business unit. Once a campaign is created, you cannot change the associated business unit. Instead, you can clone the campaign and update the associated business unit in the cloned campaign.

To associate a campaign with a business unit: 

  • In your HubSpot account, navigate to Marketing > Campaigns.
  • In the top right, click Create campaign.
  • In the right panel, click the Business unit dropdown menu and select a business unit
  • Continue creating your campaign, the associated business unit will display on the campaign's details page. 
  • After creating your campaign, review and associate assets from the same business unit. Some assets cannot be associated with business units, learn more about associating your assets with business units.  

 

Cookie policy

If you would like to create a separate cookie policy for each brand domain and customize brand colors for each banner, you can create a custom cookie policy for a business unit. 

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Privacy & Consent.
  • Click the Cookies tab.
  • From the Current view dropdown menu, select a business unit.
  • Continue creating a custom cookie policy.

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  • Click + Add policy.
  • Choose a color for the banner by selecting a default color or selecting a custom color.
  • Click Save to update your cookie policy. 

Custom contact property

You can associate custom contact properties with a business unit. However, keep in mind that this custom contact property will be available for all contacts, not just the contacts associated with the business unit. To manage this, you can also create a conditional section on your record sidebar so the properties will only appear if there is a set value for the business unit property.

To associate custom contact properties with a business unit: 

  • In your HubSpot account, click the settings settings icon in the main navigation bar.

  • In the left sidebar menu, navigate to Properties.

  • In the Select an object section, click the dropdown menu and select Contact properties

  • In the upper right, click Create property.
  • From the Business unit dropdown menu, select a business unit.


Forms

You can only associate a form with a business unit when creating the form. To change a form's business unit, you'll need to recreate the form. Non-HubSpot forms are automatically associated with the account's default business unit and cannot be changed. After creating your form, you can filter your forms by business unit

To associate a form with a business unit: 

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • In the upper right, click Create form.
  • In the dialog box, click the Business unit dropdown menu and select the business unit.
  • Continue creating your form

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Marketing emails

You can only associate an email with a business unit when creating the email. To change an email's business unit, you'll need to recreate the email. When you associate marketing emails with business units, you can filter your emails by business unit to review trends and export reports when analyzing your marketing email performance.

Please note: When sending test marketing emails, the test email's links will always display unsubscribe and preference information for the default account business unit. The selected business unit's information will only display in published and sent marketing emails

To associate an email with a business unit: 

  • In your HubSpot account, navigate to Marketing > Email.
  • Click Create email.
  • In the dialog box, click the Business unit dropdown menu and select a business unit.
  • Continue creating your email. The brand kit default colors will be displayed in the color picker favorites as you design your email.

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You can also clone an existing email that you've already associated with one business unit to another business unit:

  • In your HubSpot account, navigate to Marketing > Email.
  • Hover over the email you want to clone, then click Clone.
  • In the dialog box, click the Business unit dropdown menu and select a business unit.
  • Enter a name for the cloned email.
  • Click Clone.

Click tracking domain

You can also customize the click tracking domain used in marketing emails for each business unit so links in your emails are consistent with each brand. By default, the click tracking domain will be your email sending domain.

To edit the click tracking domain:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, click Marketing > Email.
  • Click the Tracking tab.
  • In the Click tracking domain section, click Edit.
  • Click the Domain dropdown menu and select a domain.

 

Subscription types (BETA)

Associate and manage your email subscription types with different business units to allow contacts to unsubscribe from one business unit while remaining subscribed to others. When doing so, please note the following: 

  • Contacts who opt out of all email communication for a specific business unit will be opted out of all subscriptions for that business unit.
  • The following default subscription types cannot be associated with business units. These subscriptions will default to the main HubSpot account.
  • Contacts who are imported in an opt-out list, or manually opted out on a record will only be opted out of the Account business unit, and will not be opted out of any additional business units.
  • You can only use one default subscription preference page for all business units, and it cannot be customized.
  • Contacts who opted out of receiving emails from a business unit cannot resubscribe via form. However, you can manually resubscribe a contact via the Communication preferences section of the contact record.

To manage the subscription types associated with your business units:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, click Marketing Email.
  • Click the Subscription types tab.
  • To filter your subscription types by business unit, click the Current view dropdown menu, then select a business unit.
  • To associate a subscription type with a different business unit:
    • Hover over the subscription type you want to update, then click the Actions dropdown menu.
    • Select Move to business unit.
    • In the dialog box, select a new business unit, then click Move.

  • To view a breakdown of a contact's subscription types by business unit: 
    • Navigate to the contact's record.
    • Under the Communication preferences section, click View subscriptions.

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Pages

When you create a page, a business unit will be associated with the page based on the page domain set.

  • To change the business unit associated with your page, change the domain set in the page's URL. Learn more about changing the URL for your pages.    
  • To view the different pages associated with your business unit:
    • Navigate to your content:

      • Website Pages: In your HubSpot account, navigate to Marketing > Website > Website Pages.
      • Landing Pages: In your HubSpot account, navigate to Marketing > Landing Pages.
    • In the top left, click All business units. Then, select a business unit.  

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Zoom integration

Currently, Zoom is the only integration supported for business units. If you have a unique Zoom account for each business unit, you can connect each account to the corresponding business unit. Before connecting a Zoom account to your business unit, install the Zoom integration on your HubSpot account

Please note: when you connect a Zoom account to a business unit, only new contacts created from the Zoom account will be associated with the business unit. Existing contacts will need to be updated manually.


To associate your Zoom account with a business unit:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Business Units.
  • Select Manage connected apps.
  • Click the Current view dropdown menu and select the business unit you want to connect a Zoom account to.
  • Click Assign app.
  • Click the Choose an app dropdown menu and select Zoom
  • Click the Choose a Zoom account dropdown menu.
    • To connect a Zoom account that’s already connected, select the account email.
    • To connect a new Zoom account, select New Zoom account and log in to your Zoom account.
  • Click Confirm and connect. When new contacts register for or attend a Zoom webinar or attend a Zoom meeting, they will automatically be associated with the corresponding business unit for that Zoom account

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