Lists, Lead Scoring & Workflows

ehenningsgaard
Membre

Workflow Goal Attribution

Résolue

How does a workflow count goal completion after a contact has exited? We have several workflows set up with the same goal and are trying to track performance over time but ideally we'd like to be able to limit this window so we're not counting the same event twice or incorrectly attributing the event to the workflow. 

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2 Solutions acceptées
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Workflow Goal Attribution

Résolue

Hi @ehenningsgaard,

 

When a contact meets a goal after completing a workflow, this will not count towards the workflow's goal conversion rate. Only contacts who are enrolled in a workflow and meet the goal criteria will count toward this rate.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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LeeBartelme
Solution
HubSpot Employee
HubSpot Employee

Workflow Goal Attribution

Résolue

I actually tested this today and it works as HubSpot states, that is, after exiting a workflow, you can convert. As you can see in my screenshot, the final email is attributed the goal conversion, which could only happen after the contact leaves the workflow. It does a take a bit for HubSpot to process everything and attribute it. It's not instant, but it does happen.

LeeBartelme_0-1665169117883.pngLeeBartelme_1-1665169127145.png

 

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9 Réponses
ChrisDellen
Participant | Partenaire solutions
Participant | Partenaire solutions

Workflow Goal Attribution

Résolue

We see the same thing that HubSpot documentation states - Goals can be attributed after contacts excit a workflows. We are running these at a large scale and they do indeed count. If your workflows are time-based, I would consider shutting them off, or only looking at goals achieved during specific time windows.

0 Votes
LeeBartelme
Solution
HubSpot Employee
HubSpot Employee

Workflow Goal Attribution

Résolue

I actually tested this today and it works as HubSpot states, that is, after exiting a workflow, you can convert. As you can see in my screenshot, the final email is attributed the goal conversion, which could only happen after the contact leaves the workflow. It does a take a bit for HubSpot to process everything and attribute it. It's not instant, but it does happen.

LeeBartelme_0-1665169117883.pngLeeBartelme_1-1665169127145.png

 

karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Workflow Goal Attribution

Résolue

Hi @ehenningsgaard,

 

When a contact meets a goal after completing a workflow, this will not count towards the workflow's goal conversion rate. Only contacts who are enrolled in a workflow and meet the goal criteria will count toward this rate.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Martyna
Participant

Workflow Goal Attribution

Résolue

Hi @karstenkoehler ! I came across your answer here as I have the same problem as the author of the question and I was wondering if what you wrote is in line with what HS claims. On this page it is said: "A contact can meet a workflow goal while currently enrolled or any time after completing the workflow.". Has anything changed?

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Workflow Goal Attribution

Résolue

Hi @Martyna,

 

Thanks for bringing this back up. I just tested it to make sure and set up a workflow with a goal for a specifiy property value. I had one contact enroll the workflow, waited for completion and manually updated the property's value after the contact completed the workflow. The goal attainment rate stays at 0%.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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larry_bird
Membre

Workflow Goal Attribution

Résolue

Hey Karsten!

 

I have a question related to this. Does the goal completion rate exclude contact that already met the goal before entering the workflow?

 

Thank you!

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LeeBartelme
HubSpot Employee
HubSpot Employee

Workflow Goal Attribution

Résolue
0 Votes
Martyna
Participant

Workflow Goal Attribution

Résolue

Thanks for the answer @karstenkoehler ! But was there an email sent in your test WF? As only contacts that have also been sent a marketing email in the workflow will count towards the workflow's goal conversion rate. 

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Workflow Goal Attribution

Résolue

Tested again, @Martyna, same behavior. Goal conversion rate still at 0% 🙂

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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