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.
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.
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.
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.
@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!
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!
Excellent idea. We also have lots of external or partner or co-branded events from where we get lists of contacts that we import into HubSpot. You can add static lists to campaigns though, so that is a workaround, but you cannot associate an external marketing event to a campaign either (i.e. a zoom webinar or something similar).
It seems like the Beta that was released simplest works if you have a Sales expert plan. What are the plans for rolling out this beta inside the Marketing hub? It's type of unusual to be that this become only rolled out for Sales hub seeing that I assume loads of folks in the Marketing hub would need to use this option.
We just kicked off a startup... but have used Salesforce for 8 years in my other company.
I have to say I am floored that Hubspot simply doesn't have the ability to assign / associate a contact with a campaign. This should be at the top of your priorities going into 2022. This ability is essential to my enterprise sales and partner sales teams are going to need. Please put some serious time and thought into this. It cannot be that hard to write some simple code to punch a contact from a list or from the contact view itself and associate with a campaign. Thanks for your time and consideration.
@SHungate if you create a static list, then add that list as an "Asset" to the Campaign, any deals the contacts in that static list are associated with will give deal attribution to the campaign. Of course, someone has to manually add the contacts to the list, but the rest works pretty well.
@SArnoldRFX@SHungate A static list is a good work around if you just want to associate the contacts with the campaign, unfortunately it doesn't give you the ability to distinguish between leads created by a campaign vs existing leads that were influenced by the campaign.
We ended up using a dummy form submission to associate lead creation with campaigns, which is a bit of a messy workaround, but worth the effort if you're wanting to track create and influence attribution separately - details of what we did here if you're interested
We desperately need this feature for our reporting. Because also simple workarounds for reporting don't work e.g. having a report on several selected lists and show the lifecycle stage per list (instead of campaign). Why is this feature still in Idea submitted after more than four years?
Yep.. chiming in here. I noticed that when I added a list of webinar leads from a partner to a campaign via static list, it lists them as "influenced by" not "first touch". This is not accurate.
Sounds like this is not a case of human error on my part..
Now that physical events are commonplace, it is important that customers are able to import the contacts into campaigns and mark them as new contacts. Presently, they are all reflected as influenced contact but that is not the case as they are new contacts that came in from the event.
We absolutely need this as well. Many of our contacts come from offline sources due to marketing efforts, allowing us to do this, can help a lot with reporting.
This request has only been open and begged for since 2017, appears it is something HS doesn't care about. Very frustrating for a company that suggests we do everything we can to delight our customers...
I feel like I'm constantly creating workarounds for when HS just doesn't quite fit.
@Shay Can you comment if the team has addressed/fixed the multitude of issues related to offline contacts and campaign attribution in your latest Marketing Hub improvements?
I am not at inbound. It's my understanding from the multiple posts on this thread requesting this upgrade that it has not occurred and that they keep proposing "work arounds"
