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!

[jvalentine]

Agreed with other posts in this thread, the best way is to create a landing page for the event and have people fill it in there (or fill it in yourself afterwards - painfully manual, Hubspot). 

Note of warning from someone who learned from terrible experience:

If you create a landing page for an event and you want people to sign in from one particular device, make sure the form you use has cookies disabled. If cookies are checked, it will merge all of your contacts from one device into one contact. I almost cried. Go to the form settings to do that.

[bodenvy]

There should be a way to select a campaign when manually entering a contact record.  Example:  A prospect calls in and my staff asks "how they heard about us" and the customer answers with "billboard."  We need a way to select a campaign that is associated with "billboard" when manually adding the record.

[Jmcdade]

ABSOLUTELY NEED THIS PLEASE! I need to be able to see how our trade show campaigns perform with leads throughout their lifecycle...

Thanks,
Jen

[SimonH_Demodia]

I just hit this issue too. I can't believe it's not possible to manually associate contacts with a campaign in some way. This seems like an essential requirement for any basic marketing analytics tool.

[esmith]

How has this not been solved yet? I don't care which way we go - adding contacts to a campaign or a list to a campaign but for real, what's the solution? Hubspot cannot be this far behind.

[lukethomas]

It's insane that this doesn't exist.

[katclark]

+1!

[aleciaobrien]

Yes please! Mind you, this is so obvious there must be a reason why this hasn't been enabled thus far?? What is that reason?

[AllisonAltus]

Yes, we are also looking for a solution to this. We need to attach offline activities/interactions e.g lunch and learns, meetings, etc to a specific campaign. When looking at influenced contacts from a campaign we also need to see those that have been influenced by an offline activity such as a meeting or event. 

Thanks

Allison 

[kellyyvr]

This is essential for offline campaign tracking, integrated campaign performance and for Original Lead/Deal Source reporting. I'm new to HubSpot and am shocked it's not availble. I made the mistake of mass updating some event contacts from Original Source = 'Offline Source' to 'Other Campaign' (which makes more sense to me). I assumed the Original Drill-Down 1 and 2 information that included the event description would stay intact ... it doesn't! Those fields end up blank with the change 😞 

As our company grows this is going to be more problematic and we may have to look for a different solution. 

[KristenInBoulde]

This is really strange.  Every other marketing automation tool has this capability to manually associate contacts/lists to campaigns- eloqua, marketo, etc.   This is an important feature missing and I am hoping it could be brought in soon. Thanks!

[nick-gat]

Shocked to discover this didn't exist -> please work on this. Thanks

[jeremypyles]

Oh gawd...we’ve been using Salesforce AND Hubspot for years and just kicked Salesforce to the curb to go 100% Hubspot and the first thing I notice is that I can’t associate leads with a campaign manually like we did in Salesforce for years...

holy **bleep** why why why?

the only thing I can think of is that Hubspot is a “software” company and just doesn’t believe in OFFLINE marketing techniques like trade shows, meet and greets, lunch and learns and print advertising.

thats a shame.

we spend a lot on Hubspot marketing enterprise, sales pro and service pro — and we also spend a lot on trade shows.

why can’t we attribute a contact to an offline marketing event??

this is so terribly painful.

hubpsot please...please...please...

[William3]

Hi Hubspot's guy !

A long long long time ago we asked for this !!!

And still still still still ... waiting !!!

Until when !!!

Is there a specific person to call ? Hubspot's CEO ?

Thanks to help us ASAP 🙂

[Rgagnon]

Why don't the people on this thread start a social media campaign with its own hashtag -- #CampaignListConnect or something and make sure we tweet and talk about it online along. We can try and get Hubspot's attention that way.

[IsaMarelly]

I personnally went to Hubspot linkedIn and posted comments on their existing posts.  Someone answers this:

"Thank you so much for reaching out and providing this feedback. I understand the usefulness that this option would bring to your team’s workflow and wanted to let you know that I've sent along this feedback to our team. I've also given the idea an upvote in the ideas forum and have asked colleagues to do it as well so that the Dev team can see that this would be a very useful feature. I completely understand your frustration here and want to assure you that the team takes this type of feedback very seriously and it is very important to the growth of the product."

I'm ready to support your social media campaign or even create it. 
Thanks

[jeremypyles]

For all of you who have left comments on this thread and upvoted, please keep posting here to continually ask Hubspot to listen to this request...maybe with enough noise we can convince them that OFFLINE marketing is actually a viable marketing channel!

Jeremy

[MdeRada]

I think it's a great idea to start a social media campaign. If we all ask all our users to vote and comment we can hopefully generate enough noise. 

[Alloret]

I can't believe this doesn't exist! Being able to create a list based on a campaign is a tool that Hubspot should have incorporated already... 

[isimeonov]

Definitely it is a great idea. It may save a lot of time and I cannot believe that it does not exist. It is a must!