topic Re: Customer Journey Report in Reporting & Analytics

Customer Journey Report

jhall — Wed, 07 Mar 2018 21:05:58 GMT

There are a few data points I'd like to pull together from all of our customers so we can have a better idea of how to reach and connect with future customers.

1. Where did they come from and what did they look at on our website before and after they converted?

2. Did they come back to the site after they converted and if so what did they do on the site?

3. What emails did they open, click, share and when did they unsubscribe if they did?

Some of this we can get from GA but not specific to our customers or our email campaigns. I can't find a Hubspot report that captures all of the details that I can see in individual contact files so that I can build a picture of trends. Does that exist?

Re: Customer Journey Report

jennysowyrda — Wed, 21 Mar 2018 18:33:44 GMT

Hi @jhall,

What HubSpot products and subscription do you have?

Depending on what tools you have access to, where your website is hosted (by HubSpot or externally), and what subscription level you have will vary the best next steps.

Once we have this information, the Community can give more insight!

Re: Customer Journey Report

jhall — Wed, 21 Mar 2018 21:22:18 GMT

Thank you. We have Professional 2013. Our website is hosted through Wordpress rather than on HS.

Appreciate your help.

Jennifer

Re: Customer Journey Report

jennysowyrda — Fri, 23 Mar 2018 14:46:55 GMT

Hi @jhall,

The attribution report would be a good starting point in terms of gathering the data around what pages website visitors are going to.

Additionally, the sources report could give you some of the information you are looking for. Here are a few resources that explain the report.

@coreysmith @Josh do you have any suggestions on gathering this information within HubSpot?

Re: Customer Journey Report

coreysmith — Fri, 23 Mar 2018 14:57:33 GMT

There is no one report that you can pull to gather this data. I do agree that the attribution report is a good starting point. While I can't tell you specifically what report you would want to look to build, there is a lot of data in there.

It's likely you might need the reporting add-on to get as detailed as you'd like. You can light up a trial of that to see if it helps you.

Corey Smith

Marketing Strategist • Tribute Media

smith@tributemedia.com

Re: Customer Journey Report

jhall — Fri, 23 Mar 2018 15:35:45 GMT

Thank you Corey, what do you mean by "light up a trial?"