Turnkey Marketing CRM Setup (Add-On)

If you’re looking for a full-service setup of the HubSpot Marketing CRM, look no further than this add-on from Paperless Transactions. We are a certified partner agency of HubSpot’s and have been using and deploying their software now for over 6 years (and counting).

Here’s the basic step-by-step process we take in setting up a Turnkey Marketing CRM account.

1. Adding Users to Your Account

First, we recommend that you sign up with HubSpot directly using one of these plans; HubSpot Pro or Enterprise plan. With those plans, you can create multiple logins for an unlimited number of users; the Basic plan only lets you add 3 but you can always upgrade at a later time. A Project Manager that is dedicated to your setup will be added as a user so that they can streamline the onboarding for you and your organization.

2. Install Tracking Code

(requires HubSpot Professional)

During this process, Paperless will need to install the tracking code on your web pages in order to capture HubSpot analytics. This ensures that you can start tracking inbound activity and start pulling HubSpot reports (which Paperless Transactions designs with your supporters & donors in mind; there are custom properties in HubSpot that we set up with your organization’s naming conventions).

3. Connect Your Domain or Subdomain

(requires HubSpot Professional)

For connecting your domain/subdomain, there are a couple of different options based on the type of HubSpot plan that you have. HubSpot requires Basic plan accounts to host their entire website there while Pro and Enterprise accounts can host their entire website with HubSpot (or stick with their own independent hosting company). Paperless will set up the domain or subdomain based upon your preference.

4. Set Up Lead Tracking

Once we get Steps 1-3 done, we will set up a way to track your lead (and donor) sources through HubSpot where we will be able to see what content interests your leads/contacts. This is done through the below three tracking methods.

  1. Using HubSpot landing pages
  2. Using exported HubSpot forms (that you embed into an existing site)
  3. Using HubSpot’s Lead API

5. Integrating Donor Properties into your Marketing CRM

Paperless Transactions has designed a unique way to use HubSpot’s contact intelligence for leads, contacts, and donors that visit your site or landing pages. This helps you (as an organization) segment what type of donor (i.e. differentiate between a micro donor from a major donor) has visited your content and thus (with knowing what type of contact they are) unique messaging (via email workflows and triggers) can be sent to that contact.

6. Add Your Contacts and Leads

The Project Manager that you work with typically will use method #2 below, but there are two basic ways you can add contacts into HubSpot:

  1. Manually add an individual contact
  2. Import a list of your contacts

Paperless Transactions uses a flat csv Import file with pre-defined columns and rows that we’ll adapt your contact data into so that upon import each HubSpot contact property is entirely accurate from Day 1.

7. Connect Your Social Media Accounts & Set Up Social Inbox

(requires HubSpot Professional)

HubSpot currently supports Social platforms such as Facebook, Twitter, and LinkedIn. Once the Project Manager authenticates with your desired Social platforms, you can send and receive social messages via HubSpot. You can curate your posts in the HubSpot tool, monitor activity, and create Social campaigns.

8. Set Up Your HubSpot Blog or Link To An External Blog

(HubSpot hosted blog requires HubSpot Professional)

The Paperless Project Manager will advise on how to set up the blog so that a) you can use HubSpot’s native blogging system (and tie the URL to your website like through a subdomain) or b) you can use your own external blogging system and just track activity on your external blog via your HubSpot account tracking code.

9. HubSpot Template (Design) Setup

(requires HubSpot Professional)

A template setup includes new page templates, system templates, and a blog template. Depending on the setup, your blog post and blog listing templates may be built out as one template or two separate templates.

10. Exclude Your Own Traffic From Analytics

In the final phase of the setup and testing, Paperless will go to the Reports Settings on your HubSpot dashboard and entering your IP address or IP ranges in the “Exclude traffic from these IP addresses” section. This helps to ensure that your own testing and internal activity on your HubSpot pages/content isn’t being picked up as legitimate user traffic.

You can ‘Get Started’ by clicking below; there is a one-time cost of $1500 for this add-on.

Get Started