Associate assets with Brands

Associate assets with Brands to keep brand-specific assets organized in your HubSpot account. After setting up Brands, assign assets like brand domains, forms, pages, and ad accounts to the appropriate Brand so each team can manage the right assets in one place. 

Learn how to associate records with Brands.

Before you get started

Before you begin associating assets with Brands, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential consequences of using it.

 Understand requirements

• Create Brands.
• To associate the brand domain with a Brand, connect the brand domain before setting up Brands.

Understand limitations & considerations

• Campaigns, emails, and forms can only be associated with Brands when created. While all other assets can be reassigned, it isn't possible to reassign these assets once created.

Please note: you may need to manually opt-in to access certain tools related to Brands, 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.

Ad accounts

Set up Brands and connect your ad accounts, then associate each ad account with a different Brand. To associate an ad account with a specific Brand: 

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Marketing > Ads.
3. Hover over the ad account and click Actions, then select Move to another brand. 
   
   
   
4. In the dialog box, select a new Brand. 
5. At the bottom, click Move. The ad account will be moved to the selected Brand.

Brand domain

When adding a new brand domain, it's automatically associated with the default account Brand. The domain can be associated with another Brand after. All subdomains under that brand domain will also be associated with the same Brand.

To associate a brand domain with a different Brand: 

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Content > Domains & URLs.
3. In the Brand section, next to a brand domain, click Actions > Change brand.
   
   
   
4. In the dialog box, click the Brand dropdown menu and select a Brand.
5. Click Change. The brand domain Brand will be updated. 
6. To review the subdomains associated with each Brand:
   • In your HubSpot account, click the settings settings icon in the top navigation bar.
   • In the left sidebar menu, navigate to Brands > Multi-Brand.
   • From the Current view dropdown menu, click the Brand that you want to review. 

• • Click the Website tab.
  • Under the Domains & URLs section, review the brand domains associated with the selected Brand. 

Campaigns

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

To associate a campaign with a Brand: 

1. In your HubSpot account, navigate to Marketing > Campaigns.
2. In the top right, click Create campaign.
3. Choose Start from scratch or Start from template, then click Next.
4. While filling in your campaign details, click the Brand dropdown menu, then select the Brand you want to associate with the campaign.
5. After creating your campaign, review and associate assets from the same Brand. Some assets can't be associated with Brands.

Click tracking domain

Permissions required Super Admins and users with Website settings can edit the click tracking domain.

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Customize the click-tracking domain used in marketing emails for each Brand so links in emails are consistent with each brand. By default, the click tracking domain will be your email sending domain.

Please note: before associating the click tracking domain with a Brand, you must associate the domain with the Brand.

To edit the click tracking domain:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, click Marketing > Email.
3. Click the Tracking tab.
4. In the Click tracking domain section, click Edit next to the Brand.
5. Click the Domain dropdown menu and select a domain. Then, click Save.
    

Cookie policy

Permissions required Super Admin or Website settings permissions are required to create a cookie policy.

To create a separate cookie policy for each brand domain, and customize brand colors for each banner, create a custom cookie policy for a Brand. 

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Privacy & Consent.
3. Click the Cookies tab.
4. From the Current view dropdown menu, select a Brand.

5. Click Manage banners next to the domain.

6. Click Create consent banner.
7. Add your consent banner details, then click Next.
8. Choose a banner type, select the language, then click Publish.
9. Under Consent Banner Options, click Customize to customize the style of the banner.

Custom properties

Permissions required Super Admin or Edit property settings permissions are required to create a property.

Associate custom contact properties with a Brand. This custom contact property will be available for all contacts, not just the contacts associated with the Brand. To manage this, create a conditional section on your record sidebar so the properties will only appear if there's a set value for the Brand property.

To associate custom contact properties with a Brand: 

1. In your HubSpot account, click the settings settings icon in the top navigation bar.

2. In the left sidebar menu, navigate to Properties.

3. In the upper right, click Create property.
4. Click the Object type dropdown menu and select Contact. 
5. From the Brand dropdown menu, select a Brand.

Data privacy request pages

Once you’ve created multiple Brands, you can configure distinct data privacy request pages for each Brand. When a Brand’s data privacy request form is submitted, you can filter requests by Brand, all from your data privacy request manager.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, in the Account Management section, select Privacy & Consent.
3. On the Setup tab, in the left sidebar menu, click Privacy tools.
4. In the Data privacy request page section, hover over a Brand. Click Actions and select Configure.

