The Parent Village

Case Study

Optimizing parent community engagement with HubSpot CRM and strategic integrations

Challenges

Scattered user, supporter and trainer information across multiple platforms
Manual data entry for attendance and impact reporting
Limited use of existing HubSpot features
Inefficient event management and follow-up processes

Benefit one: Enhanced Contact Profiling

Custom contact properties were recommended in HubSpot to capture detailed parent demographics, interests, and engagement levels. This enables precise audience targeting and personalized communication strategies, improving segmentation and tailoring marketing efforts.

Benefit two: Streamlined Data Collection

Multiple Google Forms were recommended to replace with integrated HubSpot forms across four key project areas. This standardized data capture, reduced redundant questions, improved data mapping, and sped up impact reporting.

Benefit three: Advanced Email Marketing

Foundations were laid to enable the scaling up of the business and strategies were offered to help fuel the growth

Objectives

“I want better segmentation and smarter ways to track parent interactions”

The Parent Village aimed to maximize their HubSpot Starter Plan’s potential, streamline data collection, and improve impact reporting without upgrading their subscription.

They wanted to enhance their ability to manage parent interactions effectively and tailor their communication strategies.

Solutions

Part of the .team worked with The Parent Village to optimize their HubSpot CRM and streamline their operations:

1.Enhanced custom contact properties for detailed parent profiling, allowing for better segmentation and tailored marketing efforts.

2.Recreated Google Forms within HubSpot for standardized data collection, reducing the need for multiple platforms and improving data consistency.

3.Introduced sophisticated email segmentation strategies to increase the relevance and effectiveness of communication campaigns.

4.Integrated Eventbrite with HubSpot for seamless event management, enabling automatic attendee data synchronization and targeted follow-up campaigns.

5.Provided guidance on maximizing HubSpot Starter Plan features, ensuring the client could leverage existing tools without the need for subscription upgrades.

6.Advised on email domain connection and DMARC for improved email deliverability and security.

These solutions significantly improved The Parent Village’s ability to manage parent interactions, streamline operations, and enhance communication effectiveness without the need for subscription upgrades or additional integrations