Back to articles

A Guide to HubSpot for Education

The education industry is rapidly changing.  From chatGPT to online classes, managing schools and universities has never been more difficult. 

Enter HubSpot.

Using HubSpot for education enables schools, colleges, and universities to manage their operations by leveraging advanced contact management, marketing automation, and analytics tools, resulting in a significant improvement in communication, the recruitment processes, and fostering stronger relationships with students, parents, and alumni.

HubSpot for Education: Setting up Your Account

Creating an Account Specific to Educational Needs

Sign Up for HubSpot

  • Visit the HubSpot website and choose the plan that fits your institution's needs.
  • Sign up using your educational institution’s email address to ensure access to education-specific features.

Customize Your Institution's Profile

  • Profile Information: Enter detailed information about your institution, including name, location, and contact details.
  • Branding: Upload your institution’s logo, colors, and any other branding elements to maintain consistency across all communications.
  • Custom Fields: Add custom fields relevant to education, such as student ID, grade level, and parent contact information. This allows for more precise data management and segmentation.

Setting Up Departments, Programs, and Campus Details

Departments and Programs Configuration

  • Create Departments: Set up different departments such as Admissions, Financial Aid, Student Services, and Academic Departments.
  • Define Programs: List all academic programs, including undergraduate, graduate, and special certification programs. Include details such as program duration, requirements, and contact persons.
  • Campus Locations: If your institution has multiple campuses, add details for each location, including address, contact information, and specific programs offered at each campus.

Establishing User Roles for Administrative and Faculty Access

Define User Roles and Permissions

  • Administrative Access: Grant full access to system administrators who manage the overall setup and maintenance of the HubSpot account.
  • Departmental Access: Assign specific permissions to department heads and administrative staff based on their roles. 
  • Faculty Access: Provide faculty members with access to student information relevant to their courses and advising roles. This includes viewing student progress, attendance, and communication history.

Setting Up User Groups

  • User Groups: Create user groups for different roles such as Admissions, Marketing, Academic Advising, and Alumni Relations. Assign users to these groups to streamline permission management and ensure data security.

HubSpot for Education: Managing Student and Parent Contacts

Organizing Contacts by Grade Level, Enrollment Status, and Parent Relationships

Creating Custom Properties

  • Custom Fields: Set up custom properties in HubSpot for grade levels, enrollment status (prospective, current, alumni), and parent relationships. This allows for detailed segmentation and more precise communication.
  • Dynamic Properties: Implement dynamic properties that can automatically update based on changes in the contact’s information, such as moving from a prospective student to a current student upon enrollment.

Contact Organization

  • Lists and Tags: Use lists and tags to organize contacts. Create static lists for specific cohorts and dynamic lists that update based on changes in contact properties (e.g., current 10th graders).
  • Parent-Student Linking: Utilize HubSpot’s associations feature to link parent contacts to their respective students, making it easy to manage and view family relationships.

Creating Segments for Prospective Students, Current Students, Parents, and Alumni

Segmentation Strategies

  • Prospective Students: Segment by lead source, interests, and application status to tailor recruitment communications.
  • Current Students: Segment by grade level, program, extracurricular involvement, and academic performance for targeted updates and support.
  • Parents: Segment by the grade level of their children, involvement in school activities, and engagement history.
  • Alumni: Segment by graduation year, current occupation, and past involvement in school events or donations.

Using Smart Lists and Workflows

  • Smart Lists: Create smart lists that dynamically update based on set criteria, such as new applicants or students with pending assignments.
  • Workflows: Develop automated workflows to send personalized communications based on segment membership. 

HubSpot for Education: Streamlining Admission and Enrollment

Defining Stages from Inquiry to Enrollment for Prospective Students

Custom Pipeline Configuration

  • Initial Inquiry: Create the first stage to capture initial contact information from prospective students or parents, often through a web form or event sign-up.
  • Application Submitted: Define a stage for when applications are received, ensuring all required documents and information are submitted.
  • Application Review: Develop a stage for the review process where admissions staff evaluate applications based on criteria such as academic performance and extracurricular activities.
  • Interview Scheduled: Add a stage for scheduling and conducting interviews with qualified applicants, including automated reminders for both parties.
  • Decision Made: Create sub-stages for accepted, waitlisted, and rejected applicants to track decisions and communicate them appropriately.
  • Enrollment Confirmed: Define the final stage where accepted students confirm their enrollment and submit any final documentation or deposits.

Automating Follow-Ups, Reminders, and Application Status Updates

Automated Follow-Ups

  • Initial Contact Follow-Up: Set up automated emails that are sent after a prospective student makes an initial inquiry, providing additional information about the institution and next steps.
  • Application Reminders: Develop automated reminders for applicants who have started but not completed their applications, encouraging them to finish the process.

Status Update Notifications

  • Application Received: Send an automated confirmation email when an application is submitted, detailing the next steps and timelines.
  • Interview Scheduling: Use automated emails to propose interview times and confirm appointments, integrating calendar invites.
  • Decision Notifications: Automatically notify applicants of admission decisions with personalized emails and instructions for the next steps.

Logging All Interactions and Communications with Applicants

Centralized Communication Log

  • Activity Timeline: Use HubSpot’s activity timeline to log all interactions, including emails, phone calls, meetings, and notes. This ensures a complete record of communications with each applicant.
  • Communication Templates: Develop and use standardized email templates for common communications to ensure consistency and efficiency.

Integration with Other Tools

  • Calendar Integration: Sync with calendar tools to log meeting and interview schedules automatically.
  • Task Management: Create tasks and set reminders within HubSpot to follow up with applicants or complete specific actions in the admissions process.

