Reporting & Analytics

StephanieYoung
Participant

Migrating click-through data?

Résolue

Hi there - I'm working on migrating from an old CRM to Hubspot and am struggling with something.  Our old CRM will spit out a list of timestamped click-throughs so I can figure out which of our contacts are reading/responding to our emails.  Since all of that already exists, what can I do with that data in Hubspot?  I've been using the Engagements API to create call, email, task events but I'm not seeing a solution for legacy click throughs.  Ultimately I'd like to build click throughs into our contact Hubspot score so we know who our marketing is really working for.

 

Thanks!

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louischausse
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Migrating click-through data?

Résolue

Hey @StephanieYoung 

 

Interesting use case!

 

Unfortunately, you can't import email clicks in HubSpot (Don't worry when you will send email from HS opens and clicks will be tracked and you will be able to Score those actions)

 

What I suggest is important this data from your former CRM as "Notes" with the engagement API.

 

Use a naming convention that you are comfortable with (i.e. "Click in a marketing email: Name of email") and then you will be able to give a score with a rule like "If Note include "Click in a marketing email"

 

https://developers.hubspot.com/docs/api/crm/engagements

 

 

Screenshot 2020-10-02 at 8.22.43 AM.png

 

Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

Louis Chaussé
The Wizard of Hubs

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call

Voir la solution dans l'envoi d'origine

3 Réponses
louischausse
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Migrating click-through data?

Résolue

Hey @StephanieYoung 

 

Interesting use case!

 

Unfortunately, you can't import email clicks in HubSpot (Don't worry when you will send email from HS opens and clicks will be tracked and you will be able to Score those actions)

 

What I suggest is important this data from your former CRM as "Notes" with the engagement API.

 

Use a naming convention that you are comfortable with (i.e. "Click in a marketing email: Name of email") and then you will be able to give a score with a rule like "If Note include "Click in a marketing email"

 

https://developers.hubspot.com/docs/api/crm/engagements

 

 

Screenshot 2020-10-02 at 8.22.43 AM.png

 

Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

Louis Chaussé
The Wizard of Hubs

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call
StephanieYoung
Participant

Migrating click-through data?

Résolue

Thanks @louischausse - we're using Hubspot as an applicant tracking system/CRM rather than a sales CRM for the time being, so our use is a little different than the norm: our Hubspot score is actually more like a candidate scoring measure.  This is really helpful, and I'll be able to work with this.  Thank you!

0 Votes
JessicaH
Ancien salarié HubSpot
Ancien salarié HubSpot

Migrating click-through data?

Résolue

Hi @StephanieYoung,

 

Thanks for reaching out.
I want to tag in some thought leaders to see if they can assist with this.
Hi @louischausse @markkofman @himanshurauthan, would you be able to share your thoughts with @StephanieYoung?

Thanks,
Jess 


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