As part of our KPIs, we would like to be able to see not just influenced contacts but also influenced contacts associated with target companies (defined by a custom property). Is there a way to filter that?
Can I filter influenced contacts from a campaign to see how many are associated w. target companies?
Hi @Charlott,
How exactly are you visualizing influenced contacts? If you’re working with custom reports, the easiest way to to filter the report would be via a contact list.
Create an active list (Menu > Contacts > Lists > Contact-based > Active list). In the left sidebar, you should see the option to filter by Company properties. This is where you’d specify your custom company property value.
With the list ready, you can now go back and add the list membership as a report filter (left sidebar, click Filters on the upper left of the report builder).
Let me know if I got your request right.
Best regards!
Hi Karsten,
Thanks but I was actually referring to Hubspot’s Campaigns setup and the ability to see how many of our TARGET contacts were influenced by a campaign. Below you see the metric I referred to “Influenced contacts”. I am merely trying to find a way to establish how many of those are in our focus accounts. In other words, I am trying to work out how we can show top management how well our different campaigns “hit” our target audience.
Hi @Charlott,
You can click on that number in the campaigns dashboard and will see the option to create a list, lower left of the screen:
Once you have that list, you can cross-reference it with your target account list. How are target accounts currently labeled in your portal? If you’re working with the Target account company property, you’re contact list filters could look like this:
HubSpot would return the contacts to you that are in your in your “Influenced contacts” list from the campaign dashboard and at the same time associated with a company that is a target account.
Let me know if I got your request right this time!
Best
Very helpful. Interesting that Hubspot Support didn’t come up with that one. Thanks!