HubSpot for Education: Alumni Relations

Designing Newsletters, Reunion Invitations, and Fundraising Appeals

Developing Targeted Alumni Newsletters

  • Content Personalization: Use segmentation to create personalized newsletters that cater to different alumni groups, such as recent graduates, mid-career professionals, and retirees. Include relevant content such as career advice, industry news, and updates from the institution.
  • Dynamic Content Blocks: Implement dynamic content blocks within newsletters to tailor messages based on the recipient’s engagement history and interests, such as highlighting upcoming events for engaged alumni and career services for less active alumni.

Planning and Sending Reunion Invitations

  • Segmented Invitations: Use HubSpot to segment alumni by graduation year or program to send targeted reunion invitations. Highlight specific attractions or special guests that would appeal to each group.
  • Automated Follow-Ups: Create automated workflows to send follow-up reminders and RSVP confirmations, ensuring a higher turnout. Include personalized messages to re-engage alumni who haven't responded initially.

Crafting Effective Fundraising Appeals

  • Personalized Appeals: Tailor fundraising messages based on alumni’s previous donations, engagement level, and interests. Use personalized subject lines and messages to increase the likelihood of donations.
  • Campaign Segmentation: Segment alumni by factors such as past giving history, program affiliation, and engagement level to send more relevant fundraising appeals. Track the success of these campaigns with detailed analytics to refine future efforts.

Utilizing HubSpot Tools for Alumni Event Management

Event Registration and Management

  • Integrated Registration Forms: Use HubSpot’s form builder to create custom event registration forms that capture detailed information about attendees. Automatically segment registrants for targeted pre-event communications.
  • Automated Event Reminders: Set up workflows to send automated reminders leading up to the event, including logistics, schedules, and what to expect. Post-event, use follow-up emails to thank attendees and share event highlights.

Tracking Event Engagement and Feedback

  • Engagement Metrics: Track engagement metrics such as registration rates, attendance, and participation in event activities. Use these insights to improve future event planning and execution.
  • Post-Event Surveys: Send automated surveys to gather feedback from attendees. Use this data to assess the success of the event and identify areas for improvement.

HubSpot for Education: Analyzing Performance

Metrics for Admissions Rates, Student Engagement, and Communication Effectiveness

Admissions Metrics

  • Application Conversion Rate: Track the percentage of inquiries that convert into completed applications. Use this metric to evaluate the effectiveness of your recruitment strategies and outreach efforts.
  • Acceptance and Enrollment Rates: Monitor the ratio of accepted students to applicants and enrolled students to accepted students. These metrics help assess the success of your admissions process and identify potential areas for improvement.
  • Yield Rate: Measure the percentage of accepted students who choose to enroll. This KPI is crucial for understanding the appeal of your institution compared to competitors.

Student Engagement Metrics

  • Attendance and Participation: Track student attendance at classes, events, and extracurricular activities. High engagement rates indicate strong student interest and involvement.
  • Academic Performance: Monitor grades, test scores, and progression rates. Identify patterns that may indicate areas where students are excelling or struggling.
  • Feedback and Surveys: Collect and analyze student feedback on courses, programs, and campus services. Use this data to improve the student experience and address concerns promptly.

Communication Effectiveness Metrics

  • Email Open and Click Rates: Evaluate the performance of email campaigns by tracking open and click-through rates. High engagement indicates effective communication strategies.
  • Response Times: Measure the average time taken to respond to student inquiries and support requests. Faster response times typically lead to higher satisfaction levels.
  • Engagement with Marketing Content: Analyze metrics such as social media interactions, content downloads, and website visits to gauge the effectiveness of your marketing efforts.

Monitoring Application Rates, Event Attendance, and Campaign Success

Setting Up Custom Dashboards

  • Admissions Dashboard: Create a dashboard to display key admissions metrics, including the number of inquiries, applications received, acceptance rates, and enrollment figures. Use visualizations like charts and graphs to make data easily interpretable.
  • Engagement Dashboard: Develop a dashboard to track student engagement metrics such as class attendance, participation in extracurricular activities, and survey responses. Include visual representations of trends over time to identify patterns and areas needing attention.
  • Communication Dashboard: Design a dashboard to monitor the performance of communication campaigns. Track email open and click rates, social media engagement, and response times. Highlight top-performing campaigns and areas for improvement.

Utilizing Reporting Tools

  • Custom Reports: Use HubSpot’s reporting tools to create detailed reports tailored to your institution's needs. Generate reports on specific metrics such as event attendance, application progress, and academic performance.
  • Automated Reporting: Set up automated reports to be generated and sent to relevant stakeholders at regular intervals. This ensures timely access to crucial data without manual effort.

Monitoring Campaign Success

Comprehensive Campaign Analysis

  • Campaign Performance: Track metrics such as reach, engagement, conversions, and ROI for marketing campaigns. Identify which campaigns are most effective in driving applications and engagement.
  • A/B Testing: Implement A/B testing for email subject lines, content, and CTAs to determine what resonates best with your audience. Use the results to refine future campaigns.
  • Conversion Tracking: Measure the conversion rates of different marketing channels and tactics. Understand which efforts lead to completed applications, event registrations, and donations.

Summing Up HubSpot for Education

Using HubSpot for education offers numerous benefits, including improved communication with students and parents, streamlined administrative processes, and enhanced engagement. 

Need help with HubSpot onboarding?


Want the best HubSpot onboarding experience around?

See how the fastest tiering partner in the ecosystem does it!


Schematic - Switch Box

RevPartners is at Your Service

Does your revenue engine need built, fine-tuned, or supercharged?

To learn more about how to continuously improve operational efficiency and identify the gaps in your customer experiences, see what RevPartners can do for you!