How to Track Visitor Selections in a HubSpot Chatbot and Generate Reports?

[SShoaib]

Hi guys,

I've set up a chatbot in HubSpot and want to track which options visitors are selecting and generate reports based on these interactions. How can I capture the selections, configure workflows to update these properties when visitors make a selection, and build a custom report to visualize the data on visitor selections?

Any detailed guidance or examples would be greatly appreciated!

Thank you!

[PamCotton · Accepted solution]

Hey @SShoaib, thank you for posting in our Community!

To track visitor selections in a HubSpot chatbot and generate reports, start by setting up custom properties in HubSpot for each option you want to track. In the chatbot editor, add actions to set these properties based on the visitor's selections. Next, create a workflow that enrolls contacts when these properties are known and updates the relevant properties accordingly. 

Finally, build a custom report by going to Reports, creating a Single object report, selecting Contacts, and adding your custom properties to visualize the data.

I hope this helps,

Pam

[SShoaib]

Hey thanks for the help!

Can you help me when creating the workflow what it should be based on?