Attaching Offline contacts to a campaign

[alivia]

Hey,

We need to be able to attach contacts we upload to a campaign in Hubspot.

Let's face it, not many companies are 100% online, we all go to events and attend conferences where we get contacts, or even do hosted paid and are given lists of contacts (who have downloaded our content, not outbound).

Salesforce allows us to attach contacts to a campaign with a workflow, could be an idea.

It would also be useful to be able to attach contacts to a campaign for "deal source" purposes > when we send an MQL to an SDR, they get in touch, and the person forwards them to someone else in th company, so we can also attach that person to the source campaign!

Because I don't have this posisbility, I have created a set of altnerate custom sources to track my marketing activities ROI and it is not fun.

Please find a way of doing this!

Cheers,

Alivia

[alivia]

Hi all - this feature is now in public beta. Check it out here. Please continue to share feedback either directly throught the beta CSAT feedback or in this thread. 

[alivia]

Hi everyone, 

My name is Jenny Mueller and I am the Product Manager of Campaigns since last year.

I have changed the status of this request to 'in Planning', meaning that the team and I are working on a solution for you, available within the next couple of months. Once we have more precise beta launch dates to share, I will post another update in here. In that update, I will also share a link to a survey that enables you sign up for the early beta of the feature so you can provide any feedback. 

If you have any questions in the meantime, please let me know. 

Best regards,

Jenny Mueller 

[alivia]

Really appreciate the feedback.

It's true that for now contacts added via a list will show as influenced contacts and revenue. This is the first step towards a cleaner way of associating contacts to campaigns. The issue that @mark-franken and @aericks2  is describing is on our roadmap. And, as Revenue Attribution gets built out further in Marketing Hub Enterprise, we plan on delivering even more robust multi-touch attribution that includes offline and custom interactions. 

@kbjornaas We hear you 🙂 This is a system limitation we're working with at this time. While we work on performance & infrastructure improvements, I'm interested to know how you plan on using lists with campaigns. How often would your campaigns need more than 5 lists? What's the use case? I'd love to pass any examples along to the team. 

[alivia]

We've been closely following your feedback on this thread, and we heard you. We're excited to let you know that it is now possible to associate lists with HubSpot campaigns. Have a list of contacts from a recent tradeshow? Upload them to HubSpot and add that list to a campaign. 

To get started with added lists to campaigns, navigate to any new or existing HubSpot campaign. From here, click "Add Assets" at the top right and you'll see "Static Lists" as an option. You can select up to 5 static lists to add to the campaign. Note that a list can be added to multiple campaigns.

After a minute, you'll see your Influenced Contacts and Influenced Deals metrics update to reflect the contacts from your attached lists. Any Closed Won deal in HubSpot that has one of the new contacts associated will roll up into your Influenced Deals and Influenced Revenue metrics. Also note that HubSpot will automatically de-duplicate contacts that may appear in multiple lists you've attached to a particular campaign.

Please continue to leave us feedback on the HubSpot Community, it positively influences the product development process, and we hope it positively impacts your experience as well.

[alivia]

@mark-franken We are currently evaluating potential solutions with our engineering team, but we do intend on delivering in 2019.

[alivia]

@mark-franken  The infrastructure improvements are actively in development. I don’t want to over or under promise in terms of timing, but we absolutely agree that these features are important and are working toward making them a reality.

In terms of the other idea thread: Parent/child campaigns are also something we’ve discussed as part of our roadmap. There are many exciting improvements on the roadmap for the Campaigns tool and we’ll provide updates as progress is made!

[alivia]

Hi everyone -- I'm here to provide an update on associating contacts with a campaign. 

We hear you loud and clear, and we agree that this functionality is important. We're currently making some infrastructure improvements that will take campaign reporting and associating capabilities to the next level. 

You may have noticed some of the recent campaigns updates in this post, the good news is that these are just the tip of the iceberg. There are some exciting improvements on the roadmap for the campaigns tool, including the ability to associate contacts / offline sources. 

We'll be sure to update this post when more information is available. Thanks!

[CDanielson]

Our Sales rep just got back from a conference and has several business cards/leads that we would like to manually add to HubSpot and relate to the event campaign (we had sent emails, blogs, etc. in advance); however, understand there is no way to do so manually. I think it  makes sense to be able to manually add a lead and relate it to an existing campaign. 

