Send campaigns to HubSpot

HubSpot is a CRM platform built around dedicated hubs for marketing, sales, services, content management, and operations.

Note

Field names that are sent from Amperity to HubSpot should be lowercase and contain only letters (a-z), numbers (0-9), and underscores (_). Amperity automatically converts uppercase letters to lowercase and replaces non-underscore characters (such as #, *, or -) with an underscore.

Note

Ask your DataGrid Operator or your Amperity representative to configure HubSpot as a channel to which you can send campaigns.

Build campaign

Use the campaign editor to build campaigns that send data to HubSpot. Add a segment, define exclusions and sub-audiences, and then configure Amperity to send campaign data to HubSpot.

To build a campaign

  1. From the Campaigns tab, click Create Campaign. This opens the New Campaign page.

  2. Give your campaign a name.

  3. Choose the segment that represents the audience to use for this campaign.

  4. Optional. Choose a segment that contains a list of customers to exclude from this campaign.

  5. Configure at least one control group/recipient group set for this campaign. Rename these groups as necessary.

    Tip

    A campaign may have many control group/recipient group sets and each set may have more than one recipient group. Click Add recipient group to add another recipient group. Click Add Sub-audience to add more sets to this campaign, and then use the Audience Builder to define the criteria for each sub-audience.

  6. For each control group/recipient group set, configure the percentages for each group, and then select a destination that is configured to send campaigns from Amperity to HubSpot.

  7. Click Edit attributes to review the attributes that Amperity will send to HubSpot.

    HubSpot requires only email addresses. There are no optional fields.

    Amperity pre-selects the list of attributes that may be sent to HubSpot. When you open the Edit attributes page for HubSpot, it will be similar to:

    Campaigns that send only email addresses.

    Note

    The Merged_Customers table is the default table from which data is sent to HubSpot, even though your segments were built against the Customer_360 table. This is by design. The Merged_Customers table is the underlying table for customer profile data and is the source for customer profile data that exists in the Customer_360 table.

  8. Specify if this campaign is a one-time or recurring campaign, define the delivery schedule, and then define the campaign launch date. (Amperity uses the campaign launch date internally to improve results tracking for campaigns.)

  9. Click Schedule.

    Note

    Amperity will begin processing the segments that define audiences, exclusions, and sub-audiences, and will then send the results to configured destinations. Please allow for enough time for Amperity to complete this process before kicking off a campaign in your downstream systems.