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How to create a new ECT TSH record

While most ECT TSH records will be created in bulk through imports, there will always be occasions when you need to create a contact manually. But don't worry, the process is easy!

What is a TSH record?

Deals are now TSH records! We hope that the change in terminology causes less confusion moving forward.

TSH records are used to track ECTs, ECT Mentors, and NPQ participants. They are separate to the contact record and are unique to the particular course.

For example, a teacher will only every have one contact record, however they could have multiple TSH records. For example, if they did their ECF/ECTP with us, they will have an ECT card. They may have then been a Mentor which means they'll have an ECT Mentor card. Then they completed an NPQLT wish us before then doing an NPQH, meaning they have an NPQLT card AND an NPQH card. All of these cards will be linked to a contact record, but stay separate to the other TSH records.

  1. From the TSH Records page, press the orange button in the top-right 'Add tsh records' and then choose 'Create new'. Add TSH record
  2. Enter the TSH Record Name. The name should be the Contact's full name.
  3. Choose the pipeline the record should enter.
  4. Chose the stage of that pipeline the record should enter. TSH record info
  5. Choose 'ECT' in the Type of TSH Record. When you choose the type, a dependent properties box will appear which also needs completing.
    Please note: The properties in this box are different for each type of record.
  6. Choose the Service provided from the drop-down box.
  7. Choose the ECT Cluster Code from the drop-down box. (if the Cluster Code doesn't exist. Please leave it blank and raise a ticket). ECT Type of TSH Record
  8. Next you will need to associate the TSH Record with the respective Contact record(s). Ensure the Contact card has been created. To learn how to create a new contact, use this guide. As a minimum, the TSH Record MUST be associated to their Contact card.
  9. Use the search box in the drop-down select to search for the contact.
  10. An Association label MUST be used. The Self association MUST be created, but you can also create other associations at the same time:
    1. Self - This MUST be created. This identifies to HubSpot the relevant contact card for the TSH Record. Without this, the contact will not receive communications.
    2. ECT Mentor (paired with ECT) - This is the contact card for that ECT's Mentor.
    3. Induction Tutor (paired with ECT) - This is the contact card for that ECT's Induction Tutor ECT Associations
  11. Next you will need to associate the TSH Record with the respective Company record. Ensure the Company card has been created. To learn how to create a new company, use this guide.
  12. Use the search box in the drop-down select to search for the company. ECT Company associations
  13. To finish, press 'Create'. If you have more than one TSH Record to create, instead you can choose 'Create and add another', this will then open the Create Contact form for you again.