Quesiton - is there a way to pull a report showing the path to a conversion (contact and/or deal) that looks something like first touch Facebook second touch Organic last touch Google? Can’t seem to find anything like that in the reports builder. Basically facebook>organic>Google>contact created or deal created - does that make sense?
Thanks for your help!
Hi @carlosv,
There are different ways to access this information.
HubSpot keeps track of the original source in three properties, the original source drilldown properties explained here. These can be used in contact-based reports or for list building.
Additionally, HubSpot automatically maintains the fields First conversion and Recent conversion, but not any in between. In these properties, you’ll find the first or recent landing page and form the contacted submitted. Again, suitable for contact-based reports, lists, filters.
For the interactions between first/recent, HubSpot has a specific report type under Menu > Reports > Reports > Create custom report > Attribution. These reports will show you the impact certain interactions (channels, interaction sources, campaigns) have had on revenue, contact creation or deal creation. You can also choose attribution models here, i.e. how much credit should be given to earlier or later interactions.
You won’t find a visualization as the one you shared, however. That is currently not supported by HubSpot.
Hope this helps!
Thanks Karsten! I’m ok with not having that visualization, but what I’d like that I’m not able to pull is e.g., interaction 1 source FB, interaction 2 source Google, interaction 3 source organic > conversion. Is that possible?
Hi @carlosv,
Unfortunately that’s currently not supported. It’s implicit in some of the attribution reports but HubSpot currently doesn’t have a way to visualize this list of interactions as a sequence.
Best regards!
