Reporting & Analytics

t-tlg
Participant

Organic campaign ROI tracking on closed won deals not working

Hi folks, I built an organic marketing campaign in Hubspot with a landing page, form, content download, internal email notification, and thank you page, which will all be tied to a social post. 

I'm testing the campaign and everything's working well except for roi tracking.

Basically I filled the form with a test user then created a new deal with a dollar amount and then marked the deal closed won, but I don't see any tracking on the closed won deal in the campaign (still says $0).

From my understanding this should be tracked automatically unless I'm missing something? Again this is just an organic campaign so there are no paid ad dollars tied to it.

Also, deals and contacts are automatically attributed to a campaign if they come in via a form submission that is tied to a campaign, correct? 

 Thx!


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3 Replies 3
ASoklov
Member

Organic campaign ROI tracking on closed won deals not working

You’re correct — ROI should update automatically, but it only does so if the deal is associated with a contact that’s linked to the campaign and that association follows HubSpot’s attribution logic.

Check these:

  • The form is assigned to the campaign.

  • The contact created from that form is associated with the deal.

  • The deal’s “Campaign” property matches the campaign you’re testing.

  • The deal was closed after the campaign launch date.

If those all check out and ROI still shows $0, HubSpot may just need time (a few hours) to update metrics.

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t-tlg
Participant

Organic campaign ROI tracking on closed won deals not working

  • The form is assigned to the campaign.

    • yes
  • The contact created from that form is associated with the deal.

    • yes
  • The deal’s “Campaign” property matches the campaign you’re testing.

    • I'm not seeing an actual campaign property on the deal itself. I can see the contact is attributed to the campaign via the landing page on the contact view, but no "card" in the deal view for campaigns or anything campaign related on the deal view.
  • The deal was closed after the campaign launch date.

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Jaycee_Lewis
Community Manager
Community Manager

Organic campaign ROI tracking on closed won deals not working

Hey, @t-tlg 👋 Welcome to our community! Can you add any screenshots or additional details that may help our customers better understand the specifics of your setup? Thank you! — Jaycee





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