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Getting started with Marketing Automation

What Marketing Automation is for, who uses it, what you need before you start, and your first steps.

Applies to Marketing Automation as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

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On this page
  1. What it is for
  2. Who uses it
  3. Before you start
  4. Steps to get started
  5. Where to go next

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.

What it is for

Marketing teams at banks, credit unions, lenders and advisers want to send timely campaigns, while compliance needs every message reviewed and every recipient's consent respected. In practice contact lists are exported and re-imported, unsubscribes from one system do not reach another, consent records for European contacts are incomplete, and approvals happen by email attachment. When a complaint or regulator asks why someone received a message, the answer is hard to reconstruct.

  • Unsubscribes and consent held in more than one place and not kept in step
  • No record of the lawful basis for contacts covered by GDPR or UK GDPR
  • Compliance review of marketing content done by email, outside the platform
  • Customer data shared with a marketing tool without clear limits on what is used

Who uses it

  • Marketing teams at banks, credit unions, lenders, wealth managers and advisers
  • Compliance and marketing review staff who approve communications
  • Privacy officers responsible for consent and data protection
  • Institutions with customers or prospects in the United Kingdom or European Union
  • Teams that already use HubSpot and need it governed

Before you start

  • Your organization uses Marketing Automation as a managed platform from Moraph, under an agreement that covers it.
  • Licences for HubSpot, bought through Moraph or under your own agreement with the vendor.
  • A Moraph account in your organization for each person who works with Moraph on the service.
  • Named technical and security contacts, recorded in the Moraph Portal.

Steps to get started

  1. Agree the scope of the managed service for Marketing Automation with Moraph, including which environments and teams it covers.

  2. Name your administrators, technical contact and security contact in the Moraph Portal under People and access.

  3. Review the configuration baseline Moraph proposes for your regulations, and record any changes you need.

  4. Confirm how users will sign in, through your identity provider where the platform supports it.

  5. Agree the pilot group and the cut-over plan with your Moraph delivery lead.

Where to go next

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