5 Ways to Use HubSpot CMS Memberships

All businesses know it's critical to ensure your website provides content to attract and nurture leads. But prospects aren't the only ones visiting your site. You likely have other users, like customers, partners, and other stakeholders, regularly checking in.

So, how can you tailor your website to fit their needs? Consider using Memberships, a feature of Content Hub that makes creating multiple kinds of gated content easy. If you're unfamiliar with this tool, keep reading to learn more about it and examples of use cases.

What is the CMS Memberships Tool in CMS Hub? 

Memberships is a feature of Content Hub Enterprise that makes it possible to require specified visitors to have an account and password to log in and view content on your site. It combines CRM data like contacts, companies, deals, and products with HubSpot lists and custom objects. Using it, your team can create pages, portals, and other gated parts of your site that only contacts from specific lists in the CRM can access. You can also leverage contact properties, company data, and custom objects to ensure a highly personalized experience.

For example, let's say you wanted to give someone access to particular technical documentation. You can use Memberships and your CRM data to only provide access to the products they've purchased or subscribed to at your company. If you have multiple membership tiers of your products, you can create unique access levels by building lists with the correct user data and permissions.

Additional Use Cases for CMS Memberships

You've probably experienced an example of membership-based content in your own online experiences. It could have been as simple as needing a login to view support articles or creating a password to read premium content or see exclusive promotions. With Memberships, you can create sophisticated gated experiences for your website visitors.

Here are some powerful experiences you can create using Memberships:

  • Customer portals where contacts can view and manage their deals, quotes, subscriptions, and service tickets
  • Employee portals where team members can log in and manage customer relationships or track their performance metrics
  • Partially gated pages, such as displaying premium features or exclusive content only for logged-in users
  • Knowledge bases where specific user groups like developers can access technical documentation, release notes, or API guides
  • Appointment and scheduling portals where users can view and manage their upcoming appointments, classes, or reservations

With Memberships, you can create highly personalized experiences — as long as you have the correct lists and data structure in place. When properly configured, you'll be able to deliver personalized content for every lead, customer, or partner based on their relationship with your business.

Read How We Used Memberships to Help a Manufacturer Provide Exclusive Content

Getting Started with CMS Memberships

For instructions on building out your experiences, check out HubSpot’s documentation on membership templates. The step-by-step guides will help you implement secure, personalized content access for your users. However, if you prefer expert assistance, our team can help. We've created various sophisticated experiences using Memberships and can share success stories or discuss your specific requirements.

By: Sara Sprenger

As the Chief Marketing Officer of Lynton, Sara is a jack of all trades. She thrives on diving into diverse areas like marketing, web development, and integrations, all with the goal of helping clients unlock their full potential. She's passionate about tackling challenges, solving complex problems, and embracing new experiences. When she's not using HubSpot to solve the world, you’ll likely find her being a Floridian at the beach or spending quality time with my dog, Maple Leaf.

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