Meeting and Campaigns

Stacks42 — Fri, 11 Oct 2024 16:11:35 GMT

One of my sales reps set up a meetings scheduler for a one day event where people can book meetings in 30 min intervals all day. How can we track these people? Does it make sense to just associate it to a campaign?

Also, does anyone have any tips and best practices for tracking all of the meetings in the meetings library? Right now you can only view all and filter by owner. Is there a way to build a list or report on this? Can date be pulled in so we can see most recent??

Re: Meeting and Campaigns

karstenkoehler — Fri, 11 Oct 2024 16:20:38 GMT

Hi @Stacks42,

Which subscription level are you on?

In Professional and Enterprise subscriptions you can build custom reports based on the data source meetings: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

This also allows you to visualise the found of meetings by activity date - a bar chart showing bookings over time.

In all subscriptions, meeting links behave like forms, so you can always create a filter contact view or contact list and filter for form submissions, then select the meeting links you'd like to see the submitting contacts for.

Have a look and let me know if you'd like more detailed instructions!

Best regards!

topic Meeting and Campaigns in Tips, Tricks & Best Practices

Meeting and Campaigns

Re: Meeting and Campaigns