Below are the steps for getting a new staff member set up to receive donations and use HubSpot to engage with their donors. Follow the different steps in order to get them going! This includes setting up donor payment links, HubSpot User setup, etc.
Click here to access the full pop-out view of the procedures.
Click here to watch the training video (featuring Hope! 😉).
1. How to Create & Edit Donor/Staff Payment Links in HubSpot
This guide provides step-by-step instructions on how to create and edit donor/staff payment links in HubSpot. Click here to access the full pop-out view of the procedures.
2. How to add a new Staff Member as a User to HubSpot
This guide provides step-by-step instructions on how to add a new staff member as a user to HubSpot. Click here to access the full pop-out view of the procedures.
3. Adding a New Staff Member as a Contact to HubSpot
This guide provides step-by-step instructions on how to add a new staff member as a contact to HubSpot. By creating a contact record, you can include them in mass email messaging lists and newsletters. Click here to access the full pop-out view of the procedures.
4. How to Set up a Workflow for Staff Member Transaction Automation in HubSpot
This guide provides step-by-step instructions on how to clone and edit a workflow in HubSpot that will set up automations for assigning new contacts and transactions to their corresponding staff member as they come in. Click here to access the full pop-out view of the procedures.
5. How to add the Staff Member's Donation/Payment Link to the Knowledge Hub Donation List for the Location
Step-by-step instructions on how to add a staff member's donation link to a location's donation list in the Team Knowledge Hub. Click here to access the full pop-out view of the procedures.
6. How to add to the website
Right now, reach out to Norah - norah@stn.global - to add new staff members to the website. We will be transitioning the website to HubSpot and will update procedures for how to add them through that process here once ready.