Published on: March 13, 2024
Today more then ever it seems like consumers are over saturated with marketing content and advertising campaigns. The constant barrage of incoming messages from every channel can be difficult to cut through for organizations that are looking to communicate their story. Savvy companies are shifting spend toward building "cult-like" communities around their brand. Whether this be through digital content, newsletters, prizes & awards, certifications, podcasts, webinars or offline events.
In an effort to support this trend Hubspot recently launched a set of membership tools that work seamlessly with it's CRM and CMS (website tools). These tools allow developers to build gated experiences for a selected group of members.
Today, I wanted to dive into the power of these membership tools and discuss a recent portal our team built in collaboration with our parter Modern Driven Media.
Hubspot memberships portals start with a list. This can be an active list (one built with a set a filters, or a Hubspot workflow), or a static list. Once the list is created you can then apply that list, in the Hubspot page editor, to the different portal pages that you have created. This allows you to create different types of portals for your unique sets of users.
When you are building in a membership portal context, you have access to the entire "data-schema" in the Hubspot portal. This means that you have access to both Hubspot native objects, things like: contacts, companies, deals and tickets, and in addition, any custom objects that have been created in the portal.
With this level of access you can quickly and easily query any objects, properties or data relationships that you would like. Hubspot recently added graphQL to it's toolset which has made this process much simpler and more straight forward versus trying to do this with a set of HubL functions.
Once you have the data in a GraphQL file, you can then attach that data to your template or module. Hubspot gives you a quick easy way to attach your graphGL file in the module right in the design manager. Once this has been done, you can then use that data to construct your page.
Our team recently build out a Hubspot membership portal for a cruise tour operator. The goal of the portal was to give customers access to the trips they had booked, both in the past, and trips that were upcoming.
In addition to the trip information, the company wanted to deliver payment information on both past payments made, and future payments owed. So we were able to build out an invoice template and payment schedule for every customer trip booked.
The Hubspot tools allowed us to build out the data-schema necessary for the organization with a nice blend of custom objects and native objects. Then once the data-schema was complete we could then query this data and bring it onto a gated CMS page.
So in conclusion, if you are looking to build out a membership portal for your clients and our using Hubspot for your CRM, take time to evaluate the Hubspot membership toolset. There are a great set of list tools, query tools, and content management tools that will allow you to create some engaging experiences for your members. Finally, let us know if we can help you with your next project.
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