Client Interaction & requirement
The project commenced with a pre-sales call and a meeting with a HubSpot expert from the webdew team. The kick-off was organized once all the due processes were completed by both parties.
To ensure transparency and effective management, a Gantt chart was created that clearly showcased the due date of each task. Once the project timeline was approved, we started with the implementation.
We merged different types of assets for this client, including email, lists, workflows, chat flows, Snippets Templates, landing pages, custom modules, forms, CTA’s, Properties, Custom objects, and HubDB. Let’s look at each data type for a better understanding:
We merged two different brand emails into one. We designed the process in such a way that we can communicate with two different brands through one. All the emails created by the client were SMART emails that were based on the list membership. Our developers created custom modules, which we further used in emails. Around 588 emails were recreated by our developers. They helped the HubSpot team add the functionality of changing the footer, header, and custom modules according to the type of email used.
There were around 800-1000+ Active lists that were recreated in the new portal. Here, we used a save filter to copy the content into the new portal so that it can further be used in SMART emails and Workflow.
For this project, we re-created 90+ Workflow for both the Portals. We enrolled the records from one Workflow to another Workflow. All the workflows on which we worked were Deal-based and Contact-based Workflow. Some of the workflows were email sending, transactional sending emails, pre-departure emails, advertising emails, property updates, task creation notifications, etc.
We generate around 17 different chat flows for two different portals. All the chat flows were based on hierarchical structures that were further connected with the inbox.
Snippets & Templates
There were around 2000+ Snippets and templates that we recreated for our client. As the data was quite large, it took us more time to migrate.
We migrated 289 existing landing pages of different domains into a single portal for which we used the custom modules in a single HubSpot Instance so that dynamic content can easily be pulled. Some of the types of landing pages were welcome, offer, thank you, About Us, Contact us, Introduction, etc.
Forms and CTA’s
There were around 140+ forms that were recreated and had the functionality of depending fields and progressive fields. Also, we created 50+ CTA’s that were used in email landing pages and were bifurcated into two portals.
We created multiple custom modules in order to create marketing emails and landing pages. The main purpose of creating the custom module was to accommodate two different brands into a single HubSpot enterprise license.
For example, Custom universal header module, email pre-footer, Universal email joint brand header, etc.
We created 12+ multiple properties that were used in forms and emails as personalization tokens. All the properties that we re-created for our client were Deal based and contact-based properties. For additional information, these properties were used in the Active lists.
Custom Objects and HubDB
There were around 22+ custom objects that we set up for our client including Custom properties. Also, we did the Setup of HubDB for our client, including table columns.
Testing & Delivery
Before the final delivery of the project, we performed the testing part so that every single point was tested. Once the testing of the entire migration project was done, we delivered the project to the client, who was highly satisfied.