Financial Services
Marketing Automation
Moraph resells, implements and runs HubSpot for financial institutions that want to market by email without losing track of consent.
Moraph resells, implements and runs HubSpot for financial institutions that want to market by email without losing track of consent. HubSpot holds contacts, subscription types and the lawful basis for each contact, and sends campaigns with working unsubscribe links. Moraph configures it for CAN-SPAM, GDPR and your compliance review process, keeps the configuration under change control, and checks campaigns against your rules before they go out.
Need help? See the support guide for Marketing Automation.
- Industry
- Financial Services
- Type
- Managed Ecosystem
- Platform
- HubSpot
Before you start
- Your organization uses Marketing Automation as a managed platform from Moraph.
- A Moraph client account in that organization, signed in.
- For changes to the service: the administrator or technical contact role in the Moraph Portal.
Most common tasks
Getting started
What it is, what you need, and your first steps.
- Getting started with Marketing Automation
What Marketing Automation is for, who uses it, what you need before you start, and your first steps.
Reference
Definitions, settings, limits and lookup tables.
- Security, data and compliance in Marketing Automation
Security controls, supported requirements, hosting and limitations of Marketing Automation.
- Marketing Automation glossary
Terms used in Marketing Automation and its documentation.
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