Enrich Contacts with Member Data
Send member data to HubSpot
Overview
The Members to Contacts integration helps you run your referral program inside of HubSpot. Its main business use cases are:
- Promote your program in HubSpot emails
- Segment Contacts by program membership or activity
- Target top Members to boost sharing
- Trigger workflows based on Member activity like earning a reward
➔ Access your HubSpot integration
Prerequisites
- Available for Professional plans
- Requires HubSpot role permission for "App Marketplace access"
Business Use Cases
By pulling your member data into HubSpot you will be able to:
Setup & Testing
This feature is setup on a program-by-program basis. Watch the video below for instructions on setting it up and testing updates in HubSpot.
How it Works
Adding Member data to your HubSpot Contacts will add the below properties to your Contacts under a Contact Property Group to help keep them organized. The Contact Property Group will be named "Referral Rock - Member Info - Your Program Name".
Existing HubSpot properties are never modified
This integration will never modify existing HubSpot properties like email or name. Changes made to a Member's contact info in Referral Rock will not update the associated properties in HubSpot. This integration only updates the properties listed below.
If a Member is in multiple programs, then they'll have a Contact property group for each program. This way it's easy to tell which properties are for which program.
Also, each property name will have the program name appended to it (e.g. Member - ID - Superstar Program). When adding properties to emails in HubSpot, this allows you to select the correct program if a Contact is in multiple programs.
| HubSpot Property | Description (Example) |
|---|---|
| Member - ID | Unique ID of Member (6ede550a-02f1-4af8-b523-1fcbae5e9fdc) |
| Member - Joined Date | Month, day, and year they joined (03/29/2022) |
| Member - Program Joined | Name of program (Program #1) |
| Member - Password Set | URL to set their password ( https://blakebossss.referralrock.com/open/796A26F8/resetPassword/1/4284ed904/) |
| Member - Dashboard Link | Access link to Member Dashboard (no login required) ( https://blakebossss.referralrock.com/Web_Util/memberadminopen.aspx?token=yWOiCgV8flGiq1IF) |
| Member - Referral Code | Unique code Referrals can enter into forms (1BILBOBAGGI22) |
| Member - External ID | Unique ID used for matching to other systems |
| Member - Link Share | URL they can copy and share with referrals (https://blakebossss.referralrock.com/l/1BILBOBAGGI22/) |
| Member - SMS Share | Link launches SMS app with pre-filled message. (https://blakebossss.referralrock.com/open/796A26F8/SMS) |
| Member - Facebook Share | Link launches Facebook post with pre-filled message. (https://blakebossss.referralrock.com/open/796A26F8/FB) |
| Member - Facebook Messenger Share | Link launches Messenger post with pre-filled message. (https://blakebossss.referralrock.com/open/796A26F8/FBM) |
| Member - WhatsApp Share | Link launches WhatsApp message with pre-filled message. (https://blakebossss.referralrock.com/open/796A26F8/WA) |
| Member - Twitter Share | Link launches Twitter post with pre-filled message. (https://blakebossss.referralrock.com/open/796A26F8/TW) |
| Member - Email Share | Mail to link that launches pre-filled email draft message. (`https://blakebossss.referralrock.com/open/796A26F8/email) |
| Member - Web Share | Link launches device’s share menu to select a share method. (https://blakebossss.referralrock.com/open/796A26F8/WS) |
| Member - Last Share Date | Returns the last date the Member shared their link. (03/29/2022) |
| Member - Total Link Clicks | Returns number of times their share links have been clicked. (33) |
| Member - Total Referrals | Returns the total number of Referrals the Member has added. (44) |
| Member - Total Pending Referrals | Returns the number of pending Referrals the Member has added. (5) |
| Member - Total Qualified Referrals | Returns the number of qualified Referrals the Member has added. (3) |
| Member - Total Approved Referrals | Returns the number of approved Referrals the Member has added. (67) |
| Member - Total Rewards | Returns total number of rewards Member has earned. (23) |
| Member - Total Issued Reward Amount | Returns sum of all reward amounts paid out. (2354) |
| Member - Total Pending Reward Amount | Sum of all rewards awaiting to be issued and in pending status. (145) |
Segment Contacts by Member properties
With Member properties in HubSpot, you can quickly filter Contacts to see who is a Member of your program and use Member stats to find your power users.
Updated 2 months ago