Inbound lead report with forms and chats

[SebScheuer]

We have been working with reports that look at form submissions form our demo request forms and pulled them into graph for inbound leads.

Now adding chatflows to the channels of incoming leads, these reports don't work as chats don't count as form submissions.

How do you set up inbound lead reporting that includes more channels? Looking for inspiration and your personal setup.

[Whathcock]

Hey @SebScheuer ,

I use this report with a lot of my clients (screen shot below). It's a pre-built report from HubSpot called "Contacts created by interaction type" and it breaks out the type of interactions (including forms and conversations) that are generating new contacts.

To find this report in your dashboard, simply navigate to Reports > Create Report and then do a search for "interaction", from there you'll be able to customize the report to suit your needs.

Hope this helps,

Whitney

 

[SebScheuer]

Thanks Whitney. Are you filtering out specific forms (like content downloads, low-intent forms) or how do you make sure these are only qualified inbound leads (demo requests)?

[OPerek-Clark]

@SebScheuer Depending on how you're identifying qualified inbound leads, you could potentially use a filter for lifecycle stage = MQL, or to your point, filter by specific form submissions or recent conversion contains "demo request" (or whatever your naming convention is for demo request forms).

[Whathcock · Accepted solution]

Hi @SebScheuer ,

When you customize the report, there are a couple of different filtering options you can use (pictured below). 

If you're using lifecycle stages and marking qualified demo leads as a specific lifecycle stage, you could use that filter. Or, if you've got a demo campaign set up, you could use that filter. If you have a smart list of everyone who is a qualified inbound/demo lead, you can attach that as a filter as well. Finally, if you've got a custom property you're using to mark demo leads, you can add that as a filter.

I hope one of those options helps!

Whitney