Hello. Is there a way to use the standard reporting module to export the engagement history for contacts/companies? We are incorporating ABM into our approach and understanding contact and company engagement behavior would be helpful. I found a similar question in the community from two years ago, but the solutions were to use Sprinkle Data and no. Has anything changed? Thanks in advance.
Thank you for reaching out.
I want to tag some of our experts on this - @danmoyle @MuseDebbie @SNigam @Levi do you have any thoughts or suggestions for @AndrePrawoto on this?
Thank you!
Best
Tiphaine
Hi @AndrePrawoto. I have a couple resource I share with folks looking at the ABM tools in HubSpot. I’ll start there:
- Set up account-based marketing in HubSpot (HubSpot resource - scroll to the end for reporting help)
- Measuring ABM Success with HubSpot Reports (from SmartBug)
From there, if you’re not finding what you want in standrard reports, I’d look at the HubSpot Custom Report Builder (a great interview with a product manager of it) and create a Company based report that brings in marketing emails and sales activities as the other data tables, and find Target Account is Yes (or the specific tier) as your fiter.
Hope that helps spark some ideas.