Hubspot Glossary
Use this glossary as a quick reference for ILF-specific HubSpot terms, definitions, and usage notes. This guide will be updated as our HubSpot setup evolves.
Status: Working reference
Last reviewed: June 17th, 2026
Audience: ILF internal teams using HubSpot for contact management, audience segmentation, forms, workflows, campaigns, events, or reporting
Working note: This glossary reflects the current working understanding of HubSpot and ILF-specific terminology. Definitions may be updated as HubSpot implementation decisions, lifecycle stages, properties, workflows, and naming conventions are finalized.
Purpose
This glossary includes HubSpot terms and ILF-specific implementation terms that have come up during the current HubSpot setup, documentation, event strategy, lifecycle mapping, and CRM migration work.
Use this article when reviewing HubSpot records, creating forms, building lists, managing workflows, importing contacts, or interpreting lifecycle stages and contact journeys.
Glossary terms
Active Donor
An Active Donor is a donor who is currently giving or has made a qualifying recent donation.
ILF usage note: Active Donor may be used in donor-related tracking to distinguish current donors from donor prospects or lapsed donors.
Audience Journey
An audience journey is the path a person or organization may move through as they engage with ILF.
ILF usage note: Audience journeys may differ depending on whether someone is engaging as a community member, partner, donor, grantee, developer, policymaker, or another audience type.
Company
A Company is the HubSpot term used for an organization or legal entity.
ILF usage note: In HubSpot, Company may refer to organizations such as universities, NGOs, fintech companies, government bodies, development organizations, payment providers, or other legal entities. Individual people should be tracked as contacts and associated with the relevant company when known.
Company Name
Company Name is a property used to identify the organization a contact is associated with.
ILF usage note: Company Name helps ILF connect individual contacts to their organization, support account-level relationship tracking, and avoid duplicated or disconnected outreach.
Contact
A Contact is an individual person record in HubSpot.
ILF usage note: Contacts may include event attendees, newsletter subscribers, developers, grantees, donors, partners, policymakers, students, or other individuals connected to ILF’s ecosystem.
Contact Role
Contact Role is a HubSpot property used to describe a person’s role, professional function, or relationship to ILF’s work.
ILF usage note: Contact Role helps ILF understand who a person is in relation to the ecosystem, campaigns, forms, events, policy work, technical adoption, partnerships, media, or community engagement.
Country
Country refers to the country associated with the individual contact.
ILF usage note: Country should not be confused with Event Country. Country describes where the contact is based, while Event Country describes where an event takes place when that event-level information is being tracked.
CSV Import
A CSV Import is the process of uploading a spreadsheet-style file into HubSpot.
ILF usage note: CSV imports may be used when contact data comes from external platforms, event organizers, partner tools, grantee records, or other approved data sources.
Data Studio
Data Studio is the centralized HubSpot location where audience data, such as uploaded Mailchimp contacts, can be managed. It is also where integrations, such as Airtable, can be connected and managed.
ILF usage note: Data Studio supports the contact and integration infrastructure needed for HubSpot audience management, campaign setup, and future marketing automation initiatives.
Deal
A Deal is a HubSpot record used to track a potential or active opportunity.
ILF usage note: Deals may be relevant for donor, partnership, co-funding, or other relationship-based tracking where ILF needs to understand progress toward a specific outcome.
Donor Prospect
A Donor Prospect is a person or organization identified as a potential donor, funder, or co-funding lead.
ILF usage note: Donor Prospect may be used when there is enough potential for ILF to evaluate, pursue, or manage a donor-related relationship.
Email Drip Campaign
An email drip campaign is a series of automated emails sent over time.
ILF usage note: Drip campaigns may be used to provide follow-up content based on someone’s interests, lifecycle stage, event participation, form submission, or campaign engagement.
Event Country
Event Country refers to the country where an event takes place.
ILF usage note: Event Country should not be confused with Contact Country. Event Country is event-level context, while Country describes where the individual contact is based.
Event Type
Event Type is a property or label used to describe the kind of event being tracked.
ILF usage note: Event Type may help distinguish hosted events, non-hosted events, sponsored events, community calls, hackathons, or other event formats.
Grantee Status
Grantee Status is a property used to describe a contact or organization’s relationship to ILF grant activity.
ILF usage note: Grantee Status may help distinguish current grantees, past grantees, declined applicants, alumni, or other grant-related groups depending on how the property is finalized.
Grant Name
Grant Name is a property used to identify the grant or grant program associated with a contact, company, or project.
ILF usage note: Grant Name helps ILF connect contacts and organizations to the relevant grant program for reporting, segmentation, and relationship context.
Hosted Event
A Hosted Event is an event organized or managed by ILF.
ILF usage note: Hosted events may allow ILF to control registration, form questions, data capture, follow-up, and HubSpot tracking more directly than third-party or non-hosted events.
Interest Track
An Interest Track describes what a person is interested in learning about, engaging with, or receiving follow-up on.
ILF usage note: Interest Track is different from Contact Role. Contact Role describes who the person is; Interest Track describes what they are interested in. Examples may include technical, policy, grants, or community-related engagement pathways.
Knowledge Base
A Knowledge Base is a centralized collection of articles used to document processes, definitions, and internal guidance.
ILF usage note: The HubSpot Knowledge Base is being used as an internal reference point for HubSpot terminology, lifecycle stages, properties, workflows, operational processes, and related team documentation.
Lapsed Donor
A Lapsed Donor is a previously active donor who no longer meets the active donor criteria.
