To contact the parishes, choose your email template. Then, easily drag and drop text, images, and buttons to personalize it. Once you're happy with the email, preview it to make sure it looks great on any device. After that, you can schedule or send the email to your contacts with just a few clicks. HubSpot makes it easy to create and send marketing emails. Watch the video for a step-by-step guide on how to use HubSpot’s email platform.

Sending a text message to your list:

1. Go to “SMS” under Bookmarks or Marketing.
2. Click “Create Message” and add an internal name.
3. Write your SMS message in the editor.
4. Select your contact lists under “Send to *”.
5. Choose whether to send now or schedule for later.
6. Click the orange “Send” button to send your message.

Managing lists:

1. Go to CRM → Lists and click “Create List”.
2. Enter a name for your list.
3. Choose between “Static” or “Active” list type.
4. Click “Save List” to create the list.

Adding a contact to a static list

1. Go to CRM → Contacts and select the contacts you want to add.
2. Click “More” → “Add to Static List”.
3. Search for your list and click “Save”.

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)

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).

Removing a List

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
      

Using a filter for an Active List:

1. Go to your list and click “+ Add Filter”.
2. Choose a Contact Property to filter by and select the criteria.
3. Repeat steps if adding more filters.
4. Click “Save” to finalize the filter settings.

Removing a list

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 and fill it out with the correct information.
2. For the “Parish” column, copy the parish names from the “All Parish Names” file.
3. Go to the Contacts page in HubSpot, then click Import at the top right.
4. Click “Import a file” and then “Start an Import”.
5. Select “Contacts” and click Next.
6. Upload the filled-out template and click Next.
7. Confirm that the data matches the properties, then click Next.
8. Name your import list and check all 3 checkboxes.
9. Click Finish Import.

Creating sacramental records:

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. In the center of the Contact Record Select Sacraments.
5. Fill in the appropriate fields.

Creating 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. Click the megaphone icon on the left, then go to Forms.
2. Find the form you need or let us know if it’s missing.
3. Hover over the form and click Edit.
4. Don’t delete any fields—just update Education Type, Section, and Grade Year at the bottom.
5. Click Update at the top-right, then Publish.
6. Copy the code provided.
7. Go to your website, click Add Content, then choose “Embed”.
8. Paste the code you copied into the embed box.

Create a student record outside of a 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

How to view your classes:

1. Click on the "CRM" icon on the left.
2. Select “Religious Education - Student and Class Records”.
3. Click “All Views” at the top and choose “Attendance”.
4. Repeat step 3 for “General View” and “All Absence Dates”.
5. Click the “Attendance” tab.
6. On the right, click the button with two sheets of paper (under "All views").
7. Enter the class name and year, and select “My Team”, then click “Confirm”.
8. Click “Advanced Filters” in the middle.
9. Click “+ Add Filter” and search for “Education Type”.
10. In the “Is any of” dropdown, select the class you want to view attendance for.
11. Click “Apply Filter”.
12. Click “AND”, then repeat steps 9-11 for “Grade Year” and “Section”.
13. Finally, click the “Save” button to save your filtered view.