Creating a Famil Custom Object

Creating a Famil custom object record in HubSpot involves a few simple steps to ensure that all relevant information is captured accurately.

• Navigate to the Famil Object. CRM > Famils
  • You will see a list of existing Famils. You can select any existing Famil to view or edit its details. For creating a new Famil, proceed to the next step.

• Create a New Famil
  • In the top right corner, click the orange button option to Create a Famil

• Data Entry
  •  A right-hand side dialogue will open where you can enter the initial data for the new Famil. You can enter as much information as you know at the time of creating the Famil however you are able to return and alter the details later if required.

• • Famil Name
    • Enter a descriptive name for your Famil in the first field.
  • Famil ID*
    • The Famil ID must be unique. Use the following naming convention:
      • Start with the three-letter suffix "FAM."
      • Follow this with the start date of the Famil in YYMMDD format.
      • In the rare circumstance where there are two Famils starting on the same day, optionally add a three-letter suffix. This suffix can be an acronym or descriptor from your Famil name.
      • Example: If your Famil starts on May 18, 2024, and is a photo shoot, the Famil ID might be "FAM240518PHO."
  • Date of Famil
    • Enter the start date of the Famil.
  • Number of Days
    • Enter the duration of the Famil in days.
  • Group Size
    • Enter the estimated group size for the Famil.
• • DGLT Employee Hosting
    • Choose from a dropdown list the DGLT employee who will be hosting the Famil.
  • Famil Type
    • Select the Famil type from the dropdown options: Trade, Media, Photoshoot, Business Events, or Other.
  • Famil Source
    • Select the Famil source from the dropdown options: Direct, ECNI, Other RTO, or TNZ.
  • URL Link
    • If available, enter the URL link to the tourwriter agenda.
  • Owner
    • Choose the DGLT business owner of this Famil
  • Associate Contacts and Industry Operators
    • In the initial dialogue, you can associate contacts (participants) and industry operators if known at this time. You can also add these later.
  When you have finisished entering the data relating to the Famil, click on the orange Create Famil at the bottom of the form.
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Notes:

• The only mandatory field required to create a Famil is the Famil ID. However, it is best practice to fill out as much information as possible at the time of creating the new Famil. Non-mandatory fields that you leave blank can be updated later.

Updating the Famil Object after you have initially created it

• After creating the Famil using the right-hand side panel, you will be directed to the Famil detail screen. Here, you can further customize the details.
• This screen follows the standard HubSpot functionality for commonly used objects such as contacts and companies:
  • Add Notes, Tasks, Emails, Calls, Meetings.
  • Attach files to the Famil object.
  • Associate Contacts (proposed participants), Industry Operators (included in the agenda), and Companies associated with the Famil.

By following these steps, you can effectively create and manage Famil records in HubSpot, ensuring all relevant details are captured and organised for your events.

Automations and Workflows

TBC