HubSpot Email Support Resources

HubSpot is the system we use to send emails. While Gmail is still a system we use for sending internal. logistical, and planning type emails. HubSpot is for broader communication to larger audiences.

How do I send emails in HubSpot!?

Video Overview of Email in HubSpot
Review the email sending procedures
Review the email best practices, they will help you improve your email metrics (engagement with your emails)
Want to know more about email lists, review Intro to HubSpot email lists

Have a question about HubSpot or Golden? Take a moment to explore the support blogs and the resources found here.

Have questions about new users being added to your list:

Review the data flow chart
View newly added contacts
- Review this 3 step guide

Have a question about managing chapter preferences?

A contact can update their own preferences here: https://www.surfrider.org/preferences
The ability for a contact to manage their email preferences is linked at the bottom of every email sent from HubSpot
A user can only belong to 1 chapter at a time.
If a user makes a donation to your chapter it does not mean they have chosen to be on your chapter email lists, they choose to give money to your chapter. However they can update their chapter preferences at any time.

Who do I go to for help with questions?

If you are a chapter volunteer, chapter staff, regional or policy manager/director:
1. Start with the “Self Guided Resources”
2. Email your question and if applicable screenshot or video to: zsmith@surfrider.org
3. If Zakiyyah, Surfrider Technology Enablement Coordinator cannot answer your question it will be escalated to Alana, and/or Ruarri
Surfrider Foundation Process + Guidelines Questions:
1. Contact your Regional Manager
2. You still have questions? Contact zsmith@surfrider.org
If you are a staff member in a different role not listed above:
1. Start with the “Self Guided Resources”
2. Contact Alana