Identifying the best use cases of HubSpot lifecycle stages to effectively manage and track, contacts and companies in HubSpot.
HubSpot for NonProfits: Compatibility, Features, and Use-Cases
An Ultimate Guide covering Compatibility, Features, and Use-Cases of HubSpot for Non-profit Organizations.
We live in an ever-evolving digital world where nonprofit organizations must employ modern tools and platforms to streamline operations, boost fundraising, and foster engagement, and HubSpot is one of them.
HubSpot is a marketing, sales, and customer service software fully equipped and popular among nonprofits. A wide range of features are available in HubSpot for Non-profits that can help attract more donors, volunteers, and customers.
Common HubSpot Features and Use Cases for Nonprofits
HubSpot for Non-profits is a comprehensive inbound marketing, sales, and service platform, packed with features that can be valuable to these organizations. Here are the common HubSpot features and use cases for nonprofits.
Donors and Volunteer Record Management
With the help of this CRM system, Nonprofits can maintain detailed profiles of their donors and volunteers. They can keep a record of interaction history, donations, and more.
Moreover, they can send tailored communications that resonate with their target audience.
- Centralized Database: Nonprofits can maintain a centralized database of their donors, supporters, customers, or volunteers. This ensures easy retrieval of details, histories, and interactions.
- Segmentation: Organizations can segment their contacts based on different criteria – for instance, by donation frequency, volunteer activity, or interests. This allows for more personalized engagement.
- Timeline View: With a holistic view of each contact, nonprofits can track all interactions – emails, meetings, or calls. This is beneficial in understanding the history and preferences of the donor or volunteer.
Donation Collection & Recording
Companies can convert their visitors into leads through HubSpot’s landing pages and integrations. Nonprofits using HubSpot can create dedicated landing pages for donation drives and capture essential details with the help of forms. They can also integrate with payment gateways to collect donations seamlessly.
Furthermore, every donation can be automatically recorded against the donor’s profile in the CRM, facilitating accurate record-keeping and acknowledgment.
- Integration with Payment Gateways: HubSpot allows integration with popular payment platforms or donation collection tools and facilitates the collection of donations online seamlessly.
- Donation Tracking: Nonprofits can easily track one-time or recurring donations and identify trends over time.
HubSpot allows businesses to build a blog in HubSpot. Nonprofits can use this feature to share stories, showcase the impact of donations, and discuss issues related to their mission. With HubSpot’s blogging tool, they can create SEO-optimized posts, reach a broader audience, and boost engagement.
Additionally, the platform offers analytics to measure the performance and engagement of the posts.
- SEO Optimization: HubSpot offers SEO suggestions as you create content. This ensures that your posts rank well in search results and reach a wider audience.
- Social Sharing: Integrated social media tools simplify promoting blog posts across various platforms.
- Engagement Metrics: Understanding which posts are most read, shared, or engaged with helps nonprofits curate better content in the future.
Fundraising Event Management
Nonprofits can use HubSpot to manage event invitations, registrations, and follow-ups. They can create event-specific CTAs, and landing pages to promote events and receive registrants too.
Moreover, the automation feature allows nonprofits to ensure high attendance and engagement by sending reminders or updates related to the event.
- Event Registration: By integrating with event management tools, HubSpot allows easy creation of event pages and registration processes. HubSpot's own landing pages can be utilized along with Zoom Integration for event management.
- Email Marketing: Nonprofits can use HubSpot to send out event invitations, reminders, and follow-ups which can help in increased participation.
- Feedback Collection: They can gather feedback through surveys integrated into HubSpot after the event. This ensures the quality of future events and shows donors and participants that their opinions are valued
Custom Objects for Multiple Entities
While HubSpot provides standard objects like contacts and companies, nonprofits might need to track other unique entities, such as projects, donations, communities, or specific initiatives. With custom objects, nonprofits can tailor the CRM to their specific needs and manage and analyze data that is unique to their operations.
- Flexibility: With custom objects, nonprofits can store unique data pertinent to their operations. The flexibility is tremendous, whether it is tracking different projects, partner NGOs, or unique initiatives.
- Compatibility: These custom objects can be seamlessly utilized within the rest of the CRM tools to ensure comprehensive data management.
Reporting & Analytics
HubSpot's reporting dashboards can be used to organize related data. With the need to ensure that donations are used effectively, nonprofits must have a clear overview of their operations.
HubSpot’s reporting feature allows organizations to generate detailed reports on donation trends, volunteer engagements, campaign performances, and more.
This data-driven approach helps in refining strategies and ensuring transparency with stakeholders.
- Custom Dashboards: Nonprofits can set up dashboards tailored to their needs. Whether you want to track donor retention rates, volunteer engagement, or campaign performance, the options are vast.
- Deep Dive Analysis: Dive deep into data with filters, comparisons, and more to understand nuances.
- Visual Reports: Visually appealing charts and graphs can be generated for presentations to stakeholders.
Benefits of HubSpot for Non-Profits
Non-profit organizations can reap numerous benefits by using HubSpot for their marketing, sales, and service-providing purposes. Following are some key benefits that you can expect as a Non-Profit for using HubSpot.
Transparent Visibility of Donors, Donations, and Entities
HubSpot's CRM allows the consolidation of all donor information in a centralized location. This provides non-profits with a comprehensive view of their donors, the amounts they have donated, the frequency of their donations, and their engagement with the organization. Through these insights, nonprofits can now segment their donor base efficiently and tailor their outreach initiatives.
