You can achieve grouped campaign reporting using two approaches:
1. Using HubSpot Reporting (Marketing Enterprise): • Tag Campaigns: Create a custom property (e.g., “Market Segment” or “Product Name”) on campaigns and assign values to group them. • Custom Reports: Use HubSpot’s Custom Report Builder to filter campaigns by this property. Build reports to: • Show overall performance for a group of campaigns. • Compare individual campaign metrics within the group. • Break down channel performance inside the group. • Dashboards: Save and add these reports to a custom dashboard for ongoing monitoring.
2. Using Google Sheets with a data connector like - Superjoin: • Connect to HubSpot: Use Superjoin in Google Sheets to pull campaign data, including your custom grouping property. • Data Join: Employ Superjoin’s data joining features to merge datasets (e.g., HubSpot metrics with other channel data) based on campaign identifiers.
•Do custom Analysis in Sheets:
Create pivot tables to group by your custom property, compare campaigns, and assess channel performance.
Insert charts for visualization.
Schedule Automatic refreshes for up-to-date reporting.
This approach offers flexibility to combine data from multiple sources and customize reporting outside of HubSpot. This will allow you to create custom reports which update automatically and can be shared with the leadership team.
Yes, you can achieve this in HubSpot with your Marketing Hub Enterprise subscription.
To group campaigns using a custom property in HubSpot, create a custom campaign property under "Campaign properties" in Settings, add it to your campaigns, and use it to tag, filter, and sort campaigns by segments or product names.
You can also create a custom report with "Campaigns" as the data source and include custom properties to group your campaigns. This will help you measure overall metrics collectively.
To compare the performance of each campaign within the group, you can use the Compare campaigns tool. This feature allows you to compare up to 10 campaigns using default and custom properties to identify which ones perform best based on engagement or any custom metrics you define.
In your campaign reports, break down data by channels (such as email, social media, or web engagement). Customize your reports by selecting channels as fields to visualize channel-level performance for your custom group of campaigns.