Revenue Attribution Report by either Static or Active Lists

Smart CRM & Sales Hub CRM
1

Hi everyone,

Trying to create a better revenue attribution report by adding static or active lists to the interaction types.

So basically I have manual marketing event lists that show people whether they attended or not and then I want to use these list to attribute revenue to them.

How can I use lists to attribute revenue to them?

Thanks,

2

Hi everyone,

Anyone has any idea on this?

Thank you

3

Hi @mdrnd

Thank you for reaching out and sorry for the delay here.

I want to tag some of our experts on this - @danmoyle @NicoleSengers @Mike_Eastwood do you have any advice for @mdrnd on this?

Thank you!

Best

Tiphaine

4

@mdrnd Have you added static lists to a campaign and then used that campaign to report on revenue attribution? That’s the route I see that makes the most sense. I don’t see lists as a single tool in the attribution reporting, and that’s how I’d have thought of it. But if you add lists to a campaign (you can only add static lists, but that’s an easy workflow to add members of an active list to a static list), you can measure the effectiveness of a campaign on revenue.

Hope this helps get the gears turning. Cheers!

5

Hi Dan,

Thanks for your reply. Thi is what I have setup currently and was wondering if there is any direct way of adding lists to the rev attribution.

Thanks,

6

@mdrnd I’d have to see details on what you’re thinking of creating and the why behind it, but my guy tells me creating revenue attribution reporting is more complex than tying a list of event attendees to it. It’s more holistic, which is what HubSpot’s multi-touch attribution reports are built for. As much as I prefer simple, I think this case is more than saying ‘this list alone drove revenue.’

Not sure if that helps, but that link above is a resource I go back to often.

7

I have a similar question. After hosting an event, I created a new static list from the leads generated. However, when I add this list to my campaign, I don’t see any changes reflected in the ‘Attributed Revenue’ or ‘Associated Deal Value’ metrics, despite knowing for certain that we acquired new clients from this list. I’m wondering if simply including a static list in a campaign will accurately update the report with new data from the leads within that list. It appears that the campaign report is only utilizing data from forms and other assets within the campaign, and not the list I’ve added. Is there anything else that should be done to ensure the report updates to include the data from the MQLs on the new list?