HubSpot Tips & Tricks, Part 1. To support your transition from Mailchimp to HubSpot, we’ll be sharing weekly tips and tricks over the next few months.
HubSpot Tips & Tricks
To support your transition from Mailchimp to HubSpot, we’ll be sharing weekly tips and tricks over the next few months.
But first, a few housekeeping items:
Adoption Timeline
We expect you to transition from Mailchimp to HubSpot as soon as possible, and Mailchimp will no longer be available after April 1, 2022.
Hubspot Resources
Visit the HubSpot Resources page on the Harris intranet for everything you need to know about HubSpot. You can watch our training videos, find documentation on key topics, and more. For easy reference, you can always get there from harris.uchicago.edu/hubspot
Weekly Q&A with Caleb and Eric
On Tuesdays from 2:00 - 2:45 pm, join the zoom call to get help with your HubSpot questions.
Tips & Tricks, Part 1: Log In and Create an Email
Let’s start with the basics: how to log in and create an email.
How to Log In
Create an account: You'll receive a welcome email from noreply@hubspot.com to set up your account. It will look like this:
Click the link in that email to log in. The login process will take you through the University's Single Sign-On system.
Note: The link expires after 24 hours. If your link has expired, contact Caleb Butler (cabutler@uchicago.edu) and he'll send you a new invitation.
Log in:
After you've created your account, log in to HubSpot with your CNet ID. The login process will take you through the University's Single Sign-On system.
Create an Email
We have two short videos that show you how to create and send emails in HubSpot:
Marketing Email Training, Part 1 (5 min. video)
Marketing Email Training, Part 2 (5 min. video)
For more information, visit our HubSpot Training 1 resources page to watch a recording of the hour-long live training and find documentation related to creating and sending emails.
That's all for today! We'll be back next week with more tips.
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