Reporting & Analytics

ATiwari246
Member

How to Track Persona

SOLVE

Here I have questions:

We have some target personas and now we need to find out how many of them have visited our website or clicked on our social media posts.

Can we track that through HubSpot? How?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to Track Persona

SOLVE

@ATiwari246 wrote:

So to summarize, I can only track those personas who are on my contact list. I can't track any random users who visit our website. For social media, I can track only reactions and not persona who reacted to our social media post.


No, not quite. For you to be able to filter for personas and how they have interacted with your website or whether they have converted after a social media touchpoint, the following criteria must be met:

  • They must have submitted a HubSpot form and accepted browser cookies.
  • They must have clicked through a HubSpot marketing email and accepted browser cookies.

Only then will those conversions after social media touchpoints or website visits reflect on a contact record and only then will you be able to filter for them.

 


@ATiwari246 wrote:

Do we still have this feature?


Yes, in the HubSpot search in your portal, type in 'website visits', then scroll down and click this:

 

karstenkoehler_0-1720721963860.png

 

If my replies helped you, please mark them both as accepted solutions. It'll help other forum members and it'll also help me 🙂

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.

View solution in original post

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ATiwari246
Member

How to Track Persona

SOLVE

So to summarize, I can only track those personas who are on my contact list. I can't track any random users who visit our website. For social media, I can track only reactions and not persona who reacted to our social media post.

Also, i need to check if hubspot help us to identify from which domain aur trafffic is coming. I was seeing a 4 years old video where users can actully do that through Prospects. Here is the link:
https://www.youtube.com/watch?v=OsOFRJPhTEs


Do we still have this feature?

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to Track Persona

SOLVE

@ATiwari246 wrote:

So to summarize, I can only track those personas who are on my contact list. I can't track any random users who visit our website. For social media, I can track only reactions and not persona who reacted to our social media post.


No, not quite. For you to be able to filter for personas and how they have interacted with your website or whether they have converted after a social media touchpoint, the following criteria must be met:

  • They must have submitted a HubSpot form and accepted browser cookies.
  • They must have clicked through a HubSpot marketing email and accepted browser cookies.

Only then will those conversions after social media touchpoints or website visits reflect on a contact record and only then will you be able to filter for them.

 


@ATiwari246 wrote:

Do we still have this feature?


Yes, in the HubSpot search in your portal, type in 'website visits', then scroll down and click this:

 

karstenkoehler_0-1720721963860.png

 

If my replies helped you, please mark them both as accepted solutions. It'll help other forum members and it'll also help me 🙂

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.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to Track Persona

SOLVE

Hi @ATiwari246,

 

In the free tools and Starter subscriptions, you could create one contact-list per persona, filtering for the persona (e.g. persona A) and add a filter for "Last seen" is known. This would then populate with all contacts matching the specified persona who have ever viewed a web page (after they've accepted cookies and submitted a form or clicked through a marketing email – HubSpot cannot track unidentified visits).

 

Interactions with social media posts are not captured in HubSpot and it's not possible to filter for that directly. You can however check if Latest source has ever been any of Organic social: https://knowledge.hubspot.com/properties/understand-source-properties – it's not the same as post shares / likes / comments but would return contacts that converted after interacting with social media content. (Assuming that you schedule social posts through HubSpot.)

 

If you're on a Professional or Enterprise subscription, you can use the same logic as above to create a report: https://knowledge.hubspot.com/reports/create-custom-reports

 

Let me know if I should specify anything.

 

Hope this helps!

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.

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