Attribution best practices

TomMahoney — Wed, 20 Jul 2022 10:18:02 GMT

Hi all,

We are new to HubSpot CRM and want to ensure that all of our leads moving forward are tracked correctly.

I can see the original source will populate automatically but had a couple of questions that relate to best practices:

1) If we are tracking offline events, how is it best to handle this data. I assume you would mark the original source as 'offline events' but where is it best to then report on what event that lead came from? E.g. Tradeshow 1 2020, Tradeshow 2 2021 etc.

2) How do users handle 'how a lead got in contact'? For example, called the office, emailed sales directly, completed a website form etc. This would be useful information to know if certain contact methods increase the likelihood of conversion.

*Please note, our website is not yet fully integrated with HubSpot but when it is, we will be using non-hubspot forms.

Many thanks,

Re: Attribution best practices

PamCotton — Wed, 20 Jul 2022 23:07:52 GMT

Hello @TomMahoney welcome to HubSpot and to our Community!

I would like to invite our top experts to share their best practices @Josh @Mike_Eastwood @Jnix284 any suggestions to @TomMahoney matter?

Thank you,

Pam

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Attribution best practices

Re: Attribution best practices