Map My Plan was aiming to ensure as many users as possible signed up for an account and started using their online Financial Planning tool.

One of the best features of Hubspot is being able to build marketing lists based on any contact data you can get your hands on. This worked perfectly for Map My Plan as they collect a lot of data which can be used to tailor their marketing campaigns to perfection.

More data = smarter content and targeted email campaigns.


Ralph and the team are seriously a step above when it comes to eCommerce, full on SEO and are obviously an awesome HubSpot Partner. Certainly my first choice when it comes to partners…

Dave O’Connor, HubSpot APAC


Creating an account

Quite often the first conversion on your website will be a user creating an account. We integrated the account creation process and performed a “fake” HubSpot submit so we could track the user from the first time they sign up. No need to get them to download a white paper to find out who they are.


Logging in again

Users often use multiple devices/computers. The issue with this is if the HubSpot cookie is not on these devices you will lose important user tracking data. Similar to the account creation conversion we also re-cookie the user when they log in again allowing all this data to be tracked back to their user profile in HubSpot.



Scenario tools, surveys and calculators

Data generated by these tools can often give you the best insights into what your users are interested in. The idea is to deliver value to the user with these tools – in return we receive valuable data to help build out their user profiles so we can continue to delight them with content they are actually interested in. We developed a range of tools for Map My Plan to help drive value for their users.



Account activation

Some users were signing up and not activating their accounts. We were able to sync this data back to HubSpot and build a marketing campaign to push them towards activation. We even added activation tokens to the HubSpot emails for one click activations.

Other interest data was also sync’d back to HubSpot so we knew what core interests the user had. This data was then used to determine which content to display to the user.


So what did we do with all this data? 

Smarter calls to action

We created smarter call to actions using the data collected to display a more relevant message on the website… User already signed up? Swap that button out for 20% off voucher.

Better emails

We were able to create more targeted emails with better content for the user based on their interests.

Lead scoring

We used the data to build out user lead scores and trigger customer conversion status.

Improved automation workflows

And we improved the automated workflows. For example, if we knew someone had already activated their account, there’s no point sending them follow ups any more.


The results?

They were fantastic – have a look at the screenshot.



Need help integrating Hubspot?

Take a look at our custom HubSpot Integration guide to see what could work best for you and your business.

We can integrate the HubSpot API with just about any data source you can think of! We are HubSpot developers located in Sydney that can help you build anything you can come up with.


We could do something this awesome for you, too! Get in touch to find out how...