[beckie]

I'd like to be able to associate a list of contacs we've imported with a campaign. This would be a great way to improve organization/tracking ROI of offline campaigns such as events.

[rohanpai]

Currently, when you build a smart list. You can filter contacts by "Campaign ID" - one campaign at a time.

It would be great if there was a option to select "Contains" as the filter.

In that case we could standardize on naming convections for campaigns in Salesforce and use "Contains"="*webinar*" as the filter to include all past (and future) webinar campaigns.

[emmah]

I have a list of webinar attendees and survey responses that go along with a campaign we are tracking in Hubspot. It would be really great to add these contacts to the campaign. 

[CDanielson]

If you use GoToWebina for webinars - then you can add a connector to HubSpot and automatically track attendance and relate to a campaign (I think!!!). 

[emmah]

It was a webinar done in partnership with a compnay we advertise with and they used zoom. So unfortunately, that's not an option for us. 

[Wschutt]

It would be very helpful for us to associate lists with certain campaigns, as nearly all of our lists are created in conjunction with event campaigns. Our team would greatly appreciate the addition of this feature, as it would help us to better organize our events.

[mikeusry]

I agree with this request.  There are SO MANY instances when adding to campaigns outside of the current scope would be beneficial.  Special events, tradeshows, networking and third-party tools such as FB Messenger, intercom chats etc.

[AnastasiaSG]

It would be very helpfull to be able to create a list based on a campaign. For instance, if several emails are part of a campaign, creating a list of all those emails would permit to create workflows based on clicks in those emails.

[mark-franken]

Ditto, ditto, ditto. This is incredibly frustrating for me and almost makes me regret my HubSpot decision. Offline sources should be further defined to include common items like events and webinars and let you attach contacts to campaigns via list uploads. So frustrating!!!

[alivia]

As an update on this issue - the only workaround that we have found so far is to develop a custom webapp that uses the hubspot API to take contacts from a google spreadsheet and submit them to a form on a landing page specially created for each upload, so we can attach contacts to a campaign.

This was a lot of work for an issue that seems like it's very common so should be handled by the product!!!

Cheers

PS: If you're interested in this solution, let me know!

[mark-franken]

 Yes, I would be interested in learning more Alivia. You can email me at mark.franken@foghorn.io.

Thanks!

[CDanielson]

The only thing we have done as a workaround is to create a custom landing page (e.g. for LinkedIn contacts, tradeshows, etc.) and then manually add contacts to this landing page (we had to remove the blocking of our internal IP so we could do this). It's worked ok but it's not preferred.

[mark-franken]

That is a thought. I wouldn't want to input all data this way, but I assume you could do a list upload and then just manually fill out a form using only the e-mail address in order to attribute them to a campaign. That can still be a lot of work for larger lists. Thanks for sharing this.

[CDanielson]

I agree. It works well for smaller lists.

[mark-franken]

One other solution, although not ideal, is to send imported contacts through a workflow. It doesn't matter what the workflow does. If the workflow is associated to a campaign, you can get contacts associated.   The problem is they come in as an influenced contact vs. new contact (first touch.)

[jteumer]

Agreed! This would be incredibly beneficial to our team for organization purposes as most of our lists are centered around campaigns, such as RSVP and invitation lists for events.

[BethiQ]

This seems like such a no-brainer. I'm tired of running into instances where we can't associate certain activities with a campaign and therefore the campaign report in HubSpot is always an incomplete picture. With all HubSpot's talk about multi-channel, integrated campaigns, lacking this ability seems like such a bad miss. Let's fix this! 

[IsaMarelly]

I agree. When we create a campaign associated to a tradeshow, we send pre-show email shots but at the show we gathered new leads that must be then uploaded to Hubspot and associated to the campaign. For the time being all the leads gatherred at the shows are not associated to any campaign and so are not included in the statistics/report of the event campaign. As a matter of fact, the tracking is impossible.

[Court_CDS]

This is hugely inconvenient in regards to the attribution of what marketing activity, other than digital, is generating leads.  I would like to see Hubspot focus on this ASAP.   Marketing isn't just inbound but the entire Marketing mix which includes plenty of offline activity (events, etc).  Thanks for focusing on this Hubspot!