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Understanding HubSpot properties. A glossary of NCUK's frequently used properties.
Properties are very important pieces of information we collect about our contacts and companies. You may also know them as 'fields'. Find out how to use them here.
A property can be any type of data that you want to collect about your leads or customers, such as their name, email address, phone number, location, job title, company size, or any custom field that we create.
Properties are used to store and organise NCUK's data in HubSpot, and they allow you to segment our contacts into lists based on specific criteria. You can use properties to personalise your interactions with customers, and to track their behaviour across your marketing, sales, and service activities.
Below are some of the properties we have set up to refine and segment NCUK's audiences. It's important you see who is responsible for updating these properties on a record.
NCUK's Frequently Used Properties
Company Properties
A Company property is a piece of information that is associated with a company record. Company properties are used to store and organise data about a company, such as the company name, location, website, revenue, and any custom fields. In NCUK, we use “company properties” to predominantly segment our customers such as Study Centres, University Partners and Stakeholders. The information is also used to integrate with other software such as Contractbooks and soon our new SMS.
| Property | Description and Options |
Person Responsible for Updating |
| Company Type |
Every Company must have a Company Type, the options are: Study Centre Partner |
For Universities : UPP For Study Centres: BD For Stakeholders: Various For Examiner/Moderators: Assessments Those responsible should be the Company Owner. |
| Company ID |
E.g. SC0001 or UNI0001, This is a unique identifier used for all universities and study centres. You should use this number in all your communications about the study centre or university. |
Amy-Rose Cauley but will become automated by the SMS |
| Region |
Specifically defined NCUK regions for study centres and universities for our reporting. Please disregard the HubSpot 'country/region' combined property. |
Company Owner |
| Country | as above | Company Owner |
| NCUK Qualifications | The qualifications contracted- only necessary for study centres and prospective study centres | Automated by Deals Pipeline for all new centres |
| NCUK Qualifications Accredited to Deliver | The qualifications a centre is fully accredited to deliver | Quality must keep this up to date |
| Contracted Partner Name | Name of the Partner NCUK is contracting with. |
Automated for study centres. Otherwise populated by the Company Owner. |
| Centre Registration Status |
Completed Not started |
Academic Operations but to become automated by MyNCUK |
| Centre Stage |
Whether the study centre is 'New - Year Zero' , New Year 1, New Year 2, New Year 3 or 'Established'. |
Automated by HubSpot based on 'Initial NCUK Qualification Introduction date' as per the contract. |
| Study Centre Type | Defines whether a study centre is a private company, a university, a school or a college. | BD Account Manager |
| Programme Delivery Manager | NCUK staff member responsible | Programme Delivery Team |
| Student Support Lead | NCUK staff member responsible | Student Support |
| Academic Operations Lead | NCUK staff member responsible | Academic Operations |
| Marketing Lead | NCUK staff member responsible | Marketing |
| Billing Name | The name the partner wishes to be invoiced as - this could be either their trading name or contractual name | Automated for study centres. UPP for universities. |
| Initial NCUK Qualification Introduction Date | Date at which the study centre plans to start teaching as indicated in their contract. | Automated but checked by contracts team |
| Current NCUK Qualification Introduction Date | Date at which the study centre plans to start teaching as indicated in their contract. This could be a change control form. | Automated but checked by contracts team |
| Sanction Group Status |
Determines whether a centre is undergoing termination or sanctions. The options are: BD AM Requested to TerminateTermination in Progress - Active Students Termination in Progress - No active students Under Monitoring Under Sanctions |
BD Account Manager/Maria McKenna |
| Study Centre Induction Status |
This relates to the induction journey for study centres. The options are New - In progress, Existing In progress, Completed. A study centre's induction is completed when they have been through all stages of the induction process including accreditation |
Automated based on induction properties being filled. |
| Contract Expiry Date | The date at which the latest contract will expire. | To be automated |
| Agreement Date (Initial) |
Date the first contract started. Tells you when a customer started working with us. |
Contracts team |
Contact Properties
In HubSpot, a contact property is a piece of information that is associated with a contact record. Contact properties are used to store and organise data about a specific person. In NCUK, we use “contact properties” to define who we want to communicate with (students vs study centre vs universities etc). To do this, we use the property “contact type” and another “type” property
| Property | Description/Options |
Person Responsible for Updating |
| Contact Type |
Every Contact must have a Contact Type, the options are: Study Centre Contact Student Type NCUK Staff |
If you create a contact you are responsible for keeping it up to date. For Universities : UPP For Study Centres: BD For Stakeholders: Various For Examiner/Moderators: Assessments Those responsible should be the Contact Owner. |
| Contact Owner | Every Contact should have an owner | Various |
| Region |
Specifically defined NCUK regions for study centres and universities for our reporting. Please disregard the HubSpot 'country/region' combined property. |
Contact Owner |
| Country | as above | Contact Owner |
| Study Centre Contact |
Academic Administrator Invigilator |
Academic Administrator, Teacher, Academic Manager - ASM Sales, Key contact/owner – BD Account Manager Counsellor – UPP Marketing Contact - Marketing |
| University Contact | Main Contact Marketing Contact Partnerships Contact Regional Contact Regional Contact - Australia/New Zealand Regional Contact - Central Asia Regional Contact - China Regional Contact - East Asia Regional Contact - Europe (incl. Russia) Regional Contact - Middle East Regional Contact - Nigeria Regional Contact - North Africa Regional Contact - North America Regional Contact - South & Central America Regional Contact - South Asia Regional Contact - South East Asia Regional Contact - Sub Saharan Africa (excl. Nigeria) Regional Contact - UK International Senior Contact |
UPP Account Manager |
| Stakeholder Type | Journalist/Media Government/Legislatures Embassies Sector Bodies Professional Bodies/Groups Accrediting / Bodies Consultants/Advisor Other organisation |
Dependent on organisation |
| Academic Consultant Contact Type |
Academic Developer Paper Reviewer ModeratorDelivery Advisor Principal Assessor Chief Moderator |
Assessments Team |
| Student Type |
Registered Student Direct Placement Alumni Ambassador |
UPP only - Brad Johnson |
| Prospect Type |
Prospective Student Prospective Direct Placement Prospective UniversityProspective Study Centre Agent Feeder School/College Prospective Parent |
UPP or BD dependent on area |
| NCUK Staff |
Academic Services Student Support and Progression |
Frank |
Please speak to your HubSpot Operational Group team member for more information on further properties that you might need to segment your audience.