Data Management & Reporting

HubSpot Employee
HubSpot Employee

Getting Started Guide

Getting Started Guide.png


Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group!


The purpose of this post is to guide you through getting started with this study group and how to get the most value out of it!


If you have any specific questions or comments, feel free to list them in the comments section below.


Create an Account

In order to become a member of this group and engage with its members, you’ll need to create an account. Signing up is easy. You only have to choose your username. To create an account, click “Sign In” at the top of the page to get started.





Join the Study Group

To join this study group, click this link, which will open in a new window.


Below the Groups search bar to the right, you'll see an orange prompt that says "Join group". Click that button to join the study group.




Once you join the study group, click here to introduce yourself in this post.


Enable Notifications

Group members get exclusive access to networking opportunities and live events focused on learning from and connecting with their peers and HubSpot Academy Professors.


To make sure you don’t miss these opportunities, click the “Options” button next to the "Join group" button and click “Subscribe”.





Engage With Others

TheData Management & Reporting Study Group is made up of discussion threads where ideas or questions are shared, and people can engage with each other.


You can either:


  • Join an ongoing conversation.
  • Start a new one.


Join an Ongoing Conversation

If you see an ongoing conversation that interests you, click into it to learn more, comment on it, and see what others have to say. If you see a response that you like, give it a like by clicking "Upvote".




If you have something to share, you can do so by clicking “Reply”.




Think of every interaction you make as an opportunity to make a new connection and grow your network. Share your ideas and expertise, and don’t be afraid to ask for help. That’s why we’re all here.


One request from us, please be respectful to others with your response. Remember, we’re all in this together. Click here to read the guidelines for this Study Group.


Starting a new conversation

Have an idea for a new discussion you’d like to start? Click the orange “Create post” button, which is where the orange "Join group" button existed before you became a member of the study group.




You’ll be prompted to:


  • Add a subject line.
  • Write content for the body of your post.
  • Upload attachments.
  • Choose a label(s).
  • Subscribe to getting emails when someone replies to your post.





Add a subject line

In the subject line, we recommend keeping this short and specific. Think “what do you want people to know or do?” Your subject line is what will prompt people to join your discussion.


Pro tip: Think of the subject line like the title of a blog post; how can you make it interesting enough to attract people?


Write content for the body of your post

What do you want to communicate in your post? What type of conversation would you like to start? This can be as short or long as you like. You can add your message into the body of the post editor.


Here are a few pro tips to consider:


  • If it’s relevant, add an image inside of your post. Using images can bring context to what you’re talking about.
  • Make it a best practice to either start or end your post with a question that prompts members of the group. Make it a call-to-action. Think of this as starting a new conversation, because that’s exactly what you’re doing.


Upload attachments

Think of this as a way to add a document that you want people in the discussion to reference while reading your post or review for their feedback. This could be a PDF of a document, for example.


Choose a label(s)

Think of a category/categories that your post references. When you start typing in that category, wait for just a moment, and you’ll see a list of categories (i.e., labels) that have already been created for you to choose from. If you don’t see a category that fits your post, add a new one!


Subscribe to getting emails when someone replies to your post

Click the checkbox if you would like to receive emails when someone replies to your post. If you don’t want to receive these emails, leave this checkbox unchecked.


Benefits of Becoming a Group Member

The biggest perk of being a member of this group is attending our live events. To learn more about upcoming live events hosted by HubSpot Academy, click the “Upcoming Events” link found on the right side of the study group page.





Introduce Yourself to the Study Group

Once you’ve joined the study group, click here to introduce yourself to the group!

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