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How to Use HubSpot for Nonprofits

Written by Connor Jeffers | Feb 27, 2023 2:04:08 PM

If you lead a nonprofit organization, you know that effective marketing is essential to furthering your cause. But with limited resources, it can be difficult to know where to start.

Thankfully, HubSpot offers a discounted CRM and powerful marketing tools to qualifying nonprofits. They can help you reach new audiences and drive donations, and the software requires little IT know-how. For example, its CMS is designed with a drag-and-drop interface specifically for no-code users.

In this article, we'll show you how you can use HubSpot to streamline your marketing, donor management, and web operations (WebOps).

Nonprofit Fundraising with HubSpot

Whether it's happening online, in-person, on a single day, or over an entire month, organizing a fundraising event can be an overwhelming task. But with HubSpot's tools and resources, you can make it easier and more effective. Many nonprofits use HubSpot to better manage their fundraising efforts and ensure data flows properly through all of their tools.

With HubSpot, you can plan events, send calendar invitations, create compelling donation forms, segment donors by giving level, and automate key tasks. HubSpot's workflow solutions make it simple to collect donor information, attribute donations to specific campaigns, and enroll your contacts into events newsletters to increase participation in future fundraisers.

You can even use HubSpot to plan in-person events.

(Source: HubSpot)

Using HubSpot's templates, you can quickly build RSVP forms and consolidate your guest list using both new and old contacts. HubSpot's email, social media, and content marketing tools then make it easy to spread the word.

HubSpot even integrates with popular event-planning tools like Eventbrite.

With HubSpot's easy-to-use marketing automation platform, your organization has everything it needs to successfully engage in fundraising and raise money for a great cause.

To learn more, check out our article on nonprofit fundraising with HubSpot.

Leveraging Stripe and Zaybra

A successful fundraiser is bound to bring in a lot of donations.

One of the best aspects of HubSpot is that it integrates quite well with many other apps, including financial apps like Stripe. If you use Stripe to accept donations from your fundraisers, you may be looking for a more streamlined way to manage them.

We designed our app Zaybra to enhance the HubSpot-to-Stripe integration, so it includes even more features. It’s an ideal tool for donor subscriptions, as it allows you to create, update, pause, cancel, and even refund subscriptions right through HubSpot. You can even create workflows that trigger based on Stripe events in the HubSpot platform.

To learn more about Zaybra and how it works with HubSpot, visit the Zaybra website.

Managing Donors with HubSpot

Thousands of businesses use HubSpot to manage their contacts and customers, and nonprofits can use the same robust tools to manage their donors. HubSpot comes with a CRM that operates as a central database for storing and acting upon donor information.

(Source: HubSpot)

Each contact profile auto-populates with every interaction you and your staff make with a contact. That means you never have to be in the dark about where you stand with one of your donors. This allows you to craft personalized messages in your interactions and ensure every action is taken to secure donations and maintain critical relationships.

HubSpot also provides meeting tools so you can generate and schedule meetings with your most critical donors directly through the software. You can also leverage HubSpot tracking codes to attribute donations to specific campaigns, contacts, and website interactions.

Creating the Perfect Web Experience

Creating a website for your nonprofit can be an overwhelming undertaking, especially if you don’t have web developers and designers on hand. With HubSpot, you can create a website that is optimized for both donors and recipients even if you have no website-building skills in-house.

The HubSpot CMS provides users with templates, guidance, and a simple drag-and-drop for building the online experience. It even comes pre-built with SEO tools to help you optimize every page of your nonprofit’s website.

According to HubSpot, “solutions such as HubSpot's CMS are tailored for HubSpot's CRM tools and offer an out-of-the-box solution for organizations that want a powerful but easy-to-use interface. HubSpot offers more than two dozen themes for nonprofits to choose from, making customization and a sleek design and user experience available within minutes.”

That’s more than can be said for solutions like WordPress, which requires a bigger time investment and, often, coding skills and familiarity with essential plug-ins.

Taking Advantage of the HubSpot Nonprofits Program

Nonprofits looking to increase efficiency and boost fundraising should consider applying for the HubSpot for Nonprofits program. If you're accepted into the program, you'll be eligible for exclusive access to HubSpot's best-in-class software at 40% off. The program includes access to HubSpot's flexible CRM, its website CMS tools, email marketing tools, and social media management solutions, as well as nonprofit-friendly onboarding.

The program even includes a nonprofit resource library, featured integrations, and a community message board where you can ask questions and collaborate with other nonprofits in the program.

HubSpot: A Great Choice for Nonprofits

HubSpot is a great choice for nonprofits looking to run fundraising campaigns and better manage their donor relationships. Not only does the program have useful features like tracking and reporting tools, but it also provides access to educational materials and support designed specifically for the sector.

Contact us at Aptitude 8 today to learn how you can apply for the HubSpot for Nonprofits program and hit the ground running with your new HubSpot technology.