Below, is the ad’s report funnel/ analyzer and that report currently must use the HS created “Customer” with Internal ID as “customer” to be able to report correctly.
In being able to adjust lifecycle stages / rename in the newer updates of HS- and with our Industry a Customer is not really a clear stage and so we have renamed and created new stages for our indusry, however, that resulted in this report not being able to report correctly for this report.
I am asking if HS can create a settings for the lifecycle stage portion of this funnel to choose the lifecycle stage we use to denote a Closed client or “customer” or Signed active client to show a better representatin of our conversions from our ads.
Otherwise, you should still be able to accomplish bottom-line conversions from your digital ads efforts within a custom report. HubSpot is updating the “original source” properties on your contact records as they engage with digital ads:
“Paid search” = Google/Bing Ads
“Paid social” = Facebook/Instagram/LinkedIn Ads
You should check out the following properties:
“Original source” (contact)
“Latest source” (contact)
“Original source type” (deal)
You can then layer those in with your closed won deals to get a sense for the revenue generated from leads sourced or influenced by paid ads.
