Here's an example of a customized email we would create to reach out to the parishes. To start select your professionally designed parish email template. Then simply drag and drop elements like text, images, and buttons to customize your email. Once your email is ready, you can preview it to ensure it looks great on any device. Then, schedule or send your email to your contacts with just a few clicks. With HubSpot's intuitive interface, creating and sending marketing emails has never been easier. Watch the video for a step-by-step tutorial on using HubSpot's email platform.

To send a Text Message to your list:

1. On the lefthand side there should be BookMarks or Marketing click it then go to SMS and click that
2. Click the orange Create Message button found on the top right of the screen
3. Type the internal SMS name. We reccomend being very specific and adding a date to make it easy for you
4. Click create message
5. Type your message here
6. Near the top of the screen please click the button button titled "Sending"
7. In the dropdown below "Send to *" please select all the lists you wish to send to
8. On the left of the Screen you can choose whether to send it now or later
9. Finally click the orange button found on the top right of your screen and send your message

To manage lists:

1. Click on book shaped icon titled"CRM" from the left-hand menu
2. Click "Lists"
3. Click on "Create List"
4. Fill out the name field and select either "Static" or "Active"
   1. Use Active Lists if you wish to exclusively use a Filter (e.g. Every Parishioner who has a mobile number or Every Parishioner who does have an email but does not have a known address)
   2. Use Static Lists if you wish to have a select number of people within a list that cannot be found through a filter. (e.g. if there is a group of parishioners who would like to help start a new event or if a group of parishioners have showed interest in potentially being ushers)
5. Click on "Save List"

1. Click on book shaped icon titled"CRM" from the left-hand menu
2. Click "Contacts"
3. click the check boxes for all the contacts you wish to add to the list
4. Click on the "More" options found to the right of the search bar for the contacts and the "add to static list"
5. Search for the list and click on "Save"

1. Click the checkbox next to the list you wish to remove
2. In the middle of the screen there should be a Delete button
   1. If the button is gray and not clickable it means it is currently being used in as a filter in the active list
   2. simply click on the name of the active list it is being used in and remove the filter
      

1. While on the list page you recently created on the left hand side click the "+ Add Filter" button
2. Under the "Object Information" section select the "Contact Properties" section
3. Type the property you wish to filter by (First name, Mobile phone number, etc.) and select the property by clicking the name
4. Select the way you wish to filter the property
5. If you wish to filter by more criteria please click the appropriate button to reflect what you need and repeat steps 2-4 until you have successfully set the filter criteria needed
6. Click the Orange save button

1. Click the checkbox next to the list you wish to remove
2. In the middle of the screen there should be a Delete button
   1. If the button is gray and not clickable it means it is currently being used in as a filter in the active list
   2. simply click on the name of the active list it is being used in and remove the filter
      

1. Download the Template for Contact Records Excel sheet found to the right of these instructions

2. Insert all users correct information in the Columns found in the Template

   1. For the "Parish" column please open the file to the right called "All Parish Names" and copy the parish name for ALL parishioners you are importing

3. Add any additional information that you would like in columns to the right of parish

4. On HubSpot, go to the contacts page and click import on the top right on the page

5. Click the Import a file button found on the middle of the screen

6. Click start an import

7. Select contacts and click next on the bottom right of your screen

8. Upload the template file you just created and click next

9. Confirm that the data you are importing and the property names are matching then click next

10. Type what you would like the name of your list to be in the "Import Name" box and click all 3 check boxes

11. Click Finish Import

To create a sacramental record:

1. Go to the contacts you wish to add the Sacramental record to
2. On the right hand side there should be a section titled "Attachments" click the "+ Add" option
3. Select the "Upload new" option and upload the Sacramental record
4. Then on the right hand side there should be a section titled "Sacraments Recieved" please click the "+ Add" option
5. Click the create new option and fill out the required information
6. The page will then show you to a permission revoked message. This is intended and a security feature to ensure that you are the person who has access to view this page
7. After 1-2 minutes please refresh the page
8. On the right hand side there should be a section titled "Attachments" click the "+ Add" option
9. Select the "Upload new" option and upload the Sacramental record

To create a family record:

1. Begin by selecting a Contact you wish to add a family to (please use the contacts video if you need help with this step)
2. On the right hand side you should find a section titled "Families"
3. Click the "+Add" button next to the Families section
4. Search for the last name to see if the family already exists
5. If they do no exist select the "Create New" button
6. Input the information then click the "Create Families" button
7. Wait 1-2 minutes and refresh the page

Create a form for parents to register their children and post it to your eCatholic website:

1. On the lefthand side there should be megaphone click it then go to forms and click it
   1. There should already be a form created for you. If not please let us know and we will have it completed as soon as possible
2. Hover over the form and click the edit button
   1. From here you will see many different fields, Please do not delete any of them as it is required for HubSpot's classes to work properly
3. Scroll down to the bottom and you will see 3 properties (Education type, Section, and Grade Year).
   1. the lefthand side should change and from here you can delete options or readd them back into the form.
   2. If you wish to add an option please let us know and we will be happy to include any options you need
4. Once all 3 fields have been changed to what you need, click the orange "update button" found on the top right of your screen
5. Click publish on the bottom right of your screen
6. Here you will see code please click the copy button
7. Go to the webpage of your ectholic website that you wish to publish the form in
8. Click add content found on the bottom left of your screen
9. Click on "Social & Embeded" then drag and drop the embed option
10. from here put in the code you copied from the form

1. Click on book shaped icon titled "CRM" from the lefthand menu
2. Click "Religious Education - Student and Class Records"
3. Click on the Orange "Create Religious Education - Student and Class Records" on the top right of the page
4. Fill out the form and click the orange "Create Religious Education - Student and Class Record" button

1. Click on book shaped icon titled "CRM" from the lefthand menu
2. Click "Religious Education - Student and Class Records"
3. Near the top of your screen please click the blue text titled "all views"
4. Select "Attendance"
5. Repeat steps 3 and 4 for "General view" and "All Absense Dates"
6. Click the Tab titled "Attendance"
7. On the right hand side click the button under the "All views text" there is a button that looks like 2 sheets of paper
8. write the class name and year and select the my team option
9. click the orange confirm button
10. click the advanced filters text found on the middle of your screen
11. click the "+ add filter" button
12. Search for education type and in the "is any of" option click the dropdown menu and click the single class you are trying to get the attendance for
13. Click Apply filter
14. Click the "AND" button
15. Repeat Steps 12-14 for "Grade Year" and Section
16. Click the save button found on the right hand side to save the view