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Finding Active & Legacy Program Properties in HubSpot

This SOP outlines the process for identifying active and legacy program properties in HubSpot. It involves using a master list audit spreadsheet to differentiate between current and previous program offerings based on their platform and access length. Additionally, it describes how to find these properties within HubSpot's interface.

 

Process Steps

  • Access the HubSpot Program Property and Master List Audit Spreadsheet
  • Identify Active and Legacy Programs
  • Navigate HubSpot for Program Properties

Detailed Steps

1. Access the HubSpot Program Property and Master List Audit Spreadsheet:
  • Navigate to the HubSpot program property and master list audit spreadsheet.
  • Ensure the spreadsheet is shared with anyone using the darrenhardy.com email, as well as accessible to the systems main email address.
2. Identify Active and Legacy Programs:
  • Review the first tab to see active program properties, including program name, platform, access length, and associated HubSpot property name.
  • Distinguish between active (Circle, current sales) and legacy (Kajabi, past sales) programs.
  • Note that active programs have access lengths that are not lifetime, which contrasts with many legacy programs that do.
  • Identify specific program properties by looking for "HC only" in program names to pinpoint Circle or Hardy Club programs.
  • Ensure you understand abbreviations such as Jumpstart, Hero's Journey, and others used for program names.
3. Navigate HubSpot for Program Properties:
  • Access HubSpot and locate the appropriate contact to view the related program cards.
  • Within HubSpot, each card will display vital information such as customer status, program start and expiration dates, completion date, and other relevant properties.
  • Understand that these properties will indicate both active and legacy statuses, offering key metrics like the latest section completed.

Additional Recommendations:

  • Consider integrating additional documentation or screenshots into the SOP to enhance understanding for new users.

  • Regularly update the spreadsheet and relevant HubSpot cards to reflect changes in program statuses or additional program offerings.

  • For further efficiency, explore HubSpot Automation features to streamline the update process of property statuses and relevant program details.

  • See [HubSpot Automation Guide](https://knowledge.hubspot.com/) for more information.