Lists, Lead Scoring & Workflows

HSmith21
Member

Show sales last touch campaign

SOLVE

Hi there - I want to present a view or list of contacts who have engaged with us to a sufficient extent that sales should follow up with them. I have no issue in pulling together these people (lead scoring, lifecycle stage - etc.) but I am struggling to include for sales what the last touch campaign was.

 

I can only find last touch converting campaign - which isn't really relevant for us. We have the vast majority of our prospect universe in our CRM already. I need to show the last touch campaign that ticked the contact over to being a marketing-qualified lead. 

 

Any suggestions on how I can do this? Thank you!!

0 Upvotes
2 Accepted solutions
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Show sales last touch campaign

SOLVE

Thanks for the tag @DianaGomez, happy to offer some insight for @HSmith21, I have a few questions first:

 

1 - where are you trying to display this value? In a report/dashboard or surface on the contact record?

 

2 - what are some of the actions they can take before they're handed to sales?

 

3 - what subscription do you have for sales / marketing hubs?

 

As an initial thought, latest source properties might be what you're looking for:

 

Jnix284_0-1709034446515.png

 

 

  


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

View solution in original post

danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Show sales last touch campaign

SOLVE

Hey there @HSmith21 and welcome to the Community. 

 

I'm wondering if you could make a Custom Report, create a pivot table, and show this data. Here's what I started testing: 

Pivot table with Contact ID and Campaign ID & UTM Campaign.

Screenshot 2024-02-27 at 8.22.06 AM.png

Then you can add filters for the campaign ID getting updated in the last 31 days, and that should show which campaign they've interacted with recently. 

Screenshot 2024-02-27 at 8.22.16 AM.png

If it were me, I'd start with that and see where it takes me. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

View solution in original post

3 Replies 3
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Show sales last touch campaign

SOLVE

Hey there @HSmith21 and welcome to the Community. 

 

I'm wondering if you could make a Custom Report, create a pivot table, and show this data. Here's what I started testing: 

Pivot table with Contact ID and Campaign ID & UTM Campaign.

Screenshot 2024-02-27 at 8.22.06 AM.png

Then you can add filters for the campaign ID getting updated in the last 31 days, and that should show which campaign they've interacted with recently. 

Screenshot 2024-02-27 at 8.22.16 AM.png

If it were me, I'd start with that and see where it takes me. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
DianaGomez
Community Manager
Community Manager

Show sales last touch campaign

SOLVE

Hi @HSmith21,

 

Thanks for reaching out to the Community!

 

This is an excellent question!

 

Let's check in with our experts to see if they might have some insights for you.

 

Hey  @Jnix284, @elizheleva, @danmoyle do you have any suggestions for @HSmith21?

 

Thanks,

Diana


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0 Upvotes
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Show sales last touch campaign

SOLVE

Thanks for the tag @DianaGomez, happy to offer some insight for @HSmith21, I have a few questions first:

 

1 - where are you trying to display this value? In a report/dashboard or surface on the contact record?

 

2 - what are some of the actions they can take before they're handed to sales?

 

3 - what subscription do you have for sales / marketing hubs?

 

As an initial thought, latest source properties might be what you're looking for:

 

Jnix284_0-1709034446515.png

 

 

  


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin