Lists based on behavioral event properties - is this possible?
SOLVE
Hi all,
I'm trying to figure out if this is possible:
We give 3-4 workshops a week and have about 25 different types of workshops we provide. We're on HubSpot Marketing enterprise so we can use behavioral events to track what user went to what workshop and when.
I was thinking to create a single event called "attended workshop" and use custom properties to save the workshop ID, name, date, workshop type, category, instructor, etc.
This solves the problem of being able to see what workshops a specific person went to, but what I need is to create a list of people who went to a specific workshop.
Is this possible with behavioral events, and if not any idea on how to do this?
As far as I know, this cannot be accomplished with behavioral events, unfortunately. There is only the status of completed / not completed. With your requirements, you'd need an additional object here, either the marketing events beta or a custom object.
The only alternative would be a set of custom contact properties for each new event. These would stay empty whenever a contact has not interacted with a certain event – not ideal either.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
As @karstenkoehler suggested, yes we can create a list for Bahavioral events but using the same filter in the lists. Contacts > Lists > Contact based lists > use filter Behavioral events. This filter will be visible for contact baased list and not company based list.
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Yes, this is possible. In a list, simply select the Filter type "Behavioral Events":
You can then filter for contacts who have or have not completed that event and refine the filter:
Another way to approach this would be the marketing events BETA. HubSpot can aggregate marketing events from certain integrations, so you can have a consistent overview of your marketing events, which could be your workshops. Once you've added this object type to your HubSpot account, you can create marketing events through the Marketing events API and create saved views based on their property values.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Lists based on behavioral event properties - is this possible?
SOLVE
Hey Karsten,
Thanks for the reply, but my issue is that I can not filter the list based on specific properties of the Behavioral Event.
We're already part of the marketing events beta, but setting it up isn't as easy as just sending data via the API, we need to create a new app integration, which is beyond our expertise.
As far as I know, this cannot be accomplished with behavioral events, unfortunately. There is only the status of completed / not completed. With your requirements, you'd need an additional object here, either the marketing events beta or a custom object.
The only alternative would be a set of custom contact properties for each new event. These would stay empty whenever a contact has not interacted with a certain event – not ideal either.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer