STN Team Knowledge Hub

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STN Team Knowledge Hub

HubSpot Training & How-To's

HubSpot Training & How-To's

How-To instructions for all things HubSpot.

Donor Engagement

Processing a Refund for a Donation

Sending a Receipt Copy for a Donation

Editing Recurring Donation (Subscription) $ Amount

Updating Recurring Donation (Subscription) Billing Information

Changing the Date for a Recurring Donation (Subscription)

Cancelling a Recurring Donation (Subscription)

Processing a PARTIAL Refund for a Donation

Overview of the Staff Donation Hub in HubSpot

Accessing & Updating Your Donor Contact Record in HubSpot

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HubSpot User Setup

1 - How to Update User Profile and Contact Information

2 - How to Connect Google Email to HubSpot

3 - Connect Gmail to HubSpot Sales email extension for integration

4 - Adding your email signature to HubSpot

5 - Connect Google Calendar to HubSpot

6 - Download the HubSpot App to access on the go

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Notifications

Updating Payment Notifications in HubSpot (for Super Admin HubSpot Roles Only)

Accounting & Finance

Exporting Staff Donations

Logging a Check for Donation or Payment

Setting up a new Staff Member in HubSpot

Removing a Staff Member in HubSpot

Internships

Internship Management Process