Create G2 review campaigns in HubSpot

The G2 + HubSpot integration enables you to build and send G2 review request campaigns without leaving HubSpot. After a one-time setup, you can create a review campaign, select your audience from your HubSpot contact and account data, and send review invites using a pre-built email template.

Before getting started

The G2 + HubSpot integration must be installed and authenticated in your HubSpot environment. For more information, refer to the Implementation documentation.

Setting up your review campaign email

The first time you create a review campaign, HubSpot asks you to set up the email and workflow G2 uses to send review invites. You only need to complete this setup once.

To set up your review campaign email:

1. Open a contact or account record in HubSpot.
2. In the G2 Review Campaigns panel select Open Campaign Manager.
3. Select Finish setup.
4. In the Edit inbox content panel, enter the From name and From address you want your review invite emails to send from.
5. Select a Subscription type, then customize the email template as needed. The template automatically includes a section for your campaign's review link.
6. Select Review and publish, then select Publish.

Once published, G2 creates your review campaign's email template and workflow in your HubSpot environment.

Creating a review campaign

After you complete the one-time email setup, you can create and send a review campaign.

To create a review campaign:

1. From the G2 Review Campaigns panel, select Create Campaign.
2. In the Campaign Details panel, enter the Campaign Name, Your Email, and then select the gift card amount and gift card type. You can optionally set a review cap.
3. Select Next.
4. Select the contacts and accounts you want to include in your campaign. Use the available filters to narrow your audience by contact and account fields.
5. Select Next to review your selected audience.
6. Select Send review invites.
7. Select Done.

Review invite emails send from the From name and From address you configured during setup.

Setting up billing

Review campaigns created in HubSpot use the same billing as other G2 review campaigns. If you have not added a payment method, G2 invoices you for campaign costs, such as gift card incentives.

To set up billing, go to my.G2, then select Account > Payments.