When you’re ready to create and send a plan, you can access the Arrows card from the HubSpot Deal and/or Ticket object.
Without having to leave HubSpot, you’ll then be able to
- Create a customer-facing plan
- Make edits to your plan
- And, share it with your participant
Note: this example shows the HubSpot Deal object, you can do the same for a Ticket.
1. Open or create a HubSpot Deal to access the Arrows card
The Arrows card might be located at the bottom of right side-bar. You can drag it to the top and lock it in place as seen in the image below.
Then...
- Update your Deal owner as this will be the Coordinator on your Arrows plan, the person running the process on your side
- If contacts exist on that record, they can easily added to the onboarding plan as participants - don’t worry, they won’t be notified of anything.
- Press the Create plan button in the Arrows card to get started
2. Choose the type of plan you want to create
The templates you have created in Arrows will appear for you to select.
- Confirm the customer name
- Select the plan template
- Add your contacts as participants (optional)
- And, create your plan
3. Your plan is ready to preview
Your plan will be created in Edit mode - you can adjust any settings or tasks if needed!
When you’re done, you can…
- Toggle to View mode to see exactly what your customer will when you share the plan
- Open the Share panel to confirm who you want to invite!
4. Confirm plan participants
From the Share panel, you’ll be able to…
- add extra plan participants (if needed)
- confirm your main Point Person, the main point of contact from your customer’s side
- click Invite to finalize your invite email
Note: you can also copy and share the plan URL with customers, they’ll just need to confirm their name and email once they click the link directly.
5. Send your invites!
The last step is to…
- confirm which participants should receive the invite email
- send the invite!
Note: this invite email is based on whatever your Arrows admin setup for that plan template. You can customize it for this specific plan by clicking Preview and customize the invite email.
Click here - to learn more about customizing invite emails
If you close this pop-up, you’ll be returned to the Deal view in HubSpot and the Arrows card will now be populated with information about your plan!