ILF usage note: Lapsed Donor may be used to support donor reporting, re-engagement, or follow-up planning.
Lifecycle Stage
A Lifecycle Stage is a high-level stage showing where a contact is in relation to ILF’s CRM journey.
ILF usage note: Lifecycle stages should stay high-level. More specific information, such as interest track, partner type, grantee status, or donor details, may be handled through properties, workflows, lists, or deal records.
For full lifecycle stage definitions and example contact journeys, see HubSpot Lifecycle Stages and Contact Journeys.
MQL
MQL stands for Marketing Qualified Lead.
ILF usage note: An MQL is a contact who has shown enough marketing engagement or consented communication interest to be treated as a stronger lead than an unqualified contact. Exact criteria may depend on the finalized lifecycle model and workflow setup.
Non-Hosted Event
A Non-Hosted Event is an event ILF participates in but does not fully organize or control.
ILF usage note: Non-hosted events may include conferences, partner events, sponsored events, or events where ILF has a booth, speaker, attendee, sponsor, or judge role. Data capture may depend on QR codes, host-provided attendee lists, or CSV uploads.
Non-Marketing Contact
A Non-Marketing Contact is a contact stored in HubSpot who is not currently eligible for marketing emails.
ILF usage note: Non-marketing contacts may still be useful for CRM tracking, individual follow-up, account management, or relationship context. They should not receive mass marketing communications unless they opt in.
Opt-in Form
An Opt-in Form is a form that allows a person to give permission to receive communications.
ILF usage note: Opt-in forms are important for newsletter signups, event follow-up, re-engagement campaigns, and compliance-aware contact migration.
Org Type
Org Type is a property or category used to describe the type of organization connected to a contact or company.
ILF usage note: Org Type may help group organizations such as financial institutions, fintech or payment providers, digital platforms, government bodies, NGOs, education institutions, or other relevant organization categories. Org Type should not replace Contact Role, which describes the individual person’s role.
Partner Type
Partner Type is a property or label used to describe the kind of partnership relationship.
ILF usage note: Partner Type may help distinguish commercial partnerships, philanthropic grants, philanthropic co-funders, non-commercial partnerships, MOUs, or other partner-related categories depending on how the property is finalized.
Project Name
Project Name is a property used to identify a specific project associated with a contact, company, grant, or program.
ILF usage note: Project Name should be distinct from Company Name. Company Name identifies the organization or legal entity, while Project Name identifies the specific initiative or project.
Properties
Properties are fields in HubSpot used to store information about contacts, companies, deals, events, or other records.
ILF usage note: Properties help ILF organize and segment audiences, track relationship context, support workflows, and build lists. Examples may include Contact Role, Interest Track, Grantee Status, Company Name, Country, Event Type, Strategic Priority, or Partner Type.
QR Code
A QR Code is a scannable code that can direct people to a HubSpot form, landing page, registration page, or other digital destination.
ILF usage note: QR codes may be used at booths, on slides, or during events to support contact capture and event follow-up.
Re-engagement Campaign
A Re-engagement Campaign is a campaign used to ask inactive contacts whether they still want to hear from ILF.
ILF usage note: Re-engagement campaigns may be used during list migration or cleanup to confirm opt-in status and avoid sending communications to contacts who are no longer engaged.
Segment
A Segment is a group of HubSpot records that meet specific criteria.
ILF usage note: Segments may be built using properties, form submissions, event activity, contact role, interest track, lifecycle stage, country, or other available filters.
Strategic Priority
Strategic Priority is a property used to connect activities or contacts to ILF’s broader organizational priorities.
ILF usage note: Strategic Priority may help ILF report on whether events, campaigns, or engagement efforts are supporting key organizational objectives.
Suppression List
A Suppression List is a list of contacts who should be excluded from certain communications.
ILF usage note: Suppression lists may be used for unsubscribed contacts, inactive contacts, contacts who requested no further communication, or audiences that should not receive a specific campaign.
Tech Adoption
Tech Adoption is a property or tracking concept used to understand whether and how a person or organization is engaging with or using Interledger-related technology.
ILF usage note: Tech Adoption may help ILF understand movement from awareness or interest into actual implementation, experimentation, contribution, or adoption.
UTM Parameters
UTM stands for Urchin Tracking Module. UTM parameters are tracking tags added to the end of a link to help identify where traffic, signups, or form submissions came from.
For example, a regular signup link may become a tracked link if UTM tags are added to show the source, channel, or campaign.
ILF usage note: UTM parameters may help ILF understand which event, QR code, campaign, email, or source led someone to submit a form or engage with ILF content.
Warm Lead
A Warm Lead is a contact who has taken a higher-intent action that may require follow-up.
ILF usage note: Warm leads may include contacts who attend ILF-hosted events, complete an ILF course, submit a website inquiry form, come through a direct referral, or otherwise show stronger engagement.
Welcome Email
A Welcome Email is an email sent after someone signs up, submits a form, or enters a relevant HubSpot journey.
ILF usage note: Welcome emails may introduce ILF, provide next steps, link to relevant resources, or guide a contact toward the appropriate follow-up path.
Workflow
A Workflow is a HubSpot automation that performs actions based on triggers, criteria, or contact behavior.
ILF usage note: Workflows may help segment contacts, send follow-up emails, assign properties, enroll contacts in campaigns, notify internal team members, or move contacts through parts of a journey. Workflows should be reviewed carefully before launch to avoid incorrect enrollment, timing, or messaging.