AOTA Transforms Marketing with HubSpot
AOTA replaced an outdated email system with HubSpot Marketing Hub, with Ricochet finishing four project tracks in 14 weeks and overseeing AOTA's migration of over 400,000 records from its AMS into HubSpot.
What was holding AOTA back?
The American Occupational Therapy Association (AOTA) represents more than 244,500 occupational therapists, occupational therapy assistants and students. It wanted to change how it interacted with members, event attendees and customers, but its outdated email system stood in the way. AOTA selected HubSpot Marketing Hub to replace it and chose Ricochet to implement the new platform and train its staff.
What did Ricochet build?
Ricochet led the HubSpot implementation and completed four project tracks in just 14 weeks. We configured the system, including email templates, forms, automations, data hygiene and core technical settings. We oversaw AOTA's work to bring over 400,000 records from its AMS into HubSpot. We trained staff to pass the HubSpot Marketing Software Certification Exam. We also rebuilt the email preference center with new subscription categories and a stronger data privacy policy.
What changed for AOTA's members?
Members now manage their email through a revamped preference center with new subscription categories, backed by a stronger data privacy policy. The new system launched on time with few surprises. AOTA kept Ricochet on for year-round support, and we work with the team to keep improving the outbound communications members receive and the association's wider digital marketing strategy.
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