Associate your assets with business units

You can 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. 

To learn how to associate records with business units, click here.

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.

Ad accounts

After setting up business units and connecting your ad accounts, you can associate each ad account with a different business unit. To associate an ad account with a specific business unit: 

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Marketing > Ads.
• Hover over the ad account and click Actions. Then, select Move to another business unit. 
   

• In the dialog box, select a new business unit. 
• At the bottom, click Move. The ad account will be moved to the selected business unit.
   

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 top navigation bar.
• In the left sidebar menu, navigate to Content > 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 top 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. 

Click tracking domain (BETA)

Please note: if you're a super admin, learn how you can opt your HubSpot account into beta features.

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 top 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.
  
  

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 top 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.

• 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 properties

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, company, or deal properties with a business unit: 

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

• In the left sidebar menu, navigate to Properties.

• In the Select an object section, click the dropdown menu and select a property. 

• 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 > 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. 
  
  

Marketing emails (BETA)

Please note: if you're a super admin in your HubSpot account, you can opt your account into a beta feature you want to try out on the Product Updates page. 

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 > 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.

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 > 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. 

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. 

Subscription types (BETA)

Please note: if you're a super admin in your HubSpot account, you can opt your account into a beta feature you want to try out on the Product Updates page. 

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.
  
  • One-to-one emails
  • Customer service communication emails
  • Transactional emails
• 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 can resubscribe via form, as long as you've associated the form with a business unit.

To manage the subscription types associated with your business units:

• In your HubSpot account, click the settings settings icon in the top 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.

Workflows

Assign workflows to business units to keep your workflows organized by brand. Users with Marketing Hub Enterprise subscriptions can assign workflows to business units.

To assign a workflow to a business unit:

• In your HubSpot account, navigate to Automations > Workflows.
• Hover over the name of the workflow and click More. Then, select Assign business unit.
   

• Click the Business units dropdown menu and select a business unit. Only one business unit can be assigned to a workflow.
• In the dialog box, click Assign.
   

• To change the business unit assigned to a workflow, hover over the name of the workflow and click More, then select Change business unit.
• Select a different business unit from the dropdown menu, then click Reassign.

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. 

To associate your Zoom account with a business unit:

• In your HubSpot account, click the settings settings icon in the top 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

Please note: the Add Contact to Zoom Webinar workflow action will only work for the Zoom account connected to the primary Account business unit. Using the action to add contacts to a Zoom webinar not associated with the primary Account business unit will result in the contact not being registered for the webinar.