Lead Capture Tools

StephenRoda
Mitglied

Viewing lead flow submissions by month?

lösung

I'd like to get an idea of how users filled out a lead flow each month, but that doesn't seem possible because the lead flows section only shows Created Date (of the entire contact) not the date of the lead flow submission.

 

For example, there are "lead flow submissions" in months before the lead flow was even created. That is because Hubspot is showing the contact create date of users who filled out the lead flow.

 

Is there a way to view how many lead flow submissions happened in a month?

0 Upvotes
1 Akzeptierte Lösung
trevordjones
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Viewing lead flow submissions by month?

lösung

Hi @StephenRoda

 

If that's what I wanted to know, I'd go to Contacts and do the following:

 

  • Click Add Filter>First Convestion Date=Last Month
  • Click Add Filter>First Conversioin is Exactly (The name of your lead flow).

You could also use recent conversion and recent conversion date instead if you want to to know who converted, rather than new leads created.

 

Does that help?

- Trevor
If my post solves your problem, please accept it as a solution.

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
2 Antworten
trevordjones
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Viewing lead flow submissions by month?

lösung

Hi @StephenRoda

 

If that's what I wanted to know, I'd go to Contacts and do the following:

 

  • Click Add Filter>First Convestion Date=Last Month
  • Click Add Filter>First Conversioin is Exactly (The name of your lead flow).

You could also use recent conversion and recent conversion date instead if you want to to know who converted, rather than new leads created.

 

Does that help?

- Trevor
If my post solves your problem, please accept it as a solution.

0 Upvotes
StephenRoda
Mitglied

Viewing lead flow submissions by month?

lösung

Yes, that works for what I'm trying to accomplish. I'll accept your response as the answer. Thank you!

0 Upvotes