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What to Expect When Onboarding in the Ensemble Member Marketing Program

This program puts professional digital and print campaigns in front of your clients year-round, at no additional cost to you. You focus on your clients; we keep your name top of mind.

Step 1: Tell Us You're Interested 

Start by filling out the interest form. This lets our team know you'd like to join.

To be approved to enroll in the program, everyone must have:

  •  A minimum of 25 client names in your database  

As an IC or advisor, you must have:

  •  A separate list from your host agency 
  •  A host agency that allows ICs or advisors to join the program  

Step 2: Complete Your Enrollment Form

Next, you'll get an email from marketingsupport@ensembletravel.com with a link to your enrollment form.

A few things to know:

  • This form is separate from the interest form. It is the official form to enroll into the program.  
  • This form is unique to you. Please don't share it with anyone else.  
  • Your details will appear on client-facing materials. We use what you provide to personalize your marketing, so double-check spelling, contact information and any information you want your clients to see.  

Step 3: Get Set Up

Once you're enrolled, we'll set up a HubSpot account for you. From there, you're three steps away from your first campaign:  

  1. Authenticate your domain. This confirms to HubSpot who you are, so your emails land smoothly in your clients' inboxes not spam. Advisors and IC’s using their host agency's email domain can skip this step; your host agency takes care of it for you.  
  2. Meet with Ensemble Marketing to sync your HubSpot account. Prefer to get started on your own? We can transfer the account to you before the meeting or in place of it. Just let us know.  
  3. Add your contact list with the right Communication Channels. Once your list is in, Ensemble Marketing is ready to reach your clients. Visit Contacts Management to learn how to add and manage the clients who'll receive your campaigns.  

Get a Head Start: Prep Your Database in Advance  

  • Download the Ensemble standardized template  

  • Have at least 25 client names ready to go, not counting yourself or fellow advisors. 

  • Want to see what your clients receive? Add yourself to the list, too. You just won't count toward the 25.  

Send your completed database to marketingsupport@ensembletravel.com ahead of time and we'll add it to your HubSpot account for you, so you're ready to go the moment setup is done.  

Additional Resources to make the most of your enrollment 

 Once you're enrolled, these resources help you get even more from your marketing:  

  1. See what's included. The 2026 Member Marketing Program Overview outlines the digital emails and print pieces that come with your membership.  
  2. Watch the how-to videos. Our webinars and how-to videos walk you through using HubSpot for Ensemble Marketing.  
  3. Choose partners to exclude. If there are partners, you'd rather not promote, see How to Exclude Partners from Digital and Direct Mail Marketing Campaigns. 
  4. Keep your personalization current. If your details change, update your marketing personalization so every campaign stays accurate.  
  5. Plan ahead with the Marketing Calendar. Visit the Marketing Calendar on the member portal to see what's going out each month.  

Need Support?

Email marketingsupport@ensembletravel.com. We're happy to help you get started.