l need to build a report that shows a certain form submission that came in through Google ads that will give us the lifecycle stage and deal information. It’d be great if I could also see the Google ad campaign that drove the lead. Is this possible?
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@AWebb32 welcome to the community!
Have you checked out the Analyze tab within the Ads section of Hubspot?
You can accomplish your report by doing the following:
- Create an Active List with has the original source of Paid search & Form Submission = Form Name. (see screenshot 1)
- Create a Custom Report using the Custom Report Builder (screenshot #2)
- Select Contacts, Deals, & Ads Interactions at your sources (screenshot #3)
- I would recommend a Table Layout
- Add the following columns (screenshot #4):
- Record ID (this will display the contact’s name)
- Create Date (if you want it)
- Ad campaign name
- Deal Stage
- Add the following filters:
- Contact is a List Membership of your new Active List you created.
- Save the report and add it to a Dashboard.
If you have any questions let me know.
Screenshot #1:
Screenshot #2:
Screenshot #3:
Screenshot #4:
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