Report for new contacts

[ParkerO]

Hey everyone! I'm trying to figure out a report that tracks new contacts created from either a form or a marketing event. We have zoom connected and I'd love to know how many new contacts come from our  zoom webinars. It would be great if we could also select forms and have the report pull both numbers. 

Thanks for your help! 

Parker

[karstenkoehler · Accepted solution]

Hi @ParkerO,

This is easiest achieved with the 'First conversion' and 'Original source' properties:

• Created by form: filter for "Recent conversion contains any of [form name]"
• Created by Zoom event: find a contact you know was created by the Zoom integration and look up their values in Original source, Original source drill-down 1 and 2 fields. Once you've identified these values, you can filter for them exactly. https://knowledge.hubspot.com/properties/understand-traffic-source-properties

You could then either create a segment (list) using these filters or a report.

https://knowledge.hubspot.com/lists/create-active-or-static-lists

https://knowledge.hubspot.com/reports/create-custom-reports

Best regards

[karstenkoehler · Accepted solution]

Hi @ParkerO,

This is easiest achieved with the 'First conversion' and 'Original source' properties:

• Created by form: filter for "Recent conversion contains any of [form name]"
• Created by Zoom event: find a contact you know was created by the Zoom integration and look up their values in Original source, Original source drill-down 1 and 2 fields. Once you've identified these values, you can filter for them exactly. https://knowledge.hubspot.com/properties/understand-traffic-source-properties

You could then either create a segment (list) using these filters or a report.

https://knowledge.hubspot.com/lists/create-active-or-static-lists

https://knowledge.hubspot.com/reports/create-custom-reports

Best regards

[ParkerO · Accepted solution]

For the report I ended up using contact "create date" and then used the filters "Record source is Integration" and "Record source detail 1 is equal to zoom"

[ParkerO]

Thank you! 

[STierney]

Hey @ParkerO - thanks so much for posting in the Community!

I understand that you're looking to create a custom report that reflects new contacts created from either a form, or a marketing event. Before tagging in some experts to explore how this may be possible, I'd like to ask what your thoughts are on instead tracking this data through segments (formerly lists). With segments, you can group records based on property values and other characteristics. 

Have you considered this approach instead? And if so, what worked/didn't work for you?

Shane, Senior Community Moderator