Customer Journey Report

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Regular Contributor

There are a few data points I'd like to pull together from all of our customers so we can have a better idea of how to reach and connect with future customers.

1. Where did they come from and what did they look at on our website before and after they converted?

2. Did they come back to the site after they converted and if so what did they do on the site?

3. What emails did they open, click, share and when did they unsubscribe if they did?

 

Some of this we can get from GA but not specific to our customers or our email campaigns.  I can't find a Hubspot report that captures all of the details that I can see in individual contact files so that I can build a picture of trends.  Does that exist?

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Community Manager

Hi @jhall

 

The attribution report would be a good starting point in terms of gathering the data around what pages website visitors are going to. 

 

Additionally, the sources report could give you some of the information you are looking for. Here are a few resources that explain the report. 

  1. How to master the sources report
  2. Sources report user guide

@coreysmith @Josh do you have any suggestions on gathering this information within HubSpot? 


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Community Manager

Hi @jhall,

 

What HubSpot products and subscription do you have? 

 

Depending on what tools you have access to, where your website is hosted (by HubSpot or externally), and what subscription level you have will vary the best next steps. 

 

Once we have this information, the Community can give more insight!


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
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Regular Contributor

Thank you.  We have Professional 2013.  Our website is hosted through Wordpress rather than on HS.

 

Appreciate your help.

Jennifer

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Community Manager

Hi @jhall

 

The attribution report would be a good starting point in terms of gathering the data around what pages website visitors are going to. 

 

Additionally, the sources report could give you some of the information you are looking for. Here are a few resources that explain the report. 

  1. How to master the sources report
  2. Sources report user guide

@coreysmith @Josh do you have any suggestions on gathering this information within HubSpot? 


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!

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Top Contributor | Platinum Partner

There is no one report that you can pull to gather this data. I do agree that the attribution report is a good starting point. While I can't tell you specifically what report you would want to look to build, there is a lot of data in there.

 

It's likely you might need the reporting add-on to get as detailed as you'd like. You can light up a trial of that to see if it helps you.

 

Corey Smith

Marketing Strategist • Tribute Media

smith@tributemedia.com

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Regular Contributor

Thank you Corey, what do you mean by "light up a trial?"

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