How to attribute contacts from offline sources" to “influenced contacts" in a HubSpot campaignSOLVE
Apr 30, 2020 11:06 PM - edited Jun 7, 2020 11:10 PM
Very often you may be running a campaign in Hubspot and need to attribute contacts you already have in your database to that campaign or attribute contacts who may have slipped through the cracks.
In these cases, you can leverage workflows to make sure that these contacts appear in your campaign metrics.
Create a list of the contacts you want to attribute to the campaign. This can be active or static.
Create a workflow that uses the ‘list membership’ filter as an enrollment trigger and select your desired list. The point of the workflow is simply to enroll contacts so the action that you chose does not really matter.
In my sample I have chosen to add them to the static list they are already a part of. However, in some cases, you may want to create a custom property called something like ‘original campaign’ and set the value for this as the name of the campaign you are adding them to.
Turn on the workflow and you will see the contacts on this list now appearing in your campaign metrics.
**If you need to add individual contacts to the workflow you can also use the ‘enroll’ button in the workflow to manually enroll individual contacts. This overrides the ‘list membership’ enrollment criteria.
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