I already submitted this in the Ideas Forum. But please let me know if you have a better alternative to my workaround.
My eCommerce client is looking to attribute revenue to their marketing assets and email campaigns, but Campaign revenue attribution and Email Performance revenue attribution all pulls from closed-won deals related to those assets.
That’s irrelevant to this eCommerce brand’s data model, which uses the Shopify integration that creates Carts and Order records.
I am having to set up a significant workaround that creates Deal records in a Deal pipeline for each Order so the Deal Amount attributes revenue when the Deal is set to closed-won. This is not ideal and I’m worrying about it doubling the numbers in high-level revenue reports. But it’s the only way I can think of to attribute revenue to distinct marketing efforts for an eCommerce brand using HubSpot’s eCommerce features.
Yes the Shopify integration is fully set up and functioning. There is unfortunately very little reporting that can be built around marketing emails contributing to Carts and Orders being generated, which in effect generates revenue. There is a total disconnect between revenue attribution and marketing assets such as emails. From what I see the Carts and Orders object are useless for tying their revenue back to marketing efforts.
Hi Ashlyn, yeah I don’t see the ability to associate carts and orders as assets to a marketing campaign. Even then, [this article](Understand your campaign metrics indicates revenue is really only attributed when a deal reaches closed won, like you said.
Sorry I can’t point you to a better solution than the route you’re going. Maybe someone else will come along and know of a fix.
Thanks! Agreed, I can’t think of any specific reporting instances where total revenue would be doubled and thereby inflated by the creation of Deals for each Order, can you?
I do not think it would be doubled. Are you manually creating the deals or do you have it being done automatically?
Here’s a way to potentially use Zapier to create a deal upon purchase and associate line items.
Recently, HubSpot has improved its out of the box workflow actions. I think most of this could be done within HubSpot automatically, using workflows. Let me know if you’d need help setting this up.
I agree, as long as we are aware of the objects any revenue reports we add are pulling from I’m not thinking it should be an issue. I believe I can do this almost entirely internally as well. Thanks for being a sounding board on this @RSchweighart!
You’re absolutely right to raise this issue, as the current deal-based revenue attribution model does not align seamlessly with the data structure for eCommerce brands using Shopify integrations. While your workaround of creating Deal records for each Order is clever and ensures revenue attribution to marketing efforts, it introduces risks such as inflated revenue reporting and added complexity in data management.
An alternative approach to consider is utilizing custom properties or calculated fields directly in the Order records. You could tag Orders with the associated marketing campaign or asset through automation or workflows, effectively linking revenue to campaigns without needing to replicate the data in Deals.
If this isn’t feasible with the current tools, your suggestion in the Ideas Forum for HubSpot to adapt its revenue attribution framework to recognize Orders and Carts as revenue sources is spot-on. A native solution would not only reduce manual workarounds but also ensure accurate reporting across the board for eCommerce clients. In the meantime, careful auditing of high-level revenue reports and robust deduplication strategies can help mitigate the risks of your workaround
Hi @ARez, thanks for chiming in. Could you provide more details on your alternative solution? What do you see this process looking like? And if Campaigns only pull revenue from associated Deal records, how would tagging Orders link revenue to Campaigns?
They change things up and give us on Orders object that can’t be added to the data model or have any associations…am I missing something?
HubSpot continues to gaslight us by offering options that don’t connect or work, and then expect us to upgrade to another level of service. Getting sick and tired of this SAAS and considering a switch.
Hi @kc_twilliams,
We hear your feedback and completely understand your frustration with the limitations around the Orders object and integration options.
Thank you for sharing your experience. Honest input like yours is important to us as we strive to improve HubSpot for everyone!
With all of that being said, if you have any Product Feedback or would like to see something changed within Hubspot, I would highly recommend posting in our Ideas Forum.
Best regards,
Cassie, Community Manager
