Use home for marketing in the HubSpot mobile app
Last updated: November 5, 2024
Available with any of the following subscriptions, except where noted:
Marketing Hub Professional , Enterprise |
Use Home for marketing from your HubSpot mobile app to access information for your marketing content while on the go. For example, you can review your campaign calendar and marketing reports.
To use Home for marketing from your mobile device:
- Open the HubSpot app on your device.
- In the top left, tap the Menu icon.
- At the top, tap Selected Experience. Then, select Marketing.
- At the top, navigate to the following:
- Files: navigate to your files library. Learn more about uploading and managing files from the HubSpot mobile app.
- My approvals (Enterprise only): review all pending approvals. To review all approvals, tap View all. Learn more about managing approvals on mobile.
- From Home for marketing, you can also review the following.
- Needs attention: review urgent matters within your account. This includes the following:
- Overdue tasks
- Pending approvals
- Disconnected social accounts
- Workflow errors
- Ad tracking errors
- Errors when publishing a social post
- Disconnected domains
- Needs attention: review urgent matters within your account. This includes the following:
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- Campaign calendar: review daily marketing calendar events such as campaigns, social posts, tasks, and more. To review more details, tap the event name.
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- To navigate to your marketing calendar, in the top right, tap View all. In the marketing calendar review the marketing event for each day:
- To review a list of marketing events in chronological order, in the top right, tap the list icon.
- To return back to the calendar view, in the top right, tap the calendar icon.
- To navigate to your marketing calendar, in the top right, tap View all. In the marketing calendar review the marketing event for each day:
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- To review and edit event details in the calendar or list view, tap the event name. For example, if you've selected a campaign, you can review campaign information such as the campaign owner or campaign goals. If you edit or reschedule an event, the updated event date and time will automatically refresh on the calendar.
- To create a new task or social post from the campaign calendar, in the bottom right, click + Event.
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- My tasks: review daily and any overdue tasks. To complete a task, tap the checkmark next to the task. Learn more about using tasks in the HubSpot mobile app.
- To review all tasks, tap View all. You can review different task categories, such as Due today, Overdue, and Completed.
- To review additional details about each task, tap the task.
- Marketing reports: review different marketing reports such as the Form submission totals report or Email sent, opened, and tap totals by email send date report.
- To review different reports, swipe left and right.
- To refresh a report in marketing reports, tap the refresh icon.
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- To view all available marketing reports, in the top right, tap View all.
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- To generate a new report, in the bottom left, tap the + AI report. In the text box, enter your prompt and click Generate.
- To generate a new report, in the bottom left, tap the + AI report. In the text box, enter your prompt and click Generate.
Campaigns
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