3 weeks ago
- last edited
3 weeks ago
by kvlschaefer
Member
Integrating Offline Event Tracking and Survey Data in HubSpot for Attribution Reporting
SOLVE
Has anyone here successfully implemented a system for tracking offline interactions, like trade show visits or partner webinar registrations, in HubSpot? Additionally, I'm interested in integrating survey responses into HubSpot alongside these offline events.
If you have experience combining survey data with offline event tracking?
1. Make custom properties in HubSpot to store information about offline events (like trade show visits or webinars).
2. Add these offline events to contact records using HubSpot’s API or manually enter them as needed.
3. Use HubSpot workflows to automatically log these offline events when specific conditions are met.
4. Connect survey tools like Typeform or SurveyMonkey to HubSpot. This will automatically sync survey responses with HubSpot contacts.
5. Make sure survey questions are mapped to the right HubSpot contact properties, so all data is easy to access and use.
6. Combine the offline events and survey data to see how these activities impact your marketing. Use HubSpot’s tools to create reports that show this combined data.
7. Create custom dashboards to visualize the impact of offline events and surveys on your overall results.
Integrating Offline Event Tracking and Survey Data in HubSpot for Attribution Reporting
SOLVE
For surveys, I’ve found it useful to integrate them directly into HubSpot using tools like SurveyMonkey or Typeform, which can push responses into HubSpot as custom properties or notes. That way, you can link survey data to specific contacts and even trigger workflows based on responses.
You can do offline tracking of events one of two ways.
Option 1. With an App named SimpleEvents.io. It's an event management platform built only for HubSpot. You can import historical data and also run your own events. Check it out here.
Option 2. You can use the marketing events object (link) and manually associate contacts to events. Not simple but doable. See this knowledge base article.
You can see attribute reporting with Campaigns by adding those events to associated campaigns.
Word on the street is HubSpot is working on attribution reporting for the Marketing Events object.
1. Make custom properties in HubSpot to store information about offline events (like trade show visits or webinars).
2. Add these offline events to contact records using HubSpot’s API or manually enter them as needed.
3. Use HubSpot workflows to automatically log these offline events when specific conditions are met.
4. Connect survey tools like Typeform or SurveyMonkey to HubSpot. This will automatically sync survey responses with HubSpot contacts.
5. Make sure survey questions are mapped to the right HubSpot contact properties, so all data is easy to access and use.
6. Combine the offline events and survey data to see how these activities impact your marketing. Use HubSpot’s tools to create reports that show this combined data.
7. Create custom dashboards to visualize the impact of offline events and surveys on your overall results.