[Building Report] Creating Cohorts within a specific lifecycle stage to qualify contacts
SOLVE
1 Accepted solution
[Building Report] Creating Cohorts within a specific lifecycle stage to qualify contacts
SOLVEHi @Udhayan,
With this type of reporting in HubSpot, most of the times you need to know what you're looking for.
For example, HubSpot won't give you a list of emails which were received by a certain cohort. You would have to build a list of contacts who have either received email 1 or email 2 or email 3 etc and then check how large that list is – and crossreference it with other lists.
The easiest way to explore is by using a custom report. Navigate to Menu > Reports > Reports > Create custom report > Single object > Contacts.
Under Filters choose "Create date is all time" and "Lifecycle stage is any of MQL", under Properties select anything that you think could show a pattern. Persona, Company size, Number of employees, Now in Workflow, Sends since last engagement, Marketing emails opened, Average page views, First page seen, Last page seen, Number of sessions, First conversion, Recent conversion...
Now, click on the Visualization tab, drag Count of Contacts into the Displaying area and try combinations of the properties mentioned above, e.g. Number of contacts by First conversion. Average of Marketing emails opened by Persona. Anything goes. This is how you'd finde those patterns in HubSpot.
(The only type of report where the report does the exploration for you would be an attribution report. However, that's limited to attribution for revenue, contact creation and deal creation.)
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
[Building Report] Creating Cohorts within a specific lifecycle stage to qualify contacts
SOLVEHi @Udhayan,
With this type of reporting in HubSpot, most of the times you need to know what you're looking for.
For example, HubSpot won't give you a list of emails which were received by a certain cohort. You would have to build a list of contacts who have either received email 1 or email 2 or email 3 etc and then check how large that list is – and crossreference it with other lists.
The easiest way to explore is by using a custom report. Navigate to Menu > Reports > Reports > Create custom report > Single object > Contacts.
Under Filters choose "Create date is all time" and "Lifecycle stage is any of MQL", under Properties select anything that you think could show a pattern. Persona, Company size, Number of employees, Now in Workflow, Sends since last engagement, Marketing emails opened, Average page views, First page seen, Last page seen, Number of sessions, First conversion, Recent conversion...
Now, click on the Visualization tab, drag Count of Contacts into the Displaying area and try combinations of the properties mentioned above, e.g. Number of contacts by First conversion. Average of Marketing emails opened by Persona. Anything goes. This is how you'd finde those patterns in HubSpot.
(The only type of report where the report does the exploration for you would be an attribution report. However, that's limited to attribution for revenue, contact creation and deal creation.)
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
