Data set to attribute £xxxafter being enrolled in a workflow and visiting a xx webpage thereafter

[Bhumika_Bhatia]

Hi there, Any datasets experts in here who can help me. I would like to attribute a £xx value to any conversion of xx onboarding workflow, and count it towards a xx campaign.                    The thought process:
We are  trying to build a HubSpot custom dataset which attributes £xx to a xx campaign  which has the following logic:
If a contact has been on the xx Onboarding Workflow; and then they, following being on this workflow headed to a url which contains: "https: website page example" but excluding "https: some website example" then attribute £xx towards that data set. Need to be once per contact. Then we arethinking of creating  custom report which shows the value attributed per month over time. Has anybody done this or has any advise on how to go about it?? Any help much appreaciated. thanks

[jforte · Accepted solution]

Thanks for the mention @BérangèreL 

@Bhumika_Bhatia nice to meet you 🙂 Regarding your idea it's always possible to set amount ($) through workflow branches. As I understood you have several onboarding packages that have unique values, right?

If you want to use this to simply track the possible value of a prospect: a workflow with re-enrollment activated + page view as triggers will work. Than you need to split them on branches by each unique onboarding link (Branch (01) onboarding link XX; Branch (02) onboarding link YY; etc) as instead of set value you should use increase value action, this way if prospect goes to Branch (01) onboarding link XX the amount property will increase XX€ if he later goes to Branch (02) onboarding link YY it will increase YY€ above the most recent value (XX€ + YY€).

If you want to add that value to later invoice those prospects: I don't advice you to use page view as trigger because even if you add an UTM to set an unique email, that can be shared and you'll get wrong data (same thing for CTA interaction on an email). Build something where the prospect really shows consent on being invoiced by that. Form Submission, CTA in a page where login is required, etc

[BérangèreL]

Hi @Bhumika_Bhatia,

Thank you for reaching out to the Community about this!

From what I see in your specific use case, you could use the actions "If/then" branch, and the contact property "Last page seen".

I also wanted to invite a couple of subject matter experts to this conversation: Hi @danmoyle, @jforte and @Franci do you have suggestions to help @Bhumika_Bhatia, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks a lot ❤️ and have a fantastic day!

Best,
Bérangère