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HubSpot Via Trainings

C
Written by CMM Admin
Updated over 5 months ago

Small group studies, and other such trainings, are stored in HubSpot as Via Trainings Records. You can follow the steps below to setup the Registration form for your small group or other training.

Set up a Via Training registration:

View your Training's participants

  • In HubSpot, navigate to CRM > Via Trainings

  • Search for the training name you submitted in the setup request form

  • Click on that Training's name to be taken to it's overview page

  • Here you can view all the contacts on that Training, as well as all the Via Training Registrations

Training Contacts /Training Registrations Differences

  • Contacts are all the individuals that submitted the Registration Form

  • Via Training Registrations are a record of that individual, for this training.

    • Here we can store data that will be different for every training that they may attend. For example, we can store the following and more:

      • Their group leader

      • If they were a group leader

      • If they've gone through one of these studies before

      • etc

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