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Bulk Insert Contacts into Form for Offline Conversion Tracking
Résolue
I am trying to crack the code on offline conversion tracking. Would it be possible to bulk insert contacts from a google sheet into HubSpot as a form submission?
That way I can create a Hubspot form as the "Offline Event" and then have all the interaction fields filled in because Hubspot will register the form...
Manual imports do not allow me to associate the import with a campaign as the first interaction. These fields show up as blank values.
Can we handle this through an API? Is there a way for me to bulk insert contacts into a form?
Bulk Insert Contacts into Form for Offline Conversion Tracking
Résolue
SOLVED:
Problem:
Inserting contacts with a campaign is not possible via standard Hubspot import. Thus, first touch attribution for offline events, do not display in attribution reporting.
Goal:
We want toInsert contacts with a campaign through a form. We can insert first touch in HubSpot via forms by associating the form with a campaign
Step 7 ) Contact is now inserted to Hubspot with Campaign
Now when we do attribution reports on deals, we will be able to report on the attribution of the offline event.
We can now see that our fake offline campaign has attributed $25,000 in revenue.
FAQ
If a contact attends multiple offline campaigns in their lifetime, will we be able to association many campaigns to this contact record and have that display on the attribution reporting?
Yes. Every new form submission with the tracking URL will associate the contact in the form submission with the campaign. Please see multiple campaign in the attribution reporting below. Each one of these was a form submission via API with different Tracking URLs. Thus, allowing hubspot to associate the contact with a different campaign.
Can we use this to backfill campaign data?
Unfortunately Hubspot will not allow you to set the submission date retroactively. Otherwise, yes, we can set the contact to be associated with retroactive campaigns using this method.
Bulk Insert Contacts into Form for Offline Conversion Tracking
Résolue
SOLVED:
Problem:
Inserting contacts with a campaign is not possible via standard Hubspot import. Thus, first touch attribution for offline events, do not display in attribution reporting.
Goal:
We want toInsert contacts with a campaign through a form. We can insert first touch in HubSpot via forms by associating the form with a campaign
Step 7 ) Contact is now inserted to Hubspot with Campaign
Now when we do attribution reports on deals, we will be able to report on the attribution of the offline event.
We can now see that our fake offline campaign has attributed $25,000 in revenue.
FAQ
If a contact attends multiple offline campaigns in their lifetime, will we be able to association many campaigns to this contact record and have that display on the attribution reporting?
Yes. Every new form submission with the tracking URL will associate the contact in the form submission with the campaign. Please see multiple campaign in the attribution reporting below. Each one of these was a form submission via API with different Tracking URLs. Thus, allowing hubspot to associate the contact with a different campaign.
Can we use this to backfill campaign data?
Unfortunately Hubspot will not allow you to set the submission date retroactively. Otherwise, yes, we can set the contact to be associated with retroactive campaigns using this method.