Setting up HubSpot for Membership Success

​So you took a bite of the Member Center pie, and now want an entire piece? We don't blame you, we love pie too! As you know, Member Center is the only fully integrated membership plugin for HubSpot. Once you have completed your Member Center onboarding, we wanted to share a few tools to help set up your HubSpot account to get the most out of Member Center.

1. TAILOR COLUMNS TO HAVE A QUICK VIEW OF MEMBERSHIP INFORMATION 
Set your default HubSpot Contact view by editing the columns to reveal your contact's membership information including member type, expiration, etc.

​​2. CREATE A MEMBERSHIP CONTACT VIEW
Use HubSpot filters to create a view only showing current members and save the view in your tabs. This will quickly show you the numbers of members you have at any given time. Pro Tip: You can also create a lapsed view and if you are a HubSpot list user, you can create dynamic lists in HubSpot with this same filters.

3. PRIORITIZE MEMBERSHIP IN YOUR SIDE BAR EXTENSION 
The right hand sidebar in HubSpot can be adjusted in whatever best fits your priority by dragging and dropping. By adding Member Center to the top of this panel, you have quick and easy access to renew members and see their membership status.

4. MAKE MEMBERSHIP CHANGES WITH EDITS TO  YOUR CONTACT PROPERTIES
Set Member Center properties as your default to see them on your contact's left sidebar. Once there, you can make manual changes that will be automatically (or auto-MAGIC-ly as we like to say) saved and updated with Member Center. Pro-tip: You may want to not include this in your sidebar if you are worried about multiple people within your organization making membership changes.

LEARN HOW TO SET UP THESE FEATURES:

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