Dashboards & Reporting

duncanmcgovern
Member

Engagement rates from a list

SOLVE

Looking for tips on calculating rates of engagement in a target list vs contacts who take a specific action. For example:

 

  • Event invitees vs RSVP vs attended
  • Target contacts for a cross-channel outbound initiative vs those who engage

Coming from Salesforce, I'd use a campaign for this with different member statuses (target vs responded). Doesn't appear this functionality exists within Hubspot. Do I need separate lists for targeted vs engaged? How would I compare the two lists against each other (or 3 in the event example) to see % of the group taking X action?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Engagement rates from a list

SOLVE

Hi @duncanmcgovern,

 

You're correct, there isn't any obvious way to do this in HubSpot and calculating rates typically requires extra steps. Here are your options:

  1. [all HubSpot subscriptions] Creating multiple lists and perform the calculation on your own
  2. [Professional subscriptions] document the goal within a custom property (single checkbox, dropdown) and create a custom report that filters for membership in the target list, then displays in a pie chart how many contacts have the value: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder
  3. [Enterprise subscriptions] Create a customer journey report to visualize within a flow how many contacts from a target list take certain steps: https://knowledge.hubspot.com/reports/create-a-journey-report

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Engagement rates from a list

SOLVE

Hi @duncanmcgovern,

 

You're correct, there isn't any obvious way to do this in HubSpot and calculating rates typically requires extra steps. Here are your options:

  1. [all HubSpot subscriptions] Creating multiple lists and perform the calculation on your own
  2. [Professional subscriptions] document the goal within a custom property (single checkbox, dropdown) and create a custom report that filters for membership in the target list, then displays in a pie chart how many contacts have the value: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder
  3. [Enterprise subscriptions] Create a customer journey report to visualize within a flow how many contacts from a target list take certain steps: https://knowledge.hubspot.com/reports/create-a-journey-report

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes