You’ve done all your homework, evaluated the vendors, and determined HubSpot to be the right solution for your team. Even after test driving the platform and understanding the capabilities, it’s still the beginning of a new learning curve amongst a plethora of software solutions you probably already have. Our goal is get you up and running in the program immediately and the HighRoad Solution consulting team can guide you there. Here is a framework for what you will learn in the first 30 days of HubSpot.
How to send your first email
In a first kick-off call with HighRoad we will strategize your first email campaign based on your audience, goals, and campaign. We will design the email and landing page templates once we know what you are trying to achieve. Next, you will learn about lists and list creation. With lists, you can pull reports, track calls-to-action, so much more.
A template is framework to work within that is branded and customizable to pull in new copy, imagery, and calls-to-action. We can also pull in our HighRoad word-wizard’s to whip up some snazzy copy for you to get you to the next step. As your templates are created and the strategy completed, you will begin to understand the tactical capabilities within the program. The next step is to funnel your leads into a lead nurturing workflow.
How to nurture a lead through a workflow
Depending on your unique goals, this step will be different for each case. For this purpose, let’s say your email campaign is a fundraising campaign and you want your leads to click on a button in your email that sends them to a landing page with a survey and a CTA. Here you will discover how seamless HubSpot is with other programs and incorporate Survey Monkey or Survey Gizmo into the landing page, all while pulling the results back into your lead record.
Now you are on your way to delighting your audience with a survey that is engaging; with the ultimate goal of getting donations. Instead of another email asking for a donation, you bring the member along a journey before making the big move - asking for the donation.
Depending on where your audience is in the buyer's journey, your goals of each email will vary. In the first few steps of generating a successful email and lead generation campaign within HubSpot, the HighRoad team can help uncover key insights into your audience and help with the strategy.
How to do reporting
The final piece is the analysis. It can be tempting to roll right into another email campaign now that you know your way around, but without first understanding what worked - and what didn't - you can be missing out on optimization. Understanding types of content, times of day and day of the week can help to determine the strategy for the next email send.
Once you are in the reporting stage, you can drill down into each individual landing page or email within the campaign to discover the analytics. Lists can help to segment who clicked on what CTA and more. Everything is ready to export and present to the team.
Now that you have a high-level view of your first 30 days, you can feel at ease that HubSpot isn't so scary after all. Since you will be up and running in 30 days, you can spend more time on creating new ways to delight your members and grow your association.