Bayard Bradford Blog: How to Maximize HubSpot ROI

How to Kondo Your Content with HubSpot's Saved Views

Written by Charles Elmer | Mar 6, 2023 7:03:00 PM

Let's be real, managing a ton of pages and blog posts can feel like a never-ending game of whack-a-mole. It's a full-time job just keeping track of everything! But fear not! HubSpot has come to the rescue with a nifty feature called Saved Views for pages and blog posts. This game-changer lets you organize and find what you need with ease.

So, what are Saved Views? 

Saved Views is a feature in HubSpot that allows users to create custom views and filters for their pages and blog posts. It's like having your own virtual assistant that helps you streamline your content management process. With Saved Views, you can create personalized views tailored to your specific needs, making it easier to find and manage your pages and blog posts efficiently.

How does it work?

Saved Views allow you to create custom filters based on different criteria, such as author, topic, publish date, and more. You can easily set up filters based on the specific attributes that matter most to you and save them as views for quick access later. For example, you can create a Saved View that shows all the blog posts written by a particular author, or all the pages that have been published in the last 30 days. This feature provides a highly customizable way to sort, organize, and manage your content in HubSpot.

Boost Your Content Management Efficiency

Here's how Saved Views enhances your content management efficiency in HubSpot. 

  1. Easy and Quick Access to Relevant Content 
    With Saved Views, you can create custom filters that align with your content management priorities. This allows you to quickly access the pages and blog posts that are most relevant to you without having to scroll through a long list of content. It saves you time and effort, and makes your content management process more efficient.

  2. Customized Organization 
    Saved Views enable you to create personalized views based on your unique content management needs. You can create filters that match your workflow, making it easier to categorize and organize your pages and blog posts in a way that makes sense to you. This helps you stay organized and focused, and ensures you can find what you need when you need it.

  3. Enhanced Collaboration 
    If you're working with a team, Saved Views can improve collaboration by providing a unified way to organize and manage content. You can create Shared Views that are accessible to your team, allowing everyone to view and access the same filtered content. This ensures consistency and alignment across your team, making collaboration more seamless and efficient.

  4. Flexibility and Scalability 
    Saved Views are highly flexible and scalable. You can create as many views as you need, and update or delete them as your content management needs evolve. You can also use Saved Views across different types of content, including pages and blog posts, making it a versatile tool for managing your content in HubSpot.

How to Create a Saved View

Creating a Saved View in HubSpot is simple and straightforward. Here's how:

  1. Go to the Pages or Blog Posts section in HubSpot.
  2. Click on the "Filter" button to open the filter options.
  3. Set up your custom filters based on your desired criteria, such as author, topic, or publish date.
  4. Once you have applied your filters, click on the "Save filter" button.
  5. Enter a name for your Saved View and choose whether you want it to be a private view or a shared view.
  6. Click on the "Save" button to create your Saved View.

"Saved Views for Pages and Blog Posts is like having a superpower that allows you to effortlessly streamline your content in HubSpot."

 

Bayard Bradford Can Organize Your Content Marketing for Success

We're not just content management aficionados, we're also HubSpot Solutions Partners! We've got your back when it comes to managing your content for inbound marketing. Our team can help you get the most out of HubSpot's features, including Saved Views for pages and blog posts. Here's how we'll do it:

  1. Initial Consultation: We'll start by understanding your unique content management needs and workflows. Our team will work closely with you to identify the criteria that are most important to you, such as authors, topics, and publish dates, and help you create custom filters that align with your requirements

  2. Customized Set-Up: We'll then set up inbound marketing features such as Saved Views in your HubSpot account based on your specific needs and criteria.  For example, our team will ensure that your Saved Views are organized in a way that makes sense to you, and that they are accessible to the right team members, whether as private views or shared views for collaboration.

  3. Inbound Marketing training: We'll provide comprehensive training to your team on how to use HubSpot effectively in your content management process. Our experts will guide you through the process of creating, updating, and publishing content, and share best practices on how to optimize your content management workflow..

  4. Ongoing Technical Services: We'll be there to provide ongoing support and assistance as you continue to use HubSpot. Whether you have questions, need further customization, or want to explore additional features, our team will be ready to help you make the most out of HubSpot's content management capabilities.

So, you've got the scoop on HubSpot's Saved Views for pages and blog posts, and how it can simplify your content management process. But wait, there's more! Contact us today to learn how we can help you optimize your content management workflow and become an inbound marketing superhero.