topic Re: Set Conversion with a website visit in CRM

Set Conversion with a website visit

ABaldassarre — Thu, 21 Sep 2023 14:56:25 GMT

Hi folks,

this is Antonio and thank you for your time helping me.

Basically I was looking for a way to set correctly my hubpost crm since I'm basically stuck.

Some global information:

Contex: I have a restaurant and I want to know my costumer better

Goal: I want to track conversion (when a costumer visit my store) on hubspot. Basically: "if costumer (already inside my crm) visit a webpage than track the conversion)

Data in my posses

1. On each table there is a digital menu (Unique Qrcode on the tables) that bring costumer to my webpage (You can see my menu here: Menu )

2. My website is made with wordpress, so I've installed the "hubpost" plugin inside

3. I have different methods to track and automatically upload customers contact information, so skip that part

Note: Of course i want to track user information (and conversion) after the customer data ends up on the crm.

I hope everything is clear, I made my best.

Thank you all for your help.
Best,

Antonio

Re: Set Conversion with a website visit

Shadab_Khan — Fri, 22 Sep 2023 06:44:17 GMT

Hi @ABaldassarre ,

Happy to help, you can surely track that if the tracking code is correctly setup on your Wordpress page.

The "menu link" is missing

Do you have set of specific pages you want to track?
Do you want to segment those contacts in the list, and create notifications and tasks for them?
What is the end-state here i.e. when you are tracking that conversion (website visit from existing contact) what do you want to do with those contacts?

happy to explore this more with you once you answer my questions

Re: Set Conversion with a website visit

pankajGRZ — Fri, 22 Sep 2023 14:42:23 GMT

Hi @ABaldassarre ,

I remember doing it during my last setup I even faced the same problem, I'm sharing the detailed view that a person gave me, hope it works for you

To track conversions from your website visitors. Based on the information, you have installed the HubSpot tracking code on your WordPress website and connected your HubSpot account
you will need to create a custom event in HubSpot that triggers when a visitor scans the QR code on your table and lands on your menu page.
Once you have created your custom event, you can use it to track conversions from your website visitors
You can filter your report by various dimensions, such as the contact owner, source, or lifecycle stage.
To create a custom report in HubSpot, follow these steps:
In your HubSpot account, navigate to Reports > Reports.
In the upper right, click Create Custom Report.
Select Single object report, and choose Contact as the object type.
Click Next.
In the report builder, drag and drop the metrics you want to measure, such as Contacts created, Customers, and Viewed menu page (your custom event).
Optionally, you can add filters, groupings, and breakdowns to your report, such as Contact owner, Contact source, or Contact lifecycle stage.
Click Save.
I hope this helps you with setting up your HubSpot CRM to track conversions from your website visitors. If you have any further questions, please let me know. 😊

thanks

Re: Set Conversion with a website visit

ABaldassarre — Mon, 25 Sep 2023 08:51:11 GMT

Hi @pankajGRZ , thank you for your help.
Basically I think u got the idea and I think it should work.
The question is: How can I create my "custom event" and than set it as a conversion?

Btw: The tips on automation is fabulous, I could for expample send a after-service-review when the day after with the aumation you were mentioning.

Re: Set Conversion with a website visit

ABaldassarre — Mon, 25 Sep 2023 08:53:40 GMT

Hi @Shadab_Khan, thank you so much for your help.

So to answer to your question:

Yes, I have (https://sentichepizza.com/menu-trani/)
Well it could be usefull, I could send a after-service-survey when they visit the website
I'm tracking conversion when see the menu, that basically mean for me they visit my restaurant

Thank you so much for your help 😊

Re: Set Conversion with a website visit

Shadab_Khan — Mon, 25 Sep 2023 08:59:41 GMT

You can either use that trigger to:

Populate a custom property on contact record so that you can build your reports on that.
Create a custom object "conversion event" and associate it with contact

Re: Set Conversion with a website visit

Shadab_Khan — Mon, 25 Sep 2023 09:04:31 GMT

This sounds like a use case for custom behavioral events.
Although you can achieve a simple solution via a WF and based on your lists mark a multi-check box property for all of your products, based on the page visits (recommended)
Also, you can build a custom object to track every single conversion (but it can get messy fast)