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Purple Trading Online broker, regulated fintech

HubSpot Marketing Hub Enterprise for a Regulated Online Broker

Purple Trading is a European online broker offering trading on financial markets. It operates in a regulated industry where consent, data handling and communication records have to meet strict rules.

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Client
Purple Trading
Industry
Online broker, regulated fintech
Service
HubSpot Marketing Hub Enterprise
Teams
Marketing, customer support
Status
Marketing on HubSpot since September 2023
Technology
HubSpot Marketing Hub EnterpriseMailchimpCloudTalk
8website form types tested
Double opt-inand consent expiry handled in HubSpot
Multilingualpreferences page for subscribers

Summary

Purple Trading, a European online broker, moved its email marketing from Mailchimp to HubSpot Marketing Hub Enterprise with our help, with double opt-in, consent management and a custom multilingual preferences page. We also helped with compliant calling.

  • Migration from Mailchimp with email verification and cleaning.
  • Consent including expiry, and multilingual preferences.
  • CloudTalk recommended and historical call recordings exported.
Process

How it worked before and how it works now

  1. Email Mailchimp HubSpot Marketing Hub Enterprise
  2. Consent Consent managed in Mailchimp Double opt-in with expiry
  3. Preferences Standard subscription page Custom multilingual page

BeforeEmail marketing ran in Mailchimp without unified consent management.

NowMarketing runs in HubSpot with double opt-in, consent expiry and multilingual preferences.

The Challenge

Purple Trading ran email marketing in Mailchimp and wanted one platform for marketing across several languages, with clean data and consent handling that meets the requirements of a regulated business.

Project goals:

  • Move the marketing database from Mailchimp to HubSpot without losing subscribers.
  • Switch to double opt-in and handle consent and its expiry correctly.
  • Give subscribers a clear way to manage their preferences in their own language.
  • Keep the forms on the website working reliably.
The Solution

Step by step

  1. Licensing and setup

    We advised on the right HubSpot licence, Marketing Hub Enterprise, and set up the portal for the marketing team.

  2. Migration from Mailchimp

    We migrated the marketing database to HubSpot with email verification and cleaning, and kept Mailchimp and HubSpot subscriptions in sync during the transition. The switch to HubSpot went live with double opt-in.

  3. Consent and a multilingual preferences page

    We set up consent handling including its expiry and built a custom multilingual page where subscribers manage their email preferences, a setup few HubSpot portals have.

  4. Email templates and form testing

    We created email templates and modules, including a central footer module, and tested eight types of website forms, from demo and account requests to webinars and newsletters.

  5. Calling and recordings

    When the client needed reliable, compliant calling, we recommended and arranged CloudTalk as the calling solution and exported the historical call recordings from HubSpot as a backup before the switch.

The Result

Purple Trading runs its email marketing in HubSpot Marketing Hub Enterprise, with double opt-in, consent handling and multilingual preferences that fit a regulated business.

  • Mailchimp to HubSpotWith verified, cleaned data.
  • Double opt-inAnd consent expiry handled in HubSpot.
  • Multilingual preferencesA custom page for subscribers.
  • 8 form typesTested on the website.
Purple Trading

We recently engaged with FORECOM for a comprehensive project involving the implementation of HubSpot Marketing Hub, including in-depth consulting around CDP Segment and several complex integrations and workflows. They took the time to understand our specific needs and tailored their solutions to ensure seamless integration with our existing systems. We highly recommend FORECOM for any business looking to implement or optimize their HubSpot Marketing Hub.

Josef Unčovský, Emailing Manager, Purple Trading

Conclusion

In regulated industries, marketing automation has to be as careful with consent and data as it is effective. With Purple Trading we combined a clean migration with consent handling and multilingual preferences, so the marketing team can communicate confidently in every market.

Frequently asked questions

How do you move email marketing from Mailchimp to HubSpot without losing subscribers?

For Purple Trading we verified and cleaned the database before the move and kept subscriptions in sync between Mailchimp and HubSpot during the transition. The switch then went live with double opt-in.

How do you handle email consent in a regulated industry?

For Purple Trading we set up double opt-in and consent management, including consent expiry, directly in HubSpot. Subscribers also manage their preferences on a custom multilingual page.

Can HubSpot have a multilingual email preferences page?

Yes. For Purple Trading we built a custom multilingual subscription preferences page. HubSpot's standard setup does not offer this in that form, so it was a tailored solution.

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