Tailored membership portal built in HubSpot
Seamless integration of membership-based private content tailored to client needs and branding
We helped building a secure, user-friendly member portal within their HubSpot portal. The goal was to provide personalized access to procurement deals and relevant contact information, all designed to reflect their existing brand identity and managed with the flexibility of HubSpot’s drag-and-drop page builder.
face_6
Customer challenges
- Ensure the data made available to the members is current and up-to-date.
- Members needed secure access to information about their procurement agreements.
- The client wanted to provide personalized details such as each member’s contact details and contact person.
- The solution had to be easy for internal editors to manage without requiring developer support.
- Maintaining brand consistency and ease of navigation was crucial.
handshake
Actions taken
- Set up synchronisation of data from the customer's internal data system to the member portal.
- Implemented HubSpot’s private content features to control access based on user login.
- Structured the content to mirror the existing website design, ensuring a consistent and familiar user experience.
- Set up personalization rules based on the logged-in user, showing only relevant agreement information and contact details.
- Designed the solution within HubSpot’s drag-and-drop system, enabling editors to build and update private pages just like any website page.
tv_options_edit_channels
Results
- Members can now log in to view procurement agreements relevant to them and current and historical reports on their usage.
- Each user sees personalized contact information and only the deals they are eligible for.
- The client team can maintain and expand the portal independently, saving time and reducing support needs.