5. In the page editor, set up your data privacy request page:

   • To allow contacts to request the permanent deletion of their personal data, toggle the Delete contact data switch on.
   • To allow contacts to request a copy of their data, toggle the Export contact data switch on.
   • To add a field for contacts to select their location, toggle the Country switch on.
   • To turn on CAPTCHA for your request page, toggle the ReCAPTCHA switch on. CAPTCHA adds a step to verify that a visitor isn't a robot, before they can submit the request. HubSpot uses reCAPTCHA v2 for spam prevention.
   • In the Business email field, enter an email address. The email address will be used in the verification email sent to users, to ask questions about data privacy.
   • In the Email sending domain field, select the domain that will be shown in the From field of verification emails.
6. After setting up your page, in the top right, click Publish page. Learn more about managing data privacy request pages.

Documents

Associate a document with a Brand when uploading the document. After uploading your document, you can view the associated brand in the Brand column and filter for it. When you click a document's name, you'll see the Brand name and logo. If you share a branded document and the user books a meeting from the document, the scheduling page will reflect the assigned brand. To change a document's Brand after you upload it, edit the document.

1. In the top right, click your profile picture, hover over Brand, then select the Brand you want to navigate to.
   
   
   
2. In your HubSpot account, navigate to Sales > Documents.
3. In the top right, click Upload document.
4. Continue uploading your document.
   
   
   

After you've uploaded a document, you can edit the Brand.

1. In your HubSpot account, navigate to Sales > Documents.
2. Click the document name.
3. Click Actions, then select Change Brand.
4. Click the Brand dropdown menu and select the Brand you want to associate with the document.
5. Click Save.

Forms

Associate a form with a Brand when creating the form. To change a form's Brand, recreate the form. Non-HubSpot forms are automatically associated with the account's default Brand and can't be changed. After creating a form, filter your forms by Brand. 

To associate a form with a Brand: 

1. In the top right, click your profile picture, hover over Brand, then select the Brand you want to navigate to.
   
   
   
2. In the upper right, click Create form.
3. The brand you selected previously will automatically be set on the form.
4. Continue creating your form. 

Invoices (BETA)

Please note:  if you're a Super Admin, you can opt your account into the Brands Support in Invoices, Payment Links, and Subscriptions beta.

Create an invoice and associate it with a Brand. Existing invoices are associated with the account's default Brand. If an invoice is already created, to change the associated Brand, edit the invoice.

Marketing emails

Associate an email with a Brand when creating the email. To change an email's Brand, clone the email. When marketing emails are associated with Brands, filter your emails by Brand 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 Brand. The selected Brand's information will only display in published and sent marketing emails. 

To associate an email with a Brand: 

1. In the top right, click your profile picture, hover over Brand, then select the Brand you want to navigate to.
   
   
   
2. In your HubSpot account, navigate to Marketing > Email.
3. Click Create email.
4. Continue creating your email. The brand kit default colors will be displayed in the color picker favorites as you design your email.

To clone an existing email that you've already associated with one Brand to another Brand:

1. In your HubSpot account, navigate to Marketing > Email.
2. Hover over the email you want to clone, then click Clone.
3. In the dialog box, click the Brand dropdown menu and select a Brand.
4. Enter a name for the cloned email.
5. Click Clone. 

Pages

When creating a page, a Brand will be associated with the page based on the page domain.

1. To change the Brand associated with your page, change the domain set in the page's URL. Learn more about changing the URL for your pages. 
2. To view the different pages associated with your Brand:

   • Navigate to your content:

     • In your HubSpot account, navigate to Content > Website Pages.
     • In your HubSpot account, navigate to Content > Landing Pages.

• • In the top right, click your profile picture, hover over Brand, then select the Brand you want to navigate to.

Payment links (BETA)

Please note:  if you're a Super Admin, you can opt your account into the Brands Support in Invoices, Payment Links, and Subscriptions beta.

Create a payment link, and associate it with a Brand. Existing payment links are associated with the account's default Brand. If a payment link is already created, to change the associated Brand, edit the payment link.

Social accounts

When connecting your social accounts, assign each social account with a different Brand. Connected social accounts can only be associated with one Brand at a time.

