We need to be able to attach contacts we upload to a campaign in Hubspot.
Let’s face it, not many companies are 100% online, we all go to events and attend conferences where we get contacts, or even do hosted paid and are given lists of contacts (who have downloaded our content, not outbound).
Salesforce allows us to attach contacts to a campaign with a workflow, could be an idea.
It would also be useful to be able to attach contacts to a campaign for “deal source” purposes > when we send an MQL to an SDR, they get in touch, and the person forwards them to someone else in th company, so we can also attach that person to the source campaign!
Because I don’t have this posisbility, I have created a set of altnerate custom sources to track my marketing activities ROI and it is not fun.
Our Sales rep just got back from a conference and has several business cards/leads that we would like to manually add to HubSpot and relate to the event campaign (we had sent emails, blogs, etc. in advance); however, understand there is no way to do so manually. I think it makes sense to be able to manually add a lead and relate it to an existing campaign.
I have a list of webinar attendees and survey responses that go along with a campaign we are tracking in Hubspot. It would be really great to add these contacts to the campaign.
I agree with this request. There are SO MANY instances when adding to campaigns outside of the current scope would be beneficial. Special events, tradeshows, networking and third-party tools such as FB Messenger, intercom chats etc.
It would be very helpful for us to associate lists with certain campaigns, as nearly all of our lists are created in conjunction with event campaigns. Our team would greatly appreciate the addition of this feature, as it would help us to better organize our events.
I’d like to be able to associate a list of contacs we’ve imported with a campaign. This would be a great way to improve organization/tracking ROI of offline campaigns such as events.
Currently, when you build a smart list. You can filter contacts by “Campaign ID” - one campaign at a time.
It would be great if there was a option to select “Contains” as the filter.
In that case we could standardize on naming convections for campaigns in Salesforce and use “Contains”=“*webinar*” as the filter to include all past (and future) webinar campaigns.
It would be very helpfull to be able to create a list based on a campaign. For instance, if several emails are part of a campaign, creating a list of all those emails would permit to create workflows based on clicks in those emails.
Agreed! This would be incredibly beneficial to our team for organization purposes as most of our lists are centered around campaigns, such as RSVP and invitation lists for events.
I agree. When we create a campaign associated to a tradeshow, we send pre-show email shots but at the show we gathered new leads that must be then uploaded to Hubspot and associated to the campaign. For the time being all the leads gatherred at the shows are not associated to any campaign and so are not included in the statistics/report of the event campaign. As a matter of fact, the tracking is impossible.
I send emails segmented by campaign for new listings each week -- a LOT of them. While the body is switched out with HTML code, the actual campaign and the lists are consistent.
In our world, a campaign and a list is equal to a market that should receive the email.
Like this:
Tuesday -- Listing 5000 goes to List MW - Campaign MW
Thursday - Listing 5050 goes to list MW - Campaign MW
The struggle I’m having is that as our listing count grows and campaigns grow, our 'schedulers" are making errors in booking these so it’s very difficult to track.
Is there a way to TIE specific lists to specific campaigns as my lists are always being updated and then when I choose the campaign, HS knows what list to use? I asked support and they said no, but I thought someone might have a work around.
In the case that can’t happen, can the template be created to include the correct list and correct campaign and then just have the base content updated each time?
I need a way to organize this. I look at the calendar and I see all these emails going out but when someone picks the wrong list but right campaign, the only way to know is to individually click and “re-check” every single email. Same thing if they choose the right list but wrong campaign. That’s what we’re resorting to doing and it seems like such a waste of time.
Any other way to “game” the system for the same result? The other issue is that each market doesn’t receive an email every single day. Some markets get Tuesday/Thurs. Others get Mon/Wed, etc. Like this:
This is also an issues for us - we do a lot of events and often need to associate offline contacts with a campaign, which also contains e.g. social media posts.
I saw there are some ways to get around (e.g. importing contacts via a form), which are rather cumbersome.
After an event, we usually do not send generic email but rather personalised ones directly throught the contact field and there cannot be attached to a campaign.
This is also really important for us, specially for tradeshows as some of you mentioned. We need to associate pre-existing contacts with a campaign, as well as adding contacts and lists to a pre-existing campaign.
I echo what the others are saying here. There has to be an easy way to associate a list or group of contacts from an offline source event to be able to track and further drip on without having a digital event being the means of tracking. This happens frequently with trade shows, conferences, fundraisers, and any other live “human interaction” event where business cards are handed out and promised to connect. How else do we organize such a status quo business process???
Ditto, ditto, ditto. This is incredibly frustrating for me and almost makes me regret my HubSpot decision. Offline sources should be further defined to include common items like events and webinars and let you attach contacts to campaigns via list uploads. So frustrating!!!
As an update on this issue - the only workaround that we have found so far is to develop a custom webapp that uses the hubspot API to take contacts from a google spreadsheet and submit them to a form on a landing page specially created for each upload, so we can attach contacts to a campaign.
This was a lot of work for an issue that seems like it’s very common so should be handled by the product!!!
Cheers
PS: If you’re interested in this solution, let me know!