When companies subscribe to new software platforms, they're often met with long, tedious onboarding processes. The worst part is when unexpected road blocks appear during the transition, creating a sense of frustration and making one question the adoption of the software all together.
With HubSpot's marketing automation software platform, by contrast, the onboarding process doesn’t throw any curveballs and is easy to progress through. However, just to make sure you aren’t surprised by any eventuality, I wanted to share the following information with you so you know exactly what do expect during the HubSpot onboarding process.
What to Expect
HubSpot is a very intuitive, all-in-one platform that allows you to control your content, channels, and marketing performance while getting a 360-degree view of the people who matter most to your company, all from the convenience of a centralized dashboard. That said, here are some of the main things you should expect to complete during your initial setup (keep in mind, this is assuming you have not built your website on the HubSpot COS):
Connect CRM to HubSpot – Use HubSpot’s integration tool to connect your CRM to transfer data between the automation tool and CRM for efficient, closed loop reporting. When connecting, you may have to obtain or reset your CRM Security Token. HubSpot also provides a free, proprietary CRM to their customers that is easy to use and communicates directly with the marketing automation side of things.
Add Custom Contact Properties as Necessary – This is your opportunity to add any additional contact properties unique to your company.
Sync CRM Fields to HubSpot Contact Fields – This step will ensure that your CRM and your HubSpot portal are exchanging information properly (contact information is being populated in the accurate fields).
Setup Sub-Domain for HubSpot Pages – In order to connect a domain to HubSpot, your domain’s name server host must have the ability to point a CNAME record to HubSpot. You’ll need to create a subdomain to host pages within HubSpot (landing pages, blog, any other site pages you would like to host on HubSpot) such as engage.synecoretech.com.
Build Landing Pages (Any Other COS Pages) – Now it is time to build your first landing page template within the platform. After styling the landing page template, be sure to add the copy, images, and form. You can also build templates for other site pages as necessary. For example, you may want to have a resource center to serve as a hub for ebooks, whitepapers, webinars, etc.
Build Email Templates – HubSpot makes it very easy to construct email templates for sending email blasts, newsletters, nurturing emails, etc.
Add Social Media Accounts to HubSpot – As long as you have administrative access for each social account, connecting your accounts to HubSpot is simple. Even easier than that, all you need is your username and password to integrate Twitter.
Filter IP Addresses from Analytics – This is a very important step. Make sure you filter all IP addresses of anyone contributing to your company. Essentially, you want to eliminate website traffic data coming from employees. Keep your analytics pure!
Import Initial Contact List(s) – Now it is time to import your contact list(s) into HubSpot. Contact imports couldn’t be much easier within HubSpot. Additionally, it is important here to import your email opt-out list if you have one in existence.
I focused on the essentials for onboarding and setup above; after you've worked through these steps you should also start to create campaigns, workflows, CTAs, etc.
HubSpot Onboarding Support
In the list above, I focused on the essentials for onboarding and setup; after you've worked through these steps, you should begin working on creating campaigns, workflows, CTAs, etc.
HubSpot also includes onboarding support based on your level of subscription. Here are some links to additional information: