Creating Contacts and Companies

We have designed the process for creating contacts at South Hampshire College Group to be clear and straightforward, putting people at the heart of every connection. We believe all successful relationships start with individuals, which is why you should always add the personal contact first before creating or updating the associated company record. When entering contact information, it is vital to ensure that GDPR requirements are met by capturing accurate marketing preferences and categorising contacts appropriately. Assigning clear ownership means each contact receives communications that are relevant, respectful of their consent, and tailored to their needs—ensuring we uphold our commitment to privacy, compliance, and delivering the best possible experience for all our stakeholders.

You can view a live walk through of completing this process in our tailored system below:

To fully understand your responsibilities with regards to managing data, please complete this GDPR training 

You can also learn more about associations by accessing the hubspot resource on this here

Segmentation

Segmenting your contacts, companies, or deals can help you organise information and tailor your communications across South Hampshire College Group. By creating lists, you can target specific groups, streamline workflows, and ensure the right messages reach the right people—whether supporting apprentices, engaging with businesses, or tracking progress on partnerships. If you want to explore how to build and use lists effectively, you’ll find further guidance and practical resources linked here to help you get started and make the most of segmentation features within HubSpot.