Marketing Overview
Client-facing folder for managing a client's hosted website: overview, blog, glossary, per-page SEO, and Google Analytics / Search Console connections.
Client-facing folder for managing a client's hosted website: overview, blog, glossary, per-page SEO, and Google Analytics / Search Console connections.
Overview
The Marketing section is a client-facing folder for managing every part of a client's hosted website. It mirrors SalesHive's own CRM Marketing section but is scoped to the client's own site. From here you can see an overview of the client's website status, manage blog posts and glossary terms, tune per-page SEO (titles and meta descriptions), and connect Google Analytics and Search Console for traffic and ranking data.
How to use this page
- 1View the website overview
The Overview page shows the client's website status, including its name, slug, custom domain (if set), publish date, and last update time. It also shows the current site URL. From here you can navigate to Blog, Glossary, SEO, and Settings subpages.
- 2Manage blog posts
Open the Blog page to view, create, edit, or remove blog posts on the client's hosted website. The blog editor supports rich content, featured images, and SEO metadata. Changes are live after saving.
- 3Manage glossary terms
Open the Glossary page to manage industry glossary terms for the client's website. You can add new terms with definitions, edit existing ones, and reorganize them.
- 4Tune per-page SEO
Open the SEO page to manage the title and meta description for every page on the client's website: homepage, interior pages, blog posts, glossary terms, and index pages. Each row shows the current title (with a character count gauge) and meta description. Click to edit any field and save changes individually.
- 5Connect Google tools (staff only)
Staff can open Settings to connect the client's Google Analytics 4 property and Google Search Console site. The shared service account email is shown for granting Viewer access. Once connected, website agents can read traffic, search queries, and rankings to optimize the client's digital marketing.
What the buttons do
Common questions
Who can see the Marketing folder?
The Marketing folder is gated by the same platform/client-agents access section as the rest of the client portal. A client sees only their own site. The Settings tab is employee-only (staff manage the Google connection).
What pages can I manage SEO for?
The SEO page lets you manage titles and meta descriptions for the homepage, all interior pages, blog posts, and glossary terms. Default templates set fallback values for any page without a custom override.
How do I connect Google Analytics?
Go to Marketing > Settings (staff only). Enter the client's GA4 Property ID and Search Console site URL. Copy the shared service account email and add it as a Viewer on the client's Google Analytics and Search Console properties.
Is this the same as the CRM Marketing section?
No. The CRM Marketing section (/crm/marketing) manages SalesHive's own marketing. This client-facing Marketing folder is scoped to the selected client's hosted website with overview, blog, glossary, SEO, and settings.
How do blog and glossary posts appear on the client's site?
They are published to the client's hosted website (either on its custom domain or the *.sites.saleshive.com subdomain). Changes made in the Marketing folder go live immediately after saving.
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