To assign a social account with a specific Brand: 

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Marketing > Social.
3. Hover over the social account and in the Brand column, click Edit. 
4. In the right panel, select the Brand to associate with that social account. 
5. At the bottom, click Save. The social account will be moved to that selected Brand. 
6. You can also navigate to a specific Brand and then connect a social account to be assigned under that Brand. Learn more about how to navigate between brands. 
   • When switching between Brands in the social account settings, only social accounts associated with the Brand will appear in your social settings. 
   • When switching between Brands in the social tool, only data and assets (e.g., posts, replies) associated with the social accounts assigned to the selected Brand will appear in the social tool. 

Subscriptions (BETA)

Please note:  if you're a Super Admin, you can opt your account into the Brands Support in Invoices, Payment Links, and Subscriptions beta.

Create a subscription, and associate it with a Brand. Existing subscriptions are associated with the account's default Brand. If a subscription is already created, to change the associated Brand, create a new subscription.

Email subscriptions

Customize a unique resubscription email for each of your Brands, and manage subscription types and statuses per Brand.

Resubscription email

Create and customize a resubscription email that can be tailored to the branding or guidelines of each Brand. Each resubscription email can be independently turned on or off.

To customize a resubscription email for a specific Brand, first switch to the Brand you want to create the email for, then create the associated email:

1. In the top right, click your profile picture, hover over Brand, then select the Brand you want to navigate to.
   
   
   
2. In your HubSpot account, click the settings settings icon in the top navigation bar.
3. In the left sidebar menu, navigate to Marketing > Email.
4. Click the Subscriptions tab.
5. Under Resubscription email, click Edit email.
6. You'll be redirected to the email editor to design your resubscribe email, where you can edit the email details. This resubscription email has pre-populated text you can customize, but you must keep the Update your subscription preferences link.
7. When you're finished designing your email, click Review and publish in the upper right.
8. Click Publish to take the email live. Once published, you'll be redirected back to your email settings.
9. Click to toggle the Resubscription email switch on, then click Save in the bottom left.

After you've published the resubscription email and toggled the Resubscription email switch on, contacts who unsubscribed to all the subscription types will be prompted with a link to receive the resubscription email when they enter their email address on one of your forms. A contact must still click the link in your resubscription email to view available subscription types, then update and confirm their subscription preferences.

Please note: if you previously had the resubscription email setting toggled on, it will remain on for the default account Brand. You will need to configure and switch on resubscription emails for each individual Brand.

Subscription types

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

• Contacts who opt out of all email communication for a specific Brand will be opted out of all subscriptions for that Brand.
• The following default subscription types can't be associated with Brands. These subscriptions will default to the main HubSpot account.
  
  • One-to-one emails.
  • Customer service communication emails.
  • Transactional emails.
• Contacts who are imported into an opt-out list, or manually opted out on a record will only be opted out of the Account Brand, and won't be opted out of any more Brands.

To manage the subscription types associated with your Brands:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, click Marketing > Email.
3. Click the Subscription types tab.
4. To filter your subscription types by Brand, click the Current view dropdown menu, then select a Brand.
5. To associate a subscription type with a different Brand:
   
   • Hover over the subscription type you want to update, then click Actions, then, select Move to Brand. 
   • In the dialog box, select a new Brand, then click Move.
6. To view a breakdown of a contact's subscription types by Brand: 
   
   • Navigate to the contact's record.
   • Under the Communication subscriptions section, click View subscriptions.

 

Workflows

By default, workflows aren't assigned to a Brand. A workflow doesn't have to have a Brand assigned, but Brands are useful for organizing your workflows by individual brand.

1. In your HubSpot account, navigate to Automation > Workflows.
2. To assign an individual workflow to a specific Brand:
   • Hover over the name of the workflow and click More. Then, select Assign Brand.

• • If the workflow already has a Brand assigned, hover the name of the workflow and click More, then select Assign Brand.

3. To assign multiple workflows in bulk:

• • In the workflows table, select the checkboxes next to the workflows that you want to assign to the same Brand.
  • At the top, click Assign Brand. If the workflow has an existing Brand, it'll be reassigned to the new selected Brand. 

• • In the dialog box, click the Brands dropdown menu and select a Brand. Only one Brand can be assigned to a workflow.
  • At the bottom, click Save. 

WordPress plugin

To set the Brand that the WordPress plugin uses:

1. In Wordpress, go to HubSpot settings.
2. Click Account Information.
3. Select the Brand to use for the plugin.