I think it would be incredibly helpful to be able to categorize attribution events into their own channels and categories. Our leadership team wants to see our categories rolled up differently than how they currently are in HubSpot. It would be amazing to have the level of customization to be able to categorize all events, including HS standard ones, app events, and custom events, into pre-defined categories for reporting. Almost like “event” properties that we could then use for reporting.
Status: Idea Submitted
Hi Alex, until HubSpot adds custom channel grouping in attribution, two workarounds get leadership most of the way. First, build the rollup in the custom report builder: start from the attribution dataset and add a formula field with IF logic that maps each source or event type into your own categories, then group the report by that field. Second, for contact or deal level reporting, create a custom property like Channel Group and set it with a workflow off original source and drill downs, so every report uses the same buckets. Keep the mapping in a short doc so new campaigns get tagged the same way. I’d also upvote the idea post, since custom event categories would make this much cleaner.