Great minds think alike

I find it impossible to get the sort of reporting I want from HubSpot or via any of the reporting integrations that I've tried. The main limitations I find are in grouping of emails/campaigns, and the ability to select date ranges and show week-on-week or month-on-month change for the specific attributes that I am interested in. Nor can I add targets and show variance to target.   How I get around the problem now   Currently to see what I want to see, I need to use the Marketing>Email>Export Email function to export a CSV of the email attributes over a given time frame, then I need to repeat that for the comparison time frame (previous month, for example). I then have to group the campaigns together in the way I want and do all of the month-on-month calculations manually, within a spreadsheet.   The limitations of what's currently available in the dashboard   In this  dashboard, I can get a month-on-month view, but only for emails as a whole, top-level, which isn't helpful. I also can't adjust the metrics which display. I generally like to see sent, opened, open rate, clicked and CTR. Here, I'm stuck with sent, opened, clicks and click rate.   There's also another level of grouping which I feel is missing.    I can show emails at an individual level, or group things together into campaigns, but it still doesn't give me the flexibility I need. The way I use Hubspot, I've got emails grouped into campaigns, but then strategically, you can group those campaigns into being supportive of broad business objectives. Maybe if you provided some sort of text filtering on campaign name, I'd be able to build a report which grouped campaigns together.   The other thing I can't do is input any sort of target to show movement versus target.   Examples of what I'm trying to achieve   Here are a couple of reports I've had to manually create using Google Sheets and Data Studio, because I can't get the data together in HubSpot in the way that I need it.   So, for these reports, I'm looking at overall groups of "Journey" emails (welcome & in-life, helpful service hints etc.), and "Campaign" which is more tactical, focused on specific up-sell or cross-sell activity. We're not really using HubSpot for pure acquisition yet, this is almost all aimed at existing customers.   This is the first report, a top-level dashboard that shows O/R and CTR for my two broad groups of email, both versus a target and with a "variance to previous month". It's not possible to create this report within HubSpot.      Here's the next one, which basically shows the detail behind the above. Again, shows the two broad campaign types, with my desired metrics, targets, and this time without the month-on-month variance and showing a graph view instead.     I feel that this sort of reporting is very similar to the sort of reporting I'd want to see and need in other previous roles I've worked in. I'm in B2B utilities right now, but would want very similar reports for previous Ecommerce B2C retail jobs that I've worked.   Exporting to Sheets via API   I've tried several routes to creating these reports using apps from Marketplace which can export data from HubSpot to Google Sheets, however, crucially, there is no ability within the API to select the data range that the email were sent within. There are "campaign created dates" and stuff like that, but that's not helpful. I don't think I'm unique in having campaigns and workflows setup which trigger on an ongoing basis month to month. It doesn't seem unreasonable to want to export sent data from a given time-frame.   The functionality exists within HubSpot, because I can do it manually from within Marketng>Email>Export Email.     If you just made that date range selector visible to the API, it would be problem solved, becuase I could do all other filtering within Sheets.   As it stands all that these "export to Sheets" plugins can do is export campaign data "all-time", which doen't allow you to monitor how your performance is changing over time.     ...read more

It would be brilliant to be able to pull form analytics into the reporting dashboard, for example being able to save Overall Submissions and the breakdown of choices picked in a dropdown select option within the form itself.  ...read more

I have built a Advertising Dashboard that should give at one sight all relevant information about advertising. This includes an overview about the performance of our current active campaigns. At the moment I need to manually always create a new report each time we have created a new campaign to make it be displayed on the dashboard. As I cannot update reports coming from analytics tool I need to always delete the exisiting campaign overview report and add a new one including the new campaign. This is a lot of work.   What would be great: - a filter option for all active campaigns - make reports built from analytics tools adjustable directly from dashboard     ...read more

One of my clients selling unique product. They are collecting the quantity of the product for sale with a deal (number) property. The total quantity is reportable but would be nice to have a weighted report by sales stages. Weighted report available only with total amount by deal stages now.  ...read more

The Zoom Hubspot Integration is ok but not as smooth and effective as hoped The Zoom Hubspot integration works ok for the basics. It is relatively easy to push registrations from Hubspot to Zoom in preparation for a webinar. The invitation and registration functionality of Zoom is very poor with text based invitations that can hardly be edited and very limited ability for branding. So using Hubspot for a much nicer user and brand experience is recommended. Then running the webinar and Zoom collecting the attendee info works well to. However, the information back from Zoom to Hubspot after the event leaves much to be desired. For example only data about who attended is transmitted and added to the activity feed of a contact but not who did not attend. The custom properties that come with the integration are also unnecessarily complex and different to the usual HS property logic, making them hard to use. In essence it is difficult to extract the list of non-attendees to email them after the event. Overall I think the integration is usable but there is a lot of room for improvement here especially because the data is collected inside Zoom, just somehow not transmitted to Hubspot. More detailed documentation/articles would also help.   What do you like? Easy flow of registrations from Hubspot to Zoom to get nice registration experience   What needs improvements? Problems with data syncing before and after the event Unnecessarily complex custom properties and not all available data being synced back to Hubspot Light on for documentation ...read more

As of now, to move an invoice FROM quickbooks to hubspot, it must be done manually (via company, contact, or deal). However, the value here for me is to be able to use workflows/deals to follow up on unpaid invoices. However, if I have to manually add invoices into Hubspot, the value isn't really there, since it's double work.   Would would be ideal is that EVERY invoice added to QB got put into hubspot. When paid in QB, the HubSpot invoice would be marked as paid, and when overdue, it would be noted accordingly. THEN the tasks could be beneficial. ...read more

Now that Hubspot has a HubSpot Service Hub, it would be great if there was an option to disable the opt-out of communication option at the bottom of automated emails.   Either that or the ability to automate Support specific emails.    We want to automate emails from support based on different actions/criteria inside of the product. Unfortunately, these emails at the moment have to have the unsubscribe/opt out option in the Footer.    We would really like the option disable that footer / opt-out option because our users shouldn't be able to opt-out of support emails as they are often necessary for our users to get the most value from our product.    Please let me know if any of the above is unclear. ...read more

To be GDPR compliant it is important that we can document what a user has signed up for and what the user actual gave consent to. While the Communication consent text is stored in the subscription history on the contact record with a time stamp, the Privacy text, Process concent text, Consent to process checkbox label or Process consent footer (depending on the selected GDPR options) are not stored anywhere. It is pretty crucial to store this either in a similar way as the subscription history or at least as a part of the form submission on the timeline, so we at all time can refer back to this in case a contact questions what the consent exactly was. ...read more

ever since the changes, I haven't been able to export tasks. is it possible to add this feature again? it is extremly frustrating ...read more