Goal Conversion Metrics

HubSpot Ideas
, ,
1

Hi all,

I would like to propose two slight improvements that could really help the reporting on the efficiency of Workflows and marketing emails.

This is the scenario:

- One of our multiple nurturing workflows is made of 6 different emails, sent every 7 days. Activating the goal inside the workflow would give us the goal conversion rate for the whole workflow and when (absolut date) the Contact Met the Goal however I would like to have the exact time that passed since the contact was enrolled.

- Furthermore, it would be great if we could be able to know 3 KPIs that for me are key to any optimization:

- Contacts that met the goal after they received an email

- Contacts that met the goal after they opened an email

- Contacts that met the goal after they clicked an email

- Finally, if I need to go the manual way to obtain this metrics (not scalable at this should be something that could go to a dashboard) I cannot do it in a list neither as I do not have the possibility of using the following criteria:

- Pageview Seen AFTER Click Date on Email X

- Goal Completed AFTER Open Date on Email X

And such combinations that could be very very helpful for a plethora of cases in which you need create a list in order to know what activity happened before or after other one.

Any help would be appreciated!

Thanks!

2

OMG YESSSS. You’ve basically captured exactly what Im struggling to try and manually create. Seeing as how it’s been almost a full year to the day with no replies I’m guessing this isn’t “in the works” for Hubspot.

Did you happen to come up with any workarounds?

3

Hi @noramv, unfortunately I still do not have any workaround properly working… We tried to use the API and Workflows to do something like that, we are exploring the new Custom Report Builder but nothing perfect yet… We stopped that task for the moment but it will come again to us soon…

I’ll let you know if we find something..

Thanks!