Get Started

[Guide] Getting Started With the Education Partner Program.

Step 1: Apply for the Education Partner Program here. Once you've applied, you'll be prompted to join a webinar or complete video training. After these trainings, you'll be accepted into the program!  


1a) To take full advantage of the program, you'll need to create a HubSpot account. Instructions for that are here. You can create this account before or after training. 

If you don't have a HubSpot account, create a new account here with the same e-mail address you used to apply to the EPP. The system will prompt you to include your Company Name and its size. Here, you put the name of your institution and the amount of people it employs.

1b) Please submit your HubSpot ID number, or HUB ID, here. Instructions on how to find your HUB ID are here

Step 2: Add your students as users in HubSpot 

There are two ways to add students as users once you’ve created your account. If you do not currently have a list of students enrolled in your class, please revisit this step when you have your roster. Feel free to view this video, which will walk you through the steps below. 

You can either add students manually or upload their names using a .csv excel spreadsheet. 

Add students as users manually

  • In your HubSpot account, click the settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Users & Teams.
  • In the upper right, click Create user.
  • Enter the email address(es) into the Add email address(es) field. If you are adding multiple users at the same time, separate email addresses with a space. Then click Next.

Add students as users using a CSV file in Excel

If you'd like a gif-video of how to do this using a CSV file, click here.

  • In your HubSpot account, click the settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Users & Teams.
  • In the upper right, click Create user.
  • In Excel, add an e-mail column with the email addresses of your students, and save the file in a CSV format. Click A CSV file, then drag and drop your .csv file, or click choose file to browse files on your computer. Then click Next.

The students should receive an email welcoming them to your account as a user and prompting them to set their password. 

Once the students log in, encourage them to set up their profile as a user. You can now track your students' progress with certifications. 

Step 3: Register to join our community and introduce yourself to your peers

Our Education Partner Community is here and is a great place to post questions about the EPP, find ideas, and learn about updates and announcements. Please follow these steps to join the community:

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3a. Go to our community and click “Sign in to Community” at the top right

3b. You will be prompted to choose an account. Choose the account you have affiliated with the EPP. However, your post(s) on the community will be tied to your e-mail address, not your HubSpot Portal. So, if you would like to post to other communities in the future (see all of our communities here), you can do so without creating a new account.

Step 4: We have so many resources that allow you to succeed in the Education Partner Program. Take a look! You can start by:

  • Look through all of our Resources
  • Listen to our podcast to see how other professors are integrating HubSpot into their coursework, hear student success stories, and learn more about how HubSpot recruits on campus.