HubSpot Ideas

Adlinn21

Marketing Campaigns as Criteria for Workflows

  1. This Idea is for Marketing Users in Hubspot
  2. The goal is to automate and expand usage of Hubspot Campaigns.
  3. The adds extraordinary value for attributing engagement from contacts to marketing assets
  4. See below:

We have been diligently utilizing Hubspot's 'Marketing Campaigns' functionality for all of our Assets.

 

  1. Emails
  2. Forms
  3. Landing Page
  4. Blog
  5. Ad Campaign
  6. Social Post
  7. Webinar
  8. etc

 

By tying our Assets to these Hubspot Campaigns, we're able to aggregate contacts that have 'Engaged' with those assets. But it's missing a key component....

Here's the issue:

If we want to utilize those 'New' or 'Influenced' contacts in workflows, then we're unable to do so without having to manually go into each campaign, and choose the Use in List button to then make a list out of those contacts for automation.

This seems like an oversight on Hubspot's part. The relationship of a contact to a campaign is known, the relationship of a contact to an asset is known. But to use that relationship I have to manually click a button to create a list, it's not available as a filter for creating dynamic lists nor is it available as a trigger/fitler for workflows. Why?

The streamlined solution here is to make that relationship available as a filter for lists and workflows. That then allows us, the customer, to then create any automation we can think of against these 'new' or 'influenced' contacts.

Proof of Concept:


The use case I specifically have is building out SFDC Campaign Attribution for contacts that have engaged with specific assets of the same category.

Example: We have marketing emails, ad campaigns, social posts  and web pages all promoting a specific upsell solution. If a contact opens the email about this solution, add them to a salesforce campaign. If a contact visits the webpage for that solution, add them to a salesforce campaign.

We want to be able to track every engagement down to the asset itself, and use those engagements as triggers for campaign membership within our CRM.

Screenshots:

1. Max E. Is influenced by this campaign.

Adlinn21_0-1714077199757.png

2. What influenced him? He opened an email asset

Image 4-25-24 at 2.35 PM.jpeg

His engagement should be tracked, withing salesforce, and actionable within Hubspot. 


I really think this could be an easy win for Hubspot, and would for sure help us as customers "Grow Better with Hubspot".

Thanks

2 Replies
Adlinn21
Participant

Adding a comment here.

I did notice that I can create a dynamic list for 'Campaign' members. But what I can't do is be granual enough to identify:

1. What asset they engaged with

2. How many times they engaged with each asset

3. When those engagements occured

Ie. Contact is influenced by 'Campaign A'. This campaign used the following Assets: Email, Web Page, Social post, Ad Campaign.

I would want to be able to identify the contacts that engaged with the Email Asset (Clicked) AND visited the Web Page AND engaged with Social post within the last 30 days. Then use that segmentation for; Scoring, field updates, automation, etc.

Thanks

OJ_ONT
Participant

How did you manage to create a dynamic list for 'Campaign' members?

I want to do something similar - I want to create a workflow that can push contacts to a Salesforce campaign that matches the Campaign name in HubSpot (or a unique campaign property e.g. the Salesforce Campaign ID). Right now we tag contacts with a campaign ID as they interact with a form... but this means creating either unique forms or  unique workflows for every single campaign. 
I want to use operations hub to do this automatically - if a contact is created by or influenced by a campaign then push that contact to the Salesforce Campaign.
It's frustrating that I can't drive automation based on how contacts are interacting with campaigns. I don't even think it is possible to do this with the API.