Skip to content
  • There are no suggestions because the search field is empty.

Configure Compliance Alerts System

Description

Staying compliant with labor laws and deadlines is critical for your clients, and your ability to provide timely updates enhances their trust and satisfaction. This milestone establishes a foundational infrastructure in HubSpot to manage compliance alerts. By storing client data such as employee count, industry, and state, we’ll create a segmentation system that allows for targeted alerts when new labor law updates are passed or compliance deadlines approach. Baseline email templates will also be prepared for sending alerts, and an opt-in system for new visitors can be configured to grow your audience for compliance updates. This system ensures you’re equipped to deliver valuable, timely compliance information to your clients.

Process Summary

  1. Data Structure Setup: Configure custom properties in HubSpot to store key client data, such as employee count, industry, state, and relevant compliance criteria.
  2. List Segmentation: Build dynamic lists to segment clients based on compliance needs (e.g., state-specific labor laws or deadlines for businesses with specific employee counts).
  3. Email Template Creation: Develop baseline email templates for compliance alerts, ensuring clear, professional communication that can be tailored for specific updates.
  4. Opt-In System Configuration: Create forms and workflows to allow new visitors to opt into compliance alerts, automatically adding them to the appropriate lists.
  5. Testing and Validation: Test the segmentation and workflows with sample data to ensure alerts are sent to the correct audience.
  6. Documentation and Handoff: Document the system for internal use, ensuring your team can easily manage and update compliance alerts as needed.

Requirements

  • Input on the key data points to track for compliance segmentation (e.g., relevant laws or deadlines).
  • Collaboration to define the structure and content of email templates.
  • Access to existing client data for importing and testing segmentation.
  • Feedback during testing to ensure the system aligns with your compliance goals.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • A foundational system to segment clients by compliance criteria, ensuring accurate alerts.
  • Ready-to-use email templates for timely, professional compliance communications.
  • An opt-in system to grow your audience for compliance updates.
  • Improved ability to deliver critical compliance information, enhancing client trust and engagement.