1. What is the difference between timeline events and custom behavioral events?
2. When do you use which?
3. What are the pros and cos of either?
I cannot see if I need to upgrade to Marketing Enterprise to do the following our through Custom Behavioral Events, or if it enough to create an app and use timeline events.
I am currently researching how to integrate usage information from our SaaS app with Hubspot. This is information such as
1. Logins
2. Failed Logins
3. Onboarding Completed
4. Search for entities
5. Interaction with map
6. Creating filters
7. Creating lists
We want to use this information to gauge which free trials we need to focus on for our sales department and which paid customers we need to focus on for our customer service department.
We need to be able to enroll contacts into workflows and send emails/create tasks based on this information
We would also like to be able to display usage statistics in our reporting tool.
It's a great question and something I've been asked before, I've included a breakdown of the key differences below but also TLDR: You can use timeline events but will miss out in terms of reporting not to mention having to configure them is much more complicated.
Can be used for list segmentation and workflow enrollment
Can be used for reporting purposes (Attribution Reporting, Custom Event Funnels)
I'd be inclined to think that Custom Behavioural Events would be better suited to your use cases. For instance you could create custom event funnel reports to identify the users which "Setup a Free Trial", "Completed Onboarding Step X, Y Z" and "Upgraded to a paid plan" or did not upgrade in which case you could reach out to them as needed. Also, Custom Behavioural Events are much easier to implement in my experience and can provide lots of useful insights. Of course it does come at a cost - you have to upgrade to Marketing Hub Enterprise but you also get access to other enterprise features like:
It's a great question and something I've been asked before, I've included a breakdown of the key differences below but also TLDR: You can use timeline events but will miss out in terms of reporting not to mention having to configure them is much more complicated.
Can be used for list segmentation and workflow enrollment
Can be used for reporting purposes (Attribution Reporting, Custom Event Funnels)
I'd be inclined to think that Custom Behavioural Events would be better suited to your use cases. For instance you could create custom event funnel reports to identify the users which "Setup a Free Trial", "Completed Onboarding Step X, Y Z" and "Upgraded to a paid plan" or did not upgrade in which case you could reach out to them as needed. Also, Custom Behavioural Events are much easier to implement in my experience and can provide lots of useful insights. Of course it does come at a cost - you have to upgrade to Marketing Hub Enterprise but you also get access to other enterprise features like:
