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HubSpot Training & How-To's
Hawaii
Donor Engagement
California
Donor Engagement
Sri Lanka
Donor Engagement
Email
Sweden
Donor Engagement
HubSpot Training & How-To's
Donor Engagement
HubSpot User Setup
Notifications
Accounting & Finance
Internships
General
Branding
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STN Team Knowledge Hub
HubSpot Training & How-To's
Hawaii
Donor Engagement
California
Donor Engagement
Sri Lanka
Donor Engagement
Email
Sweden
Donor Engagement
HubSpot Training & How-To's
Donor Engagement
HubSpot User Setup
Notifications
Accounting & Finance
Internships
General
Branding
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