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This document contains the instructions about setting up integration of Natify N.RICH with Hubspot. Please consult your Natify your N.RICH Representative in case of questions or information requirements
1. Provide Natify Provide N.RICH with the following integration keys
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1 | HubSpot Hub id |
2 | HubSpot API Key |
How to test |
N.RICH system will verify whether the keys work as expected. | |
Purpose | Enabling the use of Hubspot API |
for N.RICH system. |
N.RICH uses only the necessary data related to targeting and enabling its system functionalities. |
N.RICH does not store any personally identifiable information (PII). For more information, please |
review: http:// |
n. |
rich/ |
privacy- |
notice |
2. Add the custom field, Natify N.RICH Engagement Score under the contact on Hubspot
[Estimated time: 2 min]
Instructions | The type of the field must be Integer |
Custom field name |
N.RICH Engagement Score | |
How to test | Once set- |
up N.RICH system will automatically verify whether the field has been properly created. | |
Purpose | Engagement scoring logic defined in |
within N.RICH's system will be stored on this field |
3. Add the separately delivered Natify delivered N.RICH Smart Engagement Tag to Hubspot landing page templates
[Estimated time: 2 min / template]
Instructions | Tag should be placed just above the closing </body> tag |
How to test |
Send N.RICH a link to a Hubspot landing page template based on |
which N.RICH representative can verify the tag. | |
Purpose | Website tag is used for two purposes 1) being able to remarket to the visitors of the landing page and 2) being able to |
sync N.RICH cookies with Hubspot cookies. This sync is mandatory for lead scoring integration. |
4. Add N. Add Natify RICH Smart Engagement Email Tag to Hubspot email templates
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Instructions | The tag is a transparent pixel that won’t be visible for the recipient. The tag should be placed into the footer of the email body |
Natify Smart N.RICH Smart Engagement Email Tag for Hubspot | <img src="https://nrich.io/analytics?address={{contact.email}}" /> |
How to test | Send your Natify your N.RICH representative an email directly from Hubspot in order for Natify for N.RICH to verify the tag. |
Purpose | Email tag is used for generating the necessary data for identifying the company of the prospect when they interact with Natify with N.RICH widgets. |
5. Define the engagement scoring model for Natify for N.RICH system
[Estimated time: 30 min]
Instructions | Score needs to be defined for the following events:
The score is cumulative ([1]+[2]+[3]+[4]) and it is first recommended to define the total score for all sequential interactions (e.g. 20) and then defining the individual scores. A common approach is to score the sum of all aforementioned events equivalently to filling a form. Typical scoring weights include: 1 - 1 - 1 - 1 and 1 - 1 - 2 - 2 (Engagement - Reading - Completing - CTA click) |
How to test | Once engagement has been tracked, the functionality can be verified by checking prospects with greater than zero value for Natify for N.RICH Engagement Score. Due to the time required for the cookie syncing process, it may take up to a month from the start of the program to get first prospects with actual score. |
Purpose | Enables integrating Natify integrating N.RICH engagement into the lead scoring / qualification processes. |
6. Integrate N. Integrate Natify RICH Engagement Score into the lead scoring automation rules
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Instructions | As the final it is recommended to integrate Natify integrate N.RICH Engagement Score into the automation processes related to lead qualification so that total lead score = General Lead Score + Natify N.RICH Engagement Score. |
Purpose | This is custom based on your existing lead scoring processes. |
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