Moreover, HubSpot allows organizations to map out the entire donor journey, from the first point of contact to the latest donation. This transparency helps non-profits identify areas of improvement in their donor retention strategies.
Furthermore, with HubSpot’s dynamic reporting capabilities, nonprofits can get real-time insights into their funding campaigns, donations received, and more. This helps them to adjust strategies on the fly, ensuring they remain on target with their goals.
Improved Awareness and Digital Footprints
HubSpot offers an all-in-one suite of marketing tools designed to enhance online presence. Nonprofits can benefit from its blogging platform, SEO tools, social media scheduling, and email marketing features, ensuring they have a consistent and impactful digital footprint.
Additionally, HubSpot's content strategy tools help non-profits create meaningful content that resonates with their target audience. By pushing this content across multiple channels, organizations can increase their visibility and establish themselves as authorities in their cause.
HubSpot's built-in analytics help nonprofits measure the effectiveness of their online campaigns. By understanding what is working and what is not, organizations can refine their strategies to ensure maximum impact.
Improved Engagement of the Existing Network
With insights from the CRM, nonprofits can tailor their communication to each donor or stakeholder. Personalized emails, event invites, and thank-you notes can significantly enhance engagement levels.
HubSpot’s automation features enable non-profits to set up triggers based on donor behavior. For instance, if a donor reads an email about a specific campaign but does not donate an automated follow-up can be set up to nudge them gently.
Furthermore, whether it is email, social media, or even direct messaging, HubSpot integrates various communication channels. This ensures consistent messaging and increased touchpoints with donors and stakeholders.
HubSpot provides tools that help nonprofits optimize their fundraising campaigns. A/B testing, for instance, allows organizations to test different campaign strategies which resultantly leads to better results.
By using lead scoring for potential donors based on their behavior and engagement, nonprofits can prioritize outreach to those who are more likely to donate and increase their fundraising efficiency.
Moreover, HubSpot can be integrated with various fundraising platforms and payment gateways, streamlining the donation process. A seamless donation experience can encourage more individuals to contribute and boost fundraising efforts.
Third-party tools providing HubSpot Integration for Non-Profits
Many third-party tools integrate with HubSpot for Nonprofits. Here are a few of the most popular:
Nonprofits can seamlessly integrate Donorbox with HubSpot, ensuring that all your donor and donation information flows smoothly between the two platforms in real-time.
With this integration, you'll have all your donor data and important touchpoints neatly organized within HubSpot. You can even customize how the data from Donorbox matches up with your HubSpot contact properties.
And when it comes to donations, whether they're one-time contributions or recurring gifts, you can trust that everything will be neatly tracked as HubSpot deals. This means you'll have a comprehensive view of your donor interactions and fundraising efforts all in one place, making it easier to plan and execute your marketing campaigns and gain deeper insights into your prospects.
Imagine you're running a fundraising campaign, and you want to make it more effective. Well, the Classy integration can help you do just that by connecting Classy and HubSpot.
Here's how it works:
Easy Fundraising from HubSpot: With this integration, you can launch and keep track of your fundraising campaigns right from HubSpot. It's like having all your campaign tools in one place, and it helps you reach out to your donors more effectively.
In-depth Reporting: Wouldn't it be great to see how your campaign is doing from start to finish? That's where closed-loop reporting comes in. You can analyze your campaigns thoroughly and use HubSpot's data tools to dig deeper into the results. Your reporting will be more detailed and tailored to your needs.
Sync Transactions and Donations: Classy transactions and recurring donations can sync seamlessly with HubSpot deals. This helps you keep tabs on your most loyal supporters and send them timely updates and offers.
The Accelevents integration with HubSpot simplifies event management by seamlessly connecting your organizer account with your CRM. Here are the key features:
Import Registrants & Attendees: Automatically transfer registration and attendee data from your in-person, virtual, or hybrid events to HubSpot Marketing Event Objects or Static Lists.
Manage Attendee Data: Utilize drip campaigns and sequences to increase event attendance both before and after the event. This includes event follow-up workflows and feedback surveys to continue engaging with attendees.
Add Attendees from HubSpot: Build landing pages and use HubSpot forms to collect event registrations, then send this information to Accelevents using HubSpot Workflows.
Track Attendee Engagement: Capture detailed engagement data such as session participation, chat interactions, poll responses, Q&A, and more directly within HubSpot.
Fundraise Up is a fundraising platform that supports nonprofits in enhancing their engagement with supporters and increasing revenue. They offer a range of features, including:
Personalized Donation Suggestions powered by AI: This feature increases conversion rates and revenue by suggesting personalized donation amounts to website visitors based on behavioral data.
Recurring Donation Upsells: Intelligently prompting one-time donors to upgrade to recurring support at checkout can significantly boost revenue and donor lifetime value.
Real-time syncing to HubSpot: Automatic synchronization of donation data with HubSpot in real-time ensures accurate and up-to-date supporter information and donation details.
Steps to Integrate Third-Party Tools
Here are the steps on how to integrate third-party tools with HubSpot:
- Go to the HubSpot App Marketplace.
- Search for the third-party tool you want to integrate.
- Click on the "Install" button.
- Follow the instructions provided for each tool to complete the integration.
Once the integration is complete, you can use the third-party tool from within HubSpot for certain functions making it a streamlined experience for marketers and sales team members.
HubSpot is a powerful ally for nonprofits. It helps them optimize their operations, enhance fundraising, and magnify engagement through features like CRM, event management, blogging, etc. Moreover, you can install third-party applications like Fundraise Up and Classy for additional features.