Reporting on associated contacts without deals

[Lauren3]

Hi all,

We’re trying to build a custom report that shows two associated contacts — one who introduced the other — alongside their lifecycle stages. This is for tracking word-of-mouth introductions, where one person recommends our service to another.

Here’s how we’ve set things up:

• We’ve created a property called “Were you recommended by someone?” (Yes/No dropdown)

• We also have a property called “Recommended by”, where our team enters the name of the person who shared our service with them

• We manually associate the two contacts using a label like “Recommended”

Here’s an example (see screenshot):

• Rebecca is already a customer

• Lauren has just signed up, and was introduced by Rebecca

• Their records are now linked using a contact-to-contact association

What I’d like to do:

• Build a report that shows people like Lauren and their lifecycle stage

• Filter or segment based on whether they are associated with someone else via that “Recommended” label

• Ideally, include another custom property (or filter by list membership) that captures whether they heard about us online or offline

Would love any advice on how to achieve this in HubSpot’s custom reporting tools. Thanks so much!

[KlemenHrovat · Accepted solution]

@Lauren3 

1. To get people like Lauren, I would create an active contact list with a filter on the Recommended by property: is known. That's how you will have all the leads that you got by recommendation collected at all time. On top of that, you can filter/sort based on lifecycle stage. 

2. I don't have any custom association label, but you might be able to filter for contacts using the filter option on the screenshot below. From this list exclude contacts on the list you created in the first step and you get contacts who recommended you to least one contact. 

3. Where do you get that information from? Based on that, I would set up a workflow to change the property value based on that information

[BérangèreL]

Hi @Lauren3, I hope that you are well!

Excellent question, thanks for asking the HubSpot Community!

That's such a smart way to use custom properties and labels for word-of-mouth introductions!  🙌

For information on the topic, I think you might be interested in this "How to Build Sustainable Word-of-Mouth Demand Through Your Users".
And this free lesson from HubSpot Academy is very helpful: "Custom Reports HubSpot Tutorial: HubSpot Custom Report Builder Deep Dive".

I have found for you, the very interesting insights from @mangelet and @jolle, on this thread "How do you track people in your network who can provide intros, but aren't themselves going to buy?" that you might want to take a look at.

I'd love to put you in touch with our Top Experts: Hi @ArtyCele, @Josh and @KlemenHrovat do you have suggestions to help @Lauren3 in the creation of the reporting, please?

Have a lovely day and thanks so much in advance for your help! ❤️
Bérangère