Reporting & Analytics

TDelafosse
Contributor

Aggregate campaign UTMs and Hubspot campaign names

SOLVE

Hi,

We collect campaign names through either:

- Campaign UTMs (1) - single line text

- First touch converting campaign (2) - automated Hubspot campaign property

 

Similar to explained on this page, both properties are not always in line with each other: 

HubSpot campaigns may include traffic that is tagged with utm_campaign parameters, but not all utm_campaign parameters are necessarily related to a HubSpot campaign.

 

What I am trying to do: create a workflow to copy (1) and (2) to a new property

Issue: when enumeration property values are copied to a text property, the internal value for the enumeration property will be copied, not the label. ==> I end up with a Hubspot campaign ID, instead of the label.

 

==> Does anyone know how I can copy a Hubspot campaign name (not the internal value) to a text field?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Aggregate campaign UTMs and Hubspot campaign names

SOLVE

Hi @TDelafosse,

 

How many campaigns do you have? Right now, I don't see another solution than branching by internal value and manually setting your target property as an external label, e.g. if internal value is 123, set target property to "Campaign A", if internal value is 456, set target property to "Campaign B". Not a process that scales well, but could work for a small number of campaigns.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Aggregate campaign UTMs and Hubspot campaign names

SOLVE

Hi @TDelafosse,

 

Why would you want to copy the First touch converting campaign to another property? Since it's the first touch, it won't change. If you could elaborate on what you need this for, there might be another approach. I'm not aware of a way to 'translate' the internal value into the external label when copying this.

 

For utm_campaign, should you for example use utm_campaign as a hidden field in website forms to capture it, the field should be set up as single-line text, not a dropdown. If it's set up as single-line text (and the target property you want to copy into is, too) you shouldn't be seeing the enumeration error.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

TDelafosse
Contributor

Aggregate campaign UTMs and Hubspot campaign names

SOLVE

Thanks Karsten.

Some contacts have "First touch converting campaign" (a) values and no "UTM campaign" (b).

Some have it the other way around.

I need this data in 1 property to create filters. So I want to create a new property that would

- copy from (a)

OR

- copy from (b) if (a) is empty

 

As you raised, my challenge is that the workflow I have can only copy the internal value.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Aggregate campaign UTMs and Hubspot campaign names

SOLVE

Hi @TDelafosse,

 

How many campaigns do you have? Right now, I don't see another solution than branching by internal value and manually setting your target property as an external label, e.g. if internal value is 123, set target property to "Campaign A", if internal value is 456, set target property to "Campaign B". Not a process that scales well, but could work for a small number of campaigns.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

TDelafosse
Contributor

Aggregate campaign UTMs and Hubspot campaign names

SOLVE

That's what I thought as well...

We have 100s of campaigns, so I'll have to manually match them.

Thanks Karsten.

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